Practical insight and analysis on the accounting, audit and tax issues impacting not-for-profit organizations.
Finding the Perfect Bookkeeper for Your Organization
Posted by admin Apr 16, 2019 11:13:32 AM
The perfect bookkeeper will seamlessly handle your day-to-day accounting functions, but finding this person can be difficult. Be sure to consider your organization’s needs before actively starting your search.
Crafting a Job Description
Before advertising the position, define the role. Crafting a detailed job description that outlines responsibilities will help you attract qualified candidates and give you a consistent yardstick with which to measure them.
Common bookkeeper responsibilities include:
Preparing and recording accounts payable, accounts receivable and cash receipts
Reconciling bank statements
Posting accounts to the general ledger
Preparing for year-end financial audits
If you’ll be relying on your bookkeeper to send donor acknowledgments, order supplies or handle any other clerical duties, spell out those duties in the job description.
Look for Nonprofit Specialists
Not-for-profits have special bookkeeping challenges that for-profit businesses don’t. At the very least, you want a bookkeeper who understands there are differences, such as accounting for pledges, donated goods and services, and restricted donations. If possible, search for bookkeepers with nonprofit expertise.
Candidates also must be:
Knowledgeable about accounting basics
Willing to learn your organization’s accounting specifics
Attentive to details
Finally, because your bookkeeper will handle cash, financial records and proprietary information, potential hires must be trustworthy and above reproach. Conduct thorough background and credit checks on anyone you’re seriously considering, including following up on any references.
We Can Help
Many organizations hire a bookkeeper because other staff members don’t have the necessary accounting skills. If you’re in that situation, you may wonder how you can judge the accounting acumen of bookkeeper candidates. We can help you define the role and may even be able to offer referrals— please contact us for more information.