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Bookkeeper Job Description Format

Book Keeper Roles Job Description Formats
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Contents

Introduction

A Bookkeeper is a service professional who helps business owners and companies keep track of the money they earn and spend.

They prepare your accounts, document daily financial transactions and ensure compliance with applicable standards.

This Bookkeeper job description template is optimized for posting on online job boards or careers pages. Add your specific bookkeeping responsibilities to attract the most qualified candidates for your company.

Bookkeeper responsibilities

  • Recording day to day financial transactions and completing the posting process
  • Verifying that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger
  • Bringing the books to the trial balance stage

Job Description Sample

We are looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments.

Bookkeeper job duties include working closely with our Accounting team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is familiar with accounting software packages, like FreshBooks, Kashoo and KashFlow.

Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company.

Responsibilities

  • Record day to day financial transactions and complete the posting process
  • Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger
  • Bring the books to the trial balance stage
  • Perform partial checks of the posting process
  • Complete tax forms
  • Enter data, maintain records and create reports and financial statements
  • Process accounts receivable/payable and handle payroll in a timely manner

Requirements and skills

  • Proven bookkeeping experience
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Proven ability to calculate, post and manage accounting figures and financial records
  • Data entry skills along with a knack for numbers
  • Hands-on experience with spreadsheets and proprietary software
  • Proficiency in English and in MS Office
  • Customer service orientation and negotiation skills
  • High degree of accuracy and attention to detail
  • BS degree in Finance, Accounting or Business Administration

Other Accounting Roles Job Description

  • Explore other Accounting roles and their job description by selecting any of the below titles. A rich accounting job description is a great start. Use job description templates by FormatWorks to: 
  • show understanding of the accounting skills and knowledge you’re looking for 
  • provide a list of job responsibilities 
  • demonstrate that you’re serious employer looking to invest in talent. 

FormatWorks Inc. is dedicated in offering formats, templates and designs to help you level up and save time. Also, we publish blogposts to help you better.

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