Proctored testing
prior to hire.
It just makes cents.
Bookkeeping Skills Assessment
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 assessments 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 the Assessment That Fits Your Hiring Needs
You can also choose between two reporting options:
Detailed Evaluation
$300
Includes a complete breakdown of the candidate’s performance, along with detailed explanations and examples supporting the scores received in each area tested.
Ideal for employers who want deeper insight into a candidate’s strengths and weaknesses.
Junior Bookkeeper
Designed for entry-level or early-career bookkeeping candidates, this assessment evaluates foundational bookkeeping and QuickBooks skills.
Areas covered include:
Data entry
Bank feeds
Checking account reconciliation
Income and expenses
Accounts payable (bills & bill payments)
Accounts receivable (invoicing & undeposited funds)
Payroll wages & taxes
Equity and owner draws
Senior Bookkeeper
Designed for experienced bookkeeping professionals, this assessment evaluates more advanced accounting knowledge and problem-solving abilities.
Areas covered include:
Checking account reconciliation
Loan reconciliation (principal & interest)
Accounts payable workflows
Accounts receivable workflows
Payroll wages & taxes
Equity and owner draws
Adjusting journal entries
Financial reporting
Identifying and correcting bookkeeping errors
Summary Evaluation
$150
Includes a high-level overview of the candidate’s assessment scores and overall performance.
Perfect for employers who want a quick snapshot of a candidate’s bookkeeping abilities.
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.
"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.