Quicken & Excel Bookkeeping Support

@schoudhary1553

With over 7 years of experience in various sectors, including top companies such as Metlife GOSC and DXC Technologies, I am well-versed with project requirements like yours. My specialties of Web Scraping, Web Automation, and my profound skills in Excel paired with my proficiency in Quicken make me a natural fit for your bookkeeping support needs. I value the qualities you rightly emphasize: accuracy and deadline discipline. You'll find my work consistently driven by these attributes. Importantly, I guarantee 100% employer satisfaction by prioritizing not just speed but the quality and correctness of each task I undertake. From tracking expenses to managing invoices, conducting bank reconciliations, and producing comprehensive financial reports; all tasks will be carried out efficiently, diligently maintaining an established workflow that's unique to your practice. You can securely grant me access to the Quicken file and shared Excel workbook; top stakeholders like data-security-conscious banks have placed their faith in me thus far. Choose me to acquire results that are precise, punctual and proactive! Let's make this mutual fit happen!

@pongkaj13

Hi there, With a strong and successful tenure of over 7 years in corporate accounting, I am confident in my ability to undertake your bookkeeping project effectively and efficiently. Fluent in Quicken, Excel and other accounting softwares you use daily, I will be able to integrate into your workflow immediately with zero migratory disruptions. Accuracy, deadline management, and quality reports are my hallmarks of operation-qualities I believe would greatly benefit your growing medical practice. As an ACCA-certified professional, I have significant experience in expense tracking, invoice management, bank reconciliation, and generating consolidated financial reports. Throughout my career, I have managed large volumes of bookkeeping tasks like yours with ease while maintaining the utmost accuracy. Besides being highly capable in financial management services through QuickBooks, Zoho Books, Odoo (the list goes on), I utilize Excel to create sophisticated yet user-friendly templates to ensure seamless data management. Working remotely isn't a problem as I've been doing it successfully for international clients like yourself for quite some time now. Efficiently managing tasks like payroll alongside comprehensive reports for smooth tax proceedings is one of my many specialties that align importantly with your needs here. I'm excited about the prospects of this project and look forward to implementing my expertise to take your medical practice to new heights. Regards, Pangkaj R.

@rabbiawebjuggler

With over 5 years of experience in bookkeeping and data analysis, I'm confident that I can provide the support and attention to detail your medical practice needs. I am well-versed in the specific tools you are using - Intuit Quicken and Excel - and can integrate seamlessly into your established workflow without compromising any data integrity. My expertise extends beyond just data entry; I am highly skilled in financial management, expense tracking, and preparing financial reports suited for accountants' needs. In addition, my background in web scraping and research allows me to efficiently gather any additional information needed for accurate reporting. Most importantly, I pride myself on maintaining a high level of accuracy and meeting deadlines effectively. I understand the significance of your financial records for smooth business functioning and compliance purposes, so I am committed to bringing your bank, credit-card, and merchant accounts to a clean zero consistently. Let's schedule a call to discuss how my skillset can benefit your practice!

@Tanmoy236

Good day! I understand the importance of reliable bookkeeping for a growing medical practice. With a team of 62 professionals and over 9 years of experience, we can seamlessly step into your existing Quicken and Excel workflow and take full ownership of day-to-day bookkeeping tasks—ensuring accuracy, timeliness, and consistency without disrupting your current setup. Here's how we can help: * Post, categorize, and track all expenses accurately * Record invoices, match payments, and flag overdue items promptly * Reconcile bank, credit card, and merchant accounts to a clean zero monthly * Deliver clear month-end, quarter-end, and year-end reports ready to send to your accountant Would you like us to prepare additional custom reports (e.g., cash flow trends, expense breakdowns) alongside the standard summaries, or should we keep it strictly to the reports you currently forward? Also, do you prefer a weekly or monthly check-in cadence for updates? Looking forward to helping you streamline your bookkeeping and free up your time for practice growth.

@LiveExperts

Hello, As an accounting and finance professional with a deep understanding of Intuit QuickBooks and Excel, I am confident that I am the right fit for your project. At Live Experts, we are not only just proficient in the necessary tools, but our team also understands the nuances and importance of accurate bookkeeping. This will ensure smooth transitions in your workflow as well as a thorough job done without any mistakes. Throughout my career, I have developed impeccable skills in expense tracking, invoice management, bank reconciliations and financial reporting, all of which are key responsibilities listed in your project description. I want to highlight that while I prioritize accuracy and meeting deadlines, quality is never compromised on speed. Having worked as a freelancer for several years now, remote work is something I am well-versed in. You can trust us with secure access to both your Quicken file and shared Excel workbook and rely on us to handle your important data without any worries. I look forward to discussing this project in detail with you and ready to provide you with the comprehensive support you need for your growing medical practice. Let's get started on streamlining your bookkeeping today! Thanks!

@zayertech

Hello, I’m excited to offer my expertise to help you achieve your project goals. As a Certified Project Manager and Expert Trainer with a proven track record at Zayer Tech, I specialize in delivering tailored solutions that drive efficiency and innovation. My team and I bring a unique blend of project management expertise and AI-driven capabilities to streamline processes and enhance outcomes. What I can offer: AI Integration & Automation: From no-code/low-code tools like Zapier and Power Automate to custom workflows and API integrations, I optimize business efficiency. Documentation Excellence: Comprehensive project proposals, business plans, SOPs, and technical documentation, all crafted with precision. Digital Marketing Mastery: Targeted strategies, SEO optimization, and brand growth via social media and paid ads. Web & Content Management: WordPress design, e-commerce integration, and content optimization tailored to your audience. Project Management Expertise: Agile methodologies, resource planning, and stakeholder engagement to ensure project success. With advanced proficiency in tools like JIRA, ClickUp, Slack, and Figma, I ensure seamless collaboration and real-time tracking to meet your deadlines and expectations. Let’s collaborate to transform your vision into impactful results. I’m eager to discuss how my skills align with your project needs. Best regards,

@shahidacca24

Hi, I am a qualified Chartered Accountant from UK having 7 Year experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in Quicken /Execel, expenses tracking, invoice management,Account receivable & Payable management, Bank/credit card reconciliations, and Journal entries. I will also provide you monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. **Note** the price is negotiable. My education background is as; I am ACCA Qualified having six years of experience in accounts, finance, bookkeeping, reconciliation of GL & banks, audit & Consultancy. This is basic work for me. I can handle this task very efficiently and you can expect 100% accuracy from me. I am an Expert in Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. If you choose me for your project, I guarantee that you will receive professional and high-quality work in a timely manner. However, if you have any questions, please feel free to contact me.

@simplifitax

As an experienced Chartered Accountant and Certified Public Accountant, I have all the necessary skills and qualifications to manage your bookkeeping needs effectively. My expertise with Quicken and Excel is extensive and I understand the nuances of different accounting systems. Your medical practice requires flawless bookkeeping and diligent financial management, qualities that have defined my career over the last nine years. My commitment to accuracy and compliance will ensure that your expenses are meticulously tracked, invoices promptly recorded, and bank accounts reconciled without errors. Moreover, given that you're seeking detailed financial summaries for reporting purposes, my experience in producing comprehensive financial statements will be invaluable to your requirements.

@faizan1091

Hi, Thank you for the detailed opportunity. It sounds like your practice is at an exciting inflection point, and I understand completely that your priority is to hand over the bookkeeping to someone who values accuracy and deadline discipline above all else. Stepping into your established Quicken and Excel workflow is a straightforward process for me, and I am confident I can own this routine from day one. Here is my commitment to each of your critical tasks: Expense Tracking: I will meticulously post, code, and categorize every transaction. You will have a real-time view of your practice's spending, with all data audit-ready. Invoice Management: I will implement a proactive system for tracking accounts receivable. This includes recording invoices, meticulously matching payments to patient accounts, and providing you with a clear, weekly "Aging Report" that flags overdue accounts for your review. Bank Reconciliation: I will ensure that your bank, credit card, and merchant accounts are perfectly reconciled to the last cent each month, without exception. Why Partner With Me? I am not a large, impersonal firm. I am a dedicated specialist who becomes a seamless extension of your team. My clients value the peace of mind that comes from knowing their financial operations are in steady, reliable hands, allowing them to reclaim time and mental energy for their core business. I am available for a brief, no-obligation call at your convenience. Sincerely, Faizan.

@amokhtar70

Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein

@HiraMahmood4072

Hello Jude B. I hope you're doing well. I understand you're looking for Quicken & Excel Bookkeeping Support I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Data Entry, Accounting, Excel, Finance, Intuit QuickBooks, Financial Analysis, Account Management, Bank Reconciliation .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you

@kanchana1974

Hi, I am a Finance & Accounting Professional with an MBA in Finance, CMA qualifications, and experience in Accounting & Bookkeeping functions. I have experience working with US clients on an ongoing basis on their entire accounting, bookkeeping, and reporting needs. I have expert knowledge & experience in Quicken Accounting Software, Excel functions, US Bookkeeping practices and would do day-to-day bookkeeping accurately. If given an opportunity, my deliverable would be: - Set up an appropriate Chart of Accounts, identifying the right expense class - Categorization, Recording, and Review of all financial transactions for accuracy and as per accounting principles & practices - Invoicing, revenue & expense tracking, customer receipts marking off, vendor payouts - Monthly accounts finalization, Profit & Loss statement preparation, Balance Sheet, Cash Flow, Bank & Credit Card Reconciliation, GL Reconciliation, Variance Analysis, etc. - Reconciliation of Accounts Payables & Accounts Receivables - High-quality and decision-aiding MIS - Other business requirements The above will be delivered with high integrity and within the agreed timelines. Quality is the essence of my delivery, and I delve into specific details to ensure accuracy and efficiency. I look forward to working with you, Thank you

@MrSaiyadRizwan

Hello Jude B., I am Mohmed, an experienced professional with over 7 years of expertise in Accounting and Intuit QuickBooks. I have carefully reviewed your requirement for Quicken & Excel Bookkeeping Support. I propose to efficiently handle expense tracking, invoice management, bank reconciliation, and financial reporting tasks seamlessly within your established workflow. I will ensure accurate and timely updates without the need for data migration or software setup. My focus will be on maintaining precision and meeting deadlines consistently. I am adept at Accounting, Bookkeeping, and Tax return filing, and I am confident in delivering the support you need for your medical practice. Let's discuss further details in chat to kick off this project. Best regards, Mohmed

@boluwatifefelixg

Hello, I’m Blessing, an experienced financial expert. My over five years of experience aligns beautifully with your needs. Whether it be data entry to quickly and accurately track your expenses, managing your invoices and flagging overdue bills or responsibly reconciling your bank, credit-card, and merchant accounts ensuring their clean balance every month, consider it done meticulously. My proficiency in Excel will be a major asset as I step into your established Quicken and Excel workflows without any hassle. My extensive know-how in managing shared excel workbooks will prevent any data discrepancies or loss when working on crucial financial reports, which means you can confidently forward my month-end, quarter-end, and year-end summaries to your accountant without any need for adjustments. Kindly send a message for discussion. Thanks. Blessing

@arslanu2

Hi! Here is your professional accountant with 12 years of experience in the Accounting field. I handle clients' accounting needs, including medium- to advanced-level accounting and Bookkeeping tasks with proficiency. I offer Bookkeeping using QuickBooks, XERO, and Excel. Let’s connect to discuss the scope of your project to move forward. Regards Muhammad Arslanullah Owner McKenzie Business Solutions

@sagarwal3005

With over 5 years of experience in web development, Node.js, React, and PHP, I am confident in my ability to efficiently manage your medical practice's bookkeeping tasks. I excel in Excel automation and have experience working with accounting software. I am ready to take on the responsibilities of expense tracking, invoice management, bank reconciliation, and financial reporting. I prioritize accuracy and timely delivery over speed. I am ready to work remotely and will ensure secure access to your current workflow. Let's chat and schedule a kickoff to streamline your bookkeeping process.

@carlitanjuguna05

Hello Jude, I am excited about the opportunity to support your growing medical practice with your bookkeeping needs. With my expertise in accounting and proficiency in both Quicken and Excel, I can seamlessly step into your established workflow and ensure that your day-to-day financial activities are managed effectively. I understand the importance of accuracy and deadline discipline in your operations. I will take charge of expense tracking, meticulous invoice management, and thorough bank reconciliations each month to ensure everything is up to date. Additionally, I will provide clear financial reports at the month-end, quarter-end, and year-end, allowing you to send them directly to your accountant with confidence. I appreciate the secure access provision, as it will enable me to handle all tasks efficiently. Let's discuss this further and schedule a kickoff that works for you! Thanks, Margaret

@SourceOasisBPO

"We've just completed a similar project. We've helped service businesses streamline their financial operations seamlessly. You won’t find a team better aligned with what you’re looking for. I understand the importance of accurate, clean, and professional financial management for your medical practice. We specialize in bookkeeping, financial reporting, and workflow optimization with 75+ 5-star reviews and a top 1% ranking among 75 million users! I’d love to chat about your project! The worst that can happen is you walk away with a free consultation. Regards, Chris."

@BusyAssociates

Hello, I'm Muhammad Arsalan, a qualified Chartered accountant and certified bookkeeping specialist with a solid track record managing Quicken and Excel-based workflows for small businesses and medical practices. I understand the value of precision in a fast-paced environment like yours. You can count on me to handle expense categorisation, invoice tracking, and reconciliation with consistent accuracy. I’m meticulous with transaction records and bring discipline to monthly closures, ensuring your books stay clean and ready for your accountant—no last-minute fixes required. With a strong background in accounting, Excel, and financial reporting, I’ll generate clear, well-structured summaries at month-end, quarter-end, and year-end. I also understand confidentiality, and you’ll have a reliable partner who treats your financial data with care and professionalism. I’m ready to step into your established Quicken + Excel system with zero disruption and start delivering from day one. Let’s connect and define how I can take this routine off your plate with confidence. Best regards, Muhammad Arsalan.