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I run a privately-owned, $2.5 M mental-health organization based in Houston and I’m ready to hand full responsibility for our books to one reliable expert. You would come in on a regular, as-needed basis and: • clean up the existing QuickBooks Online file, • translate our current workflow into QBO the way we actually operate, and • then “own the books” month after month—closing, reconciling, and keeping everything audit-ready. We already have a part-time bookkeeper, but the plan is to roll those duties into this single engagement so you become the sole point of truth for all accounting data. Solid QuickBooks Online skills and real accounting knowledge are essential; I’ll be looking for someone who can spot issues, advise on best practice, and run with minimal oversight. Day-to-day we also lean on Microsoft Excel, so comfort there is a plus. If you can drop in quickly, get oriented, and keep our finances crystal-clear going forward, let’s talk.
Project ID: 40374692
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26 freelancers are bidding on average $46 USD/hour for this job

As a seasoned professional with over a decade of experience in the field, I am well-equipped to handle the all-encompassing bookkeeping requirements of your mental-health organization. Having worked on projects similar to yours for prominent clients including MagicDichol LLC and Red Knight Solutions, I understand not only the technicalities but also the importance of owning the books and keeping them audit-ready. My proficiency extends beyond QuickBooks Online; navigating Microsoft Excel is an area of comfort for me as well. This enables me to seamlessly handle any data that might need transferring or reconciling between different platforms. You can rely on my thoroughness and efficiency in completing tasks such as invoice/receipts management, billing, bank reconciliations, and more in a timely manner.
$45 USD in 40 days
7.9
7.9

Hi, As a top-ranked QuickBooks Online expert and financial professional, I'm confident that I can take your mental-health organization's bookkeeping duties to the next level. Having successfully delivered intricate financial modeling projects for over 21 years, including the complex three-statement models you require, I have honed my skills in spotting issues, advising on best practice, and operating with minimal oversight – exactly what you need as you transition your books to one reliable point of truth. In addition, I’ve worked extensively with Microsoft Excel, a skill that'll certainly come in handy during the course of our engagement. My experience spans working with startups, SMEs, and corporate clients across various geographies, giving me a broad professional outlook that I can leverage to discern your unique organizational workflow and align it effectively into QuickBooks Online. With my approach centered on strategic financial management and growth advisory -- combined with precise financial modeling -- your finances will be accurate, organized and audit-ready month after month. My repeated clients praise my exceptional quality, clear communication skills and absolute professionalism - qualities that will ensure our collaboration is successful and smooth. It would be an honor to bring this level of service and excellence to your esteemed organization.
$50 USD in 40 days
6.6
6.6

Hello there, I am thrilled about the opportunity to streamline and optimize the financial operations of your $2.5 M mental-health organization in Houston. With my expertise in QuickBooks Online and solid accounting knowledge, I am well-equipped to clean up your existing QBO file, align it with your operational workflow, and maintain accurate books month after month. By consolidating all accounting responsibilities under one engagement, I aim to provide you with a seamless and reliable financial reporting process. I am confident that my attention to detail, proactive approach, and proficiency in Microsoft Excel will ensure your finances remain transparent and audit-ready. Let's discuss how I can add value to your organization. Regards, CA. Swati Jain, CPA | Indian CA & CS
$47 USD in 46 days
4.6
4.6

April 14, 2026 Hi I can step in and take full ownership of your books from cleanup to ongoing monthly management, So you always have accurate, audit-ready financials. I’m a QuickBooks Online Advanced ProAdvisor with 8+ years of accounting experience. I’ll clean up your current file, align it with your actual workflow, and then handle monthly closing, reconciliations, and reporting with minimal oversight. I focus on identifying issues early, improving processes and keeping everything clear and reliable. Let’s connect and discuss how I can get started quickly. Thank You.
$40 USD in 40 days
4.2
4.2

Houston, United States
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Member since Apr 15, 2026
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