Bookkeeper Job Description, Skills, Experience and Education

Bookkeepers must keep thorough, up-to-date records of organizational financial transactions. Bookkeeping requirements also cover reconciliation, the process of comparing internal records with bank records to ensure there are no discrepancies. Some bookkeepers, especially those with bachelor’s degrees in accounting, may decide to become certified public accountants (CPAs). CPAs have similar job responsibilities to bookkeepers, but must also analyze data, suggest best practices, and make predictions.

  • Quite often, bookkeepers will have access to sensitive and high-security details, such as access to bank accounts, etc.
  • Also, if you have promised a client something by a certain date, then it’s important that you deliver in a timely manner.
  • Bookkeepers can also program equations into spreadsheets to automatically calculate data and help analyze company transactions.
  • The median salary for these roles is also higher than for bookkeepers at $77,250 per year [4].
  • Bookkeeping focuses on recording and organizing financial data, including tasks such as invoicing, billing, payroll and reconciling transactions.

You can also learn how to use accounting software, like QuickBooks, which can teach you about the basics of bookkeeping as well as the technology used by many businesses. As a bookkeeper, one of the vital skills that clients expect you to have is organizational skills. Since you will be keeping all the financial records of your clients, one simple organizational mistake can be costly and detrimental to their businesses. It’s important to effectively organize every piece of financial data to prevent any oversights. The American Institute of Professional Bookkeepers offers certification for experienced bookkeepers. You will learn how to record costs, value inventory, calculate depreciation, analyze financial statements, and use software programs.

Communication skills

Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets. Read on for a rundown of bookkeeper skills and tips on how to develop and enhance them. You can take this exam from anywhere, as long as you have a reliable internet connection. Mostly every business could find value in having someone look after their financial books and records. In 2023, the average bookkeeper in the United States earned an annual salary of $43,748. However, depending on a bookkeeper’s location, niche, and clients, they may command a higher salary, sometimes reaching $50,000 per year or above.

Once you’ve had some bookkeeping training, you’re ready for real-world bookkeeping jobs or experience. Bookkeeping qualifications do not include formal certifications or licenses. However, certified professionals may enjoy advantages in the job market. If you pursued a postsecondary degree or certificate, you will likely have career center resources to help you find a bookkeeping job.

  • This will lead you closer to a solution rather than spending so much time feeling overwhelmed.
  • The ability to accurately account for every single penny an organization earns and spends is part of the job.
  • If you are passionate about working as a bookkeeper, there are certain skill sets you need to have under your belt in order to succeed in the field and become a professional.
  • Then choose from 12+ resume templates to create your bookkeeper resume.

The use of material found at is free provided that copyright is acknowledged and a reference or link is included to the page/s where the information was found. Material from may not be sold, or published for profit in any form without express written permission from If you are considering a career as a bookkeeper, here are some skills that will help you succeed in this profession. Empowering precision and client trust through meticulous organization, effective communication, and a commitment to continuous professional growth. Knowing the amount of time each task takes, the order they need to be done in and by when is essential.

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Accounting, on the other hand, interprets the information that a bookkeeper prepares to generate analyses. This is the useful form of the data that business owners can draw on to make the right decisions moving forward. Accountants are also responsible for creating the official quarterly reports and yearly statements for the business, as well as all the documentation needed for tax filing. Customers schedule an appointment to have a bookkeeper review their transactions, and  multiple schedules are available to choose from.

What jobs can you get with a bookkeeping certificate?

Caryl Ramsey has years of experience assisting in different aspects of bookkeeping, taxes, and customer service. She uses a variety of accounting software for setting up client information, reconciling financial vs managerial accounting accounts, coding expenses, running financial reports, and preparing tax returns. She is also experienced in setting up corporations with the State Corporation Commission and the IRS.

Effective Communication and Interpersonal Skills

A proper financial data management system can provide valuable, actionable insights and prevent problems, such as skimming fraud. As a bookkeeper, you oversee the first steps of the accounting cycle, while an accountant typically handles the last two. Bookkeepers play a vital role in the business accounting cycle by collecting and inputting data. As a detail-oriented professional, you would play a crucial role in the organization and growth of companies from small businesses to major corporations. Financial institutions, investors, and the government need accurate bookkeeping accounting to make better lending and investing decisions.

Therefore, invoicing is an essential skill bookkeepers should have in order to do their job effectively. Because of these factors, advancing your bookkeeping career to a role in accounting can be advantageous. For instance, the job outlook for accountants and auditors has a 6 percent growth rate from 2021 to 2031. The median salary for these roles is also higher than for bookkeepers at $77,250 per year [4].

Someformal certifications include the National Association of Certified Public Bookkeepers (NACPB) and the American Institute of Professional Bookkeepers (AIPB). Bookkeeping is a great place to start if you’re hoping for a way to break into the finance industry. There are many bookkeeping job opportunities and generally fewer education requirements than in other finance and accounting positions.

Bookkeeping is the practice of organizing, classifying and maintaining a business’s financial records. It involves recording transactions and storing financial documentation to manage the overall financial health of an organization. Most businesses use an electronic method for their bookkeeping, whether it’s a simple spreadsheet or more advanced, specialized software. Yes, I said bookkeepers don’t really need any special education or certification. However, the best ones will know at least the basic accounting principles, too.

In these programs, you can learn accounting principles, accounting software, payroll, how to prepare financial statements, and more. A bookkeeper is responsible for recording daily financial transactions, updating a general ledger and preparing trial balances for perusal by accountants. They monitor cash flow and produce financial reports to assist managers in taking strategic decisions. Bookkeepers may also assist in running payroll and generating invoices for your company.