Bookkeeping Skills Assessment
A Smarter Way to Evaluate Bookkeeping Candidates
Whether you’re hiring for the first time or evaluating a current employee, it’s normal to feel uncertain about a bookkeeper’s true skill level.
Not every bookkeeper has the same level of expertise, and hiring a bookkeeper based on a resume alone can lead to costly mistakes.
Our skills assessment helps you identify candidates who truly understand bookkeeping fundamentals.
Bookkeeping Skills assessment
Our Bookkeeping Skills Assessment are proctored or unproctored evaluations designed by experienced bookkeepers with over 30 years of expertise.
We Assess: QuickBooks Online proficiency, core accounting knowledge, attention to detail, ability to follow directions, and efficiency under time constraints
All our assessment include:
SELF-SCHEDULING
Receive a link after purchase to schedule the assessment or forward it to your candidate.
Clear guidance
Candidates receive detailed instructions and all required
materials
Hands-On Access
One hour of direct access to QuickBooks Online where the candidate completes assigned tasks.
Direct results
You receive a performance summary within just a few business days
How it works
Purchase your assessment plan
Receive the scheduling link after purchase
Candidate (or you) schedules their assessment
Candidate provided instructions for the assessment, documents and link to access the test
Candidate has one hour to complete the test at the scheduled time
Direct Results – within 2-3 business days
Choose between UNproctored and proctored
After purchase, you’ll receive a scheduling link to book your candidate’s assessment or share it with them directly. Once scheduled, the candidate will receive their test instructions and materials.
Unproctored
Our unproctored skills assessment is ideal for straightforward evaluations without added supervision.
Independent testing environment – Candidates complete the assessment on their own
Prompt results – Receive a clear performance summary within 1–2 business days
This option provides an efficient way to evaluate QuickBooks Online proficiency.
Proctored
Our proctored skills assessment adds an extra layer of accuracy and integrity through live monitoring.
Supervised evaluation – One hour of remote access via Zoom under live supervision
Detailed analysis – Comprehensive results with performance examples within 2–3 business days
This option ensures a closely monitored experience with deeper insights into your candidate’s capabilities.
"When hiring someone new to handle the finances, you want to be 100% sure they can do the job, and do it well.
That’s why I created the Bookkeeper Skills Assessment. It provides great insight into seeing a candidate’s skills and abilities in action, before you bring them on board.
My goal is to give you the clarity you need to hire with confidence and avoid the stress and costly headaches of the wrong hire."
— Jenny
Wherever you are in the process, we can help you find clarity and confidence.
No more guessing, our assessments reveal true skills and help you make the kind of hiring decisions that just make cents for your business.