Free template · Finance & Accounting

Bookkeeper job description template

A bookkeeper records a business's day-to-day financial transactions, including sales, purchases, payments, and receipts, and keeps the books balanced. They reconcile accounts, manage invoices and bills, and prepare clean records for the accountant or tax preparer. Copy this template, replace the bracketed parts, then run it through the free JD Analyzer.

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Bookkeeper

About the role

[Company Name] is looking for a Bookkeeper to keep our financial records accurate and up to date. You will record daily transactions, manage bills and invoices, and reconcile bank and credit card accounts. You will prepare clean monthly records for our accountant and help us keep a clear view of cash. This role is ideal for an organized, detail-focused person who likes keeping things in order.

Responsibilities

Record daily financial transactions in our bookkeeping software
Reconcile bank, credit card, and loan accounts monthly
Create and send customer invoices and track payments
Enter and pay vendor bills on schedule
Follow up on overdue customer accounts
Collect W-9s and track contractor payments for 1099 reporting
Organize receipts and supporting documents
Prepare monthly reports such as profit and loss and accounts receivable aging
Support payroll records and coordinate with the payroll provider
Work with our outside accountant on month-end and year-end needs

Requirements

Experience as a bookkeeper or in an accounting support role
Proficiency with QuickBooks, Xero, or similar software
Understanding of basic bookkeeping principles and the chart of accounts
Strong attention to detail and accuracy
Good spreadsheet skills
Ability to keep financial information confidential
Reliable organization and follow-through

Nice to have

QuickBooks or Xero certification
Experience with payroll providers
Experience with sales tax filings
Experience in our industry

Pay

[Pay range] · [Benefits summary]

Pay transparency

Many states, including CA, CO, NY, WA, and IL, require a good-faith pay range or hourly rate range in job postings; check your state's rules before publishing.

See the rules for your state in HR laws by state.

Write a more inclusive posting

Avoid requiring an accounting degree; bookkeeping skill is usually shown through experience and software proficiency.
If the role is part-time or flexible, say so clearly, since this attracts experienced bookkeepers including caregivers and semi-retired professionals.
Do not include 'must be able to sit for long periods' unless it is essential and you are open to accommodations under the ADA.

Hiring a bookkeeper?

Prepare the interview too: 15 questions, red flags and questions to avoid.

Bookkeeper interview questions

Frequently asked questions

What is the difference between a bookkeeper and an accountant?

A bookkeeper records daily transactions and keeps accounts reconciled, while an accountant usually analyzes, adjusts, and reports on those records and handles more complex tasks like tax planning. Many small businesses use both.

How can I test a bookkeeper's skills during an interview?

Give them a short list of sample transactions to categorize and a simple reconciliation to complete. Their questions and accuracy will show their experience level.

Should a bookkeeper job posting be part-time?

Many small businesses need only part-time bookkeeping. Be clear about expected hours and schedule so candidates can judge fit.

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