Accounting Onboarding Manager, U.S. Bookkeeping

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Keystone Bookkeepers

WebsiteLinkedInAll Job Openings

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, coach, and mentor onboarding team members and new hires. • Conduct training sessions, walkthroughs, and live coaching on U.S. bookkeeping processes and best practices. • Assign onboarding projects and bookkeeping tasks strategically to support employee development. • Review work before client delivery to ensure accuracy, consistency, and quality. • Provide ongoing performance feedback and coaching. • Manage the end-to-end onboarding process for new bookkeeping clients. • Ensure clean, accurate books and properly configured accounting systems before transitioning clients to production. • Review reconciliations, financial reports, and supporting documentation. • Lead bookkeeping cleanup projects, catch-up bookkeeping, accounting system implementations, and software migrations when needed. • Continuously improve onboarding processes for greater efficiency, consistency, and scalability.

🎯 Requirements

• 5+ years of U.S. bookkeeping experience. • Previous leadership or people management experience. • Strong knowledge of QuickBooks Online. • Experience working in a U.S. bookkeeping, accounting, or CPA firm. • Strong understanding of month-end close, reconciliations, and financial reporting. • Excellent written and verbal English communication skills. • Highly organized with exceptional attention to detail. • Ability to manage multiple clients, projects, and deadlines simultaneously. • Strong problem-solving skills and a continuous improvement mindset.

🏖️ Benefits

• 24 Paid Time Off (PTO) days • 5 Paid Sick Leave days • Work equipment allowance • Career growth and leadership opportunities • Work with modern cloud accounting technology and automation • Collaborative, supportive, and values-driven culture