Executive Assistant (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

As a Practice Administrator, the Practice Administrator will be responsible for the overall administration of the business. This includes managing the staff, handling finances, and ensuring that the practice runs smoothly on a day-to-day basis. The Practice Administrator will also be responsible for keeping up with changes in business laws and regulations and ensuring that the practice is in compliance.

What Your Day to Day Will Look Like
- Manage SharePoint file system
- Download client’s monthly bank statements
- Coordinate new passwords and security codes with clients
- Assist with new client onboarding
- Manage QuickBooks Time
- Manage Practice Protect
- Manage Outlook
- Track & request reviews from clients
- Track client renewals & prepare proposals
- Help manage Karbon workflows
- Manage annual 1099 process
- Manage client billing
- Other ad-hoc duties as required

What You Need to Succeed
- Bachelor's degree in business administration.
- At least 2 years' experience in practice administration and personnel management in a similar environment.
- Proficiency in electronic practice and record management systems.
- Exceptional organizational and time-management skills.
- Excellent interpersonal and communication skills.
- Strong analytical skills and meticulous attention to detail for accurate financial data management
- Friendly demeanor - internally and externally
- Professional experience with remote/virtual work environment
- Strong sense of urgency/deadline & priority driven
- Exceptional communication skills, both written and verbal, for effective client interaction

Work and Holiday Schedule
- Be available to work the graveyard shift to follow EST and Daylight Savings Time, and observe US Holidays

Why Join Us?
- Flexible, remote work environment
- Competitive salary
- Paid time off
- Opportunity for professional growth through exposure to cutting-edge bookkeeping practices
- A supportive and inclusive work environment

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 ---------- 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 - 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 - 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 - 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 - 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.