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I'm seeking an experienced QuickBooks professional to help set up an efficient workflow and chart of accounts tailored for our charity organization, USS Cleveland Legacy Foundation ([login to view URL]). Organization Background: - Currently have a Quickbooks account that is linked with Chase Bank account and Fundraising/CRM software Bloomerang - Current migration of data from Bloomerang and Chase needs to be overhauled for easier chart of account use - Managing Director handling day-to-day finances and needs training on best Quickbooks Online practices Key Tasks: - Design and implement a chart of accounts specific to our fundraising events and commissioning activities. - Set up a QuickBooks workflow that streamlines our financial tracking and reporting. Ideal Skills and Experience: - Proficiency in QuickBooks, especially for nonprofit organizations. - Strong understanding of nonprofit accounting and financial management. - Experience in setting up workflows and charts of accounts. - Prefer proficiency in using Bloomerang CRM and Fundrasing software Please provide examples of previous work with charities and any relevant certifications.
Proje No: 40066600
24 teklifler
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24 freelancer bu proje için ortalama $20 USD/ saat teklif veriyor

As a seasoned accounting professional with over 15 years of experience specializing in bookkeeping, finance, and accounts, I am uniquely positioned to provide the top-notch QuickBooks services you require. Drawing on my profound understanding of nonprofit accounting and financial management, I can tailor your chart of accounts to best suit your fundraising events and commissioning activities. Additionally, my extensive experience setting up workflows and charts of accounts will ensure that the entire financial tracking and reporting process for USS Cleveland Legacy Foundation is streamlined and efficient. Having a history of working with nonprofits like yours, I am not only proficient in QuickBooks but also deeply invested in the sector's mission. Your requirement for migration and overhaul from Bloomerang and Chase can be swiftly implemented by me with 100% accuracy. The foundation I have built through my career, which includes meticulous budgeting, forecasting, bank reconciliations, cash flow analysis,and preparation of financial statements among others, would greatly contribute towards establishing an efficient workflow and system for your charity. Thank you
$15 USD 40 gün içinde
7,6
7,6

Hello, my name is Pangkaj, and I am an experienced QuickBooks professional with a strong background in nonprofit accounting and financial management. I have a proven track record of setting up efficient workflows and charts of accounts specifically tailored for the unique needs of different charitable organizations. Having worked extensively with Bloomerang CRM and fundraising software, I'm confident that my familiarity with this platform will enable me to seamlessly integrate your existing systems. With over seven years of experience, including more than a decade as a Senior Officer in finance and accounts, I have gained a deep understanding of financial tracking and reporting for charitable entities. My expertise extends beyond QuickBooks. I pride myself on delivering excellent results while being reliable and efficient. In addition to streamlining your financial workflow, setting up a chart of accounts aligned with your fundraising events, and commissioning activities are tasks perfectly suited to my skillset. My previous clients speak highly of my ability to complete work ahead of schedule and under budget while achieving significant milestones. Given the opportunity, I would ensure that every dime saved would be directed back to supporting the USS Cleveland Legacy Foundation's invaluable work in the community. Thanks
$15 USD 40 gün içinde
7,8
7,8

Hello, Hello! I'm Mirza Muhammad from Live Experts, and I'd absolutely love to help you set up an efficient workflow and chart of accounts tailored for USS Cleveland Legacy Foundation. With over a decade of experience in accounting, auditing, and financial analysis, I've acquired a wealth of knowledge specifically relevant to your project's needs. As an experienced QuickBooks professional, I've successfully designed charts of accounts that uniquely aligned with my clients' requirements— an area that will be highly useful to your fundraising events and commissioning activities. On the management side, my team and I at Live Experts have handled numerous projects that demanded high organizational skills and attention to detail—traits essential for streamlining financial tracking and reporting on Quickbooks. Also, as two of our colleagues are proficient in Bloomerang CRM and Fundraising software, this should expedite your data migration process smoothly. My promise is simple: You can trust me with your accounting needs, just as countless others have in the past. Let's positively impact USS Cleveland Legacy Foundation with a seamless transition to an efficient financial structure. Feel free to contact me anytime so we can start right away! Thanks!
$50 USD 660 gün içinde
7,1
7,1

Throughout my career, I've built a strong foundation in accounting and bookkeeping which has allowed me to efficiently utilize QuickBooks for nonprofits like USS Cleveland Legacy Foundation. I understand the unique intricacies charities face with their financial tracking and reporting, and this insight will be invaluable for designing a tailored chart of accounts for your specific fundraising events. Moreover, I can help leverage QuickBooks' potential by streamlining its workflow with Bloomerang. The migration of data you're currently experiencing requires an expert hand to ensure a seamless integration that aligns with your needs. I take pride in my attention to detail and ensuring data integrity; so I can guarantee that this transition will be managed diligently. Lastly, being an adept resourceful professional who's not just proficient in Quickbooks but also skilled in new technologies, means I can p provide you some innovative solutions as well, while adhering to all your requirements. My candidature brings forth a harmonious blend of skills, experience, and a client-oriented approach that prioritizes usability and efficiency specific to your charity organization. Assigning me to this task would be a decision you'll never regret. Let's build something special together!
$15 USD 40 gün içinde
6,9
6,9

Dear Nick L., We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Data Entry, Accounting, CRM, Audit, Fundraising, Financial Analysis, Bookkeeping, Financial Planning, Budgeting and Forecasting, Financial Consulting and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$25 USD 5 gün içinde
4,0
4,0

Akron, United States
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