Remote Onboarding Accounting Specialist Job Opportunity at Keystone Bookkeepers | R20000 p/m
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 a 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
