Onboarding Accounting Specialist (Remote)

About Keystone Bookkeepers

Our mission is to allow entrepreneurs to focus on running their business while we empower

them with financial management and meaningful insight to drive their bottom-line.

We are a rapidly growing cloud bookkeeping firm that leverages technology and automation to

help us deliver timely and accurate financials to our customers.

About the Role

This role will be focusing on the Short-Term Rental (STR) Property Manager segment of our

business with the goal of providing a great initial experience with our company to new clients

and delivering their file to our production team with clean books and a fully functioning

software environment. Keystone Bookkeepers offers strategic and operational support to

property managers in the short-term rental space, including bill pay, owner statements, and

trust accounting. The company is seeking an experienced client-facing bookkeeper, who is

looking for a new challenge in a flexible, full-time role.

What Your Day to Day Will Look Like

 Lead client engagement during the onboarding phase.

 Request and organize initial financial data from new clients. This typically includes

access to the following data: accounting software, banking and credit card data, and

other industry specific software (e.g. Airbnb, VRBO, Stripe).

 Setup and link all banking, credit card, payroll, etc. software inside of client’s QBO.

 Configure short-term rental specific bookkeeping software (VR Platform).

 Cleanup of client’s financial records, which may involve catch-up/clean-up bookkeeping

tasks such as refining balance sheets and conducting precise bank account

reconciliations.

 Customize recurring weekly and monthly workflows as needed and hand off client to

production staff.

 Recommend improvements and consistencies in the STR bookkeeping workflows across

Keystone’s clients.

What You Need to Succeed

 Preferred: Bachelors degree in Accounting, Finance, or related fields.

 Extremely well organized and detail oriented. Loves being in the details to make sure

the complete picture is captured.

 Ability to handle multiple tasks and priorities simultaneously.

 Experience working with QuickBooks Online – Pro Advisor a plus.

 Previous experience with a bookkeeping/accounting firm in a client facing role.

 Comfortable with technology and learning new software.

 Excellent verbal and written communication skills. Comfortable leading call/zoom to

with new clients.

 Loves a checklist and driving tasks across the finish line.

 Effective communication - able to explain complex concepts in simple, easy-to-follow

terms.

 Customer friendliness - enjoy helping others and working collaboratively to reach

solution.

Why Join Us?

• Flexible, remote work environment

• Competitive salary

• Paid time off (15 PTO, 5 sick days)

• Work equipment allowance

• Opportunity for professional growth through exposure to cutting-edge bookkeeping

practices

Salary Range: R20 000,00 - R25 000,00 per month

If you are a dedicated individual with a passion for optimizing operations, streamlining

processes, and providing exceptional client experiences, we invite you to apply for this exciting

opportunity. Join our team and be a driving force in shaping the future of our organization’s

success.

Our Values

 Always seek a better way

o Constantly ask yourself is there a better, more efficient way to do this? Can a

process be improved? Can we make our client requests easier/more clear?

 Delight everyone we work with

o At our firm, we want each interaction, whether it be a co-worker, client or

partner, to be a pleasurable one.

 Approach everything with humility

o Every person at our company is just as important as the next. Everyone should

be able to speak their minds with respect and those on the other side should

receive this feedback openly.

 Engage in open communication

o The cornerstone of a good team is how people communicate with one another.

It is everyone's duty to provide pertinent information to who they're

communicating with to help make everyone's lives easier.