finding a bookkeeper

Bookkeepers handle the day-to-day tasks of recording financial transactions while accountants provide insight and analysis of that data and generate accounting reports. Keep in mind that you will be looking for bookkeeping candidates that best suit your company’s culture. So, in addition to hard skills tests such as the accounts payable assessment, you will need to use other tests to enhance your hiring process and select the best candidate for your organization. They should also be able to explain complex numbers in simple ways so that you can understand them.

finding a bookkeeper

Bare minimum, you will want a Facebook page, a LinkedIn page, and possibly another content creation platform such as YouTube, a podcast, or a blog. Accountants’ qualifications depend on their experience, licenses and certifications. To become an accountant, they must earn a bachelor’s degree from an accredited college or university. A great interview doesn’t necessarily mean someone can perform a task well. The best way to evaluate this is to speak to other clients, in addition to scouting Yelp reviews and other means of social proof.


Use the test to determine whether your bookkeeper candidates’ interests align with the values of your organization. Cultural fit is an important factor to consider when hiring any new employee, and hiring a bookkeeper is no different. hire a bookkeeper So, we recommend that you use hard skills tests and soft skills tests to assess your candidates. [COMPANY NAME]’s bookkeepers will ensure that our financial records are kept up to date and take responsibility for our payroll.

It’s important to use a range of tests – not only to assess your candidates’ aptitudes but to assess their cultural fit as well. If you make the wrong hire, many things can negatively affect your business. Not only can you expect the financial reports to be inaccurate, but by hiring the wrong bookkeeper, some of your business transactions might be incorrectly recorded.

Why Choose Global FPO to find a Bookkeeper Near You?

An online bookkeeping solution uses cloud-based software to connect you with a team of bookkeepers, who do your books for you (like Bench). It’s similar to a bookkeeping firm, except more affordable, since automation cuts the bulk of manual work. This is a great choice for most small businesses that don’t have cash-heavy transactions. Its knowledgeable virtual bookkeeping assistants manage, track, and update your expense reports. They record, monitor, and precisely classify the financial transactions of your business. Additionally, the assistants help you process paychecks quickly and maintain accurate employee payroll records.

This question gives you the chance to understand your bookkeeper candidates in more detail in the context of their previous roles. Drawing in professional bookkeepers to your vacancy is straightforward with Fill out a form to give details on the bookkeeping project you need completed, provide some details on your business, and explore job profiles of potential freelancers to choose from. Remote bookkeeping services typically charge a flat monthly fee, based on how much time it will take to complete your books every month. The number of accounts you’ll be tracking—and the frequency of transactions—may affect this.

Advantages of a bookkeeper

You’d learn how they bill their clients and what kinds of expenses and income they have. When you market yourself solely to lawyers, as an example, you are that much more valuable to any law firm you approach. Take time to scour those places to find bookkeeper wanted job listings and find businesses you are interested in working for. Another way to utilize the job posting sites is to create your own listing stating that you are a bookkeeper taking on new clients.

Watch the interview with the woman who created the course here. You’d have to be living under a rock to be in the accounting world and NOT know that Intuit has developed its own virtual bookkeeping and tax staff. Elevate your hiring process with Job Description Generator – a tool to create customized, compelling job descriptions, attracting the right candidates effortlessly.

HiPos (High Potentials): How talent assessments help identify, recruit, and retain future leaders

Other small businesses hire a bookkeeper or employ a small accounting department with data entry clerks reporting to the bookkeeper. As your business grows to include more customers, vendors and employees, keeping track of your finances on your own becomes more challenging. When your small business’s bookkeeping and accounting tasks are too much to handle by yourself, it’s time to hire help.

  • First 7 days are free, so if you already know accounting basics, you can brush up and take the exam.
  • Similarly, bookkeepers all probably have their preferred methods.
  • Trained accountants and bookkeepers manage financial complexities and offer practical business solutions.
  • The test is unique to your organization as you can customize it for your company.
  • Even if you’ve decided outsourcing your bookkeeping is better than taking on the hiring risk, you need to find the right service to help you.
  • Near candidates are skillful professionals with excellent English proficiency and impressive work experience.

Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company. Yes, Near bookkeeper candidates are experts in US GAAP standards. We ensure that the candidates we endorse are experts and have extensive experience with US GAAP and standard US accounting practices. Firms have the skills and training that allow them to handle your reconciling, payroll as well as taxes, with financial reporting accuracy. With rules surrounding taxes and business accountabilities, it is better for someone who stays up to date on this. Freelancers, however, may be specialized in one area or another and can be useful in fulfilling just one specific area.

Frequently Asked Questions

If you’re worried about not having someone you can count on everyday, and don’t mind paying a bit more, a bookkeeping firm is a smart choice. This typically comes at the end of the financial year, when clients’ books need to be “closed” for tax season. Your bookkeeper may not be able to devote as much attention to your business during this time of year as they normally would. Finding your niche will undoubtedly boost your chances of finding new business through numbers 1 and 2 in this Top 10 list. By targeting specific types of businesses, you can then make your firm the new go-to place for whatever it is those businesses do. You could be known as the best bookkeeper for restaurants, or the accountancy firm that knows everything about the gardening trade.

finding a bookkeeper

Narrow down the list by comparing services to the list of needs for your nonprofit. Outsourcing nonprofit bookkeeping and accounting duties to a nonprofit-specific firm like Jitasa. The records reported by the bookkeeper will determine the accountant’s advice to leadership, and ultimately, the health of the business overall. Each piece of the financial process is just as important as the next. Your website is the digital shop-front for your practice, so does it reflect who you are as a business?