Sample Bookkeeper Interview Questions Monster com

bookkeeping candidate

And, of course, the ability to work effectively with, or quickly learn, collaboration tools is a big plus, particularly in remote work environments. It’s great to get a feel for what the pain points are in their business and see if you can help. Bookkeeping is a great way to alleviate the financial and organizational stress for business owners and frees them up to focus on the content of their business.


These are the relevant questions which can arise in the mind of the business person. All of the above questions can be answered with the functions of a book-keeper. Ask the bookkeeper how often they communicate with their clients and see if that works for you.

How could your former firm have improved their service?

Sometimes they’ll ask you what you recommend, which is perfectly fine too. If they have any particularities, those are what you’ll want to note, and it’s helpful to know them from the beginning because it will save you quite a bit of effort in the long run. It’s true that manual bookkeeping still exists but most bookkeeping tasks nowadays are controlled and executed using accounting software. This has improved the bookkeeper’s ability to manage finance and accounting data efficiently and effectively.

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Then, move on to other fundamental questions that help you understand the essential elements of their business structure. Look for an ability to simplify and present information to people who may not speak the language of “FIFO” or “EBITDA margins” . It is important to let them know that if they decide to hire you, you will need their bank information and any additional information required.

Can you explain the benefits of both cash basis and accrual reporting?

These five important questions will help you find the right bookkeeper for your small business. Tyson Downs, the owner of Titan Web Agency, has years of experience working with small businesses and helping them meet their revenue goals. Prior to starting Titan Web Agency, he freelanced in SEO and Web Design while working in the corporate world. Tyson is a graduate of Brigham Young University, the father of 5, and enjoys spending time with his family.

By understanding what keeps your clients up at night, you will be able to find workflow management system for Accounting. You may want to require a sizable deposit before you take on the case if they are delinquent past their taxes. But, even if your retainer is high, it’s important to prove that you’re worth the investment. As an accountant, you know how to successfully work with clients and prevent them from encountering problems. The first thing to include in any discussion is a background of the business model with your potential client. The open-ended question is a great way to starting conversations with potential clients.

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In order to connect with prospective clients and demonstrate your expertise, you’ll need a firm understanding of their accounts payable and receivable. It’s crucial to understand the business structure of clients when starting new accounts. There are different legal entities for a business, and it’s important to know the difference. Their response may provide other questions you should consider for your accounting client onboarding checklist. Tax laws change frequently and few business owners can keep up with it all.

Key Questions to Ask Potential Bookkeeping Clients

Once you’ve selected your top candidates, use the interview process to evaluate hard skills. For best results, add questions that refer to accounting practices specific to your industry. You may even want to include a short skills test in your hiring process.

  • Appealing to a wide range of clients is essential to establishing yourself in the industry.
  • Some of the things I ask potential clients about is their business size, payroll, financial systems, communication style, and current bookkeeping systems.
  • From my personal experience, that question rarely comes up in my conversations with potential clients.
  • Dig deeper into your potential client’s relationship with their previous firm.
  • You need to take your small business financial reporting beyond the basic profit & loss and balance sheet.
  • All financial products, shopping products and services are presented without warranty.

The aforementioned list includes transactions conducted to a person or any organization. There are myriad questions which comes into the mind while handling the business finances. If you get a proper person to take care of your business then it can bring wonders to you. They also need to be familiar with how recent changes in the tax law will impact your business. Reach out to the prospective lead to address any misconceptions they might have and identify how your firm can best help them. Few people realize that a skilled accountant can help you to manage your debt.

A good response will reveal that the applicant has thought through how bookkeeping boston relate to lines of business and generally accepted accounting principles . You don’t have to have your clipboard out to take notes or anything like that. I don’t always use all of the questions or go through them in a specific order. I want the conversation to flow, be a way to get to know my client and them to get to know me, and really gauge if we would be a good fit to work together.

At the same time, you want to support them in their personal pursuits to keep them happy and engaged on the job. Knowing what your bookkeeping candidate’s interests are in advance will let you start planning right away for anticipated off-time, so it’s not a shock to you when they ask. There are many possible answers to this question, but the best one would be twofold.

A Bookkeeper Should Have a List of Questions Too

There might no right answer to the questions you ask, but you need to know what they can or cannot do. There are benefits to both ways (someone who can do it all compared to having multiple people/companies,) and you should have clarity for yourself. If you have any more questions, don’t hesitate to reach out to our team for answers. This will obviously be different depending on their level or expertise and the services they are providing.


Let them know you can negotiate with creditors and create plans to lower it. The following question can help create a warmer, more personal atmosphere. Taking this a step further, these misstatements could result in collection activity against a customer who has actually paid or double-paying a bill. The first could result in the loss of the customer, and the second could have a significant negative impact on your business’s cash flow.


You will get some insight as to how your bookkeeper feels they are adding value to the business. If they set future expectations for themselves, then hold them accountable. This is another great question to make your bookkeeper challenge themselves. As a small business owner, you need to ask for more from your bookkeeper. If your typical banter with your bookkeeper is about their weekend plans, you may be missing out on some crucial information.

We recommend finding a bookkeeper who has experience within your industry, and even with your specific business model. Here are some questions you might want to ask before making this decision. Having this question on your new client checklist helps you understand your debt situation and can provide some guidance on the best way of improving it. Don’t focus too much on what they don’t do, and instead ask questions that will lead to constructive answers if you’re dealing with an established. In addition to your audit and digital document storage for accounting firm, you can assist them in preparing their property tax returns. It’s also important to list out all of the deductions your clients are eligible for.

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