Loriel Morgan Email & Phone Number

Reno, Nevada, United States

Reno, Nevada, United States

Reno, Nevada, United States

Reno, Nevada Area

Responsible for managing a book of business of high value QuickBooks accounts to: • Develop and maintain key business relationships. • Increase sustainable, proven value for both Intuit and our clientele.• Deliver customer delight. Own and drive improved customer experiences. • Build a thorough understanding of the clients’ business to develop insights and identify gaps in efficiency• Provide consultations and success plans to decrease business deficiencies and save clients’ money through better time and tool management.• Utilize detailed knowledge of Intuit Solutions to educate and support customers on best practices and benefits of our products and services.• Liaise with technical support, accounting and other areas of the business • Ensure issue resolution. Escalate where needed, follow-up promptly with customer concerns. • Provide Intuit software enhancements and bug feedback to drive product improvement

Reno, Nevada Area

Responsible for working with small business owners, bookkeepers and accountants to• Troubleshoot and report program technical errors• Solve data discrepancies • Analyze financial transactions• Follow standard bookkeeping guidelines. • Follow payment processing procedures• Process payroll and tax payments while maintaining local and federal compliance, rules and regulations.• Prepare and file payroll tax forms. Research and resolve tax notices.