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Small Business Bookkeeping Hero (Client Accounting Services - CAS)

budgetease
Companybudgetease
CategoryFinance
LocationCleveland
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
First seen14 Jul 2026 (the employer did not state a posting date)
Last verified9 Aug 2026
SourceEmployer ATS (bamboohr)
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Description
Small Business Bookkeeping Hero (Client Accounting Services – CAS I f you are looking for an opportunity to grow in a C lient A ccounting S ervices 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,   a greeable, 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 nat ionally 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 a standing desk and 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 We are hiring full-time positions and part-time positions (minimum 25 hours a week during normal business hours) . Qualifications • 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 Responsibilities Contribute to BudgetEase’s Success • 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 on-going clients Manage Clients • Stay informed of clients’ needs • Look for and suggest cost effective solutions to clients • Provide client service* in a timely and professional manner • Communicate questions and concerns to Team Leaders as needed for assistance • Document Weekly/Monthly/Quarterly to-does based on clients’ needs  in Client Hub our project management system. *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, understand the differences in QBs files, prepare and enter budgets, catch-up QBs files. Train Continuously • Communicate educational/ training needs & interests to your Team Leader • Research solutions/applications to address client needs/questions Collaborate with Team • Share innovative ideas and practices with co-workers at company meetings and as needed • Provide backup and/or assistance to co-workers when time allows • Ask questions/request feedback from others Other • Mandatory daily huddle • 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. Keep client/team member informed if you are 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 Compensation • $ 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