We Value Your Privacy

We and our partners use technology such as cookies on our site to personalise content and ads, provide social media features, and analyse our traffic. Click below to consent to the use of this technology across the web. You can change your mind and change your consent choices at anytime by returning to this site.

Update Consent
Loading ...

Questions to Ask During a Bookkeeping Interview

All potential bookkeeping employees should face basic employment questions during a bookkeeping interview, but a few specific questions can help you choose between two qualified applicants. A book-keeper must have adequate knowledge and experience in financial matters, software applications and customer invoicing, but she must also possess loyalty and have the ability to keep financial matters confidential.

Loading ...

Customer Invoicing

One of a book-keeper's main responsibilities is to ensure proper client invoicing. During the interview, ask the applicant if he is comfortable with client invoicing. Ask the applicant to explain his process for customer invoicing and how he reports and records payment from clients. Ask him to list all of the general information that he intends to include on your company's customer invoices.

Bookkeeping Software

Modern bookkeeping requires familiarity with bookkeeping software. Ask the applicant to explain what type of bookkeeping software she has used in the past and how it is applicable to your company. Briefly explain the current software your company uses and ask whether she is comfortable learning new bookkeeping software programs. Most bookkeeping software programs have similar terms, functions and procedures so previous experience in one typically translates quickly to another.

Experience and Education

Ask the applicant to briefly explain the difference between assets and liability. These two terms are fundamental basics of accounting and must be understood to effectively perform bookkeeping tasks. Discuss the applicant's experience in the industry and his educational qualifications. Determine the level of experience necessary for your company's bookkeeping needs and verify the applicant's ability to perform those tasks.

Previous Employers

Loyalty and confidentiality are two important character traits that a book-keeper must possess since he will have privileged information about your company's finances. Ask the applicant about his previous employer and watch for any sign that the relationship was strained. Request his previous employer's telephone number, so you can contact him to discuss the applicant's ability to remain loyal and confidential. Ask the applicant outright if he is committed to keeping your company's finances confidential.

Loading ...

About the Author

As curriculum developer and educator, Kristine Tucker has enjoyed the plethora of English assignments she's read (and graded!) over the years. Her experiences as vice-president of an energy consulting firm have given her the opportunity to explore business writing and HR. Tucker has a BA and holds Ohio teaching credentials.

Loading ...