Overview
A remote position is available for a QuickBooks Expert to provide accounting and bookkeeping support primarily through omnichannel chat platforms. This role involves assisting small and medium-sized business (SMB) clients with financial queries and bookkeeping guidance.
Responsibilities
- Respond to customer queries via omnichannel chat platforms
- Address accounting-related questions requiring in-depth financial expertise
- Support SMB business owners with bookkeeping and financial guidance
- Analyze and interpret financial data to provide accurate responses
- Complete assigned tasks involving PowerPoint presentations or documentation as needed
Requirements
- Active user of QuickBooks Online (QBO)
- Proven experience in accounting or bookkeeping
- Prior experience in omnichannel or chat-based customer support
- Strong understanding of financial concepts and data analysis
- Ability to handle complex, data-heavy accounting queries
- Candidates must have their own laptop or working machine (no equipment provided)
Preferred Qualifications
- Experience working with SMB clients
- Hands-on accounting experience as an SMB business owner
- Previous roles as domain experts in accounting or finance support
- Experience managing high-volume, data-intensive queries
Work Setup
- Fully remote position
- Flexible working environment
Location
Remote