Small Business Bookkeeping Hero (Client Accounting Services - CAS)
About the position
The Small Business Bookkeeping Hero position at BudgetEase involves providing comprehensive bookkeeping and accounting services to a diverse range of clients. This role emphasizes technical proficiency in accounting and QuickBooks Online, with a strong focus on client service and continuous learning. The position supports a work/life balance and offers a hybrid work environment, allowing for both remote work and in-person collaboration.
Responsibilities
Maintain flexibility and adapt to dynamic work environment(s)
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Be an efficiency champion, on the lookout for challenges and implementing better systems
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Strive for excellence when delivering services to 5-15 ongoing clients
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Stay informed of clients' needs
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Look for and suggest cost-effective solutions to clients
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Provide client service in a timely and professional manner
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Document Weekly/Monthly/Quarterly to-dos based on clients' needs in Client Hub
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Perform 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, prepare and enter budgets, catch-up QuickBooks files
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Communicate educational/training needs & interests to your Team Leader
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Research solutions/applications to address client needs/questions
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Share innovative ideas and practices with co-workers at company meetings
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Provide backup and/or assistance to co-workers when time allows
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Respond to client requests within 24 hours
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Enter time in Ebillity in accordance with the Time Reporting Procedure
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Keep Outlook calendar current with obligations
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Be punctual and keep client/team member informed if late for an appointment
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Keep CEO and Team Leader informed when you have time in your schedule for more work
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Meet commitments on a timely basis
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Dress appropriately for virtual calls with clients and team
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Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday
Requirements
3-5 years' experience in Accounting, Finance, Bookkeeping and/or QuickBooks
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Strong analytical and problem-solving skills
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Computer savvy, familiar with Windows and have a love for numbers
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Expert knowledge of Microsoft Office, a plus
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Strong time management, communication, and administrative skills
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Detail oriented
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Enjoy working with people and a team
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Ability to work at a fast pace
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Lifelong learner
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Business Degree and/or 2+ years' experience in finance or accounting
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Must be able to pass a background check (including credit check)
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Smoke-free workplace
Nice-to-haves
Benefits
$25-35 per hour worked
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Simple IRA after 6 months, 2% contribution, no-match required
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Cell phone allowance - $30/month
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Health Insurance stipend
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Holiday pay
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PTO (Paid Time Off)
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Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)
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STD Insurance
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