Admin for Small Business Bookkeeping Firm

· Love managing multiple Admin projects.

· Customer Experience Manager

· Experience in Accounting, Finance, Bookkeeping and/or QuickBooks

· Strong analytical and problem-solving skills

· Ability to learn new software quickly and have a love for numbers

· Computer savvy

· 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

· Agreeable

At BudgetEase we make our clients profitable. Our team of 14 consultants are Better Together - we haven’t been stumped on a bookkeeping question yet. If you are not a QuickBooks certified advisor, you will be in the first week on the job. Our four-week onboarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will share the Administration duties with an Employee Experience Manager.

BudgetEase’s team has a reputation for being QuickBooks experts. With over 100 clients every day is a new adventure. Clients vary from providers of wind energy to airplane leasing for rock stars.

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 for part time position (minimum 25 hours a week during normal business hours).

As an Admin Specialist you are responsible for administrative tasks and may assist our Bookkeepers in delivering a service. Admin will take up 15 hours of your week.

Responsibilities

Contribute to BudgetEase’s Success

· Be an efficiency champ, on the lookout for challenges and implementing better systems

· Share and document what you learn so entire team and all clients benefit

· Strive for excellence when delivering services to clients and the Budget Ease team.

Manage Client Experience

· Onboard new clients by setting them up on CRM, QBO,

· Track leads and new clients

· Request testimonials from Office Hours. Deliver Office Hours service.

· Maintain contacts in Outlook, Constant Contact and Hubspot

· Send out new client Surveys monthly

· 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

Other Admin:

· Filing, scanning, manage BudgetEase QBO including invoicing, help out with technology questions

*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, use QB Online and Desktop.

Train Continuously

· Communicate educational/ training needs & interests to your Team Leader

· Research solutions/applications to address client needs/questions

· Acquire one new skill a month

Collaborate with Team

· Share new ideas and practices with co-workers at company meetings and as needed

· Provide back up and/or assistance to co-workers when time allows

· Ask questions/request feedback from others on best practices and solutions to client issues and/or question

Other

· Participate in mandatory daily huddle

· Respond to e-mail requests & texts 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 or ask for help from your team leader or team via e-mail

· Dress appropriately for work.

· Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday

Additional Qualifications

· 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

· Willingness to drive to assigned clients and corporate office located in Northeast Ohio.

Work Space

· The Dealership – an Incubator in Shaker Heights for small businesses has a nontraditional office vibe

· We work around a big table or stand up desk where you plug your laptop in to multiple screens to work efficiently, first come first serve for your seat

· You pick your computer - either a solid-state Dell larger screen or a Microsoft Surface

· Your company provided backpack or briefcase are your office

· Walking distance to Heinen’s, but we mostly eat lunch at our desks

Compensation

· $18-22 per hour worked

· Pay for Huddle participation - $5 each

· Simple IRA after 6 months, 2% contribution, no-match required

· Cell phone allowance - $30 per month

· Health Insurance stipend, holiday pay

· No mileage reimbursement

Budgetease