Bookkeeper Job Description, Skills, Experience and Education

bookkeeper qualifications

Accounting software know-how can make you an even more valuable asset to clients. Software tools help streamline the bookkeeping process, which means you can do your job efficiently. Deciding to learn to become a bookkeeper means you should also be willing to invest in this career path. Integrity and trustworthiness are important qualities to cultivate as a bookkeeper.

Annual renewal applications cost $25 for NACPB members and $50 for nonmembers. Membership also gives you access to resources that can help you prepare to become a CPB. To maintain the CB credential, you must fulfill 60 continuing education credits every three years. To qualify for the CPB license, you need to accumulate 2,080 hours or one year of experience in the field.

Is bookkeeping a good side hustle?

Test-takers redoing the first or second part of the AIPB exam must wait 30 days between attempts. Qualified applicants receive an “authorization to test” letter and any study materials they purchase in the mail. Using the eligibility ID included in the letter, bookkeepers can schedule the first and second parts of their exam with Prometric. NACPB does not require formal registration for the CPB licensure exam. Candidates can purchase access to each exam section directly from the NACPB website.

bookkeeper qualifications

Responsibilities for bookkeepers can vary widely from business to business, though there are a number of very common bookkeeping responsibilities. Remember that you want to tailor the role’s responsibilities in the job description so that it’s not just aligned with the position but with your company. Also, think about whether you want to specialize in a particular service. Having a clear focus allows you to niche down even further and become an expert in a specific role. Whether you want to specialize in payroll or help businesses prepare for quarterly taxes, you can likely charge clients more for your advanced expertise over time. This incredible earning potential is what makes bookkeeping a strong option to consider if you want to work part-time or full-time from home.

How to start a bookkeeping business (with no experience) in 5 easy steps

Effective communication is essential for recording those daily transactions. Bookkeepers play a vital role in the business accounting cycle by collecting and inputting data. As a detail-oriented professional, you would play a crucial role in the organization and growth of companies from small businesses to major professional bookkeeper corporations. You can take this exam from anywhere, as long as you have a reliable internet connection. If you’re looking for a cloud-based bookkeeping software that doesn’t require hours of training, try FreshBooks. It’s simple to work with, yet it doesn’t compromise on essential functions and features.

  • You do not need a formal education to go through the AIPB’s certification process.
  • Opting to make a career out of virtual bookkeeping is a great choice.
  • Being consistent, accurate, and minimizing errors are key characteristics that employers are seeking for this position.
  • Larger companies or public organizations may hire payroll bookkeepers as a separate role.
  • In 2023, the average bookkeeper in the United States earned an annual salary of $43,748.
  • The qualifications can be studied flexibly alongside existing work commitments and range from levels 1 – 4.

Candidates for CB certification must submit evidence of at least two years of full-time bookkeeping experience or 3,000 hours of part-time or freelance experience. Bookkeepers can complete this experience before taking the bookkeeping certification exam or up to three years after passing the exam. Candidates must meet similar eligibility requirements for the CPB license and the CB credential. Customers schedule an appointment to have a bookkeeper review their transactions, and  multiple schedules are available to choose from. You will have access to a client management portal, and can communicate with customers through video conferencing and messaging. QuickBooks Live connects bookkeepers with small businesses that need help doing their books.

What Is Needed to Maintain the Bookkeeping Certification?

So, some professionals may pursue certificate programs in bookkeeping as a degree alternative. In small businesses, payroll bookkeeping is usually included in bookkeepers’ general duties. Larger companies or public organizations may hire payroll bookkeepers as a separate role.

  • In terms of hiring potential, there is little difference between the two designations.
  • You may handle payroll functions as a bookkeeper, keep tax withholding records, and issue paychecks or send information to a contracted payroll service.
  • Accountants, on the other hand, are more like financial strategists.
  • These requirements are the same for all U.S. professionals, regardless of state residency.
  • Coursera’s editorial team is comprised of highly experienced professional editors, writers, and fact…
  • These transactions typically include sales revenue, business expenses and purchases, invoices, accounts payable, and accounts receivable.
  • Regardless of whether you are pursuing credentials through AIPB or NACPB, your supervisor or a former employer must validate your experience hours.