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Hiring a Bookkeeper: Job Description Template

While some states prohibit you from asking about prior criminal convictions during the interview process, you can still run a background screen on employees once you give them a formal job offer. When interviewing applicants, you need to know quickbooks app windows that candidates have the right skills for the job. Open-ended questions and icebreakers are great ways to start a conversation with an applicant. But you have to determine the applicant’s skill level and proficiency with bookkeeping tasks.

They save you time by handling all the daily financial work for you and allow you to concentrate on the running of your business. The real-time information they collect can help them offer you new insight into your business. Bookkeepers are responsible for consolidating accounts’ books, following up on past-due payments, sending billing reminders, processing payments for suppliers and running payroll.

Cover what insights they’re seeing in the numbers along with any concerns that may be emerging to address early before problems escalate. Having one on site makes it easier to exchange information and ask questions, but it also eats up office space. Establish where and when the work is performed, plus how you prefer to exchange information. Access Xero features for 30 days, then decide which plan best suits your business. And bookkeeping might not be something you enjoy or have time to understand.

One is not necessarily better than the other, but it’s important to understand the depth and breadth of resources at your bookkeeper’s disposal. Bookkeeping takes different forms in different industries, and an expert in one industry may be unqualified to work in a different industry. Explore what kind of industry-specific expertise they have, plus whether they have worked with companies that have the same size, structure, or accounting agenda as your own. Only partner with someone who can prove they have relevant degrees, certifications, and accomplishments. If you work with Quickbooks you will want to work with a QuickBooks Certified ProAdvisor, ideally one who is Top 10 in at least one region. But it’s important to acknowledge that not all bookkeepers are created equal.

A professional in this role can efficiently organize and manage these tasks, providing you with the breathing space to focus on growing your business. Understanding the full range of services, a bookkeeper offers is crucial. Some bookkeepers provide additional services like financial analysis, budgeting, or payroll processing. Knowing their capabilities helps tailor their support to your specific business needs. Understanding both the recruitment costs and the ongoing expenses for salary and benefits will give you a more complete picture of what it truly costs to hire a bookkeeper. This knowledge allows you to budget more accurately and make informed decisions during the hiring process.

  1. To help business understand where the money goes, bookkeepers organize and label expenses.
  2. Post the job on reputable platforms like Indeed or LinkedIn, emphasizing skills in accounting software and attention to detail.
  3. Remote bookkeeping services typically charge a flat monthly fee, based on how much time it will take to complete your books every month.
  4. Hiring the right bookkeeper is crucial for the financial well-being of your company.

There are different types of bookkeeping services available, depending on the time and money investment you want to make. If you’re thinking about hiring a bookkeeper or want to clean up your business books, there are different bookkeeping types that can suit your needs. Around central accounting data hubs as mentioned above, various supplemental programs bring optimization for specific financial workflows. Invoice and billing management software like Freshbooks and Wave reduce accounts receivable headaches. Expense reporting apps like Expensify improve VAT reclaim and employee spend tracking accuracy.

Bookkeeper Job Description: Skills, Qualifications And Template

Then all of you will be able to share access to the financial data for your business. While many of the best accounting software solutions can handle bookkeeping functions, some bookkeepers may prefer dedicated bookkeeping tools. Here are some popular bookkeeping and accounting programs to consider for your finance team.

Hiring a Busser: Job Description Template

Ambitious companies end up spending a lot more time and focus on accounting when they would rather concentrate on core skills and long-term goals instead. Partnering with an outsourced bookkeeper empowers these companies to hand off routine workloads while getting strategic insights from a trusted expert. Bookkeepers and accountants work with the same financial information from your business. They can share that information using cloud-based accounting software.

How to hire a bookkeeper

Below is a sample bookkeeper job description that you can customize to meet the needs of your business. Using your job board of choice, you can scan for bookkeepers in your area with the experience you seek. Most bookkeepers should have at least some experience with Microsoft Excel. A remote bookkeeping service may use a custom app—as Bench does—that lets you message your bookkeeper directly. Hiring a local bookkeeping firm is usually a matter of Googling to find which firms are in your area, and then doing your homework to see which ones are the best fit for your business. You can usually ask for references of customers similar to you, so you can get an honest picture of what it’s like working with that firm.

They may be able to import expenses remotely, cutting out email threads or trips to the office. Unless your business has roughly thirty or more employees, or over a million dollars annual revenue, you probably don’t need to hire a full-time, in-house bookkeeper. Overlooking a candidate’s adaptability to changes in technology, regulations, or business processes can result in hiring someone who struggles to keep up with the evolving financial landscape.

Determine What You Need a Bookkeeper to Do

Virtual bookkeepers possess analytical skills that enable them to interpret financial data and identify trends or discrepancies. By analyzing financial statements and reports, they can provide valuable insights to business owners, helping them make informed decisions to improve financial performance. Running a successful business involves keeping a close eye on your finances. A bookkeeper plays a crucial role in managing your money and making sure everything adds up. If you’re a small business owner, knowing when and how to hire a bookkeeper is vital.

Most candidates will claim to be whatever style you need, but it’s worth diving deeper into the candidate’s strengths and weaknesses in order to understand his true suitability. Anyone with access to sensitive employee and financial data must guard it aggressively. Find out what  measures a prospective bookkeeper takes to ensure digital security and personal privacy.

As stated, it’s dependent on your company’s needs and how you plan to grow your business. If you’re interested in hiring a contract bookkeeper, consider Bench, a virtual accounting service provider. When you sign up, you’ll be paired with a dedicated bookkeeper who acts as your in-house accounting team. By following these steps, businesses can navigate the process of hiring a bookkeeper with confidence and purpose. If you find yourself buried under piles of receipts, invoices, and financial paperwork, it’s a strong signal that it’s time to hire a bookkeeper.

According to BLS data, bookkeeper salaries range from as low as about $30,000 to over $65,000. Although these are fairly wide ranges, they can be narrowed down based on your industry, the experience of the bookkeeper, the nuances of your business, and your company location. Some cities and states have begun enacting pay transparency laws where companies must list a target salary or a salary range in the public job ad. Even if your company doesn’t have an office in one of these locations but you’re open to hiring someone remotely, you’ll need to comply with these laws.

Seeking references from previous clients or employers is a standard yet crucial step. Speaking with those who have firsthand experience working with the bookkeeper offers valuable perspectives on their work ethic, reliability, and the quality of their bookkeeping services. Inquiring about a bookkeeper’s experience provides valuable insights into their background and https://quickbooks-payroll.org/ expertise. Understanding the industries, they’ve worked in and the size of businesses they’ve handled gives you a clear picture of their suitability for your specific needs. Bookkeepers are expected to do the day-to-day recording of receipts, invoices and other transactions. Hiring an accountant will provide business insights based on bookkeeping information.