Sample bookkeeper job description

[Company X] is searching for a bookkeeper to join our team of dedicated professionals. Accurate records are foundational to our business operations, and the ideal candidate will know how to keep records in the best possible order. They will integrate new technologies into their work to reduce errors and improve efficiency, all the while keeping our company’s best interests top of mind. The successful candidate will also collaborate with accountants and administrative assistants to update our management team on daily and long-term business functions.

Objectives of this role

  • Keep accurate records of company finances
  • Monitor financial health and compliance
  • Strengthen organizational culture by collaborating with the accounting and management teams
  • Take note of and report discrepancies in financial records
  • Ensure customer satisfaction with purchases and refunds
  • Minimize and quickly correct errors


  • Record daily company transactions
  • Close books monthly
  • Maintain timely communications with clients
  • Fill out tax forms and work with accountants to ensure compliance
  • Manage accounts payable and receivable, as well as payroll
  • Process purchases and refunds for customers

Skills and qualifications

  • Meticulous attention to detail and record-keeping skills
  • Strong understanding of accounting and financial operations
  • Proficiency with bookkeeping software like QuickBooks or NetSuite
  • Honesty and discretion when working with sensitive information
  • Capacity to quickly perform calculations
  • Comfort working with spreadsheets and cleaning data

Preferred qualifications

  • Strong intrinsic motivation
  • High degree of personal organization
  • Strong verbal and written communication skills
  • Strong collaborative ability and team-oriented mindset
  • Bookkeeping certification or license
  • Capacity to follow standard procedures