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Bookkeeper Job Description Template

A ready to edit bookkeeper job description that covers invoices, bank entries and the monthly reports your owner or accountant needs. Copy it, fill in the brackets, or have HRStak draft one for your company.

Free to use. No account needed to copy the template.

Quick answer. A bookkeeper job description works when it names the software, says how many transactions or accounts the person handles and states whether the job is full time, part time or a few hours a week. It should also say who reviews the books, such as an outside accountant. The template below names those pieces and leaves pay, hours and tools in brackets, because only you know them.

§01 Template

The bookkeeper job description, ready to edit.

Copy the text, then fill in each highlighted bracket. A bracket marks a blank only you can fill, such as the pay, the hours or who the role reports to.

Want a version written for your company? Draft it in the free generator, prefilled with this role.

Template

Bookkeeper

About the role

[Company name] is hiring a Bookkeeper to keep our financial records accurate and up to date. You will enter bills and invoices, match bank and card activity and prepare the monthly reports our [owner, manager or outside accountant] reviews. You will work in [accounting software] and report to [manager title].

Responsibilities

  • Enter vendor bills and code them to the right accounts in [accounting software].
  • Send customer invoices on schedule, record payments and follow up on late accounts.
  • Match bank and credit card transactions to the books each [week or month].
  • Prepare checks or electronic payments for approval by [approver title].
  • Track expense reports and receipts from staff and code them correctly.
  • Prepare payroll inputs for [payroll provider] and record payroll entries.
  • Produce monthly reports, such as profit and loss and the aged receivables list, for [who reviews them].
  • Keep files and supporting documents organized so [outside accountant or tax preparer] can find them at year end.

Requirements

  • [Number] or more years of bookkeeping or accounts payable and receivable experience.
  • Working knowledge of [accounting software] and spreadsheets.
  • Accurate data entry and a habit of checking totals before posting.
  • A clear understanding of how a bank reconciliation works.
  • Courteous, direct communication with vendors and customers about payments.
  • Discretion with financial and payroll information.

Nice to have

  • Experience in [industry such as restaurants, construction, nonprofit or retail].
  • Experience handling payroll entries or sales tax reports.
  • A bookkeeping certificate or related coursework. [Any certification you prefer].
  • Familiarity with tools such as [expense, billing or payroll tools you use].

Pay, schedule and benefits

Hours: [days and hours, onsite, hybrid or remote]. Pay: [pay range or rate]. Benefits: [short summary]. Equal opportunity statement: [use the wording your HR or legal advisor provides].

§02 Make it yours

Three decisions that make this posting specific to you.

State the volume of work

A bookkeeper entering twenty bills a month has a different job from one handling several hundred transactions across multiple accounts. Give a rough count of invoices, bank accounts and entities. That helps part time and full time applicants judge the fit.

Decide on hours and location

Many small companies hire bookkeepers part time, remote or on a set number of hours each week. Say how many hours, which days must be covered and whether the person needs to be on site for mail, checks or receipts.

Explain who reviews the books

Say whether an outside accountant or the owner reviews the work each month. Candidates feel more confident when they know the books are checked, and you are more confident when the review is built into the job.

§03 Levels

How the bookkeeper posting changes by level.

Adjust the template for the level you are hiring. These are common patterns, so match them to how your own team defines each level.

LevelCommon titlesWhat changes in the posting
EntryBookkeeping Assistant, Accounts Payable Clerk, Accounting ClerkEnters bills and invoices, codes expenses and matches transactions under review. A senior person approves payments and checks the reports.
MidBookkeeper, Full Charge BookkeeperRuns the books through the month end close, reconciles accounts, prepares payroll inputs and produces the monthly reports.
SeniorSenior Bookkeeper, Lead Bookkeeper, Accounting SupervisorHandles more entities or a higher volume, trains junior staff, improves the process and works directly with the outside accountant on adjustments.

§04 Mistakes

Mistakes to cut from a bookkeeper posting.

Posting an accountant job under a bookkeeper title

If the person must prepare financial statements, make adjusting entries and manage the close, you are hiring an accountant. If the work is entering and matching, keep the bookkeeper title and say who reviews the result.

Skipping the software

QuickBooks, Xero and other systems feel different, and many candidates have used only one. Name yours so you hear from people who can start quickly.

Hiding the payment and cash handling

If the person writes checks, handles deposits or has access to bank accounts, say so and explain how approval works. Honest candidates welcome clear controls, and you protect the business.

§05 Questions

Frequently asked questions.

What does a bookkeeper do?

A bookkeeper records a company's financial transactions: bills, invoices, payments and bank activity. They reconcile accounts and prepare basic monthly reports for the owner or an outside accountant.

What is the difference between a bookkeeper and an accountant?

A bookkeeper records and organizes the transactions. An accountant reviews the records, makes adjustments, prepares financial statements and supports tax work. Small companies often use a bookkeeper day to day and an accountant for review and tax.

What skills should I ask for in a bookkeeper?

Accurate data entry, bank reconciliation, familiarity with your accounting software and good follow up with vendors and customers. Add any payroll or sales tax duties so candidates know the full scope.

Does a bookkeeper need a certification?

Many bookkeepers work without one, and some employers prefer a certificate. Decide what your work needs, use the bracketed field for any certification you want, and check what applies where you hire.

Should the posting include pay?

Candidates look for it first, and some places have rules about posting pay ranges. Check the rules where you hire, and put the range in the bracketed pay field of the template.

§06 Next

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Notice. This is a drafting aid, not legal advice. Review it before use, and check local rules with a qualified advisor where needed.

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