Best Bookkeeper Job Description Template

Bookkeeper Job Description

Depending on the size and sector, Bookkeepers are often required to have a diploma or a degree in accounting. The most cited education requirement for a Bookkeeper is a degree in Finance, Accounting, or related qualification. Bookkeepers are generally responsible for developing and system to account for financial transactions. They do so by establishing charts of accounts and defining bookkeeping policies and procedures. Below is a sample bookkeeper job description that you can customize to meet the needs of your business. However, you want to at least include education, experience and licensing requirements in your job description.

  • A bookkeeper plays a vital role in a small business by recording and maintaining its financial records.
  • Knowledge of general bookkeeping procedures; ability to maintain accounting ledgers.
  • Adding compensation numbers can help to build trust with candidates, while also ensuring applicants who may be more aligned with your budget.
  • For instance, on the one hand, a bookkeeper in a relatively small organization does not have to worry about advanced reconciliations and management accounting/finance.

You can hire our virtual bookkeeper to ensure all the bills are paid on time. We give new clients a 7-day trial so you can experience what it’s like to work with us. It’s a great way to test our services before committing to a long-term partnership. At Wishup, we are committed to providing our clients with exceptional service. That’s why we assign a dedicated account manager to every client, who will work closely with you to understand your business needs and ensure that our bookkeeping assistant is delivering the results you expect. Now that we have discussed what a bookkeeping job is, let’s look at some bookkeeping job description samples for more clarity.

Monthly reports

Bookkeepers often issue or monitor purchase orders and match them with invoices when they are received. They then code the invoices with the proper general ledger information and obtain approval for payment. Bookkeepers check to pay the invoices and ensure bills are paid in a timely manner.

In the meantime, explore what our customers have to say about using Comeet. Kelly is an SMB Editor specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. For example, note which software you want a candidate to be familiar with–including general programs that your office uses. Top 5 bookkeeper interview questions with detailed tips for both hiring managers and candidates.

Dedicated account manager

Records are typically archived for the previous year when the year-end books are reconciled and closed. Bookkeepers often have contact with customers and vendors through phone, fax, email and letters. Maintains multiple checking accounts; reconciles accounts with bank statements; submits documentation for reimbursement.

Is a bookkeeper an accountant?

A bookkeeper is not an accountant, nor should they be considered an accountant. Bookkeepers record financial transactions, post debits and credits, create invoices, manage payroll, and maintain and balance the books.

Bookkeepers in an entry-level job can expect to make around $30,000 each year, but those with more experience can make up to $60,000 or even more. Plus, freelance bookkeepers usually Bookkeeper Job Description charge an hourly rate starting from $20 or above, depending on their qualifications and background. The duties and responsibilities of a bookkeeper vary from business to business.

What do Quickbooks Bookkeepers Do on a Daily Basis?

Communicates with vendors concerning purchase orders; receives supplies and verifies against purchase orders; processes invoices for payment. Writes checks, requisitions and purchase orders; obtains appropriate signatures. Receives, writes receipts for, counts and verifies money for various activities. Learn to decipher the numbers and communicate your findings with confidence and clarity in Franklin’s M.S. The 17-month, online program is accredited by the International Assembly for Collegiate Business Education and features interactive courses led by in-field practitioners.

Bookkeeper Job Description

You will be responsible for both accounts payable and receivable along with all payroll and bank account management and reconciliation tasks. To do well in this role you should have previous experience as a Bookkeeper and have used Xero or Quickbooks. Bookkeepers and accountants have some similarities in their duties, but they are not the same. Bookkeeping involves keeping precise financial records, inputting transactions, reconciling bank statements, and preparing financial reports.

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