Keystone Bookkeepers

Bookkeeper

• Complete weekly, monthly, and other recurring tasks for assigned clients
• Review and remit weekly client payments
• Assist with new client onboarding
• Support junior bookkeepers with questions and training
• Review month-end work completed by junior bookkeepers
• Maintain and improve Karbon workflows for assigned clients
• Communicate directly with clients weekly
• Perform other ad-hoc duties as required
• Oversee financial operations and lead a team of bookkeepers
• Deliver accurate, real-time financial insights using modern cloud-based tools

Senior Bookkeeper

Accounting Manager

• Review client financial statements before delivery
• Analyze balance sheet accounts for discrepancies, unusual activity, and unsupported balances
• Identify trends, inconsistencies, and accounting issues requiring follow-up
• Review bank and credit card reconciliations, journal entries, schedules, and supporting documentation
• Ensure financial statements are accurate, complete, and client-ready
• Own the month-end close review process for bookkeeping clients
• Investigate unusual or unexpected changes in financial activity
• Escalate significant accounting issues to management when appropriate
• Supervise, support, and provide technical guidance to bookkeeping staff
• Train and mentor team members on accounting practices and quality standards
• Serve as the primary accounting resource for the bookkeeping department
• Maintain and improve quality control standards and review procedures
• Assist with cleanup and catch-up projects as needed
• Initially manage approximately 10–15 clients, with production responsibilities decreasing as the team grows
• Help develop, document, and improve accounting processes and best practices
• Reports to the VP of Firm Operations
• Provide technical accounting oversight and quality control connecting bookkeeping functions and ensuring final financials meet standards

Accounting Manager – US Accounting

• Own the pre-tax preparation process
• Review incoming tax documents
• Organize client files
• Prepare tax workpapers
• Enter data into CCH Axcess Tax
• Coordinate with Philippines-based bookkeepers
• Manage fixed assets
• Ensure all supporting schedules are complete, accurate, and ready for U.S. CPA review
• Prepare 1120S and 1065 returns end-to-end

Senior Bookkeeper

Accounting Manager – US Accounting

Senior Tax Preparer