Accounting Manager

🔥 1 hour ago

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Logo of Keystone Bookkeepers

Keystone Bookkeepers

11 - 50 employees

🤝 B2B

🏠 Real Estate

💸 Finance

B2B • Real Estate • Finance

Keystone Bookkeepers is a bookkeeping and accounting services firm focused on short-term rental (STR) property managers, co-hosts and small businesses. They offer month-end owner reports, expense categorization, trust accounting, bill pay, and vacation tax filing, and work with STR management platforms such as Guesty Pro, Hostaway, Hostfully, Hospitable, OwnerRez, and Lodgify. Keystone emphasizes tailored, done-for-you bookkeeping for businesses managing 1–200+ listings, provides case studies and testimonials from STR clients, and positions itself as a B2B service partner that helps property managers scale and streamline financial operations.

📋 Description

• Lead and manage onboarding team members, including new Keystone hires during weeks 3–6 of employment. • Assign clients, tasks, and projects strategically to develop technical skills, confidence, and independence. • Conduct structured training sessions, walkthroughs, and live demonstrations to guide team members through tasks and workflows. • Provide hands-on training for systems, software, and various client types within the STR space. • Review and approve work prior to client delivery to ensure accuracy, consistency, and adherence to Keystone standards. • Provide ongoing coaching, feedback, and performance guidance to support growth and readiness for production. • Partner with leadership and recruitment teams to assess new hires and recommend readiness for transition to production. • Gather feedback from onboarding team members and continuously improve training materials, documentation, and processes. • Lead and oversee all client onboarding activities, ensuring smooth handoffs from sales to production. • Manage onboarding schedules, capacity planning, assignments, and timelines to meet service-level expectations. • Ensure onboarding workflows are completed accurately and clients are fully prepared for production support. • Oversee delivery of financial reports, owner statements, and participation in key client onboarding meetings as needed. • Lead ad-hoc onboarding projects including cleanup work, system implementations, and PMS conversions. • Ensure weekly and monthly tasks are completed accurately, on time, and in line with client expectations. • Continuously evaluate onboarding processes and implement improvements to increase efficiency, quality, and scalability.

🎯 Requirements

• Preferred: Bachelor’s degree in Accounting, Finance, or a related field • Strong organizational skills with exceptional attention to detail. • Ability to manage multiple priorities, deadlines, and stakeholders simultaneously. • Proven experience with QuickBooks Online (ProAdvisor certification is a plus). • Prior experience in a bookkeeping or accounting firm, ideally in a client-facing and/or leadership role. • Comfortable adopting new technologies and learning new software quickly. • Excellent written and verbal communication skills; confident leading Zoom or client calls. • Process-driven mindset with a love for checklists, structure, and closing the loop on tasks. • Ability to explain complex financial concepts in clear, simple terms. • Collaborative, customer-focused, and solutions-oriented approach.

🏖️ Benefits

• Flexible, remote work environment • Competitive salary • Paid time off (24 PTO, 5 sick days) • Work equipment allowance • Opportunity for professional growth through exposure to cutting-edge bookkeeping practices

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