Budget Nerd
a Mark Butler project

Nerdy by Nature? Budget Nerd wants to hire you as a remote, part-time Accounting and Budget Specialist.

budget-nerd-blogAt Budget Nerd, we help small business owners smooth out their cash flow, pay themselves more, reduce debt, and finally get a good night’s sleep. We’re a scrappy team of three: Mark Butler (that’s me) and two part-time data entry assistants.

I’m looking to hire an Accounting and Budget Specialist as soon as possible to help support Budget Nerd’s growing list of clients.

First, a little about Budget Nerd.

I’m Mark, the founder. Between 2008 and 2012 I started and ran a few small businesses that earned a couple million dollars in total revenue. The money was fine, but I always felt broke. I wasn’t “good at money.” I’d float in and out of debt and stress out all the time about the finances.

In late 2012 I managed to sell my businesses and limp away with most of my debt paid off and a little nest egg in the bank.

I landed a job with YouNeedABudget.com (aka YNAB, pronounced why-nab).

While working at YNAB I adopted their simple, brilliant financial philosophy. My income had dropped 50% compared to my self-employed days, but I never felt better. That’s the power of budgeting.

After a year with the company I asked the CEO, Jesse Mecham, to let me take the YNAB software and philosophy to small business owners as a service.

He said yes, and within a few months I was working with a growing group of small business owners. At that point Jesse said “This is great, but we’re a software company. Let’s wind down the consulting and have you focus elsewhere.”

I agreed that was the right move for YNAB, but the consulting was going great. I didn’t want to stop. Within a week Jesse and I agreed I would leave YNAB with my clients. Budget Nerd was born.

Today I support 20 small business owners, helping them use a smart spending plan to keep their cash flow smooth and their stress at reasonable levels. I’ve also moved beyond budgeting, providing bookkeeping and payroll services for our clients.

Our clients keep referring their friends, and we’re maxed out. We need an Accounting and Budget Specialist to help us deliver great service and continue adding clients. Let’s find out if you’re a good fit.

The Accounting and Budget Specialist position might be for you if…

You’re a spreadsheet-loving numbers nerd. You really love spreadsheets. Sometimes at social functions you say, “all that’s missing here is a good spreadsheet,” drawing strange looks from your friends and family.

You have an accounting or bookkeeping background. It’s not a requirement, but it definitely wouldn’t hurt.

You’re meticulous and probably a bit of a perfectionist.

You love schedules and to-do lists.

The word reconcile makes you feel warm and peaceful inside, like hot chocolate.

You communicate clearly and confidently in writing.

You don’t mind going through a standard background check (after all, we deal with our clients’ finances).

Bonus points if…

Again, those are just bonuses – not requirements.

Availability

You need to be available Monday through Thursday for at least two hours each day.

The time of day is flexible. You can work early in the morning, late at night, or in 15 minute bursts throughout the day.

You’ll work wherever you like: home, the library, at a cafe, in your jammies. Doesn’t matter.

If Budget Nerd continues to grow as it has been, your two hours per day could grow quickly to four.

What you’ll be doing…

As an Accounting and Budget Specialist you’ll support our bookkeeping processes and resolve clients’ issues and questions as they arise.

On the bookkeeping side of the business, this could mean reviewing and occasionally repairing and supplementing the data entry team’s work. You’ll be in two different financial platforms (YNAB and Xero) helping import and categorize transactions, and reconcile accounts.

You’ll also help improve and update our bookkeeping systems and tools (ie spreadsheets) that let us organize financial data and present it to clients in a way that helps them make confident decisions in their business.

On the client support side you’ll be answering client requests such as:

I will (of course) train you in all aspects of the job. We’ll work closely to make sure you gain competence and confidence in each area of responsibility.

Compensation

You’ll start out as a contractor, and compensation will depend on experience. You’ll invoice on the first of every month and you can count on payment by the tenth of every month.

How to apply

Please send an email to mark@budgetnerd.me and include “nerdy by nature” in the subject line.

Attach your resume and include a cover letter that helps me get to know you and why you’re a good fit.

Hiring timeline

I’d like to fill the position as soon as possible, but I’m not in a rush.

When you apply, I’ll acknowledge your application within 24 hours. If you don’t hear from me, send it again! At that point I’ll let you know your next steps.

Thanks in advance for applying!

By the way, if you have friend or family member you think would be a good fit for the job, please share this!