Job Description

I am launching a SaaS platform at the end of March and need a one-time QuickBooks Online setup.
This is a pre-revenue startup preparing for launch. I do NOT need tax filing or monthly bookkeeping. I need a clean, launch-ready structure in QuickBooks Online.
Scope of Work:
• Review current QuickBooks Online account
• Create proper Chart of Accounts for SaaS / subscription model
• Enter past business expenses paid personally by owner as Owner Contributions (Due to Owner)
• Prepare income categories for:
- Subscriptions
- Digital services
- Live virtual events
• Set up Stripe → QuickBooks integration
• Ensure gross revenue and Stripe fees are recorded separately
• Ensure refunds can be tracked properly
• Leave QuickBooks structured and ready for launch
Important:
• No payroll
• No sales tax setup
• No tax filing
• No monthly contract required
• Fixed price project only
Please answer the following in your proposal:
1. Have you ...

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