We use QuickBooks Online and already have a bookkeeper and accountant. This project is not for bookkeeping, reconciliation, or tax work. We need a QuickBooks Online expert to help us optimize and train our team on one thing: monthly invoicing our clients for the services we provide. Right now, billing takes us way too long each month. We believe our process can be streamlined with better QBO setup, templates, automation, and a cleaner workflow. We want someone experienced to review how we’re doing it and show us a faster, more reliable approach. Scope (billing only) Review our current monthly invoicing workflow in QBO Improve invoice creation speed and consistency: invoice templates and line item structure recurring invoices / scheduled invoices where appropriate batch invoicing or time-saving workflows customer-level rules/notes to reduce mistakes Recommend best practices for handling variable monthly charges Help us reduce billing errors and rework Train 2 team members via Zoom/screen share Deliver a simple SOP/checklist for our monthly billing cycle What success looks like Billing cycle time reduced materially Fewer manual steps and fewer errors A repeatable process our team can run every month Project size Short engagement: likely 2–4 sessions (60–90 minutes each) plus a written checklist/SOP. Ideal freelancer QuickBooks Online expert (not Desktop) Has improved invoicing workflows for service businesses before Can teach and document a process, not just “do it for us” Practical, process-oriented, efficient To apply, please include Your QBO experience and certifications (if any) A brief example of how you’ve streamlined monthly invoicing for a client Your hourly rate and availability over the next 1–2 weeks