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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