Accounting/Bookkeeping Customer Service -Onsite

AloricaTucson, AZ
4d$17 - $20Onsite

About The Position

As an Accounting and Bookkeeping Customer Service Representative, you'll support small business clients with their day-to-day bookkeeping needs, serving as a trusted resource for QuickBooks-related inquiries and assisting with troubleshooting, financial data entry, reconciliations, and best practices for managing their books. This role is ideal for someone who combines solid bookkeeping expertise with excellent communication and problem-solving skills, playing a key part in helping small business owners feel confident and empowered in managing their finances effectively.

Nice To Haves

  • QuickBooks and/or Bookkeeping experience preferred but not required

Responsibilities

  • Provide responsive, empathetic, and accurate support to small business customers using QuickBooks Online/Desktop.
  • Assist with account setup, bank reconciliations, chart of accounts, invoicing, expense tracking, and financial reporting.
  • Troubleshoot and resolve QuickBooks errors, syncing issues, and general software functionality questions.
  • Educate customers on best bookkeeping practices and how to effectively utilize QuickBooks features.
  • Maintain accurate documentation of client interactions and solutions provided via CRM and support ticketing systems.
  • Escalate technical issues or complex accounting questions to the appropriate internal team when necessary.
  • Stay current on QuickBooks product updates and industry changes that affect small business bookkeeping.
  • Contribute to knowledge base articles, training content, and process improvement initiatives.
  • Sales-oriented customer interactions; leveraging customer interactions to identify sales opportunities, such as additional products or services, in order to sell directly to the customer, or pass leads to the sales team.
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