Small Business Bookkeeping Team Leader (Client Accounting Services - CAS)

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 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 with members 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 at BudgetEase 

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 and maintain 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 and President weekly to strategize best practices and plan implementation 
• Participate in a weekly Level 10 meeting with your team 
• Participate in daily huddle, Bi-weekly Learning Meetings and Quarterly Planning 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-match required 
• 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 Term Disability Insurance
• No mileage reimbursement