A Better Way to Verify Bookkeeping Skills
BookkeepingIQ combines live proctoring, real-world bookkeeping tasks, and standardized evaluation criteria to bring confidence and credibility to every assessment.
Step 1
Choose the Assessment That Fits the Role
Select either the Junior Bookkeeper or Senior Bookkeeper assessment based on the skills being evaluated.
Whether you're hiring a candidate or validating your own skills, each assessment is designed to measure real-world bookkeeping competency.
Designed for entry-level bookkeeping positions.
Evaluates data entry, bank feeds, reconciliations, A/P, A/R, payroll transactions, and more.
Junior Bookkeeper
Designed for experienced bookkeeping professionals.
Evaluates month-end close procedures, accrual accounting, loan reconciliations, adjusting entries, and complex problem-solving.
Senior Bookkeeper
Step 2
Choose the Reporting Option That Fits Your Needs
Decide how much detail you'd like to receive after the assessment is complete with either a
Performance Overview or a Comprehensive Analysis.
Performance Overview
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
Comprehensive Analysis
A detailed expert evaluation of the candidate’s performance.
Includes all scores from the performance overview evaluation plus:
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.
Cost: $450
Best for: Final-stage hiring decisions where deeper insight is needed
Turnaround time: 2–3 business days
Step 3
Schedule the Assessment
After purchase, access will be given to the scheduling calendar.
For Employers: The scheduling link will be sent directly to your candidate so they can schedule their own assessment. It will be sent to the email address that you provide for them during checkout.
For Bookkeepers: The scheduling link will be shared with you to schedule a time that works best for you.
Step 4
Candidate Completes the Assessment
At the scheduled time, the participant joins a private Zoom session with a BookkeepingIQ proctor.
They are granted access to a QuickBooks Online file in a controlled, live environment and given one hour to complete the required assessment tasks.
During this time, the candidate works independently while their performance is observed to ensure results reflect their true skill level.
Step 5
Performance Evaluation
Once the assessment is complete, we review and score the candidate’s work.
Each assessment is evaluated across five key areas:
QuickBooks Skills
Accounting Knowledge
Attention to Detail
Following Directions
Efficiency
This ensures you receive a clear, consistent, and objective view of how the candidate performs in real-world bookkeeping tasks.
Step 6
Receive Results
Depending on the reporting option you chose, you’ll receive your selected report within the stated turnaround time.
Employers gain objective insight into a candidate's bookkeeping abilities before making a hiring decision. No assumptions. No surprises. Just the information you need to make a confident hiring decision.
Bookkeepers receive independent verification of their skills and may qualify for BookkeepingIQ Certified or BookkeepingIQ Certified with Honors recognition.
What Certification Means
BookkeepingIQ Certified is awarded to candidates who demonstrate verified bookkeeping proficiency through a live-proctored assessment. All certifications remain valid for two years from the date awarded.
BookkeepingIQ Certified
Awarded to candidates who achieve a score of 80%–89% while meeting competency standards in each evaluation category.
BookkeepingIQ Certified with Honors
Awarded to candidates who achieve a score of 90%–100% while meeting competency standards in each evaluation category, recognizing exceptional bookkeeping proficiency.
A Better Standard for Evaluating Bookkeeping Skills
BookkeepingIQ combines real-world tasks, live proctoring, and standardized evaluation criteria to create a more objective way to measure bookkeeping competency.
Real-world tasks completed in QuickBooks Online
Live-proctored assessments for verified results
Standardized evaluation across five key skill areas
Clear reporting designed to support informed decisions
Certification opportunities for qualifying candidates
Put Skills to the Test
Whether you're hiring a bookkeeper or looking to validate your own skills, BookkeepingIQ provides a clear path to confident decisions and verified results.