QBO Implementation Technologist in Irvine at CBIZ

Date Posted: 3/29/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

We are proud of our strong company culture. In 2020, we were recognized by the National Association of Business Resources as one of San Diego’s “Best and Brightest Companies to Work For” for the third consecutive year. In 2019, we were recognized by the Los Angeles Business Journal and the Pacific Coast Business Times as one of the “Best Places to Work.” It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us spots on these lists.

About this position

You will be on the ground floor of our development of an automated accounting service and support method utilizing QBO and related Apps.  Your role as a QBO Technologist professional is to assist in evaluating clients existing accounting methods and performing the research into various QBO Application providers to determine which satisfy the client’s needs best and then performing proof of concept of those Applications.  Your technological curiosity and drive to stay on the leading edge of QBO and QBO related applications for various industries will be critical to your success. 

Essential Functions and Primary Duties

  • Help in identifying and vetting the core tech stack offerings
  • Be the key member in assessing the client’s needs in terms of how best to streamline their accounting.  You will use that evaluation to research the QBO ecosystem to best identify the applications that can meet those needs.
  • Perform proof of concept on the clients system, including converting the client’s prior data into QBO and the core technology stack along with any specialty applications you have identified to best address the client’s needs.  
  • Once proof of concept is compete, work with the team for system conversion through go live and early post integration and upon completion transition the project to the ongoing support team.   
  • Consult as needed with others within the firm for support.
  • Attend QBO related conferences as requested.
  • Help create ongoing training and guidance for our internal and external QBO community

Preferred Qualifications

  • Previous experience automating a small / midsized business’s accounting workflows and converting QB desktop to QBO with multiple Applications (for example Receipt Bank or strongly preferred
  • Accounting experience is preferred to best enable clarity of understanding the client’s needs
  • 2-3 years industry experience or working with clients
  • 4 year degree preferred but not required
  • Experience with technology implementations and conversions
  • Must be technologically curious, oriented and driven.

Essential Traits

  • Technologically curious and active
  • Integrity & transparency
  • Self-Starter, hands on, hard worker, & ability to work autonomously
  • Organization skills
  • Adaptable to change
  • Excellent at meeting deadlines and managing internal and external expectations
  • Professionalism
  • Likable and works well with others
  • Likes to teach, likes to learn

Minimum Qualifications Required

  • High School Diploma or GED required along with 2+ years of management accounting experience
  • Exceptional customer relations skills and a track record of working well with others
  • Ability to manage time and deadlines effectively
  • Demonstrated ability to communicate verbally and in writing throughout all levels of both CBIZ and our clients
  • Proficient use of applicable technology and ability to learn as technology changes
  • Quickly learn and navigate different technologies


  1. Business Analyst Jobs
  2. Systems Analyst Jobs

not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.