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I’m looking for ongoing help across three fronts: keeping my QuickBooks account in order, making sure every inbound customer-support call is answered promptly, and staying on top of all text and social-media interactions. QuickBooks You’ll log in to my existing QuickBooks Online file, review transactions, and carry out whatever bookkeeping, invoicing, or reporting tasks are pending that week. The exact mix of tasks can shift, so I value someone who already feels comfortable navigating the platform and can flag any discrepancies without hand-holding. Calls All incoming calls are customer-support related—typically order questions, basic troubleshooting, or status updates. A friendly tone, clear spoken English, and the ability to document each call in our shared CRM are essential. I route calls through a VoIP line that you can access from your computer or mobile app. Text & Social Messages You’ll manage three types of texts—customer inquiries, promotional blasts that we schedule, and appointment confirmations. I use a simple web dashboard that also lets you reply to Facebook and Instagram DMs in the same place, so you can keep every thread up to date. Deliverables • Weekly QuickBooks file updated and balanced • 100 % of customer-support calls answered or returned within one business hour, with notes logged • All text and social messages responded to or scheduled by end of day If you already juggle QuickBooks, VoIP call software, and social scheduling tools such as Hootsuite or Buffer, you’ll ramp up quickly. Let me know your relevant experience and the time zone you work from so we can coordinate coverage.
Project ID: 40377808
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70 freelancers are bidding on average $424 USD for this job

With several years of experience in accounting and bookkeeping, I offer a unique blend of skills that fit your needs precisely. Managing your QuickBooks account quickly and effectively is a task I excel at. I'm familiar with the platform, comfortable navigating any requirements, and can proactively identify discrepancies without being prompted - giving you the assurance that all your financial matters are under control. In addition to my financial skills, I’m also adept at providing top-notch customer service, as good communication is key to any business. Through my previous experience fielding inquiries over the phone, email, and social media platforms, I've developed a strong sense of how important it is to answer promptly and with a friendly tone. Furthermore, my efficiency in documenting calls through CRM will ensure that none of the valuable customer interactions go unrecorded. Lastly, my experience in working with virtual assistant tools such as online dashboards will make it seamless for me to manage all your texts and social messages. My familiarity with these tools allows me to keep every thread up-to-date and swiftly respond or schedule the required messages. All in all, by choosing me for this role you'll have an experienced professional who can bring skill, empathy and keen attention to detail to help you succeed.
$750 USD in 7 days
8.9
8.9

As an accomplished project manager with extensive experience in customer relationship management, I am confident in my ability to rise to the multifaceted challenges your QuickBooks and Communications Assistant role presents. Not only am I familiar with navigating QuickBooks Online proficiently, but I'm also accustomed to spotting discrepancies before they become problematic. Using my CRM skills, I can ensure that your customers' inquiries are quickly and thoroughly addressed while providing valuable documentation for future reference. Lastly, I want to emphasize my commitment to maintaining clear communication channels and adhering strictly to stated timelines. This entails not only promptly answering all incoming customer-support calls but also responding promptly to all text and social media messages. By entrusting these vital aspects of your business operations with me, you can focus on other critical business matters with complete peace of mind. Let Zayer Tech be your partner in transforming the way you manage projects!
$500 USD in 7 days
6.8
6.8

Being a CA and ACA qualified professional, I have spent close to a decade refining my skills in managing financial accounts accurately, which includes navigating QuickBooks proficiently. I fully understand the nuances of your project and the deliverables required. I can provide you with a weekly updated and balanced QuickBooks file, ensuring every transaction is accounted for meticulously. As a certified accountant, I'm not only familiar with managing finances but also well-versed in various communication mediums. My expertise extends to customer-support calls/documentation, text,& social messages management which aligns perfectly with your expectations from the role. My extensive experience in financial consulting and client management has imbibed in me a friendly tone and clear English-speaking ability - vital for translating customer calls into shared CRM notes effectively.
$250 USD in 7 days
6.2
6.2

Hi, I am excited about the opportunity to support your business across the three fronts mentioned. With 7 years of experience in bookkeeping and customer support, I have developed a strong proficiency in QuickBooks Online, ensuring transactions are accurately recorded and reports are meticulously prepared on time. My attention to detail allows me to identify discrepancies swiftly, while my commitment to clear communication ensures that you will always be informed about the status of ongoing work. I will follow established processes to manage customer inquiries, maintain meticulous documentation, and ensure that every task aligns with your expectations. I prioritize customer satisfaction, and my friendly demeanor guarantees that every inbound call is answered promptly and documented effectively within your CRM. My familiarity with VoIP systems and social media management tools will allow me to juggle these responsibilities seamlessly. I am dedicated to providing timely responses to customer inquiries, assuring that text and social messages are managed efficiently by the end of each day. I look forward to collaborating with you to meet and exceed your goals.
$500 USD in 7 days
5.2
5.2

Hello, With over 7 years of experience in Accounting and Bookkeeping, I have the expertise to assist you with keeping your QuickBooks account organized and managing all customer interactions efficiently. I have carefully reviewed your project requirements and am confident in my ability to deliver the desired results. For the QuickBooks tasks, I will diligently review transactions, handle bookkeeping, invoicing, and reporting tasks, ensuring accuracy and timely completion. Additionally, I will answer all incoming customer-support calls promptly, maintaining a friendly tone and documenting each call in the CRM system. Managing text and social media messages will also be a priority, ensuring all inquiries are addressed and scheduled messages are sent out on time. I am well-versed in using QuickBooks Online, VoIP call software, and social scheduling tools like Hootsuite and Buffer, which will enable me to seamlessly integrate into your workflow. I am keen to discuss further details in chat to align on the specifics of the project and coordinate our efforts effectively. You can visit my Profile: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$275 USD in 2 days
4.9
4.9

Hey! We’re a team of 62 professionals specializing in virtual assistance and operational support with 9+ years of experience managing bookkeeping, customer support, and multi-channel communication systems. Here's how we can help: * Maintain and update QuickBooks with accurate weekly reconciliations * Handle inbound calls with fast response and clear CRM documentation * Manage SMS, Facebook, and Instagram messages in real time * Ensure daily communication flow stays organized and fully tracked Could you clarify your peak call hours and whether you prefer full-day coverage or split-shift support across time zones?
$500 USD in 7 days
4.8
4.8

Hi, I have read the project and can do what is needed here I am CPA Qualified and have 5 plus years of experience in the field Open the chat to discuss further Thanks & Regards Humayun khan
$250 USD in 7 days
4.6
4.6

As a seasoned bookkeeping professional with a proficiency in multiple accounting software, I believe I am the ideal fit for your QuickBooks and Communications Assistant role. My 5+ years of data entry and categorization experience, coupled with my adeptness at utilizing platforms like QuickBooks Online, can ensure that all your financial tasks are handled expediently with unwavering accuracy. Drawing from my expertise, I understand the importance of maintaining transparent information exchanges hence I'm confident in my ability to streamline your inbound customer-support calls. My friendly demeanor and fluency in English, paired with the rigorously documented call logs, will assist in addressing any customer inquiries promptly while improving our shared CRM system. Furthermore, considering that you rely on social media as a pivotal aspect of your business, my competence in managing multiple platforms such as Facebook and Instagram DMs through single web dashboards would prove invaluable. Additionally, you can have peace of mind knowing your sensitive financial information is closely guarded by someone who genuinely values privacy. Working with me guarantees not only effective task execution but also a commitment to maintaining your asset's confidentiality. Let's embark on this joint expedition to simplify and organize your financial matters!
$400 USD in 7 days
4.1
4.1

With my strong background in finance and over seven years of experience, I believe I am the ideal candidate to keep your QuickBooks account in order, handle inbound customer support, and manage all text and social media interactions. Having worked as a CA and CPA, I am well-versed in the intricacies of financial systems management and have built a solid reputation for maintaining accuracy and compliance whilst delivering timely financial solutions for my clients. Customer support is another area where I've excelled throughout my career. My friendly yet professional tone of communication coupled with fluent English ensures that every customer call is answered or returned within one business hour - with thorough notes logged so that nothing falls through the cracks. Lastly, my technical capabilities extend to handling text and social media messages via different platforms. As a result, I'll be able to efficiently manage your three types of texts using the simple web dashboard you use. Ultimately, my goal is to bring my problem-solving and analytical approach to your project, allowing you to not only stay on top of all communications but also improve efficiency and profitability. Let's get started on bringing more order into your QuickBooks account while keeping your customers happy by рrocisely managing their queries.
$350 USD in 7 days
4.0
4.0

Hello, With over 6 years of experience as a Virtual Assistant and a strong background in bookkeeping and customer support, eager to help you manage your QuickBooks account, handle customer inquiries, and oversee your text and social media interactions. In this role: - I will log into your QuickBooks Online account weekly to review transactions, perform necessary bookkeeping tasks, and generate reports. - I will promptly answer or return all customer-support calls within one business hour, documenting each interaction in your shared CRM. - Additionally, I will manage customer texts, promotional messages, and social media interactions. An advantage is my proficiency in QuickBooks Online and VoIP call software. Regards, Blessing
$250 USD in 30 days
3.3
3.3

Having spent several years as a dedicated financial professional, I have built an impressive arsenal of skills and knowledge that align perfectly with your project needs. I am well-versed in handling QuickBooks transactions, bookkeeping, invoicing, and reporting. As a highly efficient and proactive problem solver, I can spot any discrepancies and address them diligently without needing constant supervision. Managing VoIP lines, responding promptly to customer-support calls, and documenting them accurately in shared CRMs are integral parts of my daily routine. My commitment to maintaining open channels of communication led me to explore different social media platforms adeptly. So, your requirement of managing customer inquiries, promotion blasts, appointment confirmations via various channels would not pose a challenge. I have also mastered other software relevant to this job like NetSuite and Xero and possess the soft skills necessary for ensuring a friendly and efficient workflow. Thanks to my strong organizational skills and attention to detail, you can count on complete and balanced weekly QuickBooks files. Within one business hour, I will answer or return 100% of your customer-support calls and ensure they are logged correctly in our shared CRM. All text and social messages will be responded to or scheduled by the end of each day without fail. Choose me for a hassle-free experience in managing your QuickBooks account and prompt customer support!
$350 USD in 7 days
3.5
3.5

Hi, I’m a Chartered Accountant (CA) Professional with 5+ years of experience managing end-to-end bookkeeping, customer operations, and communication workflows for service-based and D2C businesses and overall expert. I can support your business across QuickBooks, calls, and customer messaging with a structured and reliable approach: QuickBooks Management – Weekly bookkeeping, transaction review, bank/credit card reconciliations, invoicing, and clean financial reporting. I proactively flag discrepancies and ensure your books stay accurate and audit-ready. Customer Support Calls – Handling all inbound calls via VoIP with a professional, friendly tone. I ensure 100% of calls are answered or returned within one business hour, with detailed notes logged in your CRM for tracking and follow-ups. Text & Social Media Management – Managing customer inquiries, scheduling promotional messages, and handling appointment confirmations. I also respond to Facebook and Instagram DMs through your dashboard, ensuring no message is missed and all responses are timely. I’m comfortable working independently, adapting to shifting priorities, and maintaining consistency across all three areas without constant supervision. I focus on accuracy, responsiveness, and smooth day-to-day operations so you can stay focused on growing your business. Happy to share relevant experience or discuss workflow alignment. Best, Shobhita | CA Professional & Bookkeeping + Operations Support | India
$250 USD in 1 day
2.9
2.9

With my extensive experience in accounting and financial management, particularly using platforms such as QuickBooks, I am more than capable of helping you with all your bookkeeping needs for this ongoing project. My qualifications as a Chartered Accountant combined with my strong command over IFRS and GAAP ensures that I can accurately review transactions, update your QuickBooks file, handle invoicing tasks efficiently, and produce timely reports. Additionally, my experience in conducting comprehensive audits makes me highly adept at identifying discrepancies and errors. This means that not only can I keep your QuickBooks account well-maintained, but also flag any issues without needing much guidance. Moreover, my proficiency in utilizing advanced data analysis tools will enable me to provide valuable insights for enhanced financial planning and forecast. This includes answering customer support calls within an hour, documenting every interaction diligently on the shared CRM, and managing texts and social media messages effectively. My previous work with VoIP and social scheduling tools further demonstrate my adaptability to the technology that you use. Lastly, being based in Pakistan would likely allow better coordination in terms of time-zones coverage.
$460 USD in 7 days
2.7
2.7

Yes! You are on the right bid. I have read all project details and descriptions regarding QuickBooks & Communications Assistant I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
$250 USD in 1 day
1.0
1.0

I noticed your need for a QuickBooks and Communications Assistant and I wanted to introduce myself as a great fit for your project. With over 1 0 years of full-stack development experience, I am comfortable navigating QuickBooks Online and can seamlessly manage your transactions, bookkeeping, invoicing while providing detailed reports. You can trust me to independently identify any discrepancies and make necessary adjustments without constant guidance - saving you precious time and effort. Finally, having worked extensively with social media platforms like Facebook and Instagram, I'm adept at scheduling promotional blasts, managing customer inquiries/messages efficiently via simple web dashboards similar to what you use. Additionally, I can use my proficiency in automation to help you streamline and optimize these processes even further. Overall, my extensive skill set combined with the ability to juggle multiple tasks will ensure your Quickbooks account, phone lines, and communication channels are consistently well-maintained . I look forward to discussing how I can best support your business consistently .
$550 USD in 7 days
1.0
1.0

Hey, your project, QuickBooks & Communications Assistant looks like a great fit for my skills. I've worked on similar Accounting projects and can deliver solid results. Let me know if you'd like to chat about the approach.
$250 USD in 7 days
3.0
3.0

!~@~ QuickBooks & Communications Assistant ~@~! ⭐ Hey, Andrew here, a full-stack developer with 20+ years of experience under my belt. This project lines up well with work I've done before, so I know I can deliver. Send me a message and let's set up a quick call to go over the scope and next steps. Thanks, Andrew
$250 USD in 30 days
0.0
0.0

Hey , Good morning I’ve reviewed your project and it aligns well with my experience. I’m a full stack developer specializing in scalable web and application development. I have hands-on experience with Customer Support, Bookkeeping, Social Media Management, Accounting, CRM and Virtual Assistant and have worked on similar projects involving performance optimization, clean architecture, and reliable delivery. Instead of generic solutions, I focus on building exactly what your project needs with maintainable and efficient code. I can start immediately and would be happy to discuss your requirements in more detail. Happy to discuss further Best regards, Bohdan
$450 USD in 7 days
0.0
0.0

Hi, I can manage your QuickBooks, handle customer calls, and respond to texts and social messages efficiently. I have experience with bookkeeping, VoIP support, and customer communication, ensuring timely responses and accurate records. I’m reliable, organized, and ready to provide consistent support. Best regards, Shakila Naz
$250 USD in 7 days
0.0
0.0

Hi, I am confident to follow your instructions about Quickbooks bookkeeping, Calls and Messeges management I have expertise in QuickBooks booking as well as I know about call and Messeges management Let's Discuss fearther Regards, Rana Riyan
$500 USD in 7 days
0.0
0.0

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