Bookkeeper
Records the day-to-day financial transactions of a business and keeps the books ready for reporting and tax.
What the role involves
- Record income, expenditure and payroll in the ledger accurately
- Reconcile bank, card and cash accounts regularly
- Process invoices, receipts and payments on time
- Support the year-end accounts and tax deadlines
- Keep source documents filed and audit-ready
Core skills
- Bookkeeping & Ledger Maintenance (level 4/5)
- Bank & Account Reconciliation (level 4/5)
- Payroll Processing (level 3/5)
- Invoice & Payment Processing (level 3/5)
- Attention to Detail (level 4/5)
- Confidentiality (level 4/5)
Preferred skills
- Spreadsheet & Modelling
- Basic Tax Compliance
- Accounts Software
Tools
Experience expected
1-3 years in bookkeeping or accounts administration
Projects that prove the role
- Reconciliation routine that eliminated recurring discrepancies
- Accounts automation that cut month-end preparation time
- Document filing system that passed an audit without findings
Evidence to collect
- A set of reconciled accounts for a real business
- Evidence of on-time filings and clean records
- A process you improved with time saved measured
What the interview covers
- A bank reconciliation that did not balance
- How you would spot a duplicate payment
- Keeping records when the owner wants a change you cannot support
- Month-end routine you would design from scratch
How the role progresses
- Accounts Clerk
- Bookkeeper
- Senior Bookkeeper
- Accounts Manager
- Accountant / Finance Manager
Certifications that carry weight
- QuickBooks Certified ProAdvisor
- Xero Advisor Certification
- AAT Bookkeeping Level 1/2
- Certified Bookkeeper
Related roles
- Accountant
- people-operations-specialist
- tax-advisor
Turn this into a plan
Inside CareerDev4AI, choosing this role generates a roadmap of the skills, projects and milestones that move you towards it.