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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