Freelance Operations & Workflow Specialist (Remote)
Contract / Freelance | Remote | Project-Based
I am looking for an experienced Operations & Workflow Specialist to help build a streamlined, digital operating system for my growing bookkeeping business.
The goal is to create efficient, repeatable processes that allow me to manage clients, recurring work, and internal operations with confidence as my business continues to grow.
About the Business
I own a bookkeeping firm that works primarily with QuickBooks Online clients. I currently use Google Workspace and am open to recommendations for task management software and workflow tools.
Project Scope
The successful candidate will work with me to:
- Review my current processes and identify inefficiencies.
- Design and implement a complete digital workflow.
- Create recurring task templates for bookkeeping services.
- Build onboarding and offboarding workflows.
- Develop standard operating procedures (SOPs).
- Set up task management with recurring reminders and deadlines.
- Organize Google Drive folders and document management.
- Recommend and implement software that best fits my business.
- Create simple dashboards so I always know what needs to be completed.
- Ensure the system is easy to maintain and scale.
Ideal Candidate
You have experience:
- Designing operational systems for service-based businesses.
- Building workflows in tools such as Asana, ClickUp, Monday.com, Notion, Trello, or similar platforms.
- Creating SOPs and documentation.
- Improving productivity and business operations.
- Working with bookkeeping or accounting firms (an asset but not required).
- Google Workspace and cloud-based business systems.
What I'm Looking For
- Strong organizational skills.
- Excellent communication.
- Ability to simplify complex processes.
- Someone who asks good questions before building systems.
- Experience creating workflows that are practical and easy to use.
Project Details
- Remote position.
- Flexible hours.
- Project-based contract with the possibility of future ongoing work.
- Please include examples of workflow systems or operational projects you've built.
If you enjoy creating organized, efficient systems and helping small businesses grow, I'd love to hear from you.
Pay: $20.00-$40.00 per hour
Benefits:
- Flexible schedule
- Work from home
Language:
Location:
Work Location: Remote
