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Finance & professional services
Bookkeeping assistant
You record transactions, reconcile accounts, chase invoices and prepare figures for an accountant.
- Beginner-friendly
- Some experience helps first
- Experience
- Some experience helps
- Education
- Certificate or diploma helps
- Portfolio
- Not usually required
- Communication
- Moderate written English
- Technical difficulty
- Medium
- Typical preparation time
- 8–12 weeks of focused preparation
Common tasks
- Recording income and expenses
- Reconciling bank statements
- Preparing invoices and chasing payment
- Producing monthly summaries
Transferable skills you may already have
- Financial organisation
- Attention to detail
- Record keeping
- Numeracy
Remote-work skills this role needs
- Secure document handling
- Monthly reporting
- Async queries
Role-specific skills
- Double-entry basics
- Reconciliation
- Accounts payable and receivable
- Spreadsheets
Recommended tools
- QuickBooks
- Xero
- Excel
- Google Sheets
Suggested practice projects
- Reconcile a sample month of transactions and document the discrepancies
- Build a monthly cash-flow summary template
Readiness checklist
- I can explain what this role does day to day
- I have practised with: QuickBooks, Xero, Excel
- I have at least one work sample I can share
- My CV uses the keywords for this role
- I have prepared answers to the interview questions below
Common job titles and search keywords
Bookkeeping assistantAccounts assistantFinance administratorreconciliationaccounts payableQuickBooksXeromonth-end
Likely interview questions
- How do you approach a bank reconciliation that will not balance?
- What checks do you run before month-end close?
CV guidance
Name the accounting software you have used and the transaction volumes you handled.
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