Level 1
Fresher But Experienced Bookkeeper
Level 1 Bookkeeper usually works on tasks like basic bookkeeping, assisting with payroll processing, reconciliation of credit cards, processing Bank reconciliations, and preparing basic financial documents same as Level 2 but the only difference is his background & and US accounting experience.Relevant Experience: Fresher in Global Accounting
Key Skills
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
2+ Years of Experience in Public Accounting (Indian Accounting)
Computer Literacy - Moderate to Good
Quickbooks or Xero trained internally
Basic Microsoft Excel Literacy
Level 2
Bookkeeper
Level 2 Bookkeepers usually work on tasks like basic bookkeeping, assisting with payroll processing, reconciliation of credit cards, processing Bank reconciliations, and preparing basic financial documents.Relevant Experience: 1-2 years
Key Skills
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
1099 Form Preparation
Computer Literacy - Moderate to Good
Quickbooks or Xero Experience
Basic Microsoft Excel Literacy
Level 3
Sr. Bookkeeper
Level 3 Senior Bookkeeper helps in compiling and reviewing financial information. Preparing financial statements, documents, and reports. Same role can help in defining budgets and tracking the financial statements. Assisting with tax filings, accounts receivables, accounts payables, and payroll processing.Relevant Experience: 2-3 years
Key Skills
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
1099 Form Preparation
Computer Literacy - Moderate to Good
Quickbooks or Xero Experience
Basic Microsoft Excel Literacy
Level 4
Accountant / TL
Level 4 Accountant / Team Leader manages the team of bookkeepers on day-to-day basis and provide day-to-day financial reporting services to CPA or client, they also ensure compliance with internal policies and procedures.Relevant Experience: 4+ years
Key Skills
Team Management capability with problem solving attitude
Client communication and Co-ordination
Balance sheet reconciliations
Month end journal entries and adjustments
Month-end close and financial reporting
Review and Preparation of Monthly Bank Reconciliation
Month end financial statements submission for clients
Payroll / Sales Tax / Loan / Investment Account Reconciliation
Assist with business taxes, registrations, and compliance filings
Proficient with Microsoft Office Suite and accounting software
MIS Reporting
Cash flow Analysis and Reporting
KPI Reporting and Analysis (Operational and Core Business KPI)
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts