Caterina Rossi

QuickBooks Online & Accounting Workflow Specialist

Self employed / Freelance • Freelance

Sep 2026 - Present • 1 mo

I help businesses organize and improve the everyday processes that keep their sales and financial records moving. My work focuses on QuickBooks Online, with practical solutions for invoice customization, inventory setup, Shopify integration, and AI-assisted supplier invoice processing. I customize invoice templates to reflect a business's identity and present transaction details clearly. For inventory, I organize product records, SKUs, and opening stock so businesses can start with a more structured item list. I also help connect Shopify with QuickBooks Online to support sales and transaction syncing, and build workflows that extract information from supplier PDF invoices using AI-powered OCR, with review and approval steps where required. I approach each project by first understanding the existing process, identifying where manual work or disorganized records create difficulties, and then implementing a solution that fits the business's needs. I pay attention to the details that matter, including data accuracy, field mapping, workflow logic, and how information moves between systems. I believe good technical work should make a business owner's day easier, not introduce another complicated system to manage. My goal is to help clients spend less time handling repetitive administrative tasks and more time focusing on running their businesses. I value clear communication, practical problem-solving, and making sure the agreed scope is understood before work begins.