Onboarding Accounting Manager (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

The Onboarding Manager plays a critical leadership role in ensuring both new clients and new

team members have a seamless, high-quality onboarding experience.

This role focuses on the Short-Term Rental (STR) Property Manager segment of our business.

The Onboarding Manager is accountable for delivering clean, accurate books and a fully

configured software environment to our production teams, while also developing onboarding

staff to be confident, capable, and production-ready.

You will lead the onboarding function end-to-end—owning people, process, quality, and

outcomes.

Key Responsibilities

Onboarding Team Leadership & Development

 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.

Client Onboarding Ownership

 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.

What You Need to Succeed

 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.

Why Join Us?

● Flexible, remote work environment

● Competitive salary - $3000-$4000/monthly

● Paid time off (24 PTO, 5 sick days)

● Work equipment allowance

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

practices

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 Recruitment Process

In addition to submitting an application, to confirm you have a strong attention to detail we ask

you to do two things. If either of these items are missed, we will unfortunately reject your

application.

Keystone Bookkeeper's favorite color is green. After you apply, please email us at

color@keystonebookkeepers(dot com) and let us know our favorite color along with a short

paragraph as to why you would make an excellent addition to the team.

Thank you for considering Keystone Bookkeepers!

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.