QuickBooks Online Expert Needed to Set Up and Organize Accounting for Real Estate Businesses and Personal Finances

**Job Title:** QuickBooks Online Expert Needed to Set Up and Organize Accounting for Real Estate Businesses and Personal Finances

**Overview**

Please read entire Job otherwise you won't be considered.

I am an active real estate investor and entrepreneur with multiple businesses, rental properties, and renovation projects. I currently use several bank accounts and credit cards across personal and business spending, and I need an experienced QuickBooks professional to help organize everything into a clean, easy-to-manage system.

The goal is to create a **simple and scalable accounting structure using QuickBooks Online Plus** so that I can clearly track expenses and income across my businesses, properties, vehicles, and personal finances.

I want a system that allows me to easily see:

* Profit and loss per business
* Expenses and profitability per property
* Contractor payments and totals
* Vehicle-related expenses
* Personal vs business spending
* Material and renovation costs for properties

This project will include **initial setup, organization, and guidance on how to maintain the system going forward**.

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**Current Situation**

* Multiple business ventures including real estate investing, lending, and rentals
* Several rental properties and renovation projects
* Personal and business transactions currently mixed across accounts
* Multiple bank accounts and credit cards being used for expenses
* QuickBooks Online Plus will be used as the primary accounting platform

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**Primary Responsibilities**

The person hired will help design and implement a clean accounting system and organize existing transactions.

Responsibilities include:

1. **QuickBooks Setup and Structure**

* Set up and optimize QuickBooks Online Plus
* Create a proper Chart of Accounts
* Implement tracking systems for businesses, properties, and vehicles
* Set up classes, locations, projects, and tags where appropriate
* Ensure everything is structured for easy reporting

2. **Account Integration**

* Connect and organize multiple bank accounts and credit cards
* Ensure transactions are importing correctly
* Create rules for recurring transactions

3. **Transaction Organization**

* Categorize and clean up existing transactions
* Assign transactions to the correct business, property, and category
* Properly track contractor payments and vendor expenses

4. **Real Estate Expense Tracking**

* Track renovation costs by property
* Track contractor payments by vendor
* Track material costs and holding costs
* Ensure property-level profitability can be viewed easily

5. **Vendor and Contractor Management**

* Set up contractors as vendors
* Ensure payments are tracked correctly
* Prepare the system for 1099 reporting if necessary

6. **Vehicle Expense Tracking**

* Implement a simple system to track vehicle-related expenses

7. **Reporting Setup**
Configure reports so I can quickly see:

* Profit & Loss by business
* Expenses by property
* Vendor payment totals
* Vehicle expenses
* Overall cash flow

8. **System Simplification**

* The most important goal is **simplicity and clarity**
* The system should be easy for me to maintain weekly

9. **Training / Walkthrough**

* Provide a walkthrough showing how to maintain the system
* Explain how to categorize future transactions correctly

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**Ideal Candidate**

Looking for someone who:

* Is highly experienced with **QuickBooks Online Plus**
* Has worked with **real estate investors, landlords, or flippers**
* Understands **property-level expense tracking**
* Has strong knowledge of **chart of accounts design**
* Can simplify complex financial structures
* Is detail-oriented and organized
* Can communicate clearly and explain the system

Bonus if you have experience with:

* Real estate bookkeeping
* Construction or renovation cost tracking
* Multiple business entities
* 1099 contractor tracking

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**Project Scope**

Initial project includes:

* Reviewing my current financial structure
* Designing a clean QuickBooks structure
* Connecting and organizing accounts
* Categorizing transactions
* Setting up reporting
* Providing a walkthrough and documentation

This may lead to **ongoing monthly bookkeeping work** if the relationship is a good fit.

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**Please Include in Your Proposal**

* Your experience with QuickBooks Online
* Any experience working with real estate investors
* Examples of similar bookkeeping setups
* Your hourly or project rate
* Estimated time to complete initial setup
* Favorite Color

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**Goal**

My goal is to build a **simple, organized system that gives clear financial visibility across my businesses and properties without unnecessary complexity.**