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