Small Business Bookkeeping Hero - Shaker Heights

Agreeable, detail oriented, technically proficient in Accounting and a QuickBooks expert, who works well with deadlines, handles multiple tasks easily, precise, accurate.

At BudgetEase we make our clients profitable. Our team of Bookkeeping Consultants are Better Together - we haven’t been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified Adviser you will be in the first week 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 to a team that specializes in grant or service businesses.

BudgetEase’s team has a reputation for being QuickBooks 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.

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 for full-time positions and part time positions (minimum 25 hours a week during normal business hours).

Qualifications

• Experience in Accounting, Finance, Bookkeeping and QuickBooks
• Strong analytical and problem-solving skills
• Ability to learn new software quickly and have a love for numbers
• Computer savvy and familiar with Mac and Windows
• 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

Additional Qualifications

• 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
• Willingness to drive to assigned clients and corporate office located in Northeast Ohio

Responsibilities

Contribute to BudgetEase’s Success

• Be an efficiency champ, on the lookout for challenges and implementing better systems
• Share and document what you learn so entire team and all clients benefit
• Strive for excellence when delivering services to 5-10 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

• 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, use QB Online and Desktop.

Train Continuously

• Communicate educational/ training needs & interests to your Team Leader
• Research solutions/applications to address client needs/questions
• Acquire one new skill a month

Collaborate with Team

• Share new 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 on best practices and solutions to client issues and/or question

Other

• Participate in mandatory daily huddle
• Respond to e-mail requests & texts 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 or ask for help from your team leader or team
• Dress appropriately for work
• Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday

Work Space

• The Dealership – an Incubator in Shaker Heights for small businesses has a nontraditional office vibe
• We work around a big table or stand up desk where you plug your laptop in to multiple screens to work efficiently, first come first serve for your seat
• You pick your computer - either a solid-state Dell larger screen or a Microsoft Surface
• Your company provided backpack or briefcase are your office
• Walking distance to Heinen’s though we usually eat lunch at our desks

Compensation

• $18 - $30 per hour worked
• Simple IRA after 6 months, 2% contribution, no-match required
• Cell phone allowance - $30/month
• Health Insurance monthly stipend and holiday pay
  
• PTO
• Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)
• No mileage reimbursement