Small Business Bookkeeping Hero (Client Accounting Services - CAS)

Small Business Bookkeeping Hero (Client Accounting Services – CAS

I f you are looking for an opportunity to grow in a C lient A ccounting S ervices Firm that fully supports work/life balance, this is the place for you . You will fit right in if you are technically proficient in Accounting and QuickBooks Online, a greeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning .

Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nat ionally known experts . Our services are in demand, and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase . Clients vary from providers of wind energy to airplane leasing for rock stars.

Our team of consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks on the job. Our four-week on-boarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will be assigned a mentor, and your education and development will never stop.

Workspace

Most of the time you work from home . We provide a standing desk and all the equipment you need to do your job that includes regular Zoom meetings with clients.

Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team.

BudgetEase’s mission, Making YOU Profitable, means everything we do results in making our clients profitable.

Culture/Core values

Having fun while getting things done

Better together

Cost Effective Solution for our clients

We are hiring full-time positions and part-time positions (minimum 25 hours a week during normal business hours) .

Qualifications

3-5 years' experience in Accounting, Finance, Bookkeeping and /or QuickBooks

Strong analytical and problem-solving skills

Computer savvy, familiar with Windows and have a love for numbers

Expert knowledge of Microsoft Office, a plus

Strong time management, communication, and administrative skills

Detail oriented

Enjoy working with people and a team

Ability to work at a fast pace

Lifelong learner

Business Degree and/or 2+ years’ experience in finance or accounting

Must be able to pass a background check (including credit check)

Smoke-free workplace

Responsibilities

Contribute to BudgetEase’s Success

Maintain flexibility and adapt to dynamic work environment(s)

Be an efficiency champion , on the lookout for challenges and implementing better systems

Strive for excellence when delivering services to 5- 15 on-going clients

Manage Clients

Stay informed of clients’ needs

Look for and suggest cost effective solutions to clients

Provide client service* in a timely and professional manner

Communicate questions and concerns to Team Leaders as needed for assistance

Document Weekly/Monthly/Quarterly to-does based on clients’ needs in Client Hub our project management system.

*AR/AP maintenance, bank reconciliation, journal entries, data entry into QuickBooks, preparation of reports, maintain commission schedules, maintain grant and other higher-level accounting functions, enter payroll, manage cash flow, understand the differences in QBs files, prepare and enter budgets, catch-up QBs files.

Train Continuously

Communicate educational/ training needs & interests to your Team Leader

Research solutions/applications to address client needs/questions

Collaborate with Team

Share innovative ideas and practices with co-workers at company meetings and as needed

Provide backup and/or assistance to co-workers when time allows

Ask questions/request feedback from others

Other

Mandatory daily huddle

Respond to client requests within 24 hours

Enter time in Ebillity in accordance with the Time Reporting Procedure

Keep Outlook calendar current with obligations

Be punctual. Keep client/team member informed if you are late for an appointment

Keep CEO and Team Leader informed when you have time in your schedule for more work

Meet commitments on a timely basis

Dress appropriately for virtual calls with clients and team

Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday

Compensation

$ 25 -35 per hour worked

Simple IRA after 6 months, 2% contribution, no-match required

Cell phone allowance - $30/month

Health Insurance stipend, holiday pay, PTO (Paid Time Off)

Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)

STD Insurance