Small Business Bookkeeping Team Leader (Client Accounting Services - CAS)
If you are looking for an opportunity to grow in a Client Accounting Services Firm that fully supports work / life balance, this is the place for you. You will fit right in if you are technically proficient in Accounting and QuickBooks Online, agreeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning.
Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nationally known 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.
Our team of Consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks 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 your education and development will never stop.
Workspace
- Most of the time you work from home. We provide all the equipment you need to do your job that includes regular Zoom meetings with clients.
- Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team.
BudgetEase's mission, Making YOU Profitable, means everything we do results in making our clients profitable.
Culture / core values :
Having fun while getting things doneBetter togetherCost Effective Solution for our clientsQualifications
QuickBooks expert, 10 years' Experience in Accounting, Finance, BookkeepingAbility to easily read financial information to determine the financial strength of the organization.Adept at reviewing financial reports for accuracy and making corrections.Experience managing a team.Strong analytical and problem-solving skillsAbility to learn new software quickly and have a love for numbers.Computer savvy and familiar with WindowsExpert knowledge of Microsoft Office, a plusStrong time management, communication and administrative skillsDetail orientedEnjoy working with people and a teamAbility to work at a fast-paceLifelong learnerMaintain flexibility and adapt to dynamic work environment(s)Responsibilities
Coach / Mentor Team Members - Currently 2-4 members on a teamMeet with members of your team weekly to discuss their needs and progress with clientsProvide Back-UpOn-board new team members so they understand our processes, are competent working with clients, and feel good about working at BudgetEaseAssure Quality Delivery to Clients
Monitor delivery of service by the teamAssist your team in meeting client delivery standardsProvide training specialized by team memberProduct Expert
Develop and maintain expert statusLearn best practicesDevelop knowledge and skills on specialized apps and solutionsDeliver Service to Clients
Provide client service, focusing on consulting, QuickBooks set up, problem solving, report review and client trainingTrain Continuously
Communicate educational / training needs & interests to your TeamResearch solutions / applications to address client / team needs / questionsAcquire one new skill a monthMeetings : You would be expected to attend 2-3 meetings a week. We use an EOS meeting model.
Meet with fellow team leaders and President weekly to strategize best practices and plan implementationParticipate in a weekly Level 10 meeting with your teamParticipate in daily huddle, Bi-weekly Learning Meetings and Quarterly Planning MeetingsOther
Collaborate with Leadership TeamKeep President informed when you have time in your schedule for more workMeet commitments on a timely basis or ask for help from President or teamWork independently on a flexible schedule between 6AM and 6PM, Monday-FridayRespond to client requests & texts within 24 hoursEnter time in Ebillity in accordance with the Time Reporting ProcedureKeep Outlook calendar current with obligationsPresent QuickBooks or bookkeeping training programsBe punctualAdditional Qualifications
Business Degree and / or 5+ years' experience in finance or accountingMust be able to pass a background check (including credit check)Smoke-free workplaceCompensation
$35-45 per hourSimple IRA after 6 months, 2% contribution, no-match requiredCell phone allowance - $30 / monthPTO, Health Insurance stipend, holiday payGroup Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)Short Term Disability InsuranceNo mileage reimbursement