OUR SERVICES: BOOKKEEPING

Accounts Receivable Bookkeeper

What does an Accounts Receivable Bookkeeper do?

An Accounts Receivable Bookkeeper, also known as an Accounts Receivable Clerk, is responsible for managing the collection of payments owed to a company by its clients or customers. Their duties include generating and sending invoices, tracking and recording payments received, and reconciling accounts to ensure accuracy. Accounts Receivable Bookkeepers communicate with clients regarding overdue payments, resolve billing discrepancies, and maintain customer records. They play a vital role in maintaining positive cash flow by monitoring accounts receivable balances and following up on outstanding invoices to ensure timely payment and minimize bad debts.

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Tier 1

.

 1 to 2
years of
experience

Tier 2

.

 3 to 5
years of
experience

Tier 3

.

 > 5
years of
experience

ABOUT THE ROLE

Roles and Responsibilities

  • Generating and sending invoices to clients or customers promptly.
  • Tracking and recording payments received accurately.
  • Reconciling accounts receivable to ensure accuracy.
  • Communicating with clients regarding overdue payments and resolving billing discrepancies.
  • Maintaining customer records and updating account information.
  • Monitoring accounts receivable balances and following up on outstanding invoices to ensure timely payment and minimize bad debts.

Day-to-Day Duties

  • Generating and sending invoices to clients.
  • Recording payments received and updating accounts.
  • Reconciling accounts receivable.
  • Communicating with clients regarding overdue payments.
  • Monitoring and following up on outstanding invoices.

SKILLS AND TOOLS

Soft Skills

  • Communication skills
  • Attention to detail
  • Customer service orientation
  • Problem-solving abilities
  • Time management
  • Integrity
  • Adaptability
  • Teamwork

Hard Skills

  • Invoicing
  • Payment processing
  • Account reconciliation
  • Financial record-keeping
  • Knowledge of accounting software
  • Understanding of financial regulations

Tools

QuickBooks, Xero, or FreshBooks 70%
Salesforce or Zoho CRM help Accounts Receivable Bookkeepers 90%
PayPal, Square, or Stripe 80%

Education

Common Educational Backgrounds and Careers for this Role:

  • Public Accounting
  • Business administration
  • Forensic Finance
  • Bookkeeping Certificate
  • Associate’s Degree
  • Bachelor’s Degree
  • Business Management
  • Accounts Receivable Certification
  • Financial Management
  • Mathematics

CANDIDATES TESTS

Tests & Evaluations for Candidates

QuickBooks

QuickBooks Online (UK and US version) test to hire

8/10

Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

GAAP

Use the Financial accounting (US GAAP) test to hire

8/10

Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

IFRS

Use the Financial accounting (IFRS) test to hire

8/10

Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.