Budget: 999 UAH Deadline: 1 day
Iryna, I can quickly conduct an audit of QuickBooks and show where there are duplicates, unnecessary templates, or weak points in the processes. I have experience with financial systems and automation: I have set up workflows, templates, and integrations, making it easier for teams to manage their accounting. I am ready for an online meeting with your financial specialist, where I will explain the changes in simple terms and suggest practical improvements.
Budget: 8000 UAH Deadline: 3 days
We already have a practically ready approach to such an audit of the financial system - it can be quickly adapted for QuickBooks and launched without unnecessary bureaucracy.
We can conduct the initial audit and consultation within 2-3 working days. The estimate for the first stage is 8000 UAH. After that, there will be a clear list of improvements, data risks, and a real assessment of the next stage.
We have experience with financial processes, CRM, accounting systems, template automation, roles, reporting, and integrations. In QuickBooks, I would start not with specific corrections, but with checking the structure of accounts, templates, rules, repetitions, accesses, and scenarios that a financial specialist actually uses.
Look, there’s a nuance here - in financial systems, it’s better to first find the source of errors, and only then clean up templates and processes, because otherwise, you can beautifully remove symptoms, but not the cause.
For the work, I see the first stage as follows:
- Audit of current QuickBooks settings
- Brief discussion with the financial specialist within the exchange rules
- List of changes with priorities
- Quick fixes, if they are safe for the data
- Recommendations for automation and further development
Questions to more accurately assess the scope:
- Which version of QuickBooks is being used - Online or Desktop?
- Are there integrations with the bank, sales, warehouse, or other services?
Similar tasks based on our experience:
- https://business.ingello.com/forma-bpm - automation of business processes and regulations
- https://business.ingello.com/iks - corporate system with accounting, roles, and process management
- https://business.ingello.com/forma-crm - setting up workflows, data, and management logic
About us and the work format on the exchange - https://systems-fl.ingello.com/ua
In touch, we can discuss the first stage and not complicate where careful systematic revision is needed.
