Job description · Finance and accounting · Full-time
Bookkeeper job description
A bookkeeper keeps the books accurate and current: transactions categorized, accounts reconciled, and month-end closed on time. Clean books give owners real numbers for decisions and make tax time painless.
Responsibilities
- Categorize bank and card transactions daily or weekly
- Reconcile bank, credit card, and loan accounts monthly
- Enter bills and invoices and match payments
- Close the month on a fixed schedule and prepare financial statements
- Maintain the chart of accounts and document recurring entries
- Prepare reports and schedules for the CPA
Requirements
- Two or more years of bookkeeping for U.S. small businesses
- Expert in QuickBooks Online or Xero
- Understands accrual and cash basis and U.S. sales tax basics
- Meticulous with numbers and documentation
- Discreet with financial information
Tools
- QuickBooks Online or Xero
- Dext or Hubdoc
- Bill.com
- Gusto
- Google Sheets or Excel
What success looks like after 90 days
- Books reconciled monthly within ten business days of month-end
- A documented month-end close checklist
- Clean schedules ready for the CPA
Screening questions
Ask these before you book an interview.
- Which accounting software have you used for U.S. clients?
- How many clients or entities have you kept books for?
- Do you hold a QuickBooks or Xero certification?
- This is a full-time role working set hours each business day. Can you commit to that schedule?
Interview questions
- Walk me through your month-end close.
- A bank reconciliation is off by a few hundred dollars at month-end. How do you find the difference?
- How do you handle a transaction you cannot categorize?
- What would you check first in a messy set of books?
Hiring tip
Give view-only access to a sandbox or a past month and ask for a short review. A good bookkeeper finds issues fast and explains them plainly.
Bookkeeper hiring FAQ
What does a Bookkeeper do?
A bookkeeper keeps the books accurate and current: transactions categorized, accounts reconciled, and month-end closed on time. Clean books give owners real numbers for decisions and make tax time painless. Day to day, the role covers work such as: categorize bank and card transactions daily or weekly, reconcile bank, credit card, and loan accounts monthly, and enter bills and invoices and match payments.
How much does it cost to hire a full-time Bookkeeper from the Philippines?
We place a full-time Bookkeeper from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.
What skills should a Bookkeeper have?
Look for: two or more years of bookkeeping for U.S. small businesses, expert in QuickBooks Online or Xero, understands accrual and cash basis and U.S. sales tax basics, and meticulous with numbers and documentation. Common tools include QuickBooks Online or Xero, Dext or Hubdoc, Bill.com, Gusto, and Google Sheets or Excel.
What should a Bookkeeper achieve in the first 90 days?
Books reconciled monthly within ten business days of month-end, A documented month-end close checklist, and clean schedules ready for the CPA.
Can I copy and edit this Bookkeeper job description?
Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.
Want us to find your Bookkeeper?
We place a full-time Bookkeeper from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.