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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