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If you’ve ever Googled “bookkeeper job description,” you already know the problem—most of what’s out there is just copy-paste fluff.
It’s all the same: bullet points, vague requirements, and zero personality.
But here’s the truth—if your job post sounds like everyone else’s, you’ll attract the same low-effort, low-fit candidates that everyone else is complaining about. And that’s a problem—because a great bookkeeper doesn’t just track numbers. They protect your cash flow, reduce costly errors, and keep your business stable.
So in this guide, I’m not just giving you a fill-in-the-blank template. I’ll walk you through how to write a real job post—one that connects with the right candidates, reflects your company culture, and filters out the ones who don’t belong.
💡 Before we dive in, you might want to check out our full guide on full guide on how to write a job post that attracts top talent: Link https://workscreen.io/how-to-write-a-job-post/. It breaks down why traditional job posts fall flat—and how to fix them.
Hiring doesn’t have to be hard. If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.
What a Bookkeeper Actually Does
A bookkeeper isn’t just someone who enters numbers into spreadsheets. Think of them as your financial gatekeeper—the person who makes sure every dollar coming in and going out is tracked, categorized, and ready for you to review.
In plain English, a bookkeeper:
- Records daily transactions. You’ll capture everything from sales receipts to vendor invoices.
- Reconciles accounts. You make sure the numbers in your bank statements match what’s in your books.
- Prepares basic financial reports. You give your team a clear snapshot of cash flow, profit, and expenses.
- Helps with tax prep. You organize the data so your CPA or tax pro can file accurately and on time.
Why does this matter? Because a sharp bookkeeper doesn’t just track past transactions—they help you plan for the future. When you have clean, up-to-date records, you can make confident decisions about hiring, investing, or scaling.
In short, hire someone who sees the numbers and understands their story—so you can focus on growing your business without worrying about financial surprises.
Two Great Bookkeeper Job Description Templates
Option 1: For Experienced Bookkeepers
Job Title: Bookkeeper for Fast-Growing Creative Agency (Remote or In-Person)
Employment Type: Full-Time | $55,000–$65,000/year (Based on Experience)
Location: Austin, TX or Remote (U.S. Only)
A Quick Word from Our Team
Before you read the full job post, take 60 seconds to hear from our COO about what we’re building and why this role matters.
[Insert Loom or YouTube link]
Who We Are
We’re a creative agency helping brands tell their story through design and digital content. We work with startups, nonprofits, and fast-moving teams that need creative work done well and on time.
We’re looking for a detail-obsessed bookkeeper to own our day-to-day financial operations—someone who’s organized, proactive, and confident navigating accounting tools and systems.
What You’ll Be Doing
- Recording and categorizing all incoming and outgoing transactions
- Managing invoicing, A/P and A/R
- Reconciling bank and credit card statements monthly
- Generating monthly financial reports for leadership
- Preparing data and documentation for tax filing
- Managing vendor payments and payroll support
Who You Are
- 3+ years of experience in bookkeeping or small business accounting
- Proficient in QuickBooks Online (or similar tools)
- Highly organized with strong attention to detail
- Comfortable working independently and remotely
- Bonus: Experience in creative, service-based industries
Why You’ll Love Working Here
- Flexible work environment
- Clear expectations, responsive leadership
- 15 days PTO + paid holidays
- Work with a passionate, tight-knit team that actually appreciates clean books
How to Apply
We believe great candidates deserve a respectful, fair process. That’s why we use WorkScreen.io to assess applications based on real skills, not just resumes.
Apply now via this link: [Insert WorkScreen application link]
We’ll review every submission and get back to you within 7–10 business days.
Option 2: For Entry-Level / Willing-to-Train Candidates
Job Title: Bookkeeping Assistant (Entry-Level | We’ll Train You!)
Employment Type: Part-Time to Full-Time | $18–$22/hour
Location: Hybrid – Nashville, TN
Hear Directly from the Hiring Manager
Want to know what it’s really like to work here? Watch this quick video from our Office Manager about the team, the vibe, and what we’re looking for in this role.
[Insert Loom or YouTube link]
About the Role
Are you someone who loves spreadsheets, pays attention to the little things, and wants to build a career in finance or accounting?
We’re a family-owned business that’s been around for over 20 years—and we’re growing. We’re looking for a curious, detail-driven team member to help us keep our financial records clean, clear, and organized. No prior experience needed—we’ll teach you everything you need to know.
What You’ll Be Doing
- Supporting our bookkeeper with data entry and reconciliations
- Learning how to categorize transactions and generate simple reports
- Assisting with invoicing and vendor communication
- Maintaining accurate records and updating files
What We’re Looking For
- Comfortable working with spreadsheets and online tools
- Good communication skills and professional etiquette
- Willingness to learn bookkeeping best practices
- Reliable, punctual, and able to maintain confidentiality
Why This Job is Worth Your Time
- Learn real-world accounting and financial operations
- Mentorship and training provided
- Flexible hours, paid sick leave, and PTO after 90 days
- A supportive team that actually wants to see you grow
How to Apply
We want to make hiring fair and stress-free. To apply, head to WorkScreen.io and complete a short evaluation so we can see your strengths in action.
Apply here: [Insert WorkScreen link]
We’ll respond to every applicant, even if you’re not selected.
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Why These Bookkeeper Job Posts Work
Let’s break down what makes these job descriptions effective—and how each part works together to attract the right candidates.
✅ 1. The Job Title Is Clear, Specific, and Purpose-Driven
Instead of a generic “Bookkeeper” title, you’re telling candidates what kind of company they’d be supporting (“Creative Agency”) and the working arrangement (“Remote or In-Person”). That extra context helps serious candidates self-select—and filters out the ones who aren’t aligned.
Likewise, the entry-level version avoids corporate jargon and leads with an offer to train. This signals openness and removes unnecessary barriers for motivated but less experienced applicants.
✅ 2. The Video Humanizes the Job Post
Adding a short Loom or YouTube video gives your job post a face. It builds instant trust, shows authenticity, and helps the candidate connect with the team—even before applying.
In a world where job posts can feel robotic or anonymous, this one small addition makes your role stand out.
✅ 3. Warm, Human Introduction With Context
Instead of diving straight into tasks, the intro speaks directly to the candidate and explains why the role matters inside the business. This instantly makes the job feel more meaningful—and top candidates want purpose, not just tasks.
You’re not just hiring “a bookkeeper.” You’re hiring someone who plays a key role in keeping your business financially stable. That message resonates with A-players.
✅ 4. Salary Transparency Builds Trust
Both versions include compensation info up front. No guessing, no bait-and-switch. This signals that you respect the candidate’s time—and serious applicants appreciate that honesty. It also reduces mismatches later in the process.
✅ 5. You Describe the Impact, Not Just the Tasks
Instead of just listing duties like “reconcile accounts” or “enter data,” the description frames them around outcomes:
“You’ll help everything stay on track,”
“You’ll keep our financial records clean and ready,”
“You’ll give leadership the clarity to make confident decisions.”
This helps candidates understand how their work fits into the bigger picture—and gives a sense of purpose.
✅ 6. The Tone Is Friendly, Respectful, and Confident
The writing style is conversational and accessible—but not casual to the point of being vague. It sounds like a real person wrote it. That builds connection.
You’re also showing respect for the candidate throughout, from how you introduce the job to how you explain the hiring process.
✅ 7. You Clearly Explain the Hiring Process
Telling applicants that you use WorkScreen.io (and why) reassures them that they won’t be ghosted, ignored, or judged unfairly.
It also sets the expectation that this process is based on skills—not just fancy resumes. That’s a major green flag for the kind of thoughtful, values-aligned candidates you want.
✅ 8. You End With a Call to Action That Feels Empowering, Not Transactional
Instead of “Send CV to hr@email.com,” you guide them to a fair and transparent next step. You invite them to show what they can do—and you promise a response.
That’s rare in today’s job market, and it makes your company feel like one worth working for.
Example of a Bad Bookkeeper Job Description (And Why It Fails)
Let’s look at what a typical (but ineffective) bookkeeper job post looks like—and why it completely fails to attract top talent.
Bad Job Post Example
Job Title: Bookkeeper
Company: FinCorp Solutions
Employment Type: Full-Time
Location: Dallas, TX
Job Summary
FinCorp Solutions is seeking a qualified bookkeeper to manage financial data entry, account reconciliations, and reporting. The ideal candidate is detail-oriented and capable of working independently.
Responsibilities
- Manage accounts payable and receivable
- Reconcile monthly bank statements
- Maintain financial records in accounting software
- Prepare reports for management
Requirements
- Bachelor’s degree in Accounting or related field
- 2–4 years of bookkeeping experience
- Strong knowledge of QuickBooks
- Excellent attention to detail and time management
How to Apply
Submit your resume and cover letter to hr@fincorp.com. Only shortlisted candidates will be contacted.
Why This Job Post Falls Flat
1. The Title Is Generic and Uninspiring
“Bookkeeper” gives no clue about the type of company, its mission, or the impact of the role. It doesn’t differentiate this job from the dozens of others listed online.
2. The Introduction Feels Cold and Robotic
There’s no personality, no context, and no real story. Candidates don’t just want to know what the job is—they want to know why it matters.
3. No Mention of Salary or Benefits
This is a trust-killer. In 2025, serious candidates expect transparency. Leaving out compensation raises red flags and filters out top applicants who don’t want to waste time on unknowns.
4. No Insight Into Team Culture or Company Values
What’s it like to work there? Is the team collaborative? Do they promote from within? This job post doesn’t say—and that makes it feel like just another faceless, rigid role.
5. The Responsibilities Are Dry and Generic
There’s nothing here that shows how the work connects to real business outcomes. It reads like a copy-paste list, not a real invitation to join a team.
6. The Hiring Process Feels Dismissive
“Only shortlisted candidates will be contacted” is a tone-deaf way to end a job post. It feels cold, outdated, and dismissive—and it signals that the company doesn’t value candidate experience.
7. The Call to Action Is Boring and Transactional
“Send resume and cover letter” is the minimum possible effort. There’s no guidance, no reassurance, and no incentive. It makes applying feel like a chore, not an opportunity.
The Result?
Top-tier candidates scroll right past. The only people who apply are those blasting resumes to every open job—because nothing about this post speaks to ambition, alignment, or growth.
Bonus Tips to Make Your Job Post Stand Out
Great job posts aren’t just well-written—they’re thoughtful, human, and respectful. Here are a few simple ways to make yours feel that way (and stand out instantly in a sea of boring listings).
🔐 1. Add a Security & Privacy Notice
Job scams are on the rise—and candidates are rightfully cautious. A short note at the bottom of your post can build instant trust. For example:
🛡️ IMPORTANT: We will never ask for payment, bank details, or personal financial information during any part of the hiring process. If anyone contacts you claiming otherwise, please report it immediately.
This tells applicants you’re a legitimate, ethical employer—and that their safety matters to you.
🌴 2. Mention Leave Days or Flex Time
Candidates care about work-life balance. Even if your PTO policy is modest, showing it upfront makes your company feel real and transparent.
Example phrasing:
Enjoy up to 15 days PTO, plus paid holidays—and take time off when you need to recharge. We believe rest fuels better work.
If you offer flexible hours or remote options, call that out too.
📈 3. Highlight Training & Growth Opportunities
Even bookkeepers want to grow. Whether it’s formal training, mentorship, or the chance to take on more responsibility, let them know what’s possible beyond day one.
Try something like:
We don’t expect you to know everything. That’s why we offer mentorship, ongoing training, and regular check-ins to help you grow in this role—and beyond.
🎥 4. Add a Loom Video for Personal Touch
Already mentioned earlier, but worth repeating here: adding a short Loom or YouTube video from the hiring manager (or CEO for small teams) adds a human layer to your job post that very few companies bother with.
A simple “Here’s who we are, here’s what we’re building, and here’s why this role matters” video goes a long way toward inspiring the right people to apply.
Example:
Before you apply, take 60 seconds to meet our CTO. Here’s what we’re building and why we’re excited about it.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
These simple tweaks can elevate a “pretty good” job post into something memorable—and that’s what it takes to attract the best candidates in a noisy hiring market.
💡 Bonus: Reassure Candidates That You Actually Respond
Most people applying for jobs today expect to be ghosted. You can stand out just by being respectful.
Example phrasing:
We reply to every application. Whether or not you move forward, you’ll hear from us within 7–10 business days.
It’s small. But it makes a big impression.
Should You Use AI to Write a Bookkeeper Job Description?
Let’s be honest—using AI to write a job post is tempting. It’s fast, easy, and tools like ChatGPT, Workable, and Manatal now offer one-click templates.
But here’s the problem:
Most AI-generated job descriptions are bland, lifeless, and totally forgettable. They don’t sound like your company. They don’t reflect your culture. And they definitely don’t attract great candidates.
Why? Because AI doesn’t know what makes your company special—unless you tell it.
The Wrong Way to Use AI
You open a chatbot and type:
“Write a bookkeeper job description for me.”
What you get is the same thing thousands of others get:
- Dry bullet points
- Vague requirements
- A job post that could have been written by a robot (because it was)
This attracts generic applicants who are applying everywhere—and ignores the people who actually align with your values.
The Smarter Way to Use AI
AI is a great tool—as long as you do the thinking first.
Here’s how to get it right:
- Start with real context. Feed the AI actual insights about your company, the role, and your values.
- Set the tone. Do you want your post to feel formal? Friendly? Culture-first? Tell the AI that.
- Give raw notes or a loose draft. Let AI polish your writing—not create it from scratch.
- Use examples. Link to a job post you like (like the templates in this guide) and say, “Make mine feel like this.”
Try This Prompt Instead:
“Help me write a job description for a Bookkeeper at [Your Company Name]. We’re a [brief company description], and we’re hiring someone to handle [insert key responsibilities]. Our culture is [describe culture]. We want to attract candidates who are [insert ideal traits]. The role is [part-time/full-time], pays [insert salary], and includes [insert benefits]. We want the tone to be [friendly/professional/mission-driven]. Please help me organize this into a clear, warm, and compelling job post.”
Then paste in any rough notes or bullet points you’ve written.
Use AI to elevate your message, not replace it.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
Need a Quick Copy-Paste Job Description?
Option 1: Conversational, Culture-First Job Description Template
Job Title: Bookkeeper for Fast-Moving Creative Team
Employment Type: Full-Time | $XX–$XX/year
Location: Remote or [Enter Location]
Before applying, watch this 60-second intro from our COO on why this role matters:
[Insert video link]
About Us
We’re a creative agency helping startups, nonprofits, and service businesses tell their stories through strategy and design. We’re hiring a bookkeeper who isn’t just detail-oriented—but proactive, organized, and understands how clean books create space for growth.
What You’ll Do
- Record daily transactions and categorize expenses
- Reconcile accounts and prepare monthly financials
- Support payroll and vendor payments
- Coordinate with our CPA during tax season
- Track cash flow and provide simple reports to leadership
Who You Are
- 2+ years in bookkeeping (or small business accounting)
- Skilled in QuickBooks Online or similar tools
- Precise, independent, and communicative
- Bonus: You’ve worked in a creative or service-based environment
Why This Role Is Worth Your Time
- Flexible work schedule
- Remote-friendly
- PTO + paid holidays
- A team that actually values your role and respects your time
How to Apply
We use WorkScreen.io to run a skill-based evaluation. It’s fast, fair, and lets your real ability shine.
Apply now: [Insert WorkScreen application link]
We reply to every applicant and aim to get back within 7–10 business days.
Option 2: Structured Job Brief + Responsibilities + Requirements Format
Job Title: Experienced Bookkeeper
Location: Hybrid/ Remote [Enter Location]
Type: Full-Time | $XX–$XX/year
Job Brief
We’re looking for a bookkeeper to manage daily financial operations, ensure data accuracy, and help leadership stay financially informed. The ideal candidate is independent, highly organized, and experienced with accounting tools.
Responsibilities
- Record financial transactions (sales, purchases, expenses)
- Reconcile bank and credit card accounts monthly
- Maintain clean, organized ledgers
- Assist with payroll, invoicing, and tax prep
- Provide accurate reports to leadership
Requirements
- 3+ years experience in bookkeeping or accounting
- Proficiency in QuickBooks Online or Xero
- Strong attention to detail and time management
- Excellent communication skills
Bonus
- Experience in small business or service industry environments
- Familiarity with budgeting and cash flow forecasting
Perks
- Health insurance + PTO
- Flexible work hours
- Transparent, respectful hiring process
Apply via WorkScreen: [Insert link]
Let WorkScreen Handle the Next Step
You’ve written a job post that actually speaks to the right candidates—clear, human, and culture-aligned. That’s step one.
Now, let’s make sure the right people rise to the top.
WorkScreen helps you take everything you just created and turn it into a streamlined, skill-based hiring process—so you can hire faster, smarter, and with more confidence.
Here’s how:
✅ Quickly identify your most promising candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—so you instantly know who’s qualified without spending hours screening resumes.
✅ Easily administer one-click skill tests
Assess candidates based on what they can actually do—not just what their resume says. Whether you’re hiring an experienced bookkeeper or training someone new, you’ll get a real view of their capabilities before you even interview.
✅ Eliminate low-effort applicants
Say goodbye to resume-spammers, one-click applies, and AI-generated fluff. WorkScreen helps you focus on serious, qualified, and genuinely interested candidates—saving you time and reducing hiring mistakes.
You've just written a job description that actually works—now let WorkScreen do the rest. Create your free account, post your role, and start evaluating real talent—not just resumes.
FAQ
As of 2025, the average salary for a bookkeeper in the United States ranges between $45,000 and $60,000 per year, depending on experience, location, and industry.
- Entry-level bookkeepers typically earn around $18–$22/hour, while experienced professionals can command $60,000+ annually, especially if they handle full-charge bookkeeping or work with multiple clients.
- Urban areas and high-demand industries (like tech or professional services) may offer higher compensation.
👉 Pro tip: Always include a salary range in your job post—it builds trust and attracts more serious applicants.
While the two roles overlap, there are key differences:
- A bookkeeper handles daily financial transactions—recording expenses, reconciling accounts, and maintaining ledgers.
- An accountant usually interprets and analyzes financial data, prepares tax returns, and advises on financial strategy.
Think of the bookkeeper as the person keeping everything clean and organized—and the accountant as the person who makes sense of it all at tax time or during audits.
Here’s what to prioritize:
- Experience with accounting software (e.g., QuickBooks, Xero, Wave)
- Attention to detail and accuracy
- Understanding of double-entry bookkeeping and financial reports
- Good communication and organization skills
A degree in accounting is a bonus—but not a must-have for many small businesses, especially if the candidate has hands-on experience.
Yes—if you’re willing to train. Some of the best bookkeepers started in entry-level assistant roles and grew into the position.
Look for someone who:
- Loves numbers and organization
- Is quick to learn new tools
- Has strong integrity and reliability
- Communicates clearly and professionally
Your job post should make it clear that you’re open to training—and explain what support and mentorship you’ll provide.
That depends on your business.
- If you need frequent in-person collaboration, in-house may be ideal.
- But if your systems are digital, a remote bookkeeper can be just as effective—and it gives you access to a wider talent pool.
Just make sure expectations around availability, reporting, and communication are clear in your job post.
