Hire the best QuickBooks Consultants

Efficient financial management is crucial for success. A skilled QuickBooks bookkeeper can be the key to keeping your finances in order, providing accurate reports, and helping you make informed business decisions.

This guide will help you understand the role of a QuickBooks bookkeeper and explain how to hire the right professional for your needs. We’ll cover everything from crafting an effective job post to evaluating candidates, so you find a QuickBooks expert who can streamline your financial processes and contribute to your business’s growth.

What is a QuickBooks bookkeeper?

A QuickBooks bookkeeper specializes in using Intuit’s QuickBooks accounting software to manage financial records. They’re responsible for maintaining accurate and up-to-date financial data, including transactions, accounts payable and receivable, and generating financial reports to aid in business decisions.

QuickBooks bookkeepers combine their expertise in bookkeeping principles with proficiency in QuickBooks products. This unique skill set allows them to manage financial records, ensure compliance with accounting standards, and provide valuable insights for business owners.

Why is QuickBooks bookkeeping important?

A QuickBooks bookkeeper offers several benefits to both small businesses and larger organizations.

• Accuracy. QuickBooks experts ensure precise financial record-keeping, reducing errors and discrepancies.
• Efficiency. Their familiarity with QuickBooks streamlines financial processes, saving time and resources.
• Compliance. They help maintain financial records according to tax laws and regulations.
• Financial insights. QuickBooks bookkeepers can generate and interpret financial reports, aiding in informed business decisions.
• Peace of mind. Professional bookkeeping allows business owners to focus on core operations, knowing their finances are in capable hands.

How to hire a QuickBooks bookkeeper

Finding the right QuickBooks bookkeeper involves several key steps:

1. Determine your specific needs (e.g., basic bookkeeping, advanced financial reporting).
2. Create a detailed job description outlining required skills and experience.
3. Look for candidates with QuickBooks ProAdvisor certification or relevant experience.
4. Review portfolios and ask for references from previous clients.
5. Conduct interviews to assess technical skills and communication abilities.
6. Consider offering a paid trial project to evaluate their work quality.
7. Discuss pricing and terms before finalizing the hire.

Writing a QuickBooks bookkeeper job post

An effective job post can help you attract qualified candidates. We explain how to structure your posting.

Job post title

Choose a clear and specific title that accurately reflects the role. Examples include:

• QuickBooks online bookkeeper
• Certified QuickBooks ProAdvisor
• QuickBooks bookkeeping specialist

Project description

Outline the key elements of the project, such as:

“We’re seeking a skilled QuickBooks bookkeeper to manage our small business’s financial records. The ideal candidate will have expertise in QuickBooks Online and be familiar with bookkeeping for service-based businesses.”

Job responsibilities

List the primary tasks and duties associated with the role. For example:

• Set up and maintain chart of accounts in QuickBooks
• Reconcile bank and credit card statements monthly
• Process accounts payable and receivable
• Generate monthly financial reports (e.g., balance sheet, profit and loss statement)
• Implement and maintain QuickBooks integrations with other business apps

Qualifications

Detail the required skills and experience, such as:

• Certified QuickBooks ProAdvisor (preferred)
• 3+ years of experience with QuickBooks Online or QuickBooks Desktop
• Strong understanding of bookkeeping principles and best practices
• Attention to detail and strong organizational skills
• Ability to communicate financial information clearly to nonfinancial stakeholders

Essential knowledge before hiring a QuickBooks bookkeeper

Let’s dive into some essential aspects of QuickBooks bookkeeping that every client should understand.

The role of a QuickBooks bookkeeper

QuickBooks bookkeepers play an important role in maintaining financial health and compliance for businesses. They’re typically responsible for:

• Daily transaction recording and categorization
• Bank and credit card reconciliations
• Accounts payable and receivable management
• Financial report generation and analysis
• Assisting with budgeting and forecasting
• Ensuring accurate recordkeeping for tax purposes

Hiring demand for QuickBooks bookkeepers in 2024

According to the Bureau of Labor Statistics (BLS), the job outlook for bookkeeping, accounting, and auditing clerks, which includes QuickBooks bookkeepers, shows some changes in the coming years. The BLS projects a -6% decline in employment for these occupations from 2022 to 2032.

However, this doesn’t necessarily mean a lack of job opportunities. The BLS estimates about 183,900 openings for bookkeeping each year over the decade. 

Common QuickBooks bookkeeper projects

QuickBooks bookkeepers are often hired for a variety of projects, including:

• Initial QuickBooks setup and configuration
• Monthly bookkeeping and reconciliation
• Year-end financial statement preparation
• Sales tax filing and management
• Payroll processing and tax reporting
• Financial data migration from other accounting systems
• QuickBooks training for in-house staff
• General accounting services

Industries seeking QuickBooks bookkeepers

While QuickBooks is widely used across many sectors, some industries with high demand for QuickBooks bookkeepers include:

• Professional services (e.g., law firms, consultancies, accounting firms)
• Retail and e-commerce
• Nonprofit organizations
• Construction and real estate
• Health care practices
• Small manufacturing companies

Cost of hiring a QuickBooks bookkeeper in 2024

The cost of hiring a QuickBooks bookkeeper can vary based on experience level, project complexity, and location. Typical rates range from $11 to $25 per hour on Upwork, with more experienced professionals charging higher rates. Some bookkeepers may offer fixed monthly packages for ongoing services.

QuickBooks bookkeeper FAQ

We answer some frequently asked questions about hiring QuickBooks bookkeepers.

What is the difference between a QuickBooks bookkeeper and a CPA?

A QuickBooks bookkeeper specializes in day-to-day financial recordkeeping using QuickBooks software. They focus on maintaining accurate books and generating regular financial reports. 

A certified public accountant (CPA) has broader expertise in accounting principles, tax laws, and financial strategy. CPAs can provide more advanced services like tax planning, auditing, and financial advisory.

How often should I engage with my QuickBooks bookkeeper?

The frequency of engagement depends on your business needs and complexity. For small businesses, monthly check-ins are common for reconciliations and report reviews. 

Larger operations or those with high transaction volumes may require weekly or even daily interactions. Establish a clear communication schedule with your bookkeeper to ensure timely and accurate financial management.

Can QuickBooks bookkeepers offer tax preparation services?

Many QuickBooks bookkeepers offer tax preparation services for small businesses and individuals with straightforward tax situations. These services typically include organizing financial records, calculating tax liabilities, and completing necessary forms. 

Their year-round familiarity can make business tax preparation efficient. However, complex tax situations may still require a CPA or tax attorney. 

Get started with QuickBooks experts on Upwork

Ready to hire a QuickBooks bookkeeper for your business? Take the next step by posting a job on Upwork. 

You’ll gain access to a pool of skilled professionals excited to offer their bookkeeping services and streamline your financial processes. Many QuickBooks experts offer a free consultation to discuss your needs and how they can help your business.