QBO and Omni Experts
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Careerflow.ai
US
Summary
Provide omnichannel chat support to SMB owners by answering general and complex accounting queries. Analyze financial data and provide bookkeeping guidance to ensure accurate responses.
Job Description
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:
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Active user of QuickBooks Online (QBO)
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Proven experience in accounting or bookkeeping
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Prior experience with omnichannel chat support
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Strong understanding of financial concepts and data analysis
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Ability to handle complex, data-driven accounting questions
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Experience working with SMB clients is preferred.
Responsibilities:
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Respond to customer queries via omni chat platforms
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Handle accounting-related questions requiring deep financial expertise
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Support SMB business owners with bookkeeping and financial guidance
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Analyze and interpret financial data to provide accurate responses
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Complete assigned PPT-based tasks as needed
Nice to Have:
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SMB business owners with hands-on accounting experience
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Previously engaged experts with relevant domain expertise
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Accountants/bookkeepers comfortable with high-volume, data-heavy queries
