Small Business Bookkeeping Hero (Client Accounting Services - CAS)

Small Business Bookkeeping Hero (Client Accounting Services – CAS

If you are looking for an opportunity to grow in a Client Accounting Services 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, agreeable, 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 nationally 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