Bookkeepers maintain an organization’s financial records. They record the day’s financial transactions, including purchases and sales. Bookkeepers also produce invoices, manage payroll, and maintain the general ledger.
How to Write a Summary for a Bookkeeper
Mention your previous experience. What other companies have you worked for? Were you part of a related college business organization? Where did you intern?
Describe your greatest strength. Do you have an eye for detail? A passion for math?
List your certifications. Are you also a Certified Public Accountant (CPA) or working towards this certification? Are you a Certified Bookkeeper (CB) or Certified Public Bookkeeper (CPB)?
How to List Your Work Experience as a Bookkeeper
Use reverse chronological format. List your most recent jobs first, as this shows managers how you’ve gained experience in the industry.
Use action verbs related to being a Bookkeeper. Verbs are critical to demonstrating what you can do for the company. Review the following list for some powerful examples.
Communicated with clients on a regular basis to ensure all day-to-day accounting was being performed timely and accurately
Prepared daily, weekly, monthly financial reporting for management
Reviewed bookkeeping work of 10 employees and provided feedback to bookkeeping team
Recommended best practices to management based on the financial data
Prepared monthly invoices
Maintained 300+ customer records
Reconciled all balance sheet accounts
Prepared monthly reports and journal entries as needed
Reconciled and analyzed general ledger accounts consistent with GAAP and corporate accounting policies
Lead new billing and invoicing processes
Created new processes which improved financial efficiency by 25%
Collated and entered vendor expenses exceeding $50,000 a month
Represented X in professional meetings as needed
Junior Level Work Experience as a Bookkeeper
Prepared and disseminated monthly customer billing statements
Processed customer payments and returns
Reviewed accounts receivable for disconnection and collection
Ensured all bills were approved and coded accurately and paid on time
Reconciled purchase orders and vendor statements
Maintained records for 300 vendors within the QuickBooks software
Maintained fixed asset records and depreciation
Reviewed work orders for accuracy and timely closing
Reconciled general and subsidiary ledger accounts monthly
Reviewed transactions for input accuracy and prepared monthly reports and journal entries for month close process
Prepared reports as requested for General Manager, Board of Directors and Executive Team, Management, Regulatory Agencies etc.
Prepared reports and submitted payments to ensure compliance with Federal, State, and local government reporting requirements
Analyzed monthly actual to budget variances and prepared report detailing significant variances
Prepared annual 1099's
Assisted senior bookkeepers with the annual budget and audit process
Maintained financial and business documents in compliance with Company retention policies
Reviewed expense reports for accuracy and proper expense disclosure
Performed basic administrative duties as needed, including answering phones and responding to emails about the company’s policies and values
Managed payroll for 20 employees using online ADP system
How to List Your Skills as a Bookkeeper
Bookkeepers must have an eye for numbers and a mind for math, as well as a sense of integrity regarding the confidentiality of their work.
General Ledger Accounting
Financial Report Writing
How to List Your Education as a Bookkeeper
Bookkeepers don’t require a college degree, though having one certainly improves your starting salary and opportunities for advancement. Similarly, bookkeepers do not need to be licensed and certified, though most organizations would prefer that you hold at least one certification.
Requirements for being a bookkeeper vary by state but generally involve the following:
High School Diploma or GED
Associate’s or Bachelor’s degree in accounting or a related field is optional
Complete a background check
Certified Public Bookkeeper license is the premier accreditation for bookkeepers providing bookkeeping services to small businesses and nonprofit organizations. It is accredited by the National Association of Certified Public Bookkeepers (NACPB) and is recognized throughout the U.S.
You can find more details about certifications at link
Bookkeeper Career Overview
The job outlook for Bookkeepers and Auditing Clerks is declining at 4% per year. In 2018 there were 1,707,700 jobs available, though it is estimated that 70,000 jobs will be lost within the next decade.
Bookkeepers make $41,230 per year on average. However, salaries could be as high as $62,410 depending on experience and locations.
With a background in Psychology and Marketing, Katerina devotes her time to understand people, their careers, and their goals to help them succeed. She also has experience in social media, science writing, and fiction. When she isn't writing, she's hitting the gym, playing with her cats, or eating chocolate.