If your business is growing and you’re searching for a new bookkeeper, it’s time to accelerate and streamline your hiring process by assessing applicants’ bookkeeping skills before putting them through to the interview stage.
Here, we take you through the nine key bookkeeping skills and how to test applicants for each.
Table of contents
- Attention to detail
- Communication skills
- Critical-thinking skills
- Problem-solving skills
- Basic bookkeeping skills: Accounts payable and accounts receivable
- Time-management skills
- Math skills
- Data-entry skills
- Integrity and transparency
- ✅ Choose the best candidates by evaluating the skills needed for bookkeeping
1. Attention to detail
Bookkeepers handle large amounts of financial and company data on a day-to-day basis, meaning they should be able to:
- Reconcile accounts
- Ensure they don’t miss or miscalculate even the smallest financial details
- Keep highly accurate details of all financial transactions
- Stay on top of company information
How to test bookkeepers’ attention to detail skills
Bookkeepers need excellent attention to detail to process not only financial data but all types of information.
TestGorilla’s Attention to Detail test enables you to assess a candidate’s ability to:
- Compare statements for differences
- Match and filter information
- Check the consistency of information
2. Communication skills
Bookkeepers must be able to communicate well with a wide range of colleagues and clients to communicate workflows, clear roadblocks, and manage expectations. Bookkeeping communication skills include the ability to:
- Explain technical/financial matters clearly and simply
- Understand the different stakeholders and audiences they communicate with
- Provide clear reports on financial performance and any issues that arise
How to test bookkeepers’ communication skills
As a soft skill, communication ability can be tricky to test.
Luckily, TestGorilla’s Communication test helps you assess how well a candidate:
- Comprehends and interprets written communications
- Interprets non-verbal cues
- Understands a task and derives related tasks
- Can maintain professionalism throughout all communications
3. Critical-thinking skills
Bookkeepers often need critical-thinking skills to help interpret the story behind the numbers.
Simply put, when anomalies or issues occur, bookkeepers can not only identify them but also determine the reasons behind them.
How to test bookkeepers’ critical-thinking skills
The ability to logically analyze and evaluate information is a key bookkeeping skill. TestGorilla’s Critical Thinking test measures candidates’ critical-thinking skills by presenting them with numerical and written data and asking them to:
- Solve syllogisms using deductive reasoning
- Evaluate cause-and-effect relationships
- Interpret sequences and arrangements
- Recognize assumptions
4. Problem-solving skills
Bookkeepers are often problem-solvers by default. Candidates with great bookkeeping skills should be able to:
- Identify potential financial inconsistencies
- Determine the cause of financial anomalies
- Solve financial anomalies and irregularities
How to test bookkeepers’ problem-solving skills
TestGorilla’s Problem Solving test presents candidates with different scenarios and asks them to analyze data and textual information and produce the most appropriate and effective solution. The test covers a candidate’s ability to:
- Create and adjust schedules
- Interpret data and apply logic to make decisions
- Prioritize and apply order based on a given set of rules
- Analyze textual and numerical information to draw conclusions
5. Basic bookkeeping skills: Accounts payable and accounts receivable
The candidate you finally hire must have the most basic bookkeeping skills: accounts payable and accounts receivable.
This includes candidates’ ability to:
- Understand accounting concepts and terms
- Calculate accounting figures
- Competently manage accounting figures
How to test bookkeepers’ accounts payable and accounts receivable skills
The Accounts Payable test and Accounts Receivable test can help you assess candidates’ skills in identifying, recording, and managing accounts receivable and payable by asking them to solve specific calculations. If your company uses Quickbooks for bookkeeping, give your candidates a Quickbooks Online test.
6. Time-management skills
Bookkeepers often have to deal with many different tasks with competing deadlines, so it’s critical for them to have time-management abilities. Your new bookkeeper should be able to:
- Meet deadlines
- Prioritize tasks and handle multiple projects
- Maximize productivity by managing their time effectively
How to test bookkeepers’ time-management skills
TestGorilla’s Time Management test presents bookkeeping candidates with typical workplace scenarios and assesses their ability to manage their time and prioritize, plan, and execute their tasks.
7. Math skills
Mathematical skills arguably form the cornerstone of any bookkeeper’s entire skill set. Math skills enable bookkeepers to:
- Perform financial calculations
- Easily balance a company’s financial books
- Use numerical skills to calculate the sum of various business transactions
How to test bookkeepers’ math skills
TestGorilla’s Numerical Reasoning test is designed to measure a candidate’s ability to interpret and work with numbers.
The test presents candidates with a range of questions involving sequences, fractions, ratios, and percentages. It assesses their ability to:
- Interpret numbers, fractions, and percentages
- Identify number patterns
- Understand text and tables
- Comprehend charts, graphs, and diagrams
8. Data-entry skills
Data entry is a crucial skill for bookkeeping tasks, from calculating accounting figures to recording financial data in general ledgers.
How to test bookkeepers’ data-entry skills
TestGorilla’s Advanced Accounting test helps you identify candidates with great data-entry skills by measuring their knowledge of accounting concepts and ability to calculate accounting figures and manage financial records.
9. Integrity and transparency
In addition to a mixture of hard and soft skills, your bookkeeper also needs to be honest, open, and trustworthy and to fit in with your overall organizational culture.
How to test bookkeepers’ integrity and transparency
It can be difficult to assess how well a candidate’s values align with your company’s.
TestGorilla’s Culture Add test enables you to customize your own assessments to determine whether your candidates align well with the rest of your company.
Wrapping up: Top candidates will have a mix of hard bookkeeping skills and soft skills
Bookkeeping is an extremely detail-oriented and mathematical profession that also requires exceptional communication, problem-solving, and critical-thinking skills.
Assessing this mixture of hard and soft skills is essential for enhancing the efficiency of your hiring process and selecting the best bookkeeping candidate for your organization.
TestGorilla helps you choose the best candidates by evaluating the skills needed for bookkeeping
Now that you know which bookkeeping skills your desired candidates need and how to test them, it’s time to implement skills testing into your hiring process to help you hire only the most qualified candidates.
With TestGorilla, you can create assessments made up of different skills tests to easily compare candidates’ bookkeeping abilities.
Join TestGorilla today and start assessing your bookkeeping candidates for the essential skills.