Bookkeeping Consultant Job Description [Updated for 2024]

bookkeeping consultant job description

In today’s business world, the importance of bookkeeping consultants can’t be overstated.

As businesses grow and evolve, so does the need for experienced professionals who can accurately maintain, organize, and analyze financial records.

But what exactly is expected from a bookkeeping consultant?

Whether you are:

  • A job seeker trying to understand the scope of this role,
  • A hiring manager defining the perfect candidate,
  • Or simply intrigued by the intricacies of bookkeeping consultancy,

You’re in the right place.

Today, we present a customizable bookkeeping consultant job description template, designed for effortless posting on job boards or career sites.

Let’s delve right into it.

Bookkeeping Consultant Duties and Responsibilities

Bookkeeping Consultants help businesses manage their finances by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations.

They are often responsible for managing all financial transactions, from fixed payments and variable expenses to bank deposits and budgets.

Their duties and responsibilities include:

  • Assist in setting up and maintaining the company’s financial systems and processes
  • Analyze financial information and summarize financial status
  • Verify, allocate, post and reconcile accounts payable and receivable
  • Prepare financial statements and produce budget according to schedule
  • Complete tax forms in compliance with legislation and regulations of the government
  • Process payroll information, maintaining confidentiality and securing financial information
  • Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports
  • Provide technical support and advice on management accounting
  • Identify and recommend improvements to current financial processes and procedures
  • Stay updated with changes in financial regulations and legislation


Bookkeeping Consultant Job Description Template

Job Brief

We are seeking an experienced and detail-oriented Bookkeeping Consultant to assist our clients with their financial and accounting needs.

The Bookkeeping Consultant will be responsible for managing and overseeing financial data, ensuring that all financial transactions are accurately recorded, and providing financial advice to our clients.

The ideal candidate has a strong background in accounting, excellent attention to detail, and outstanding problem-solving skills.



  • Provide bookkeeping and accounting services for clients
  • Prepare and maintain financial records
  • Reconcile bank statements and calculate tax payments and returns
  • Advise clients on financial issues and decisions
  • Ensure compliance with financial regulations and guidelines
  • Prepare reports detailing financial status and risks
  • Collaborate with clients to improve financial processes
  • Stay updated with industry trends and current financial legislation



  • Proven work experience as a Bookkeeper, Accountant or relevant role
  • Excellent knowledge of accounting regulations and procedures
  • Hands-on experience with accounting software, like QuickBooks and Microsoft Excel
  • Advanced MS Excel skills including VLOOKUPs and pivot tables
  • Strong attention to detail and good analytical skills
  • BSc degree in Accounting, Finance or relevant degree
  • Additional certification (CPA or CMA) is a plus



  • Flexible working hours
  • Professional development opportunities
  • Health insurance
  • Retirement plan
  • Paid time off


Additional Information

  • Job Title: Bookkeeping Consultant
  • Work Environment: This role typically operates in an office environment, with the possibility of some remote work depending on client needs.
  • Reporting Structure: Reports to the Lead Consultant or Business Development Manager.
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $45,000 minimum to $75,000 maximum
  • Location: [City, State] (specify the location or indicate if remote)
  • Employment Type: Full-time
  • Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].


What Does a Bookkeeping Consultant Do?

A Bookkeeping Consultant provides professional advice and assistance to individuals and businesses in managing their financial records.

They can work independently or as part of an accounting firm.

They are responsible for recording financial transactions, including purchases, sales, receipts, and payments by an individual or organization.

They also ensure that all transactions are recorded in the correct daybook, suppliers’ ledger, customer ledger, and general ledger.

A Bookkeeping Consultant will bring the books to the trial balance stage, prepare invoices, manage payroll, and complete tax returns.

They also reconcile accounts to ensure their accuracy, produce financial reports, and provide insights on these reports.

In addition to these tasks, a Bookkeeping Consultant may also help set up bookkeeping systems or improve existing ones, train the client’s staff in bookkeeping, and provide professional advice to help clients improve their financial management.

Moreover, they are often responsible for providing ongoing bookkeeping support and troubleshooting any bookkeeping problems that may arise.

They need to stay updated with changes in financial regulations to provide accurate advice to their clients.


Bookkeeping Consultant Qualifications and Skills

A proficient Bookkeeping Consultant should have the qualifications and skills that align with the specific job description, such as:

  • Thorough understanding of financial and accounting principles to provide effective consulting services and strategies.
  • Strong attention to detail and ability to handle sensitive information with discretion and a high level of accuracy.
  • Strong time management skills to complete work within deadlines and prioritize tasks effectively.
  • Excellent communication skills to effectively explain financial concepts and advice to clients, understanding their requirements and addressing their queries.
  • Proficient in using bookkeeping software, spreadsheets and databases to record financial transactions, prepare reports, and manage financial records.
  • Problem-solving skills to identify and resolve discrepancies in financial records.
  • Customer service skills to build and maintain long-term relationships with clients, ensuring their satisfaction and loyalty.
  • Knowledge of tax laws and regulations relevant to the client’s industry to provide accurate and timely advice.
  • Capability to work independently and within a team, demonstrating good interpersonal skills.
  • Ability to maintain professional development and education to stay updated on the latest industry trends, regulations, and practices.


Bookkeeping Consultant Experience Requirements

Bookkeeping consultants often start their journey with a degree in a relevant field such as accounting or finance.

This theoretical knowledge can be augmented with practical experience from internships, part-time roles, or entry-level jobs within the finance department of a company.

At the entry-level, a bookkeeping consultant may have 1 to 2 years of experience in roles such as a junior bookkeeper, accounting clerk, or accounting assistant.

This practical experience equips them with the knowledge to handle tasks such as maintaining financial records, processing payments, or conducting daily banking activities.

Bookkeeping consultants with more than 3 years of experience may have had the opportunity to work with various financial software and systems, thus developing their technical skills.

These professionals may have also gained experience in roles like a staff accountant, senior bookkeeper, or finance officer.

Those with more than 5 years of experience often have significant knowledge of financial regulations and tax laws.

They may also have had some leadership experience, managing a team of junior bookkeepers or overseeing a company’s financial operations.

Such individuals are typically prepared for more strategic roles, providing guidance and advice to businesses on financial management and bookkeeping best practices.

Some organizations may also value certifications such as the Certified Bookkeeper (CB) designation, which demonstrates advanced knowledge in the field of bookkeeping.

Thus, acquiring such certifications can be an additional experience requirement for a bookkeeping consultant role.


Bookkeeping Consultant Education and Training Requirements

To become a Bookkeeping Consultant, one typically needs to have a minimum of an associate degree in accounting, finance, or a related field.

Some employers may prefer candidates with a bachelor’s degree.

The curriculum of these degrees usually covers subjects such as financial accounting, managerial accounting, taxation, and auditing.

These provide a comprehensive understanding of how businesses operate financially, which is a critical aspect of bookkeeping.

Bookkeeping Consultants must also have a strong understanding of accounting software such as QuickBooks, Sage, and others.

Familiarity with these tools allows them to efficiently and accurately maintain financial records.

For higher level positions, employers may require certification from a recognized professional accounting body.

The Certified Bookkeeper (CB) designation, offered by the American Institute of Professional Bookkeepers (AIPB), is a common certification.

To earn the CB designation, candidates must have at least two years of bookkeeping experience, pass a four-part examination, and adhere to a code of ethics.

Experience in the field is also highly valuable.

Many Bookkeeping Consultants start their careers in entry-level bookkeeping or accounting positions to gain practical experience.

Continuing education is also important as it helps Bookkeeping Consultants stay updated with changing financial laws and regulations.

They can pursue advanced courses or attend workshops and seminars related to their field.

In addition to these formal education and training requirements, Bookkeeping Consultants need to have excellent attention to detail, strong organizational skills, and good communication skills.


Bookkeeping Consultant Salary Expectations

A Bookkeeping Consultant can expect to earn an average salary of $52,000 (USD) per year.

The actual earnings can fluctuate depending on factors such as years of experience, level of education, geographical location, and the size and type of the employing organization.


Bookkeeping Consultant Job Description FAQs

What skills does a Bookkeeping Consultant need?

Bookkeeping Consultants need to have a keen attention to detail, as they are often responsible for maintaining accurate financial records.

They should have strong numerical skills, and a good understanding of accounting and financial principles.

Proficiency in bookkeeping software, spreadsheets, and databases is also required.

They should also have strong organizational and problem-solving skills, as well as the ability to communicate effectively with clients.


Do Bookkeeping Consultants need a degree?

Although not always necessary, many Bookkeeping Consultants have a degree in finance, accounting, or a related field.

Having a Certified Public Accountant (CPA) or Certified Bookkeeper (CB) designation is also beneficial and can enhance career prospects.

However, relevant experience in bookkeeping or accounting can also be highly valued.


What should you look for in a Bookkeeping Consultant resume?

A resume for a Bookkeeping Consultant should highlight relevant work experience in financial record keeping, proficiency in bookkeeping software, and knowledge of accounting principles.

Education in accounting or a related field, and any certifications in bookkeeping or accounting, are also important to note.

Look for candidates who demonstrate a good understanding of financial principles and regulations, and who have a proven track record of maintaining accurate records.


What qualities make a good Bookkeeping Consultant?

A good Bookkeeping Consultant is meticulous and detail-oriented, as they are often responsible for managing and auditing financial records.

They should have strong analytical skills to interpret financial information and forecast business needs.

They also need to be trustworthy, as they handle confidential financial information.

Good communication skills are key, as they need to explain complex financial information to clients.


Is it difficult to hire Bookkeeping Consultants?

Hiring a Bookkeeping Consultant can be challenging due to the specific skills and experience required for the role.

It is important to find a candidate who not only has the required technical skills, but also understands the unique financial needs of your business.

Offering competitive salaries and benefits, as well as opportunities for professional development, can attract top candidates.



And there you have it.

Today, we’ve unraveled the intricacies of what it truly entails to be a Bookkeeping Consultant.


It’s not just about crunching numbers.

It’s about shaping financial stability, one ledger at a time.

Armed with our handy Bookkeeping Consultant job description template and real-life examples, you’re ready to take the plunge.

But why halt your momentum?

Go beyond with our job description generator. It’s your next move towards meticulously tailored job listings or perfecting your resume to a tee.

Bear in mind:

Every financial entry is part of a larger fiscal narrative.

Let’s mold that story. Together.

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