Remote Bookkeeper Job Description [Updated for 2025]

In the era of digital transformation, the demand for remote bookkeepers is on the rise.

As businesses continue to transition towards virtual workspaces, the need for skilled individuals who can manage, organize, and maintain the financial records remotely grows stronger.

But let’s delve deeper: What’s truly expected from a remote bookkeeper?

Whether you are:

• A job seeker trying to understand the true nature of this role,
• A hiring manager outlining the perfect candidate,
• Or simply fascinated by the world of remote bookkeeping,

You’re in the right place.

Today, we present to you a customizable remote bookkeeper job description template, designed for easy posting on job boards or career sites.

Let’s dive right into it.

Remote Bookkeeper Duties and Responsibilities

Remote Bookkeepers perform financial and administrative tasks remotely, working with companies to manage their financial records, process transactions, and provide financial reports.

Their duties and responsibilities include:

• Maintaining financial records which includes sales, receipts, payments, and purchases
• Preparing financial reports by collecting, analyzing, and summarizing account information
• Processing payroll and maintaining payroll records
• Managing accounts payable and accounts receivable
• Reconciling bank statements and comparing them with the general ledger
• Ensuring financial security by following internal controls
• Preparing and submitting VAT returns and other tax statements
• Assisting with budget preparation
• Keeping informed of current legislation relating to finance and accounting
• Assisting in the creation and implementation of financial policies and procedures
• Communicating with clients and responding to financial inquiries
• Utilizing accounting software to maintain records and prepare reports

 

Remote Bookkeeper Job Description Template

Job Brief

We are seeking an organized and driven remote bookkeeper to join our growing team at our company.

The remote bookkeeper will be responsible for managing financial records, processing transactions, and generating financial reports.

The successful candidate should be proficient with accounting software, have strong attention to detail, and possess excellent communication skills to work effectively with various team members and departments.

 

Responsibilities

• Manage all aspects of day-to-day bookkeeping and accounting processes including but not limited to: A/P, A/R, payroll, journal entries and bank reconciliation.
• Prepare financial statements such as balance sheets, income statements, and cash flow statements.
• Coordinate with the tax department to ensure accurate and timely tax reporting.
• Maintain accurate financial records and reports for audit purposes.
• Coordinate with team members and departments to verify transaction information.
• Ensure compliance with company policies and relevant regulations.

 

Qualifications

• Proven bookkeeping experience or equivalent.
• Solid understanding of basic bookkeeping and accounting payable/receivable principles.
• Proven ability to calculate, post, and manage accounting figures and financial records.
• High degree of accuracy and attention to detail.
• Proficient in MS Office, particularly Excel, and accounting software (e.g., QuickBooks).
• Associates degree in Finance, Accounting or Business Administration, or equivalent business experience.

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Flexible work schedule
• Paid time off
• Professional development assistance

 

Additional Information

• Job Title: Remote Bookkeeper
• Work Environment: Fully remote, with occasional meetings via video conference.
• Reporting Structure: Reports to the Finance Manager or Chief Financial Officer.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $40,000 minimum to $60,000 maximum
• Location: Remote
• Employment Type: Full-time or Part-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 Remote Bookkeeper Do?

Remote Bookkeepers are financial professionals who manage and maintain a company’s financial records and transactions from a remote location, typically their homes.

They are responsible for tracking all income, expenses, accounts receivable, and accounts payable for businesses.

They maintain financial records, reconcile bank statements, and prepare financial reports.

They also make sure the books are accurate by conducting regular audits and cross-checking the numbers.

Remote Bookkeepers often work with accounting software and technology to perform their tasks effectively, such as QuickBooks, Excel, and cloud computing.

Their role may also involve handling payroll, processing invoices, and preparing tax forms.

They work closely with the company’s management team or business owner to provide financial insight and help them make informed business decisions.

As they work remotely, they need to maintain efficient communication and provide regular updates regarding the financial status of the company.

They also must adhere to all confidentiality and security protocols to protect sensitive financial information.

 

Remote Bookkeeper Qualifications and Skills

A proficient remote bookkeeper should possess a variety of skills and qualifications to fulfill their job role effectively, such as:

• Proficiency in accounting software and platforms, as well as cloud technology to manage financial records remotely.
• Strong analytical skills to review financial data, identify trends or issues, and provide actionable business insights.
• Excellent attention to detail to ensure the accuracy of financial data and compliance with various regulations.
• Superb organizational skills to manage and prioritize multiple clients and tasks, and meet deadlines.
• Effective communication skills to collaborate with clients or teams, explain financial information in a clear, understandable manner and write concise reports.
• Integrity and confidentiality to handle sensitive financial information and maintain privacy.
• Understanding of business practices and principles, and knowledge of applicable laws, codes, and regulations.
• Strong problem-solving skills to troubleshoot issues, and find solutions to various financial challenges.

 

Remote Bookkeeper Experience Requirements

Remote Bookkeepers typically need 1 to 3 years of experience in a bookkeeping or accounting role.

This experience can be gained through positions such as Accounting Assistant, Junior Accountant, or Payroll Clerk.

For entry-level remote bookkeeping roles, companies may accept candidates who have completed relevant courses in bookkeeping or accounting, or who possess an associate’s degree in a related field.

Candidates with more than 3 years of experience usually have developed strong skills in financial software, such as QuickBooks, and have a solid understanding of bookkeeping principles, payroll processes, and tax preparation.

Those with over 5 years of experience may have held a senior bookkeeping position, where they have gained experience in managing financial records, generating financial reports, and overseeing the work of junior bookkeepers.

These professionals are likely to be suitable for remote bookkeeping roles that require supervisory duties.

Certifications, such as Certified Bookkeeper (CB) from the American Institute of Professional Bookkeepers or Certified Public Accountant (CPA), while not always necessary, can enhance a remote bookkeeper’s credibility and potentially open up more advanced roles.

It’s also beneficial for a remote bookkeeper to have experience with remote work tools, as they will often need to collaborate with their team or clients virtually.

 

Remote Bookkeeper Education and Training Requirements

A Remote Bookkeeper typically has a minimum of an associate’s degree in accounting or a related field, although a bachelor’s degree in business or accounting is often preferred.

They need a solid understanding of bookkeeping principles and practices, as well as knowledge of accounting software such as QuickBooks, Excel and other financial tracking systems.

In addition to formal education, practical experience with financial record keeping and reporting, tax preparation, payroll, and general ledger duties is required.

Some employers may prefer bookkeepers who have several years of experience in a similar role.

Certifications, while not always required, can enhance employability.

The Certified Bookkeeper (CB) designation from the American Institute of Professional Bookkeepers (AIPB) or the Certified Public Bookkeeper (CPB) certification from the National Association of Certified Public Bookkeepers (NACPB) are examples of such credentials.

As this role is remote, strong computer and communication skills are essential.

The ability to work independently and maintain confidentiality are also key attributes for this role.

Continued professional development and staying current with financial regulations and advancements in bookkeeping software is beneficial for career progression.

 

Remote Bookkeeper Salary Expectations

A Remote Bookkeeper can expect to earn an average salary of $42,000 (USD) per year.

However, the actual earnings may vary depending on the level of experience, education, and the financial health of the employing company.

 

Remote Bookkeeper Job Description FAQs

What skills does a Remote Bookkeeper need?

A Remote Bookkeeper should have excellent numerical and analytical skills for precise financial record keeping.

They should have proficiency in accounting software and spreadsheet programs.

Communication skills are also important to coordinate with clients or team members.

Time management and organizational skills are crucial to meet deadlines and manage multiple accounts concurrently.

 

Do Remote Bookkeepers need a degree?

Not always, but it is often preferred that Remote Bookkeepers have at least an associate’s degree in accounting or a related field.

However, many employers prioritize relevant experience and practical knowledge in bookkeeping software over formal education.

Professional certifications like Certified Bookkeeper (CB) can also add value to a bookkeeper’s profile.

 

What should you look for in a Remote Bookkeeper resume?

A Remote Bookkeeper’s resume should reflect their proficiency in bookkeeping software and other related applications.

Prior remote work experience can be a plus point, signifying they are capable of managing work independently.

Look for details about their experience managing books for businesses similar to yours.

Evidence of strong communication and time management skills should also be present.

 

What qualities make a good Remote Bookkeeper?

A good Remote Bookkeeper is detail-oriented and has a knack for identifying and resolving discrepancies in financial data.

They should be self-disciplined and reliable, able to work independently and meet deadlines without supervision.

Excellent communication and interpersonal skills are crucial for remote roles as well, to ensure seamless coordination with clients or team members.

 

Is it difficult to hire a Remote Bookkeeper?

Hiring a Remote Bookkeeper can be challenging due to the need for a high degree of trust and reliability in the person managing your financial records remotely.

However, with careful scrutiny of a candidate’s experience, skills, and references, you can find a qualified remote bookkeeper.

Offering flexibility, competitive remuneration, and a supportive work environment can help attract top talent.

 

Conclusion

And there we have it.

Today, we’ve unraveled the intricate tapestry of what being a remote bookkeeper truly encompasses.

Surprise, surprise!

It’s not just about crunching numbers.

It’s about shaping financial stability and success, one transaction at a time.

Armed with our handy remote bookkeeper job description template and real-world examples, you’re ready to take the plunge.

But why limit yourself?

Explore further with our job description generator. It’s your stepping stone to crafting pinpoint-accurate job listings or polishing your resume to shining perfection.

Remember:

Every financial transaction is a crucial part of a larger business structure.

Let’s shape that success. Together.

How to Become a Remote Bookkeeper (Complete Guide)

Unusual but True: Jobs That Are Stranger Than Fiction

Sky’s the Limit: Top High-Paying Careers That Can Change Your Life!

The Loathsome Ladder: The Most Hated Jobs in the Career Climb

The Career Craze: In-Demand Jobs That Are Shaking Up the Scene