Junior Bookkeeper Assessment
Verify foundational bookkeeping skills before you hire.
Designed for entry-level bookkeeping positions, this live-proctored assessment evaluates a candidate's ability to perform the day-to-day bookkeeping tasks required to keep financial records accurate and up to date.
Is This the Right Assessment for Your Role?
The Junior Bookkeeper Assessment is ideal for candidates responsible for entering transactions, maintaining records, processing accounts payable and receivable, and completing basic reconciliations.
This assessment is often used when hiring:
Junior Bookkeepers
Bookkeeping Assistants
Accounting Clerks
Entry-Level Accounting Staff
Administrative Professionals with Bookkeeping Duties
Areas Covered
Cash Basis Reporting
Data Entry
Bank Feeds
Expense Categorization
Checking Account Reconciliation
Accounts Payable & Accounts Receivable
Payroll Wages, Taxes & Liabilities
What Skills Are Tested?
Candidates complete real-world bookkeeping tasks in a live, proctored environment while demonstrating their ability to work accurately and efficiently in QuickBooks Online.
Asset vs. Expense Classification
Owner's Draw Transactions
Estimated Tax Payments
Identifying Missing Transactions
Correcting Basic Posting Errors
Updating Vendor Information
Experience Matters.
Capability Matters More.
A junior bookkeeper should be able to accurately enter transactions, manage bank feeds, process accounts payable and receivable, complete reconciliations, and maintain accurate financial records.
Five Areas of Evaluation
QuickBooks Skills
Ability to navigate QuickBooks Online and complete bookkeeping tasks accurately.
Accounting Knowledge
Understanding of basic bookkeeping and accounting concepts.
Attention to Detail
Ability to identify errors, inconsistencies, and missing information.
Efficiency
Ability to complete work accurately within the allotted timeframe.
Following
Directions
Ability to complete tasks according to instructions provided.
Choose the Level of Insight You Need
Both options include the same live-proctored Junior Bookkeeper Assessment.
The difference is the level of reporting and insight you receive afterward.
A clear, concise summary of the candidate’s performance.
Includes scores across all five evaluation categories:
QuickBooks Skills
Accounting Knowledge
Attention to Detail
Following Directions
Efficiency
Certification is awarded to a candidate who demonstrates competency of 80% or higher.
Cost: $250
Best for: Quick candidate screening and early-stage evaluation
Turnaround time: 1–2 business days
Designed for entry-level bookkeeping positions, the Junior Bookkeeper Assessment evaluates a candidate's ability to perform essential bookkeeping tasks with accuracy and efficiency.
Performance Overview Includes
The Performance Overview provides summary scores for the five key areas evaluated during the assessment:
QuickBooks Skills
Accounting Knowledge
Attention to Detail
Following Directions
Efficiency
Assessment Details
One Hour Live-Proctored Assessment
Results Delivered Within 1–2 Business Days
A detailed expert evaluation of the candidate’s performance.
Includes all scores from the performance overview evaluation plus:
Written Performance Evaluation
Identifies strengths and areas for improvement
Specific examples from the assessment
Certification is awarded to a candidate who demonstrates competency of 80% or higher.
20-Minute Assessment Results Consultation – one-on-one review with proctor of candidates’ scores and performance.
Cost: $450
Best for: Final-stage hiring decisions where deeper insight is needed
Turnaround time: 2–3 business days
Designed for entry-level bookkeeping positions, the Junior Bookkeeper Assessment evaluates a candidate's ability to perform essential bookkeeping tasks with accuracy and efficiency.
Comprehensive Analysis Includes
Scores for all five evaluation categories
Written Performance Evaluation
Overall performance rating
Identifies strengths and areas for improvement
Specific examples from the assessment
Certification is awarded to a candidate who demonstrates competency of 80% or higher.
20-Minute Assessment Results Consultation – one-on-one review with proctor of candidates’ scores and performance.
Assessment Details
One Hour Live-Proctored Assessment
Results Delivered Within 2–3 Business Days
Don't Discover Skill Gaps After You Hire
Resumes and interviews can only tell you so much.
The Junior Bookkeeper Assessment provides objective insight into how a candidate performs real bookkeeping work before you make a hiring decision.
See how candidates apply their skills
Compare applicants using standardized scoring
Identify training needs before onboarding
Reduce hiring risk and uncertainty
Hire the Right Bookkeeper the First Time
See what candidates can actually do before extending an offer.