Small Business Bookkeeping Hero - Cleveland, United States - BudgetEase Inc

Description

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 Shaker Heights in Tower East.

You will be expected to come to the office for training and once a month to work together 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' needsin 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

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