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)
,
• Be an efficiency champion, on the lookout for challenges and implementing better systems
,
• Strive for excellence when delivering services to 5-15 ongoing clients
,
• Stay informed of clients' needs
,
• Look for and suggest cost-effective solutions to clients
,
• Provide client service in a timely and professional manner
,
• Document Weekly/Monthly/Quarterly to-dos based on clients' needs in Client Hub
,
• 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
,
• Communicate educational/training needs & interests to your Team Leader
,
• Research solutions/applications to address client needs/questions
,
• Share innovative ideas and practices with co-workers at company meetings
,
• Provide backup and/or assistance to co-workers when time allows
,
• 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 and keep client/team member informed if 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
Requirements
• 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
Nice-to-haves
Benefits
• $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
Apply Now
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)
,
• Be an efficiency champion, on the lookout for challenges and implementing better systems
,
• Strive for excellence when delivering services to 5-15 ongoing clients
,
• Stay informed of clients' needs
,
• Look for and suggest cost-effective solutions to clients
,
• Provide client service in a timely and professional manner
,
• Document Weekly/Monthly/Quarterly to-dos based on clients' needs in Client Hub
,
• 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
,
• Communicate educational/training needs & interests to your Team Leader
,
• Research solutions/applications to address client needs/questions
,
• Share innovative ideas and practices with co-workers at company meetings
,
• Provide backup and/or assistance to co-workers when time allows
,
• 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 and keep client/team member informed if 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
Requirements
• 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
Nice-to-haves
Benefits
• $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
Apply Now