
Tools they use
QuickBooks Online or Xero, Bill.com, Expensify, and Excel or Google Sheets.
Bookkeeper
A bookkeeper tracks your money and keeps your books clean. They are not a tax expert, but they make your accountant’s job faster.
Day to day
What they handle.
And what to look for.

The work
A typical week, handled.
01
Everyday tasks
Sort transactions into the right buckets
Match your bank and card accounts each month
Send invoices and follow up on payments
Pay bills
Prepare monthly reports
02
Skills to look for
Careful with numbers
Sticking with a task until the numbers match
Explaining numbers simply
Keeping money data private
03
Experience to look for
Ask which software they use every day and how many companies they handled. Make sure they have closed the books every month for at least a year.
Hiring
How to hire the right one. Timing, interviews, and setup.
Use these notes to decide when to hire, what to ask in the interview, and how to set them up from day one.

When to hire one
Your books are a month or more behind
You make choices without good numbers
Your accountant charges to fix your records
Questions to ask
Walk me through your month-end steps.
What do you do when the bank account is off by a little?
How do you sort a tricky expense?
Tell me about an error you found in someone else’s books.
What do you need from me each month?
Hiring from abroad
Give access safely. Use limited permissions and a password manager. Taxes stay with you and your accountant. A bookkeeper helps with records, not filing. Ask your accountant about rules where you live.
Who hires this role
How It Works
If You Want Us To Run The Search
Every role follows the same managed process. Or run it yourself with our guides.
Related Guides
Read Before You Hire
FAQ
Common Questions
Short, simple answers.
Is A Bookkeeper The Same As An Accountant?
How Do I Keep My Financial Data Secure With A Remote Bookkeeper?







