Role Blueprint


Job Description

Direction & Priorities

Tools & Software

Measuring Performance

Onboarding & Training

Why hire a Bookkeeper?

Keeping tabs on expenses and updating accurate data on your books can slowly become too time-consuming. Bookkeepers save you the time to do all this work on top of your responsibilities of running your company. In addition, their real-time data can give you new insights into your business to make sound decisions to grow and sustain your business.

You can gain confidence in your data because bookkeepers can ensure that their numbers are accurate. As a result, they keep you on the right side of the law when filing taxes and financial statements and save you from late payments, managing payroll, and keeping your records up-to-date.

Job Description

Sometimes referred to as accounting technicians, bookkeepers are responsible for maintaining accurate and fully accomplished records of the everyday financial transactions of the company. For example, they document the inventory, accounts payable, and accounts receivable, process payroll, and coordinate bank transactions of the company.

Not to be confused with the accountant’s task, bookkeepers are the center for almost all financial and payroll information. They are designated for the mechanical accounting process, providing efficiency and attention to detail on their documentation and reports.

  • Associate’s degree in accounting or business administration
  • Excellent knowledge of general accounting principles
  • Knowledge of bookkeeping software
  • At least 2 years of bookkeeping experience preferably within a business-services environment
  • Strong sense of time management and organizational skills
  • Loves numbers and accounting information
  • Excellent communication skills, both verbal and written
  • Numerical, analytical, and problem-solving skills
  • Attention to detail and accuracy of work
  • Experience with accounting softwares
  • Able to prepare, review, and understand a financial statement
  • Recording day-to-day financial transactions an completing the posting process
  • Reconciling sales taxes, payroll taxes, and bank accounts at the end of each month
  • Monitoring financial transactions and reports
  • Processing accounts receivable and payable
  • Processing checks
  • Understanding ledgers
  • Working with an accountant when necessary
  • Handling monthly payroll using accounting software

Where they fit in the org chart

Direction & Priorities

The full accounting cycle is a comprehensive process of recording and processing financial activities. It covers the start of transactions, compiling information, reporting on financial statements, and closing these accounts.

Bookkeeping is part of accounting. While bookkeepers can perform all the steps in the accounting cycle, their primary assignment deals with managing the payroll and recording the company’s daily transactions for the accountant’s analysis and assessment. These include handling the general journal entries, general ledger entries, trial balance, and other entry adjustments and securing the accuracy of the amounts payable and receivable.

A well-planned idea will be executed well. Having a clear set of goals and direction is essential for any plan to become successful.

It sets a guideline to follow for our marketing campaigns so that it aligns perfectly with what we want to achieve. Furthermore, it gives us the groundwork to tailor-fit our strategies in engaging with your customers in a relevant and timely way. We want to develop SMART (Specific, Measurable, Attainable, Relevant, Timely) goals and strategies to develop content that would lead our customers to choose us over our competitors.

Digital Marketing is the most affordable and effective way to market to your customers. By listening and monitoring your social media metrics, you can analyse where your customers are engaging with your brand more deeply and when you would be able to most effectively market to them your products. By analysing the right information and at the right time, you can grow your business successfully with a large variety of digital marketing platforms, such as email and social media.
By identifying the key conversion points in your marketing funnel, you would be able to optimise the way you market to your customers digitally. In doing so, you would be targeting two of the main goals of digital marketing: Lead Generation and Brand Awareness. It is the Digital Marketer’s role to plan and manage your digital marketing channels to generate interest in your brand online and create strategies that would entice them to try your product and become confirmed leads.

Tools & Software

A Digital Marketer’s work is supplanted by the use of a variety of tools. There is a large array of software available at the Digital Marketer’s disposal to make their work more efficient and accurate. These programs range from those that serve as a means to help communicate with colleagues and clients more efficiently, to content creation, and to monitoring activity and progress.

Recommended Apps

Downloadable Templates