How to Hire a Bookkeeper

They may be able to import expenses remotely, cutting out email threads or trips to the office. A freelance bookkeeper is the most affordable option if your finances are simple, and you’re okay with your bookkeeper not being available for you every single business day. You already know it’s time to hire a bookkeeper for your business. Robert Half has years of experience placing bookkeepers with clients on both a temporary and full-time basis. And our recruiters are well-versed in helping companies hire remote workers.

NACPB estimates seven to 13 weeks per class, but you may finish earlier if you dedicate more time to studying. A certification includes a pre-assessment test, the course itself, a post-assessment test and a certification exam. Juvy is a highly experienced HR and payroll software writer with over 12 years of dedicated expertise.

The amount bookkeepers charge will depend on where they’re located, experience, industry type, and other services needed. Communication styles are sure to vary between bookkeepers, so consider looking into how they interact with their current clients. A good bookkeeper should keep honest and open lines of communication at all times—this ensures that their clients are in the loop and on the same page.

  1. Therefore, they couldn’t determine the profit earned on that job.
  2. You must pay for each part of the required exam, along with any preparation courses you may take.
  3. So, bookkeepers who can add “CPB” or “CB” after their names may be more competitive than other candidates.
  4. This is a great way to gain real-world experience as you become a bookkeeper and, potentially, a bookkeeping business owner.
  5. If you focus on a specific industry, you can gain referrals from others within the industry and join industry associations.

These will help prove your expertise in specific bookkeeping and accounting software to clients. These exams test your knowledge of analyzing business transactions, payroll taxes, financial statements, and more. Although you don’t need a bachelor’s degree, it can make you more competitive. Only 12% of entry-level bookkeepers have a bachelor’s degree, so having one is an easy way to gain an advantage.

benefits of online bookkeeping

Therefore, you should consider the education opportunities discussed above. When you feel you have enough education, you can begin applying for jobs or start your own bookkeeping business. You will need to learn how to start a bookkeeping business in your location, such as how to file for a license if you choose to have an in-person office.

You’ll likely want a bookkeeper that’s worked in the same industry. So, make sure your job description is clear about the job history and experience you need. There’s a variety of methods you can use to figure out how much to budget for taxes, but they depend on you knowing your average month-to-month income. Calculating it is tough if your bookkeeping is out of date or you don’t have financial statements on hand. There are many opportunities to work in a salaried position from home to gain on-the-job training.

Background Check Process for Bookkeepers

A bookkeeper may also help you run payroll, collect debts, generate invoices and make payments. If you’re looking to gain a competitive advantage in the world of accounting, look no further than a bookkeeping certification. Skilled bookkeepers provide a valuable service to large and small organizations by keeping meticulous records of all financial transactions. Forbes Advisor analyzed 13 online bookkeeping services and considered 15 metrics such as price, features, customer service, ease of use, integrations and service level.

Questions About How to Become a Bookkeeper

Some cities and states have begun enacting pay transparency laws where companies must list a target salary or a salary range in the public job ad. Even if your company doesn’t have an office in one of these locations but you’re open to hiring someone remotely, you’ll need to comply with these laws. However, if you’re hiring a freelance bookkeeper, you may not have to consider such compliance laws—more often than not, these only apply when hiring an employee. With a qualified bookkeeping solution, you can expect to receive monthly financial statements, so you’ll know where your money is going to and coming from.

Best for Bookkeeping Services By the Hour

Look into the industry-specific expertise they have to get a better idea. You may also want to see if they’ve handled bookkeeping for other businesses that are around the same size and structure as yours. Become familiar with the prospective bookkeeper’s qualifications and credentials. Since nearly anyone can call themselves a bookkeeper, you’ll want to ask about their background. Many bookkeepers will have a degree in accounting, be a CPA, or even be registered with the Tax Practitioners Board.

In this case, you’ll need to become acquainted with and use the same bookkeeping services your firm does. Accountants are often asked to interpret complex data and analyses, with duties such as producing profit-and-loss statements and filing taxes. Financial accountants calculate assets and liabilities and show outside investors how a firm is doing.

What Will a Financial Background Check Show You?

Do your due diligence and ask for reference checks from accountants who have worked with your bookkeeping candidates. Bookkeepers in the United States are not legally required to obtain a license, but they can participate in several voluntary certification programs. Robert Half recruiters look for bookkeeping candidates who are self-starters with solid communication, organizational and customer service skills.

Candidates looking at how to be a bookkeeper without a degree can follow several paths. Enrolling in a certificate or degree program offers journal voucher definition an education-based option. You can also pursue on-the-job training, building job skills through an internship or junior bookkeeping role.

You want to make sure you get your job posting in front of as many qualified applicants as possible. QuickBooks Live is our top pick for online bookkeeping services because it offers cleanup bookkeeping services that vary based on your company’s needs for your first month. This service is ideal for business owners who want to get their bookkeeping in order but don’t have the time or resources to do it themselves. When you work with Ignite Spot Accounting, you’ll get bookkeepers certified in a variety of popular programs, such as QuickBooks and TSheets. If you choose its chief financial officer (CFO) services, your CFO will be a certified public accountant (CPA) at a minimum.

A good bookkeeper who understands your business’s needs can help you out during the rest of the year. If you’re interested in becoming a QuickBooks Live bookkeeper, Intuit can provide you with the tools necessary to learn bookkeeping and accounting skills and get certified. Get started by signing up for the Intuit Bookkeeping Certification program today. Intuit is dedicated to providing its employees with the ability to learn and grow throughout their time with our company. Once candidates are hired as employees, they will be provided with training assignments and other resources that prepare them for their positions. Intuit provides its employees with supplemental learning materials after training has been completed to assist employees in developing their skills.

Both bookkeepers and accountants are integral to a company’s financial management, but they have distinct roles and responsibilities. With a reliable bookkeeper, you can focus on your business instead of constantly worrying about cash flow and expenses. Ultimately, a proficient bookkeeper gives you invaluable insight into your company’s finances, allowing you to make better decisions. Companies often throw around titles without thinking about how the job title describes the duties for that role.

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