CPA/Bookkeeper Consultation

Overview

The organization is seeking a CPA/Bookkeeper to provide consulting services to support new project managers. The engagement focuses on helping project managers understand core bookkeeping concepts, financial statements, reconciliations, and related compliance and reporting topics. Sessions will be conducted via Google Meet or Zoom.

Responsibilities

• Provide instruction on basic bookkeeping principles, including why bookkeeping fundamentals are important to operations.
• Deliver hands-on training with financial software (including setup, data entry, and reporting).
• Coach project managers on managing accounts payable and accounts receivable, including best practices.
• Teach effective record-keeping techniques for maintaining accurate and organized financial records.
• Explain compliance and reporting requirements and how to prepare financial statements.
• Provide an overview of the rationale behind the completion and necessity of these tasks, if necessary.

Project Structure & Scheduling

• The consulting work will be grouped into 5 Teams.
• Sessions will be delivered via Google Meet or Zoom.

Compensation

• Flat project rate: $1,000 per day for each Team.
• Total per Team: $5,000 for 5 days per Team.
• Advance payment: $20,000 in advance for 4 Teams.

Location

Remote (conducted via Google Meet or Zoom).