Bookkeeper Job Description Template

bookkeeper responsibilities list

If you aren’t organized, you’ll have a difficult time locating and keeping track of all the necessary information. And if you don’t pay enough attention to detail, the data you provide could be inaccurate, which can create several problems. A business owner can absolutely manage many of the tasks of a bookkeeper. However, when it gets to a point of taking over too many hours you could otherwise dedicate to strategic plans and relationship-building, you can start to actually save money by hiring someone to do this for you. In this bookkeepers vs. accountants article, we learn bookkeepers have two to four years of experience with their work being overseen by either an accountant or the small business owner they’re serving. If you were to ask someone to explain the difference between bookkeepers and accountants, they’d likely say they’re the same.

From depositing bill receivables to issuing receipts to customers at the end of the day, bookkeepers have to manage your business invoices daily. Responsibilities for bookkeepers can vary widely from business to business, though there are a number of very common bookkeeping responsibilities. Remember that you want to tailor the role’s responsibilities in the job description so that it’s not just aligned with the position but with your company. A bookkeeper provides a critical role in the data collection and data input of a business’ accounting cycle. When there is a proper system in place that avoids problems such as skimming fraud, the recorded financial data can provide valuable, actionable insight. Experienced bookkeepers will also be responsible for duties like payroll, making certain purchases, creating invoices, and maintaining a list of overdue bills due to the company or that the company owes other entities.

Review Timesheets

You know what a bookkeeper does and what their day-to-day responsibilities look like. Great bookkeeping goes beyond refined recordkeeping and balanced books. Likewise, bookkeepers also help businesses keep track of their accounts receivable.

Another essential part of being a good bookkeeper is being trustworthy and honest because you're privy to so much important and confidential information. Is the one who takes care of the entire payroll operations of the company. Let us know how well the content on this page solved your problem today. All feedback, positive or negative, helps us to improve the way we help small businesses. Run payroll on any device with taxes, compliance & reporting built-in. When choosing a new career, it’s also important to have some sort of idea about how many positions will be opening within that field in the future.

List of Top 6 Careers in Bookkeeping

That’s why it’s so important for business owners to find just the right person to fill their bookkeeping position. Prepare and record day-to-day transactions of a business unit in books and ledgers. Candidates for bookkeeping positions should have solid communication, organizational and customer service skills. Businesses often seek at least three years’ experience, although requirements differ significantly by firm. A bookkeeper has to establish an open communication environment for colleagues and clients. Bookkeepers have to communicate with other employees to manage travel expenses, reimburse employee’s expenditures, petty cash reconciliation, and more.

bookkeeper responsibilities list

Anyone who finds numbers and basic financial equations interesting will find what a bookkeeper does an attractive job. Many bookkeepers eventually decide to move on to further training to become accountants, so positions become available on a fairly regular basis. According to the Bureau of Labor Statistics, the profession will see over 200,000 jobs created in the next decade.

Proficient skills in accounting software

A bookkeeper can make sure that you have all of the correct systems in place that you need for your business to be successful. Begin with a brief summary of the job that is no more than three or four sentences in length. This should be the more important and relevant information of your bookkeeper job description.

bookkeeper responsibilities list

At CapActix, we have been able to provide seamless bookkeeping outsourcing services to multiple clients because we ensure all files and folders are archived regularly using electronic methods. When you onboard an employee, you must have them sign I-9 and W-4 forms, report new hires to your state’s department of labor, ensure you’re set up to file payroll taxes and post any required notices in shared workplaces. Some bookkeepers may choose to advance their career and responsibilities with membership in the American Institute bookkeeping and payroll services of Professional Bookkeepers. Experienced bookkeepers will benefit from continued study of new programs and techniques which ensure bookkeepers are up-to-date on current practices. Using the purchase of a $1,000 point-of-sale system as an example, a business would debit their cash account (assets) and credit their equipment account (assets) for the transaction. For businesses that primarily collect electronic payments, mobile deposits may be adequate to handle the inflow of paper checks and save a trip to the bank.

What does a bookkeeper do?

After completing your education, you can seek an internship and get on-the-job training to become a bookkeeper. However, it helps to have a two- or four-year degree in accounting, finance or related discipline. Below is a sample bookkeeper job description that you can customize to meet the needs of your business.


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