Bookkeeper Job Description: Templates for Hiring at Your Business

These professionals are essential for maintaining business accounts and ledgers. The Talent Acquisition team is dedicated to connecting people with exciting career opportunities and partnership within Intuit. You can work with other bookkeepers and tax experts to share and expand your knowledge. The Certified Bookkeeper (CB) program from the AIPB requires you to be a working bookkeeper or have at least one year of accounting education. The program includes self-teaching workbooks that prepare you to pass the CB exam.

• They may significantly impact your company’s financial success and expansion by helping with budgeting, forecasting, handling tax planning, and providing insightful financial analysis.
• However, some factors must be considered before entrusting this critical role to someone.
• However, doing your bookkeeping can be tough and eat up a lot of your precious time, especially if you’re not familiar with the process.
• Your bookkeeper’s ability to communicate professionally and read nonverbal cues will be judged by a test of communication skills—problem-solving tests.
• We’ve covered some of the ideal traits that can be found in quality bookkeepers.

Here, those completing the test are asked to identify what needs to change before the data can be analyzed. Whether they are analyzing the data or not, entering data How to hire a top bookkeeper: a comprehensive guide consistently is something a good bookkeeper should always be doing. Our test also covers a range of data formats, including graphs and charts as well as tables.

QuickBooks

What you might already know is that there is a range of places you can source bookkeeper candidates. But you’re going to want to source candidates from the relevant job boards that relate to the type of employment you’re offering. From full-time to freelance bookkeeper job boards, here are a few examples of places you can source bookkeeper candidates. Whether you decide to do your own accounting and bookkeeping or to outsource it, using an accounting software such as QuickBooks will make things easier on you and whomever you hire.

• You’ll receive primers on hot tech topics that will help you stay ahead of the game.
• Bookkeepers are not required to have certifications or specific education unless required by a specific employer.
• In both cases, if you use dedicated bookkeeping software, you should ensure that your bookkeeper uses the same brand.
• Depending on the country, different qualifications and registration requirements apply.
• Use the “Working with Data” test to find out if they are experts at data entry and can accurately analyze data daily.

Before we get on to how to test for proficiency in QuickBooks, here are some other skills you should be looking for in your candidates. So, grab a seat and prepare to discover the untold power behind the numbers, and why understanding the true value of a bookkeeper is an indispensable move for your business’s triumph. Your bookkeeper should be able to solve problems quickly and in an effective way. With a problem-solving test, you can find out if they have the skills to identify a problem and then analyze numerical data to figure out how to solve it.

Additional benefits of hiring a bookkeeper

Below, you’ll find some vital bookkeeping interview questions you’ll want to ask your candidates. Now that you’ve written the job description, your next task is finding suitable candidates ready; to know that you can discover bookkeeper candidates in some places. But you’ll want to look for candidates on job boards that are appropriate for the type of job you’re offering.

It’s essential to check in with them so that their treatment of your transactions is appropriate and relevant to exactly what happened in real life. On the other hand, if bookkeeping is just not your thing, doing it yourself may cost you more than hiring someone else to do it. For instance, if you just can’t wrap your head around accounting concepts, it may cause https://quickbooks-payroll.org/ you a lot of stress and time wasted on trying to prepare your books. Like any small business choice, this might require a bit of trial and error—but you’ll eventually find the solution that works best for you. I’ll walk you through my spreadsheet just because that’s the one I know and that’s the one I’m in a lot, making updates and changing things around.