Hi
I run a video production company and creative agency. I’m looking for a QuickBooks specialist to set up everything from scratch and deliver a complete, automated system that fits how my business actually works.
Here’s exactly what I need:
• Set up QuickBooks (I already have an account, but it’s empty).
• Connect five bank and credit card accounts (three business, two personal).
• Automate transaction imports and categorization for all accounts.
• Configure the chart of accounts for a video production company (crew, freelancers, rentals, production costs, etc.).
• Enable reporting per project and per client, showing income, expenses, and profit.
• Set up recurring reports (monthly summaries, profit/loss, project cost analysis).
• Work with pyg as the main currency, but also include usd.
• Integrate QuickBooks with [
monday.com](http://monday.com/), so payments and expenses can be linked directly to projects.
• Deliver a fully functional system, ready to use.
• Create a written guide and a walkthrough video explaining how everything works — no live training needed, just a clear handover.
I don’t want hourly billing or bookkeeping services.
I want a single fixed price for the complete setup, automation, and handover.
When replying, please include:
• Your experience with QuickBooks Online and automation setups.
• Whether you’ve integrated QuickBooks with [
monday.com](http://monday.com/) before.
• A short description of how you’d approach this setup.
• Your fixed price quote and estimated completion time.
Delivery term: Not specified