Business accounting

How to Interview a Potential Bookkeeper

September 4, 20266 min readFrançais
Hiring manager conducting structured interview with prospective business bookkeeper - Snipay

A guide on what questions to ask and what skills to look for when hiring a bookkeeper.

Preparing for the Interview

Hiring the right bookkeeper is crucial for the financial stability of your business. You need someone who is not only detail-oriented but also understands the specific financial dynamics of your industry.

Before the interview, outline your specific needs, including the software you use and the volume of transactions they will need to handle.

Key Questions to Ask

During the interview, focus on practical experience and problem-solving skills. Ask candidates how they handle discrepancies in bank reconciliations or how they stay updated on changing tax regulations.

It is also valuable to assess their familiarity with modern tools and their ability to collaborate effectively with your broader team or an external online accounting agency.

  • What accounting software platforms are you most proficient in?
  • How do you handle a situation where the books do not balance?
  • Can you explain a complex financial concept in simple terms?

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