QBO and Omni Experts

Role Overview:

We are seeking experienced finance professionals to provide omnichannel chat support for SMB (small and medium-sized business) owners. This role involves answering both general help questions and complex, data-heavy accounting queries.

Requirement:

• Active user of QuickBooks Online (QBO)

• Proven experience in accounting or bookkeeping

• Prior experience with omnichannel chat support

• Strong understanding of financial concepts and data analysis

• Ability to handle complex, data-driven accounting questions

• Experience working with SMB clients is preferred.

Responsibilities:

• Respond to customer queries via omni chat platforms

• Handle accounting-related questions requiring deep financial expertise

• Support SMB business owners with bookkeeping and financial guidance

• Analyze and interpret financial data to provide accurate responses

• Complete assigned PPT-based tasks as needed

Nice to Have:

• SMB business owners with hands-on accounting experience

• Previously engaged experts with relevant domain expertise

• Accountants/bookkeepers comfortable with high-volume, data-heavy queries