Company Overview
Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years’ experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.
We are seeking a meticulous and reliable Bookkeeper to manage the financial transactions for Keystone Advisors. This role will involve working closely with our accounting firm to maintain accurate financial records across different entities. If you have a strong background in bookkeeping and accounts payable (A/P), we encourage you to apply.
Job Summary
• Process daily financial transactions for Keystone Advisors, ensuring accuracy.
• Reconcile bank statements and credit card transactions.
• Prepare financial reports and support management in decision-making.
• Manage Keystone Coalition Account
• Manage the CEO’s personal account by recording personal financial transactions.
• Reconcile monthly credit card and bank statements.
• Ensure all personal expenses are accurately documented and categorized.
• Manage accounts payable and accounts receivable for GSD Real Estate.
• Track and manage real estate transaction-related invoices, payments, and receipts.
• Reconcile property management accounts, including rental income and expenses.
• Assist in monthly and year-end financial close activities.
• Prepare reports for tax filing and audits as required.
• Collaborate with external accounting firms to ensure smooth financial operations.
• Maintain accurate and up-to-date general ledger entries.
• Provide administrative support to the team as needed.
Qualifications:
• Minimum of 2 years of experience in bookkeeping, including accounts payable (A/P) and general ledger management.
• Proficiency in bookkeeping software (QuickBooks, Xero, or similar platforms).
• Strong understanding of accounting principles and financial reporting.
• Experience managing both business and personal financial accounts is a plus.
• Strong attention to detail and accuracy in data entry and financial transactions.
• Excellent organizational and time-management skills.
• Ability to communicate effectively with internal and external stakeholders.
• Associates degree in accounting, finance, or related field preferred, but not required.