How To Interview Bookkeepers

By Ebookkeeperupon.
Most people in the business world who do not work in5. If you are collecting on Accounts Receivable and
Accounting may have difficulty interviewingyou realize that there is no record of a customer's
Accountants and Bookkeepers. This is mainly due tophone number around, how would you proceed to get
the fact that their knowledge of the subject is limited.in contact with the customer about the open
Furthermore, the subject of Bookkeeping andreceivable?
Accounting alone can put some people asleep fasterAnswer: Again answers can vary on this question, but
then some cold medicines.the person should be able to track down a number by
This article will help you get through some basics ofusing the internet or calling an information directory for
interviewing for these types of bookkeeping positions.the listing with the address the product shipped to. With
We will jump right into the meat and potatoes of themodern day's ease of obtaining information the last
subject and assume you already know the otherthing you want is a person who just does not do
basics of interviewing candidates.anything.
Bookkeeping and Accounting can cover a large rangeWhat to ask the advanced bookkeeper in an
of experience and skills. So to simplify these interviewinterview. First let's define what an advanced
questions for bookkeepers, there are two differentbookkeeper is.
interviewing groups we will focus on.B. Definition of an Advanced Bookkeeper: A person
The two groups are:who has a good understanding of paper and record
A. Standard Bookkeeperflow in a business. This person should be able to easily
B. Advanced Bookkeeperunderstand Accounting processes and procedures in
What to ask the standard bookkeeper in an interview.an organization. They usually have at least some
First let's define what a standard bookkeeper is.college experience or an Associates / Bachelors
A. Definition of a Standard Bookkeeper: A person whodegree in Accounting. However, years of experience
has a general understanding of paper and record flowdoing bookkeeping could qualify for not having a
in a business. For example this person shoulddegree. An advanced bookkeeper should also be able
understand customer invoicing and how that relates toto understand more about financial statements,
accounts receivable. They should also understand howcomputer systems, and the general ledger then the
the company purchases from vendors and thestandard bookkeeper. In some cases an advanced
importance of coding invoices into the accountsbookkeeper is capable of running all of the accounting
payable system. Lastly, the Standard Bookkeeperfunctions of a company. Professional Bookkeepers
should work under the guidance of a morecan also be CPA's, Accounting Managers, Controllers,
experienced Accountant which could even be yourand CFO's.
outside CPA firm. Typically, the Standard BookkeeperFive Interview questions for an Advanced
is not responsible for setting up your chart of accounts,Bookkeeper: (Please note: sometimes there could be
preparing financial statements, or handling majordifferent answers to the same question. It helps if you
financial matters. This person should be viewed as aunderstand what you are asking as well. If a potential
processor of information.bookkeeper gives a different answer then what you
Five Interview questions for a Standard Bookkeeper: (expected, just ask if they could explain more.)
Please note: sometimes there could be different1. What is the difference between a Profit and Loss
answers to the same question. It helps if youStatement and a Balance Sheet Statement?
understand what you are asking as well. If a potentialAnswer: A Profit and Loss Statement (or Income
bookkeeper gives a different answer then what youStatement) is used to measure how a company
expected, just ask if they could explain more.)performed financially over a set period of time, such
1. What is an Asset and what is a Liability?as a month, quarter, or year. A Balance Sheet
Answer: An Asset is something of value to benefit aStatement reflects the companies overall financial
company. Some examples of an Asset would behealth in terms of what the company has in resources
Cash, Accounts Receivable, Inventory, and Fixed(assets) and what the company owes (liabilities).
Assets. Liabilities are what are owed by a business.2. Under the accrual basis of accounting (which most
Some examples of Liabilities would be Accountscompanies use) when are expenses recognized?
Payable, Bank Loans, and Accrued Accounts.Answer: Expenses are recognized when they happen
2. What is a Journal Entry?in accrual basis accounting. For example: When a
Answer: A journal entry records the accountingpurchase is made with net 30 day terms,that purchase
information for a business transaction. The entry isexpense is recorded at the time of obtaining the
made in a journal and then usually posted to thegoods or service.
general ledger.3. What is Depreciation?
3. In Accounts Receivable, how would you handle aAnswer: Depreciation is the process that spreads out
customer who disputes they received a shipment orthe cost of an asset over its useful life as determined
service from the company and therefore shows noby the IRS. So instead of all the cost of the asset
amount is owed?being expenses in one year it could be spread out
Answer: Of course answers could vary, but typicallyover several years. There are several different types
the bookkeeper should verify that the shipment orof depreciation used by companies but the most
service took place and provide supporting backup tocommon is the straight line method which simply
the customer that could include a Bill of Lading showingdivides the cost by the useful years of the asset.
the shipment was delivered to the company, or a4. The General Ledger Chart of Accounts can be
signed service contract with the work performed insummarized into five main account groupings. What
detail, and a copy of the invoices in question.are these accounts?
4. In Accounts Payable when the company makes aAnswer: *Income (Sales) *Expenses (Cost of Sales)
purchase and receives an invoice, what should be*Assets
verified before making the payment to the vendor?*Liabilities *Owners Equity or Net Worth.
Answer: Generally, a company purchase order is5. What does the inventory methods FIFO and LIFO
matched up against a receiving document or packingstand for?
slip and lastly verified against the invoice for theAnswer: FIFO = First In First Out. LIFO = Last In First
correct quantities and pricing received and agreedOut.