Frequently Asked Questions
Assessment Questions
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Bookkeeping IQ currently offers two assessment options:
Designed for entry-level bookkeeping roles. This assessment evaluates foundational bookkeeping skills, including data entry, bank feeds, accounts payable, accounts receivable, payroll transactions, and bank reconciliations.
Senior Bookkeeper Assessment
Designed for experienced bookkeeping professionals. This assessment evaluates advanced bookkeeping knowledge, including accrual accounting, loan reconciliations, adjusting journal entries, month-end close procedures, and complex problem-solving.
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Each assessment is scored across five key categories:
QuickBooks Skills
Accounting Knowledge
Attention to Detail
Following Directions
Efficiency
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Candidates should plan for approximately one hour to complete the assessment.
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Yes. Every assessment is conducted in a live, proctored environment to ensure results reflect the candidate's own work and abilities.
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If you do not meet the requirements for BookkeepingIQ Certified™ status, you will still receive the assessment results associated with the reporting option you selected. Your results can help identify strengths, highlight areas for improvement, and guide your professional development.
Candidates are eligible for one complimentary retake within 60 days of their original assessment. A different version of the assessment will be administered, and candidates must wait at least 14 days before retesting.
Additional retakes are available at 50% of the original assessment fee and must be completed within 90 days of the original assessment date.
To maintain the integrity of the certification program, candidates are limited to three attempts within a 12-month period. After a third unsuccessful attempt, a six-month waiting period is required before testing again.
Pricing & Results
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Comprehensive Analysis — $450
A detailed report that includes the candidate's test scores, along with evaluator commentary and examples explaining why they scored the way they did.
Performance Overview — $250
A detailed report that includes the candidate’s test scores, along with descriptions and examples explaining why they scored the way they did in the five areas tested.
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Performance Overview
Results are typically delivered within 1–2 business days after the assessment is completed.Comprehensive Analysis
Results are typically delivered within 2–3 business days after the assessment is completed. -
The Performance Overview provides a summary of the candidate's scores across the five evaluation categories.
The Comprehensive Analysis includes those same scores plus detailed written feedback, examples from the assessment, and deeper insight into the candidate's overall performance.
Scheduling
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Getting started is simple. Choose the assessment that best fits your hiring needs, complete your purchase, and you'll receive access to available scheduling options for your candidate.
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Assessment availability varies throughout the week. Once an assessment is purchased, you'll have access to the scheduling calendar, where you can view current availability, and a convenient testing time can be scheduled for the candidate.
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We recommend scheduling the assessment at least one day in advance. This gives candidates time to review the instructions and materials they'll use during the assessment so they can be fully prepared.
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Yes. During the purchase process, you'll have the option to receive the same scheduling confirmations and reminders that are sent to your candidate.
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Candidates should provide as much notice as possible if they need to reschedule. Please contact us directly regarding scheduling changes.
General Questions
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For Employers:
BookkeepingIQ provides live, proctored bookkeeping skills assessments that help firms evaluate candidates before making a hiring decision. Rather than relying solely on resumes and interviews, employers receive objective insight into a candidate's bookkeeping knowledge, QuickBooks skills, attention to detail, and overall performance.For Bookkeepers:
BookkeepingIQ allows bookkeeping professionals to demonstrate their skills through a live, proctored assessment. Candidates can use their results to showcase verified competencies, earn certification if qualified, and stand out to potential employers or clients. -
For Employers:
BookkeepingIQ assessments are designed for accounting firms, bookkeeping firms, CPAs, and hiring managers who want a reliable way to evaluate bookkeeping candidates before extending an offer.For Bookkeepers:
BookkeepingIQ assessments are also designed for bookkeeping professionals who want to validate their skills, strengthen their resumes, pursue certification, and provide independent verification of their abilities to prospective employers or clients. -
For Employers:
A bookkeeping skills assessment helps reduce hiring risk by showing how candidates perform real bookkeeping tasks. It provides a standardized way to compare applicants and identify strengths or skill gaps before investing time and resources in onboarding.For Bookkeepers:
A bookkeeping skills assessment allows you to demonstrate your abilities through verified performance rather than relying solely on a resume or interview. It can help differentiate you from other candidates and provide greater confidence when pursuing new opportunities. -
For Employers:
Interviews are valuable for evaluating communication skills, professionalism, and cultural fit, but they don't always reveal a candidate's ability to perform bookkeeping work. A skills assessment provides objective evidence of what a candidate can actually do.For Bookkeepers:
An interview gives you the opportunity to discuss your experience, but an assessment allows you to prove your skills through demonstrated performance. Verified results and certification can help strengthen your credibility and support the qualifications listed on your resume. -
For Employers:
BookkeepingIQ Certified is a performance-based credential awarded to candidates who complete a live-proctored bookkeeping assessment and meet established competency standards. Candidates who score 80%–89% earn BookkeepingIQ Certified, while candidates who score 90%–100% earn BookkeepingIQ Certified with Honors.For Bookkeepers:
BookkeepingIQ Certified is a credential earned through a live-proctored assessment that verifies bookkeeping proficiency. Candidates who score 80%–89% earn BookkeepingIQ Certified, while candidates who score 90%–100% earn BookkeepingIQ Certified with Honors, recognizing exceptional performance.
What if I don't see my question here?
We're happy to help! Contact us with any questions about our assessments, process, or hiring needs, and we'll be glad to assist you.