Thanks for applying at Tidy Books! The first part of this form contains general questions regarding experience and availability. The second part includes technical bookkeeping questions. If you don’t know the answer, feel free to skip over the question.

Name

First Name

Last Name

Business name and website (if applicable)

General questions

What makes you want to apply for this position?

Please describe previous bookkeeping and/or client experience and list any other qualifications or certifications.

How many hours would you ideally like to work each week/month?

Which hours during the week are you available for live zoom calls, if needed?

Where do you see yourself in your bookkeeping venture two years from now?

Ideal start date?

Do you have any accounting or bookkeeping experience prior to Bookkeeper Launch (if applicable)? How about your experience SINCE Bookkeeper Launch?

Technical Questions. If you don’t the know answer, just say I don’t know. This won’t necessarily disqualify you for the position, we just want to see where you’re at.

Explain what Costs of Good Sold are and give some examples.

What is the Undeposited Funds account used for? And how would you clear out this account?

When analyzing financial statements, such as the Balance Sheet & Profit and Loss, what is the best way to spot potential bookkeeping or classification errors?

What do you do if your bank or credit card reconciliation is not zero?

What is the difference between an expense and a bill? Please explain the difference as it posts in QBO.

When using the bank feed to match a deposit, do you match it to an open invoice or to a payment?

What does it mean if Accounts Receivable is negative?

Have you used the sales tax center in Quickbooks? Describe your experience.

Have you used the Month end review feature in QBO? Describe your experience.

Which integrations have you worked with within Quickbooks? Please describe.

Describe any experience with Paypal, Stripe and Square.