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If you’ve Googled “bookkeeping assistant job description,” you’ve probably seen the same thing over and over again.
Bullet points. Boring language. No context. No personality.
But here’s the problem: those cookie-cutter job posts don’t actually help you hire the right person.
They just give you a generic template that any company could use—without explaining why great candidates apply to some roles and completely ignore others.
The truth is, if your job post doesn’t speak directly to the kind of person you want to hire—someone detail-oriented, trustworthy, and proactive—then you’re going to attract the wrong applicants. Or worse, no one at all.
That’s why this article isn’t just another job description template.
It’s a step-by-step breakdown to help you write a human, clear, and compelling job post—one that actually connects with real people and helps you find a great fit for your team.
Before we get into examples, if you haven’t already, check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/. It walks through everything you need to know—from structure to tone to candidate psychology.
Now, let’s talk about what a great bookkeeping assistant actually looks like.
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
What a Great Bookkeeping Assistant Actually Does
Let’s skip the jargon for a second.
A great bookkeeping assistant isn’t just someone who knows how to enter numbers into QuickBooks or reconcile transactions.
They’re the person who helps your business stay financially organized, error-free, and ready for decision-making. They track receipts, match invoices, monitor cash flow, and make sure the little details don’t slip through the cracks.
But here’s what really matters: they’re reliable, trustworthy, and consistent.
You’re not just hiring for a task—you’re hiring for peace of mind.
Whether it’s a part-time remote role or a full-time office position, the best bookkeeping assistants tend to be:
- Quietly meticulous
- Good with structure and systems
- Comfortable asking questions when something looks off
- Focused on accuracy over speed
- Discreet and respectful with sensitive financial information
If that sounds like what you need—this article will show you how to write a job post that attracts someone with those qualities (not just someone who checks the right boxes on a résumé).
Two High-Converting Bookkeeping Assistant Job Description Templates
✅ Option 1: Job Description for Experienced Candidates
📍 Job Title: Bookkeeping Assistant for Wilder Supply Co.
💼 Location: Hybrid – 2 days/week at our Austin, TX office
⏱️ Employment Type: Part-Time (15–20 hrs/week)
💰 Pay Range: $24–$30/hour (based on experience)
🎥 A Quick Hello from Our Founder
Before you dive in, meet Natalie—our founder—who shares what we’re building and why this role matters.
👉 [Insert Loom/YouTube Link Here]
🏢 Who We Are
Wilder Supply Co. is a fast-growing e-commerce brand that sells sustainable home goods to over 40,000 loyal customers across the U.S. Our products are eco-friendly, our customer service is human-first, and our team runs lean—with everyone owning their part of the process. We’re profitable, growing steadily, and focused on doing good work with good people.
🤝 Our Company Culture
We’re a small, close-knit team that values clear communication, ownership, and curiosity. We don’t micromanage—but we do set a high bar. Everyone here is kind, responsive, and takes pride in doing things right the first time. If you’re looking for a place where details matter and your work makes a visible impact, you’ll feel right at home.
🧾 What You’ll Be Doing
- Reconcile accounts weekly in QuickBooks
- Match and categorize bank/credit card transactions
- Maintain organized records for receipts and invoices
- Track vendor payments and assist with payroll prep
- Collaborate with our CPA during tax season
- Flag inconsistencies or issues for review
🎯 What We’re Looking For
- 1+ year of bookkeeping experience
- Proficiency with QuickBooks or similar tools
- Sharp eye for detail—accuracy is everything
- Proactive, reliable, and good at spotting red flags
- Bonus: Familiarity with Shopify or e-commerce ops
💡 Why This Role Is a Great Fit
You’ll work directly with our leadership team and make a visible impact on how we operate. You’ll be trusted to manage your own schedule, suggest better systems, and keep us financially clean. Your work here matters—and you’ll see the results daily.
🎁 Perks & Benefits
- Flexible hours (we care about output, not clock-ins)
- Bi-weekly feedback loops—no guesswork
- Wellness stipend ($100/month for gym, therapy, etc.)
- Profit-sharing for long-term team members
- Work-from-home flexibility + paid in-office lunches
📥 How to Apply
We use WorkScreen to make our hiring process fair and efficient.
Click here to apply → [Insert WorkScreen Link]
You’ll go through a short skills-based evaluation and hear back from us either way. We respect your time and effort.
🌱 Option 2: Job Description for Entry-Level Candidates (We’ll Train You)
📍 Job Title: Entry-Level Bookkeeping Assistant at WillowPath Foundation
💼 Location: Remote (U.S.-based only)
⏱️ Employment Type: Full-Time
💰 Pay Range: $18–$22/hour
🎥 Meet the Team
Before applying, hear from Rachel (Finance Director) about how this role supports our mission.
👉 [Insert Loom/YouTube Link Here]
🏢 Who We Are
WillowPath Foundation is a nonprofit based in Arizona that supports youth mental health programs across underserved communities. We’ve been serving families since 2008 and manage over 40 partner programs nationwide. As we scale our impact, we need reliable back-office support to keep our finances clean and grant reporting transparent.
🤝 Our Company Culture
We’re a purpose-driven team with a culture of empathy, integrity, and growth. Everyone here believes in the mission, supports one another, and takes responsibility for their lane. We encourage questions, celebrate small wins, and work with heart.
🧾 What You’ll Be Doing
- Input and organize financial transactions in QuickBooks
- Match receipts with expenses and flag missing info
- Assist with monthly account reconciliations
- Help prepare basic reports for board reviews and grant reports
- Communicate with team members to collect documentation
🎯 What We’re Looking For
- Organized and detail-focused
- Comfortable in spreadsheets and digital tools
- Willing to learn and ask questions
- Reliable, consistent, and deadline-oriented
- Bonus: Any previous admin/clerical work is a plus
💡 Why This Role Is a Great Fit
You’ll receive training, mentorship, and the chance to grow into a bookkeeping or finance assistant role over time. We promote from within and create opportunities for our team to stretch and learn. If you’re looking for a meaningful way to build skills and support a great cause, this is it.
🎁 Perks & Benefits
- Structured onboarding + ongoing mentorship
- 100% remote with flexible hours
- Paid time off (15 days/year to start)
- Medical, dental & vision insurance
- $500 annual learning & development stipend
📥 How to Apply
We use WorkScreen to evaluate applicants fairly and based on real skills.
Click here to apply → [Insert WorkScreen Link]
You’ll complete a simple evaluation (no resume needed!) and we’ll update you throughout the process.
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.
Breakdown of Why These Bookkeeping Assistant Job Posts Work
So, what makes these job descriptions different from the hundreds of bland templates you’ve probably seen online?
Let’s break it down:
✅ 1. The Job Titles Are Clear, Specific, and Role-Relevant
Instead of just saying “Bookkeeping Assistant,” we’ve added context that helps the role stand out:
- “Bookkeeping Assistant for Wilder Supply Co.”
- “Entry-Level Bookkeeping Assistant at WillowPath Foundation”
These titles tell applicants who they’ll be working with, what level is expected, and the kind of organization they’re joining—without needing to read the full post.
✅ 2. The Introduction Builds Trust Immediately
Rather than jumping straight into responsibilities, we include a personal video from a team member.
This:
- Humanizes your company
- Helps candidates feel more connected
- Builds trust before they even apply
It’s a small touch that adds a huge boost in engagement.
✅ 3. The “About Us” Section Makes the Role Feel Real
We use specific company names, missions, and customer types.
Instead of boilerplate descriptions like “We are a fast-growing company…”, we provide real context—like selling sustainable home goods or supporting youth mental health.
That helps candidates decide if this is the kind of company they want to be part of.
✅ 4. Culture Is Shown, Not Just Claimed
Both posts include a Company Culture section that explains how people work together, what’s valued, and what the day-to-day might feel like.
This is important because great candidates don’t just care about tasks—they want to know how it feels to work with you.
✅ 5. The Responsibilities Are Written Like a Story, Not a Checklist
Instead of dumping 20 bullet points, we use clear, grouped responsibilities that paint a picture of the job.
We show how each task connects to the team’s success.
This helps the applicant imagine themselves doing the work—and caring about it.
✅ 6. The “What We’re Looking For” Section Sets Expectations Without Scaring People Off
We list core traits and skills without overloading with requirements.
We also explicitly say things like:
- “Bonus: Any previous admin work is a plus”
- “Willing to train”
This widens the talent pool and encourages applications from motivated learners—not just résumé matchers.
✅ 7. The “Why This Role Is a Great Fit” Section Sells the Opportunity
This section tells the candidate what they get:
- Ownership
- Training
- Flexibility
- Growth
Think of it as your value prop to the applicant—you’re not just hiring, you’re offering something worth joining.
✅ 8. Perks & Benefits Are Separate and Specific
Instead of burying perks in a paragraph, we call them out in their own section with bullet points.
We include both:
- Standard benefits like insurance and PTO
- Human perks like wellness stipends and paid lunches
That mix of practical + emotional benefits gives your post stopping power.
✅ 9. The Application Process Respects Their Time
Both job posts explain the hiring process clearly and emphasize respect:
- You’ll hear back
- You’ll get feedback
- The process is based on skills, not just resumes
This builds trust with quality candidates and sets your company apart as one that values people.
✅ 10. It Feels Human from Start to Finish
From the tone, to the language, to the structure—every section is designed to feel like a conversation, not a form letter.
That alone is enough to make great candidates pause and say,
“Wow—this actually looks like a company I’d want to work with.”
Example of Bad Bookkeeping Assistant Job Description (And What’s Wrong With It)
Let’s look at a typical bookkeeping assistant job post you might find online—and why it falls flat:
❌ Bad Job Post Example
Job Title: Bookkeeping Assistant
Company: Confidential
Location: Remote
Job Type: Full-Time
Job Summary:
We are looking for a bookkeeping assistant to support our finance department. The ideal candidate will be responsible for recording financial transactions, preparing reports, and performing data entry tasks. The candidate must be detail-oriented and able to multitask.
Responsibilities:
- Record daily transactions
- Assist in preparing financial reports
- Maintain organized files and documentation
- Support other administrative tasks as needed
Requirements:
- Associate degree in Accounting or related field
- 2+ years of experience in bookkeeping
- Proficiency in Excel
- Strong attention to detail
How to Apply:
Send your resume and cover letter to hr@companyemail.com. Only shortlisted candidates will be contacted.
🧨 Why This Post Fails (Breakdown)
🚩 1. The Job Title Is Too Generic
“Bookkeeping Assistant” doesn’t tell us:
- What kind of company this is
- What level of experience is expected
- Why the role matters
It could be for a startup, a nonprofit, or a dental office. It lacks any identity.
🚩 2. No Mention of Company or Mission
“Confidential” company listings create unnecessary friction. Great candidates want to know who they’re applying to and why it’s worth their time.
🚩 3. The Responsibilities Are Vague
Tasks like “record transactions” and “assist with reports” don’t paint a picture of the actual workday. There’s no mention of tools, team collaboration, or priorities.
🚩 4. The Language Is Cold and Corporate
Phrases like “the candidate must be able to multitask” feel robotic and impersonal. There’s no warmth, no tone, and certainly no brand voice.
🚩 5. No Perks, Culture, or Benefits
Not mentioning any benefits, culture, or perks tells candidates:
“We just want someone to do the job. We’re not offering much in return.”
That’s a huge turnoff for qualified people who want more than just a paycheck.
🚩 6. The Hiring Process Feels Dismissive
“Only shortlisted candidates will be contacted.”
This line is outdated and disrespectful. It signals that the company doesn’t value applicants’ time or effort—and that’s a red flag for top talent.
🚩 7. No Personality. No Connection. No Trust.
There’s no real human behind this post. No story. No values. No reason to care.
It feels like a formality, not an opportunity.
By showing what a poor job post looks like—and why—it becomes even clearer how your culture-first, clarity-driven job descriptions are designed to attract the right people and filter out the wrong ones.
Bonus Tips That Make Job Posts Stand Out
You’ve got the structure. You’ve got the tone. You’ve even added clear responsibilities and a strong call to action.
Now here are a few advanced (but simple) upgrades that will make your job post stand out even more—especially in a crowded hiring market:
✅ 1. Add a Personal Video (from the Hiring Manager or Team Lead)
Most job posts feel anonymous. But a short 60-second Loom video from the person they’ll report to? That’s powerful.
It makes the opportunity feel real, introduces your company’s personality, and builds trust immediately.
Example prompts for the video:
- “Here’s why we’re hiring for this role now…”
- “Here’s the kind of person who thrives on our team…”
- “Here’s what we’re excited to build together…”
Even a casual video makes a huge impression—especially with remote or hybrid roles.
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
✅ 2. Include a Quick Privacy + Security Notice
This is a simple trust-building line, but few companies use it.
Add something like this near the end of your post:
🔐 We take applicant privacy seriously. We’ll never ask for payment, banking info, or any personal financial details during the hiring process.
It instantly signals legitimacy and makes candidates feel safe clicking “apply.”
✅ 3. Mention Paid Time Off or Flex Days (Even If It’s Modest)
Even for hourly or entry-level roles, mentioning time off is a signal of respect and balance.
Examples:
- “Enjoy up to 15 paid days off per year—because rest matters.”
- “We offer 2 flex days per quarter so you can recharge when needed.”
You don’t need Google-level perks to show that you value your team’s well-being.
✅ 4. Highlight Growth, Mentorship, or Training Opportunities
Especially if you’re hiring entry-level or trainable candidates, make it clear that this isn’t a dead-end job.
Phrases that work:
- “We promote from within and love seeing people grow.”
- “You’ll receive training from a senior bookkeeper to help you level up.”
- “You’ll get access to tools and templates to make your job easier.”
Even a little structure goes a long way when hiring for potential.
✅ 5. Be Transparent About the Hiring Timeline
You’d be surprised how many great candidates drop off just because they don’t know when to expect a response.
Set expectations up front with something like:
“We’ll review every application and respond within 5–7 business days. Shortlisted candidates will be invited to complete a short skills task via WorkScreen.”
✅ 6. Use Plain Language. Sound Like a Human.
This one is simple but crucial:
Avoid corporate jargon like “synergize workflows” or “cross-functional alignment.”
Instead, say things like:
- “Keep our books clean and organized.”
- “Make sure invoices match up with receipts.”
- “Help us catch errors before they become headaches.”
Your job post should read like a smart coworker explaining the role—not a compliance document.
Should You Use AI to Write Job Descriptions?
Lately, every hiring platform and tool seems to offer one-click AI job descriptions.
And yes—AI can be helpful. But here’s the truth:
If you rely on AI to write your job post without context, you’ll end up with something generic, lifeless, and ineffective.
It might save you time…
But it’ll cost you quality applicants.
❌ The Wrong Way to Use AI
A bad prompt sounds like this:
“Write a bookkeeping assistant job description for my company.”
Here’s what you’ll get:
- Overused bullet points
- Corporate clichés
- No connection to your company culture
- No real story or tone
And worse? It sounds just like the 10,000 other job posts out there.
✅ The Right Way to Use AI (With Context)
AI is powerful—but you have to feed it the right ingredients.
Here’s how to prompt it properly:
🔧 A Better Prompt Example:
“Help me write a job post for our company, Wilder Supply Co. We’re hiring a part-time Bookkeeping Assistant to manage reconciliations, track vendor payments, and help keep our QuickBooks clean. We sell sustainable home goods and value transparency, consistency, and attention to detail. We want a friendly, clear tone that reflects our small team culture. Here are the perks we offer: flexible hours, profit sharing, wellness stipend. Here’s our salary range: $24–$30/hour. We want to attract applicants who are reliable, proactive, and love getting the details right. Please write the job post with a warm, clear tone—something a real person would say, not a legal department. Here are a few notes I’ve written to get you started: [paste your notes] ”
You can even paste in a few bullet points or a rough draft and ask AI to:
- Refine the tone
- Reorganize sections
- Add clarity or structure
This way, you stay in control of the message—and use AI to enhance, not replace, your voice.
🧠 Pro Tip: Reference Good Job Posts
If you’ve already written a solid post—or liked one from earlier in this article—drop that into the prompt too:
“Use this as a format example. I want something in a similar tone and structure.”
AI works best when you give it a style guide—not just a title.
In short: Don’t let AI write your job post for you. Let it write with you.
That’s how you end up with something clear, useful, and unique to your company—not just another post lost in the feed.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
Copy-Paste Job Description Templates for Quick Use
✅ Option 1: Conversational Job Description Template (Culture-First Style)
📍 Job Title: Bookkeeping Assistant for [Your Company Name]
💼 Location: [Remote, Hybrid, or In-Person Location]
⏱️ Employment Type: [Part-Time or Full-Time]
💰 Pay Range: [$XX–$XX/hour]
👋 Meet the Team
[Insert a quick Loom or YouTube video from the hiring manager, if available]
🏢 About Us
[Your Company Name] is a [short description of what you do + who you serve].
We care deeply about doing things right—whether it’s serving our customers or keeping our finances clean behind the scenes. As we grow, we’re looking for someone dependable and detail-oriented to help keep our books organized and error-free.
🤝 Our Culture
We believe in clear communication, mutual respect, and taking pride in great work. We’re low on drama and high on accountability. If you’re the kind of person who notices when something’s off by a few cents, you’ll fit right in.
🧾 What You’ll Be Doing
- Reconciling transactions weekly in QuickBooks
- Matching receipts and categorizing expenses
- Tracking vendor payments and invoice status
- Flagging discrepancies or unusual activity
- Supporting end-of-month reporting with our finance lead
🎯 What We’re Looking For
- 1+ year of bookkeeping or admin experience
- Proficient in QuickBooks or similar accounting software
- Highly organized and detail-oriented
- Comfortable working independently
- Bonus: Experience in [e-commerce, nonprofit, etc.]
💡 Why This Role Is a Great Fit
You’ll play a key role in keeping our operations clean and accountable. Your work will directly support smart decision-making across the team—and you’ll have the freedom to make the process your own.
🎁 Perks & Benefits
- Flexible working hours
- Paid time off + mental health days
- Learning stipend ($500/year)
- Option to grow into more responsibility
- [Add any custom perks here]
📥 How to Apply
We use WorkScreen to keep our hiring process fair and skills-based.
Click here to apply → [Insert WorkScreen Link]
We’ll guide you through a short evaluation and update you throughout the process.
🔐 Important Note
We will never ask for payment, banking info, or personal financial details during the hiring process. Your privacy and safety come first.
📎 Option 2: Structured Job Brief Format (Classic Style)
Job Title: Bookkeeping Assistant
Company: [Your Company Name]
Location: [Remote/Hybrid/In-Person]
Salary: [$XX–$XX/hour]
Employment Type: [Full-Time/Part-Time]
Job Brief
We’re seeking a reliable and detail-focused Bookkeeping Assistant to help us manage day-to-day financial tracking. The ideal candidate is organized, proactive, and comfortable working independently to maintain accurate records and support financial reporting.
Responsibilities
- Record and categorize daily financial transactions
- Reconcile bank and credit card accounts
- Maintain digital records of receipts and invoices
- Assist in preparing monthly and quarterly financial reports
- Collaborate with CPA during tax season
Requirements
- Experience with QuickBooks or similar accounting software
- 1+ year in a bookkeeping or administrative role
- Strong organizational and time-management skills
- Excellent attention to detail
- Ability to handle confidential information discreetly
Benefits
- Competitive hourly rate
- Flexible work schedule
- Paid time off
- Remote work option
- Growth opportunities within the finance team
Application Process
Apply through our WorkScreen link: [Insert Link]
All applications are reviewed with care. We’ll follow up with shortlisted candidates within [X] business days.
Let WorkScreen Handle the Next Step
Once your job post is live, the real challenge begins: sorting through applicants and figuring out who’s actually qualified.
That’s where WorkScreen comes in.
We built WorkScreen to solve the hardest part of hiring—knowing who can actually do the job.
Here’s how it helps:
🎯 1. Quickly Spot Top Candidates
WorkScreen automatically evaluates, scores, and ranks applicants based on their skills—not just their resumes.
You’ll get a performance-based leaderboard that shows you who’s most likely to succeed in the role, so you can focus your time on the right people.
🛠️ 2. Run One-Click Skills Tests That Mirror Real Work
Tired of generic interviews and inflated resumes?
With WorkScreen, you can send practical, role-specific tests to see how candidates actually think, write, calculate, or solve problems.
No guesswork. Just real ability.
🚫 3. Filter Out Low-Effort, Copy-Paste Applicants
We’ve all seen them—applicants using AI to apply everywhere with the same recycled cover letter.
WorkScreen automatically filters out:
- Candidates who skip the test
- Applicants who paste in AI-generated fluff
- People who aren’t serious about the role
This saves you hours of review time—and ensures you’re only spending time on serious, high-quality candidates.
✅ Bonus: A Better Experience for Candidates, Too
WorkScreen gives applicants a clear path, fast feedback, and a fair shot—so your reputation as an employer actually improves while you screen.
Ready to streamline your hiring process? Create your free job post and set up your first evaluation at WorkScreen.io. Let your job post do the attracting—and let WorkScreen do the vetting.
FAQ
As of 2025, the average salary for a bookkeeping assistant in the U.S. ranges from $18 to $26 per hour, depending on experience, location, and whether the role is remote or in-office.
- Entry-level: $17–$20/hr
- Experienced: $22–$30/hr
- Specialized (e.g., e-commerce or grant-funded roles): Up to $35/hr
Tip: Including your pay range upfront builds trust and attracts more serious applicants.
The short answer: bookkeepers manage the records, accountants analyze them.
- Bookkeepers track daily transactions, categorize expenses, and maintain the general ledger.
- Accountants interpret that data to produce reports, prepare taxes, and advise on financial decisions.
A bookkeeping assistant supports the bookkeeper by handling data entry and organization, ensuring everything is accurate and complete.
Not necessarily. For many bookkeeping assistant roles—especially entry-level positions—experience with tools (like QuickBooks) and attention to detail matter more than a degree.
If you’re open to training the right person, prioritize reliability, consistency, and comfort with numbers over formal credentials.
That depends on how your company operates.
- Remote: Great for digital-first teams with cloud-based systems. You’ll need secure processes in place for sharing sensitive documents.
- In-office: Ideal if your bookkeeping involves paper records, cash handling, or close collaboration with your team.
Hybrid setups are also increasingly popular—1–2 in-office days per week works well for many small businesses.
At a minimum, candidates should be familiar with:
- QuickBooks (most common for small businesses)
- Excel or Google Sheets
- Receipt management tools (e.g., Expensify, Dext)
- Payroll tools (optional but helpful: Gusto, ADP)
Even if they’re not an expert in all of them, a willingness to learn and comfort with digital tools goes a long way.
