Bookkeeper Job Description Template and Guide

Table of Contents

A bookkeeper is a person who provides accounting services to organizations. The word “bookkeeping” comes from the old English term “boke of kepeinge,” which means “the act or practice of keeping books.” Bookkeepers are responsible for maintaining an organization’s key accounting records, known as ledgers. Day-to-day activities include recording transactions such as income and outgoings, and posting them to various accounts.

They also do monthly reporting of general ledgers, record payments and adjustments on behalf of businesses while performing other key tasks such as temporary disability insurance filings so it doesn’t get forgotten with new hires or workers’ compensation renewals when required each year.

You’re looking for an applicant who’s qualified? Look no further, we’ve got you covered. This bookkeeper sample job description is here to assist in your creating a dazzling job post that will attract only the best candidates!

 

Example Bookkeeper Job Summary

 

The bookkeeper position is perfect for people who love working in a fast-paced environment and have plenty of office experience. In this role, you’ll be responsible for ensuring the safekeeping and correct accounting of all financial records including payroll, accounts payable/receivable as well as bank statements.

 

Example Bookkeeper Job Descriptions

 

A Bookkeeper is like an engine room for an accounting team, maintaining a variety of ledgers used to produce key financial reports. A bookkeeper job description should express the need for candidates who are organized and love numbers as they take care of various tasks including recording transactions such as income and outgoings, processing payments that come in or go out on a daily basis, conducting banking activities like reconciling statements from third-party sources (like banks), producing some statistics gathered throughout their workdays utilizing databases such as Excel spreadsheets with pivot tables.

A bookkeeper maintains all the financial records for a company and is in charge of overseeing transactions from start to finish. The person will develop systems that account for such things as establishing charts of accounts; defining bookkeeping policies and procedures so everything has an assigned place within the system; maintain subsidiary accounts by verifying, allocating, posting transactions. Balances subsidiary accounts by reconciling entries with general ledgers prepared using trial balances which show total debits minus total credits on both sides: prepare monthly reports showing profit/loss position before any taxes are paid or received (in other words what was earned last month).

The Bookkeeper maintains documents that are historical records. They file these documents, prepare financial reports and analyze account information in order to summarize them for management purposes. Furthermore, they comply with federal requirements by studying legal restrictions as well as local regulations before advising on needed actions or filing required reports themselves when necessary. Finally, an important part of their job is contributing to team efforts which can range from accomplishing other related tasks such as analyzing statistics whenever it’s requested or completing smaller administrative duties like purchasing supplies.

 

Bookkeeper Skills

 

Basic accounting knowledge, understanding of IFRS or U.S GAAP frameworks, and data entry skills are a few requirements for this role. The applicant should also have proficiency in Microsoft Excel and produce work with high accuracy levels while displaying professionalism, organization skills.

In order to be successful in today’s fast-paced society, they need an enterprising spirit. The ability of a person to think quickly and creatively is what makes them succeed in this era. In addition, being detail-oriented will also help one achieve success because it creates efficiency for the individual as well as others around him or her that depend on their work product too produce results efficiently themselves. Incorporating these skills into your daily tasks can allow them to take charge and make things happen!

 

Bookkeeper Qualifications

 

To become a Bookkeeper, one needs to apply for BAS Agent registration and complete at least their Certificate IV in Accounting or a Certificate IV in Bookkeeping. One also must have an Associates’ degree with knowledge of XERO, Quickbooks Zoho Fresh Books, etc., has previous bookkeeping experience as well as some experience working under different legal umbrellas (i.e.: CPA).

 

Bookkeeper Employers

 

The financial sector employs 12% of the total workforce, with tax and accounting services employing many more than others. 10% work retail jobs while healthcare accounted for less than 1%. Bookkeepers may also be independent freelancers or operate their own small businesses if desired.

The outlook for bookkeepers is bleak. With little or no growth projected through 2026, the vast majority of new jobs will be created by people retiring and/or advancing to accounting careers while technology continues to threaten what few opportunities exist today. The net result: 25,000 bookkeeper losses over this period.
If you’re interested in hiring for this job or joining this dynamic field as a bookkeeper then you should visit remote job boards like JobSpring.

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