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Consultant for QuickBooks Training and Technical Support

Consultant for QuickBooks Training and Technical Support

: Kinder Not Hilfe (Thailand)

: Nonprofits / องค์กรไม่แสวงหาผลกำไร

: 469

: 8 July 2025

24 July 2025

Term of Reference

Consultant for QuickBooks Training and Technical Support

 

Background:

Kindernothilfe e.V. (KNH) is a German non-profit organization that supports vulnerable children worldwide, working with local NGOs in over 30 countries. In Thailand, KNH partners with local organizations to implement child rights and women’s empowerment projects. To strengthen financial management capacities, KNH has identified a need for targeted training and ongoing technical support in the use of QuickBooks accounting software.

Purpose of the Assignment

The purpose of this consultancy is to design and deliver a tailored QuickBooks training program for KNH’s local partners and to provide post-training technical support. The aim is to build practical skills in using QuickBooks for accurate financial reporting and day-to-day accounting.

Scope of Work: The consultant will be responsible for planning, delivering, and following up on a tailored QuickBooks training program for KNH partner organizations. The work will be divided into three main phases.

                1. Preparation Phase

a.       Review existing QuickBooks training needs assessment results.

b.       Conduct initial discussions with KNH partners to confirm and clarify specific needs.

c.       Meet with KNH to finalize the objectives, scope, and schedule of the training workshop.

d.       Develop a customized training plan and agenda tailored to varying user levels (e.g., beginner vs. intermediate).

e.       Prepare all relevant training materials, including case studies, exercises, and user guides.

2                  2.  Implementation Phase (Workshop Delivery)

a.       Facilitate a 2-day in-person workshop for finance staff from KNH partner organizations, conducting in Thai language.

b.       Provide practical, hands-on training using both QuickBooks Desktop and Online versions, depending on the partners’ needs.

c.       Guide participants through real-life accounting scenarios, including system configuration and project-based financial tracking.

d.       Actively respond to participant questions and ensure that concepts are clearly understood.

 

3                  3.  Post-Training Technical Support

a.       Provide technical support for a period of 1–2 months following the workshop.

b.       Support may include virtual consultations, troubleshooting, or assistance with software setup and report generation. 

Deliverables

  • Customized training materials and manuals
  • Delivery of QuickBooks training workshop
  • Post-training support plan (e.g., helpdesk hours, one-on-one coaching)

 Duration and Timeline

The consultancy is expected to take place over a 6–8 week period, starting in August 2025. The QuickBooks training for KNH partners is expected to be held in Chiang Mai on 16-17 September 2025.

Reporting:
The consultant will report directly to KNH Thailand Finance manager and work closely with finance staff of partner organizations.

 Required Qualifications:

  • Proven experience in financial management and QuickBooks training (Desktop/Online)
  • Familiarity with NGO/Non-profit accounting and donor reporting requirements
  • Strong facilitation and coaching skills in Thai
  • Ability to communicate in Thai and English
  • Experience working with International development organizations is an asset

 

Application Process

Proposals should comprehensively address all tasks outlined in this Terms of Reference (ToR), including the preparation phase, facilitation of the QuickBooks training session, and provision of post-training technical support.

Specifically, the proposal should include:

  • A clear plan for preparation in coordination with KNH, based on the existing training needs assessment;
  • A proposed design and facilitation strategy for a hands-on workshop focused on QuickBooks use and financial monitoring;
  • A plan for technical backstopping to partner organizations following the training.

 Interested consultants are requested to submit the following documents:

  • A cover letter outlining relevant qualifications and experience;
  • A technical proposal, including approach, methodology, and timeline;
  • CV(s) of the consultant or key personnel involved;
  • A financial proposal, indicating daily rates and estimated number of working days;

  

Please send your complete application to:

Ms. Nuengruetai Suebmongkolchai
Finance Manager, KNH Thailand
Email: nuengruetai.suebmongkolchai@kindernothilfe.com
Deadline for submission: 24 July 2025

 Proposal Submission and Contracting

KNH will review all proposals based on relevance, methodology, experience, and cost-effectiveness. The selected consultant will be contracted on a freelance basis. The agreement will clearly outline the scope of work, timeline, and budget, as mutually agreed upon.

KNH reserves the right to request clarifications or revisions and to select the proposal that best meets the objectives of this assignment.

Contact : ืีnuengruetai.suebmongkolchai@kindernothilfe.com


บัญชี / Accountantการเงิน / Financier