
Closed
Posted
I need help turning daily consulting inquiries into clear, professional service estimates inside QuickBooks Online. You will read the notes I leave on each request, build an itemised estimate that reflects our consulting scope and rates, then release it through QuickBooks. Because many prospects have last-minute questions, I also rely on you to pick up the phone, speak fluent, easy-to-understand English, and walk them through the numbers so they feel confident approving the work. Deliverables for every request • Draft and final QuickBooks estimate for consulting services • Same-day email delivery to the prospect (or client) from our QB account • One follow-up call to confirm scope, answer questions and log feedback in QuickBooksʼ memo field Accuracy, speed and a friendly phone presence are the keys I value most; if that sounds like your routine, let’s get started.
Project ID: 40396555
16 proposals
Remote project
Active 2 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
16 freelancers are bidding on average $6 USD/hour for this job

Hi, I can create accurate, itemized estimates in QuickBooks Online based on your notes and send them same day. I’m detail-oriented and ensure each estimate clearly reflects your consulting scope and pricing. I’m also comfortable handling follow-up calls, explaining estimates in clear English, and logging feedback in QuickBooks. Reliable, fast, and client-friendly—ready to support your workflow. Thanks
$8 USD in 40 days
9.1
9.1

As an accomplished accounting professional who focuses on precision, speed, and client satisfaction, I believe I am the ideal candidate for your project. With my extensive experience in accounting services including Intuit QuickBooks, data entry, and bookkeeping, I guarantee high accuracy in translating your consulting inquiries into seamless and comprehensive service estimates within your QuickBooks system. In addition to technical competence, my experience in customer service enables me to effectively communicate complex financial information in a concise and understandable manner. This skill is particularly valuable when it comes to answering last-minute queries your prospects may have and assisting them in making informed decisions. Through prompt email delivery of draft and final estimates from our QB account, coupled with a follow-up call to clarify scope and address any questions, I aim to provide the utmost clarity to your prospects. Moreover, as an accountant who deeply values confidentiality, your financial data will always be handled with the utmost discretion and security. I understand that ensuring compliance is critical for the success of any business; thus, my skills in tax planning and tax compliance come in handy for your project. Let's work together to turn your daily consulting inquiries into clear, accurate service estimates that'll help you foster confidence in your clients or prospects and secure successful engagements.
$8 USD in 40 days
9.0
9.0

Hi, I can take full responsibility for turning your consulting inquiries into clear, professional estimates inside QuickBooks Online and ensuring prospects feel confident moving forward. I have strong experience working in QBO, building detailed, itemised estimates, and managing client communication with clarity and professionalism. I will review your notes carefully and translate them into accurate estimates that reflect your consulting scope and pricing. Each estimate will be structured clearly, easy to understand, and sent out the same day through your QuickBooks account. I’m also comfortable handling client calls, explaining the numbers in simple terms, answering questions, and making sure prospects feel confident before approving. After each interaction, I will log feedback and notes directly in QuickBooks so everything stays organized and transparent. My focus is on accuracy, quick turnaround, and maintaining a friendly, professional tone with every client interaction. I’m ready to step in and handle this workflow smoothly from day one. Thanks, Mussadiq Hussain
$5 USD in 40 days
6.9
6.9

With a comprehensive suite of skills spanning from business development to sales, Zayer Tech is primed to handle your needs proficiently. As the leader of this pacesetting organization, I am PMP-certified, fueling my project management expertise which is crucial for successful task orchestration. Additionally, we excel in data entry – an advantageous skill in preparing those QuickBooks estimates - with a special focus on accuracy and speed. Lastly, we are well-versed in process automation and custom workflows, promising efficiency as you'd only need to brief me on each consultation request and I would seamlessly transform it into an itemized estimate that accurately reflects your consulting scope and rates. Essentially, we have the technical chops and professional acumen to guarantee the success of your project. I look forward to working together.
$5 USD in 40 days
6.8
6.8

Hello, I am Mohmed, with over 8 years of experience in Accounting and Intuit QuickBooks. I have carefully read the project description for the QuickBooks Service Quote Estimator. I will meticulously review the consulting inquiries, create detailed estimates reflecting the scope and rates, and promptly release them through QuickBooks Online. Additionally, I will engage with prospects over the phone in fluent English to ensure clarity and confidence in approving the work. My approach will prioritize accuracy, efficiency, and a personable phone manner to meet your requirements effectively. I am eager to discuss this project further with you. Best regards, Mohmed
$5 USD in 40 days
5.8
5.8

Hello, I am a reliable virtual assistant with fluent, easy-to-understand spoken English and strong QuickBooks Online experience, ready to turn your daily consulting inquiries into clear, professional service estimates. I will read your notes on each request, build an itemised estimate that reflects your consulting scope and rates, release it through QuickBooks, and email it to the prospect the same day. I will also make a friendly follow-up call to answer last-minute questions, walk them through the numbers, confirm scope, and log feedback in QuickBooks' memo field so they feel confident approving the work. I prioritize accuracy, speed, and a professional phone presence. Please share access to QuickBooks and your rate/scope guidelines I am ready to start immediately. Regards, Zafar
$5 USD in 40 days
6.1
6.1

Hello, I am a professional bookkeeper to provide bookkeeping services including accounts payable, accounts receivables, bank reconciliations, mange general ledger, charts of accounts, payroll, monthly report etc. My skills include QuickBooks, QuickFile, Xero, and MS excel. I can post 45 -60 transactions an hour in Quickbooks. I am very reliable, responsible, and productive and I have excellent organization skills to work assigned on me. I always complete a Non-Disclosure and Confidentiality Agreement with our clients to safeguard their confidential information. If this aligns with your requirements, I would be happy to share more details or arrange a quick call at your convenience. Thanks Zahid
$8 USD in 40 days
5.6
5.6

Hello, I can help you turn consulting inquiries into accurate, professional QuickBooks estimates while ensuring prospects receive clear communication and prompt follow-up throughout the process. I am comfortable reviewing request notes, creating itemized estimates carefully, sending them through QuickBooks Online, and keeping everything organized and delivered on time. I can also confidently handle follow-up calls, explain pricing clearly in fluent English, answer routine questions, and log important feedback accurately in QuickBooks. I focus on delivering fast, accurate support with a professional phone presence to keep prospects confident, informed, and moving forward smoothly. You can expect same-day estimate handling, reliable follow-ups, and communication that reflects your business professionally. Best regards, Adaobi
$5 USD in 40 days
5.5
5.5

Hi, With seven years of experience in client consulting and QuickBooks management, I am well-prepared to transform your daily inquiries into professional service estimates efficiently and accurately. I will meticulously review each request, providing detailed itemized estimates that reflect your consulting scope and rates. My strong attention to detail ensures that every estimate is precise, while my commitment to clear communication will keep you updated throughout the process. I will adhere to all established workflows to ensure each delivery timeline is met without fail. In addition to preparing estimates, I understand the importance of addressing client concerns promptly. I will personally handle follow-up calls, using clear and approachable language to walk prospects through the estimates, allowing them to feel confident in their decision-making. With a focus on both accuracy and a friendly demeanor, I will ensure a seamless experience for your clients while maintaining meticulous records in QuickBooks. Let’s work together to elevate your consulting services.
$5 USD in 7 days
5.2
5.2

As a freelancer whose core competencies match your project requirements perfectly, I believe I'm the right fit for your QuickBooks Service Quote Estimator needs. My name is Finxis and my ultimate goal is to help businesses of all sizes streamline their financial operations through advanced automation and intelligent solutions. I have extensive experience with accounting software including Intuit QuickBooks, and I'm well-versed in data entry, accounting, and business development. What sets me apart from others is that I don't just handle bookkeeping; I leverage AI-powered financial services to deliver real-time financial clarity. This means that not only am I skilled at building precise and professional service estimates based on your consulting scope and rates, but I also ensure that they are sent out promptly, maintaining your desired turn-around time. My system also emphasizes accuracy, something that's critical for generating itemized estimates. Furthermore, my experience in client-facing roles has honed my communication skills, meaning I can easily pick up the phone and answer any last-minute questions prospects may have regarding the estimates. Trust me with this task, and you'll not only get streamlined professional services but also top-notch customer service that builds confidence with prospects day in day out!
$5 USD in 40 days
2.9
2.9

I am here to gain experience. So I believe I will be able to give my 100% into this and will do my level best to not disappoint you.
$5 USD in 20 days
0.0
0.0

Houston, United States
Payment method verified
Member since Apr 27, 2018
$30-250 USD
$2-8 USD / hour
$30-250 USD
$2-8 USD / hour
$15-25 USD / hour
$250-750 USD
£3000-5000 GBP
$3000-5000 USD
$2-8 USD / hour
₹1500-12500 INR
$250-750 USD
$250-750 USD
$25-50 USD / hour
$250-750 USD
₹1500-12500 INR
$15-25 USD / hour
₹1500-12500 INR
$250-750 USD
$250-750 USD
₹400-750 INR / hour
₹12500-37500 INR
min £36 GBP / hour
$10-30 USD
₹1500-12500 INR
$250-750 USD