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 Job!