Related skills
accounting financial systems onboarding integration bookkeeping📋 Description
- Lead 1:1 QBO integration setup sessions with new customers
- Run 1:1 financial integration sessions aligning QBO with Monograph workflows
- Advise on bookkeeping structure and reporting best practices
- Create onboarding materials and guides for the QBO integration
- Investigate and resolve sync issues between QBO and Monograph
- Collaborate with Product, Engineering, and CX to improve integration tools and processes
🎯 Requirements
- 2-3+ years experience in accounting, bookkeeping, or financial operations
- Strong knowledge of QBO (ProAdvisor certification strongly preferred)
- Experience with both cash and accrual accounting
- Ability to guide customers on financial system structure and implementation
- Organized, empathetic communicator who enjoys teaching and problem-solving
- Bonus: QBD to QBO migrations; familiarity with architecture/engineering firms
🎁 Benefits
- 100% premium coverage on our healthcare plans for employees and their families
- Dental and vision coverage for employees and families
- New laptop and equipment
- Wellness Stipend
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Customer Support Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!