Our direct-to-consumer site pulls 50kโ200k unique visitors a month and handles quarterly royalty statements for a portfolio of licensed designs. Until now, a desktop-only workflow and a single part-time accountant kept the numbers straight. Weโre migrating to QuickBooks Online, expanding the product mix, and need fresh horsepower to keep books tight, reports clean, and cash flowing without friction.
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What Youโll Own
โขFull-cycle monthly accounting
Reconcile bank, credit-card, and payment-gateway activity; close the books by the 10th business day.
โขQuarterly licensing & royalty reporting
Aggregate sales data, apply contract-specific royalty rates, draft partner statements, and prep cash-out schedules.
โขQBD โ QBO migration
Map COA, import historical data, stand up automated bank feeds, and document new SOPs so the team can self-serve basic lookups.
โขeCommerce clean-up
Align Shopify/Stripe (or similar) settlements with the GL; resolve timing differences on sales tax, refunds, and chargebacks.
โขProcess-improvement guardrails
Flag scalability gaps, propose dashboards, and lay the groundwork for SKU expansion and higher traffic bands.
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What Success Looks Like in 6 Months
1.Zero-variance closes โ Every bank and gateway account ties out, licensing accruals match contracts, and P&L/BS roll forward without suspense entries.
2.Audit-ready royalty trail โ Source data โ calculations โ partner statements are buttoned-up and searchable.
3.QBO humming โ The team pulls real-time snapshots (cash, COGS, royalty liability) without pinging you for basic exports.
4.Scalable playbook โ Documented SOPs let us flex from a handful of SKUs to hundreds without reinventing the wheel.
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The Nuts & Bolts Weโre After
Must-HaveNice-to-Have
3+ yrs small-biz or eCom accounting (cash + accrual)Prior royalty/licensing accounting
Hands-on QuickBooks Online (setup & cleanup)Experience with Shopify, WooCommerce, or BigCommerce finance workflows
Advanced Excel/Sheets (v-lookups, pivot tables)Familiarity with A2X, Synder, or similar eCom integrators
Comfort owning month-end solo & presenting to leadershipExposure to inventory or COGS standard-cost setups
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How We Work
โขAsynchronous first. Youโll get clear weekly deliverables and the freedom to knock them out on your schedule, as long as deadlines hold.
โขIterate, donโt wait. Spot a better workflow? Ship the MVP, show us the delta, and weโll back the upgrade.
โขBuild for scale. Do the hard thinking now so we donโt bottleneck later.
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Compensation & Logistics
โขHourly contract, paid bi-weekly via ACH.
โข10โ15 hours per week to start; likely to expand as traffic and SKU count scale.
โขU.S. time-zone overlap preferred for easier hand-offs.