What Does a Bookkeeper Do? Roles, Responsibilities, and Capabilities

Bookkeeper Overview

Role:
A detail-oriented professional responsible for recording and organizing daily financial transactions for the business.

Key Responsibilities:

• Record sales, purchases, and expenses

• Manage accounts payable and accounts receivable

• Reconcile bank and credit card statements

• Prepare basic financial reports for management

• Support accountants and controllers with financial data

Core Capabilities:

• Data entry and transaction management

• Bank and account reconciliation

• Accounts payable and receivable processing

• Proficiency with bookkeeping software (e.g., QuickBooks, Xero, Sage)

• High level of accuracy and attention to detail

Typical Experience/Expertise Needed:

• Diploma or certificate in bookkeeping, accounting, or a related field (often preferred)

• One to three years of experience in bookkeeping or a related position

• Working knowledge of Canadian sales tax and payroll basics

• Experience with accounting and bookkeeping software

• Good organizational and communication skills

Savvy CFO Advice Box

A reliable Bookkeeper provides the financial foundation your business needs to stay organized, compliant, and prepared for growth.

Looking to strengthen your finance team? Contact your Savvy CFO for support in finding the right talent.