Bookkeeping Operations Manager

Small Business Bookkeeping – Operations Manager

Independent, direct, factual, proactive, expert in accounting/QuickBooks, orderly, efficient, works well with pressure/deadlines, handles variety of tasks, precise, accurate.

At BudgetEase we make our clients profitable. Our team of 12 consultants are Better Together – we haven’t been stumped on a bookkeeping question yet. You will be an integral part of the growth of our organization.

BudgetEase’s team has a reputation for being QuickBooks experts. Our services are in such demand that we grew by 65% in 2016, and 20% in 2018, with over 100 clients every day is a new adventure. Clients vary from providers of wind energy to airplane leasing for rockstars.

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 full-time position (during normal business hours).

Responsibilities

Smart Goals

• Determine your smart goals (1-2 goals) to meet BudgetEase’s quarterly objectives
• Give priority to your smart goals daily

Business Development Manager

Follow-up on Leads

• Discuss our services with small businesses interested in using BudgetEase’s Services
• Collect information to prepare Estimates/Proposals
• Determine if lead is a good fit for BudgetEase using grading system
• Prepare Estimate
• Follow up on Estimates within a week to maintain a 40% closes rate

Social Media

• Review e-mail and newsletter suggestions from agency
• Assist in generating blog ideas and polish blogs written by outside consultant

HR Manager and Training

• Review candidates
• Coordinate new employee training
• Approve payroll
• Manage employee review process

Process Manager

• Coordinate generating and updating easy to understand, accurate corporate processes
• Provide training specialized by team member
• Review new apps that would be helpful to BudgetEase and/or our clients, make recommendations

Meetings- all usually Wednesday afternoons

Update agendas for Team and Leadership meetings and maintain schedule and invite participants

• Meet with fellow team leaders and President bi-weekly to strategize best practices and plan implementation
• 121 with President bi-weekly
• Participate in Quarterly half day planning meetings
• Participate in mandatory daily huddle and Bi-weekly Team Meetings

Other

• Collaborate with other Team Leaders
• 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 via e-mail
• Work independently on a flexible schedule between 8AM and 6PM, Monday-Friday
• 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
• Present QuickBooks or bookkeeping training programs
• Be punctual

Qualifications

• QuickBooks, Accounting, Finance, and Bookkeeping experience
• 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 Mac and 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
• Must be able to pass a background check (including credit check)
• Smoke-free workplace

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 and Shaker Town Center though we usually eat lunch at our desk.

Compensation

• $30-40 an hour
• Huddle participation pay – $5 each ($100/month)
• Simple IRA after 6 months, 2% contribution, no-match required
• Cell phone allowance – $30/month
• Health Insurance, holiday pay