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I run a live SaaS tool that automates diagnostics and clean-up reviews inside QuickBooks Online. As we release new features, I need a Mumbai-based CPA (or similarly qualified accountant) to act as my go-to subject-matter expert as part of our . Your day-to-day input will shape how our algorithms flag and prioritise issues, so what you see in the app must echo what real firms scope, quote and deliver. What you’ll focus on • Pressure-testing every diagnostic we surface for books clean-ups, month-end close checks, reconciliations and review workflows • Re-creating edge-case scenarios in QBO, confirming that our rules catch them, then explaining why if they don’t • Suggesting data points, wording and workflows that will help practising accountants work faster in the app • Helping create fixing workflows for cleanup issues Your background – Books clean-up is your primary specialty, and you rely on QuickBooks Online extensively for that work. – In typical clean-ups you already handle: • Transaction categorization • Fixing errors • Removing duplicates – You are based in Mumbai and can meet or jump on quick calls during IST business hours. Deliverables & cadence - Weekly consulting hours for in-depth discussions, product testing and advisory etc. If helping refine a product that other accountants will lean on every day sounds exciting, let’s talk.
ID do Projeto: 40132311
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Ativo há 2 meses
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With several years of experience as a Chartered Accountant (CA) specializing in accounting, bookkeeping, and financial analysis, I can offer you comprehensive expertise in QuickBooks Online (QBO) that would be valuable for your SaaS tool. My ability to efficiently handle tasks such as transaction categorization, error fixing, and removing duplicates is a testament to my proficiency with the software. Furthermore, I have extensive knowledge of relevant accounting standards like IFRS, GAAP, and IND AS, so I am familiar with global practices and can ensure compliance and transparency in your product. Living in Mumbai allows me to not just stay connected but also keep pace with IST business hours. This means that quick calls, urgent meetings or any intense consultation that might arise can be easily accommodated. Lastly, my history of managing tax planning and filings while minimizing liabilities, underlying internal controls through statutory and internal audits and providing actionable insights ensures that I can bring not only an end-to-end perspective to project but also play a key role into directing the growth post transformation.
₹1.000 INR em 40 dias
3,9
3,9
3 freelancers estão ofertando em média ₹952 INR/hora for esse trabalho

Hello! I am excited about the opportunity to collaborate with you on enhancing CleanupOwl, a live SaaS tool that automates diagnostics and clean-up reviews within QuickBooks Online. I am seeking a Mumbai-based CPA or qualified accountant to provide expert input on shaping our algorithms to effectively flag and prioritize issues in line with real-world accounting practices. Your expertise in books clean-up and proficiency in QuickBooks Online will be invaluable in ensuring the accuracy and efficiency of our tool. Let's work together to streamline and optimize accounting workflows for practitioners. Regards, CA. Swati Jain, CPA | Indian CA & CS
₹855 INR em 47 dias
4,4
4,4

As an experienced tax advisor and seasoned accountant, I bring a thorough understanding of QuickBooks Online to the table. I have firsthand knowledge of transaction categorization, error correction, and duplication elimination - skills that align perfectly with the tasks your project entails. Moreover, my familiarity with various ERPs, including QBO, guarantees that I can smoothly navigate through edge-case scenarios and optimize your algorithms to catch potential problems effectively. My strength lies in my multidisciplinary background combining law, accounting, and data analysis. This rich blend allows me to offer unique insights into not just QuickBooks clean-ups but also wider risk management and compliance issues. My approach is practical and results-oriented - I focus on delivering clear, implementable recommendations that mitigate risks while maximizing efficiency.
₹1.000 INR em 40 dias
0,0
0,0

Mumbai, India
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