Bookkeeper job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Bookkeeper Job Description

Bookkeepers are in charge of keeping financial track of a company. They are responsible for overseeing a company’s financial data and compliance. Bookkeeping professionals maintain accurate books on accounts receivable and payable, balance sheets, payroll, and daily financial entries and reconciliations. This includes salaries, wages, bills, taxes, and any other the money that enters and leaves the business. Bookkeepers are also responsible for making sure the company’s financial reports are accurate and filed on time. 

Below, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a bookkeeper. 

The Job Overview

We are seeking a bookkeeper to manage all our finances. Your responsibilities will include tracking our organization’s revenue, expenses, and taxes, as well as producing financial reports. You will also be responsible for auditing our books to ensure our records are correct.


Below are some of the responsibilities a bookkeeper is expected to assume in their position:  

  • Prepare accounting records by compiling and analyzing account information
  • Reconcile company's financial records to help ensure accuracy of financial statements 
  • Prepare tax returns for businesses and individuals
  • Post financial transactions to accounts and prepare financial statements
  • Study financial trends to determine future business needs
Job Qualifications and Skill Sets

Below are the qualifications expected of a bookkeeper:

  • Bachelor’s degree in accounting, business, or a related field
  • Strong working knowledge of accounting principles, financial statements, and accounting systems
  • Proficient in Microsoft Office (Word, Outlook), with advanced Microsoft Excel skills
  • Strong working knowledge of QuickBooks; experience with other tax preparation and accounting software
  • Strong organizational, interpersonal, verbal, and written communication skills
  • Detail-oriented and able to prioritize
  • Able to work independently and as part of a team
  • Self-starter 


Rating is 4.7 out of 5.

clients rate Bookkeepers based on 9K+ reviews

Hire Bookkeepers

Bookkeepers you can meet on Upwork

  • $12 hourly
    Jenifer M.
    • 5.0
    • (25 jobs)
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    Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
  • $25 hourly
    Kirsten v.
    • 5.0
    • (8 jobs)
    Boesmansriviermond, EC
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    Give yourself time for things that are important in your life. Use the valuable time for what you are good at and build your business line even better for you. I am very happy to take over areas you want to outsource in a trustful, responsible and fully loyal way. With 39 years of professional experience, I bring a large dose of entrepreneurial thinking and quite a bit of experience to the table. As a freelancer ( virtual assistant, accountant, translator) - Your back I like to hold in many areas free. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Gebe dir Zeit für Dinge, die in deinem Leben wichtig sind. Nutze die wertvolle Zeit für das, was du gut kannst und baue deine Geschäftssparte für dich noch besser aus. Sehr gerne übernehme ich vertrauensvoll, verantwortungsbewusst und mit voller Loyalität Bereiche, die du outsourcen möchtest. Mit 39 Jahren Berufserfahrung bringe ich eine große Portion an unternehmerisches Denken und einiges an Erfahrung mit. Als Freelancerin – Virtuelle Assistentin, Buchhalterin, Übersetzerin – halte ich deinen Rücken in sehr vielen Bereichen frei. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit
  • $10 hourly
    Waqas A.
    • 5.0
    • (6 jobs)
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    I have currently done my Bachelor Degree in BBA (Bachelor's degree in Business). I have a good grip in bookkeeping, Accounting, Quickbooks, and Inventory management. I also have basic computer skills which are required for accountants. I always pay extra attention to the details of the working paper and focus on accuracy as well as an excellent presentation for reviewers. I am very tech-savvy, know Excels and many more apps. I use upwork-call, skype or zoom, so we can screen share and get work done efficiently. Self-review skill is my key attribute for performing every task. KNOWLEDGE: * Financial accounting * Management accounting Skills: -Data Entry -Content Writing -Conversion of Documents -Income statement, Balance sheet, Statement of Cash Flows -Bookkeeping -Cash vs Accrual -Accounts Receivable & Payable -Depreciation & Amortization -Excel -Worksheets -VLOOKUP & IF functions -Tables, Graphs & Charts - Preparation of invoices, Bills, Journal Entrie My objective is to provide high-quality services to my clients in the fields of Accounting. I am very passionate about my work, reliable, and conscientious of both deadlines and working within the client budget. I will do my best effort to do your projects in the time agreed and with high quality. Your satisfaction and timely delivery are my highest priorities.
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