Teams at Keystone CPAs LLC

Owns day-to-day HR operations and employee lifecycle processes, including onboarding, employee relations, performance administration, HRIS records, benefits, leave, compliance, workforce metrics, employee experience, and offboarding. Coordinates managers, leadership, vendors, IT, payroll, and benefits providers to ensure timely completion, accurate documentation, first-day readiness, consistent policy administration, and effective employee support across on-site, hybrid, and remote employees.

Lead operations and people strategy at Keystone CPA, overseeing daily operations, team development, and process optimization to ensure effective client service delivery.

The Wealth Advisor will provide comprehensive financial planning services, collaborate with other advisors, and grow client relationships while maintaining fiduciary standards.