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 aWeatherhead 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 atBudgetEase.  Clients vary from providers of wind energy to airplane leasing for rock stars.

Our team ofConsultants are Better Together - we have not been stumped on a bookkeeping question yet.  If you are not aQuickBooks Certified ProAdvisoryou will bein 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 amentor 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 done
Better together
Cost Effective Solution for our clients

Qualifications

QuickBooks expert, 10 years’ Experience in Accounting, Finance, Bookkeeping
Ability 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 skills
Ability to learn new software quickly and have a love for numbers.
Computer savvy and familiar with 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
Maintain flexibility and adapt to dynamic work environment(s)

Responsibilities

Coach/Mentor Team Members -Currently 2-4 members on a team

Meet withmembers of your team weekly to discuss their needs and progress with clients
Provide Back-Up
On-board new team members so they understand our processes, are competent working with clients, and feel good about working atBudgetEase

Assure Quality Delivery to Clients

Monitor delivery of service by the team
Assist your team in meeting client delivery standards
Provide training specialized by team member

Product Expert

Develop andmaintain expert status
Learn best practices
Develop knowledge and skills on specialized apps and solutions

Deliver Service to Clients

Provide client service, focusing on consulting, QuickBooks set up, problem solving, report review and client training

Train Continuously

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

Meetings: You would be expected to attend 2-3 meetings a week. We use an EOS meeting model.

Meet with fellow team leaders andPresidentweekly to strategize best practices and plan implementation
Participate in a weekly Level 10 meeting with your team
Participate in daily huddle, Bi-weeklyLearningMeetings andQuarterlyPlanning Meetings

 Other

Collaborate with Leadership Team
Keep President informed when you have time in your schedule for more work
Meet commitments on a timely basis or ask for help from President or team
Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday
Respond to client requests & texts within 24 hours
Enter time in Ebillity in accordance with the Time Reporting Procedure
Keep Outlook calendar current with obligations
Present QuickBooks or bookkeeping training programs
Be punctual

Additional Qualifications

Business Degree and/or 5+ years’ experience in finance or accounting
Must be able to pass a background check (including credit check)
Smoke-free workplace

Compensation

$35-45 per hour

Simple IRA after 6 months, 2% contribution, no-matchrequired
Cell phone allowance - $30/month
PTO, Health Insurance stipend, holiday pay
Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)

Short TermDisability Insurance
No mileage reimbursement

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