Accounting Onboarding Manager (U.S. Bookkeeping)

Keystone Bookkeepers; Manila; On-site; PHP 2,050,214 - 2,733,619; Full time

Benefits offered by this job

100% Remote

Competitive salary: $3,000–$4,000 USD 

24 PTO days

5 Sick Leave days

Career growth

Cloud accounting tech & automation

Collaborative culture

Job summary

Keystone Bookkeepers is seeking an Accounting Onboarding Manager to lead our client onboarding function and develop the onboarding team for U.S. bookkeeping services. You will ensure smooth transitions with accurate books, configured systems, and documented processes while coaching new staff.

This role emphasizes leadership, training, process improvement, and delivering an outstanding client experience in a fully remote environment.

Qualifications

• 5+ years of U.S. bookkeeping experience.
• 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.

Responsibilities

• Lead onboarding team members and new hires.
• Conduct training on U.S. bookkeeping processes and best practices.
• Assign onboarding projects to support development.
• Review work before client delivery for accuracy and quality.
• Provide ongoing performance feedback and coaching.
• Collaborate with leadership and recruiting on onboarding progress.
• Improve onboarding SOPs and training materials.
• Manage end-to-end onboarding for new clients.
• Ensure clean books and proper system configuration before production.
• Coordinate onboarding timelines and project completion.
• Review reconciliations and financials.
• Lead bookkeeping cleanup projects and migrations when needed.
• Participate in client onboarding meetings and deliver exceptional service.
• Continuously improve onboarding processes for efficiency and scalability.

Skills

U.S. bookkeeping

Leadership

QuickBooks Online

U.S. firm experience

Month-end close

English communication

Detail-oriented

Multitasking

Education

Bachelor's degree

ProAdvisor Certification

Tools

QuickBooks Online

Job description

Accounting Onboarding Manager (U.S. Bookkeeping) | Remote

About Keystone Bookkeepers

At Keystone Bookkeepers, our mission is to empower entrepreneurs to focus on growing their businesses while we provide reliable financial management and meaningful insights that drive better business decisions.

We are a rapidly growing, cloud-based U.S. bookkeeping and accounting firm serving clients across the United States. By leveraging technology, automation, and standardized processes, we deliver accurate financial reporting and exceptional client service.

If you're passionate about leadership, process improvement, and helping both clients and team members succeed, we'd love to hear from you.

About the Role

We're looking for an experienced Accounting Onboarding Manager to lead our client onboarding function and develop our onboarding team.

In this role, you'll ensure every new client transitions smoothly into production with clean, accurate books, properly configured accounting systems, and documented processes. You'll also coach and mentor new bookkeeping team members, helping them build the technical skills and confidence needed to succeed.

This is an excellent opportunity for someone with strong U.S. bookkeeping experience who enjoys leadership, training, process improvement, and delivering an outstanding client experience.

What You'll Do

Team Leadership & Development

• 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.
• Partner with leadership and recruiting teams to evaluate onboarding progress and production readiness.
• Improve onboarding documentation, SOPs, and training materials.

Client Onboarding

• 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.
• Coordinate client onboarding timelines, assignments, and project completion.
• Review reconciliations, financial reports, and supporting documentation.
• Lead bookkeeping cleanup projects, catch-up bookkeeping, accounting system implementations, and software migrations when needed.
• Participate in client onboarding meetings and provide exceptional client service.
• Continuously improve onboarding processes for greater efficiency, consistency, and scalability.

What We're Looking For

Required Qualifications

• 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.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• QuickBooks Online ProAdvisor Certification.
• Experience training or mentoring accounting professionals.
• Experience implementing accounting systems or leading bookkeeping cleanup projects.

Why Join Keystone Bookkeepers?

• 100% Remote
• Competitive salary: $3,000–$4,000 USD per month
• 24 Paid Time Off (PTO) days
• 5 Paid Sick Leave days
• Career growth and leadership opportunities
• Work with modern cloud accounting technology and automation
• Collaborative, supportive, and values-driven culture

Our Core Values

Always Seek a Better Way

We continuously improve our processes, embrace innovation, and look for better ways to serve our clients.

Delight Everyone We Work With

Every interaction matters. We strive to create exceptional experiences for our clients, teammates, and partners.

Approach Everything with Humility

We value respect, continuous learning, and collaboration.

Engage in Open Communication

We believe clear, honest, and proactive communication builds stronger teams and better outcomes.