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TYPE OF WORK
Any
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SALARY
$50,000 PHP
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HOURS PER WEEK
TBD
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DATE UPDATED
May 16, 2026
THIS IS NOT A STANDARD BOOKKEEPING ROLE.
We're building a fully automated, scalable accounting system from scratch for a multi-brand reputation management operation. We need someone who takes ownership, thinks proactively, and builds systems that run themselves.
We operate across Canada and the US, helping businesses protect and manage their online presence. We're scaling fast, expanding service lines, adding new payment processors, and migrating to additional brand entities in the coming months. Our financial infrastructure has to match. The person we hire won't just maintain records, they'll architect a system that gives us full financial clarity across every revenue stream, expense, and profit metric, automatically.
If you're a bookkeeper who is also strong with automation tools (Zapier, Make, n8n, Dext, Hubdoc, or equivalent) and you've built multi-platform systems before, read on.
WHAT THE SYSTEM NEEDS TO DO
- Dual revenue tracking: accrual (deals closed) AND cash (payments collected) visible simultaneously with AR aging
- Deal-level gross profit tracking: client revenue minus exact contractor cost for that same deal
- Split payment logic from day one: client pays $5,000 deal in 4 installments = 1 revenue event. Contractor paid in 3 payments for 1 job = 1 expense event
- Anti-duplication controls: platform-to-bank transfers must never be counted as revenue
- Multi-platform integration: Stripe, Interac e-Transfer, Wise, PayPal, crypto (Koinly/CoinTracker), credit and debit cards, plus future payment-link processors like Venn, Massive, Payment Cloud
- Multi-brand and multi-service-category support: per-deal pricing ranges from $150 to $5,000 USD depending on service type, with new service types and brands added regularly
- Automated expense capture: screenshot to system and bookkeeper simultaneously
- Rules-based auto-categorization for all recurring charges
- Automated 2-day snapshots, weekly summaries, bi-weekly efficiency analysis delivered without me requesting them
- Live dashboard: revenue sold vs. collected, gross profit, net profit, expenses by category, outstanding receivables
CRITICAL DESIGN REQUIREMENT
The system must be configurable, not custom. Adding a new payment processor, service category, contractor role, expense type, or brand must be a configuration change, not a rebuild. This is non-negotiable and is part of the base scope of the Setup Phase, not a change order.
THE SCOPE
Phase 1: Setup (7 days, fixed price). Full system built and confirmed working. 12+ specific deliverables including dashboard, SOP document, walkthrough video, configuration guide, and confirmed test transactions running end-to-end. Detailed brief shared with shortlisted applicants.
Phase 2: Ongoing ($500 USD/month). Monthly reconciliation, all reports delivered, workflow monitoring, proactive flags. Payment released after monthly deliverables confirmed. The monthly retainer covers all configurable additions, no extras invoiced.
WHO THIS IS FOR
You've built automated bookkeeping systems, not just managed accounts.
You're fluent in QBO, Xero, Wave, or similar and can tell me which is best for this build and why.
You know Zapier, Make, n8n, Dext, Hubdoc, or equivalent.
You're proactive. You chase missing info. You flag issues before I notice them.
You respond fast and communicate clearly.
This is NOT for generalist bookkeepers who only handle manual entry.
This is NOT for someone who needs to be told what to do at every step.
TO APPLY, ANSWER THESE THREE QUESTIONS
Generic proposals will not be considered.
1. What accounting software would you recommend for this build and why?
2. A client pays a $3,500 deal across 3 installments over 2 weeks. Walk me through exactly how that appears in the system, accrual side and cash side.
3. If I add a new payment processor 4 months after the system is live, what does your process look like and how long does it take?
A full system brief is shared with shortlisted applicants.
Let's build something that runs itself.
