How to Become A Bookkeeper (A Complete Guide)

errors and omissions insurance

Bookkeeping is an excellent place to begin if you want to enter the finance sector. Bookkeeping offers many job opportunities with fewer educational requirements than other accounting and finance positions.


A bookkeeper is an essential part of every business. Bookkeepers ensure that the financial records of interactions are accurate and up-to-date. This helps companies make informed financial decisions, focus on their business growth and grow. There are many opportunities for bookkeepers in the workplace, as well as remote bookkeepers and freelancers.

Learn more about bookkeeping and typical responsibilities. Also, learn how to become a Bookkeeper.


What is bookkeeping?

The accounting process includes recording financial transactions. It could be how a company tracks client invoices, bills, receipts or other purchases. The creation of financial reports and payroll processing is also part of bookkeeping.


The bookkeeping process of a business can vary depending on the accounting methods used, the type of company, its size, its use of technology and other factors. Bookkeeping helps businesses:


Get detailed financial information easily

Make informed financial decisions based on the current economic condition of your business

Prepare for the tax season and any audits

Bookkeeping policies and procedures must be in place to ensure that company records are accurate and up-to-date. Business owners, for example, must be careful to keep their finances and those of the business separate. Smaller enterprises might use single-entry accounting, while larger companies are more likely to use double-entry. You may be asked to teach the industry how to maintain financial records.


What is the role of a bookkeeper?

The bookkeeper is responsible for recording all financial transactions relating to the business. Some individuals hire bookkeepers to keep track of their finances.

Bookkeepers are responsible for accurately recording a client’s financial transactions, including their income and expenditures. Some bookkeepers must also ensure that monetary transactions are legal and compliant.


Here are some examples of tasks that a bookkeeper might complete:

Budgeting and cash flow reports

Payroll processing

Inventory tracking and recording

Accounting payables must be up-to-date so the company knows what it owes.

Invoices are sent to customers for services and purchases to let them know what they owe.

All Balance Sheet Accounts are to be Reconciled

Accounting for all transactions to ensure accurate financial statements

Checking and updating the general ledger

Online Banking

Apps from 3rd parties may be used to track revenue and payments

Accounting principles, policies and procedures

Prepare accurate financial reports for owners/shareholders

Bookkeepers are often involved with numbers and data. Many processes, policies and procedures require detailed tasks to ensure financial accuracy.


Start your bookkeeping career in Texas.

Texas offers a rich tapestry of opportunities and a thriving business landscape in the southern United States. Whether you are starting a career or looking to advance in bookkeeping, Texas provides a favourable environment for growth and success. With its diverse industries spanning from energy and manufacturing to technology and finance, Texas offers a dynamic market that demands skilled and dedicated professionals. Embrace the spirit of entrepreneurship and seize the chance to make your mark in bookkeeping in the Lone Star State.


If you work as a bookkeeper in Texas, consider obtaining errors and omissions insurance. Being well-informed about the appropriate insurance coverage can offer security for your professional journey and financial well-being.


How to Become a Bookkeeper

If required by an employer, bookkeepers do not need to be certified or have a specific education. Completing a bookkeeping certificate program will teach you the basics of accounting and how to perform tasks in bookkeeping and can set you apart.


A bookkeeping job, such as a training or internship placement, may allow you to receive on-the-job instruction. You can also use online courses or certification programs to become an independent bookkeeper.


Self-taught Bookkeepers can learn bookkeeping and accounting from various resources, including books, seminars, courses and online courses. Accounting software like QuickBooks can help you learn about bookkeeping and many businesses technology.


Many employers, however, require that you have additional education, such as a degree from a college. Consider earning an associate degree or bachelors in accounting or business management. This may take longer and cost more, but it could open the doors to higher-level jobs.


Whatever your choice, you should develop the following skills:

Double-entry accounting

Payroll management: How to do it?

Accounts payable and receivable

Accounting and Finance Skills

Accounting software and technology

Data entry and analytics


Leadership, negotiation and presentation skills are among the job skills that employers look for.

Once you are confident that you have the necessary education, you may apply for jobs and create your own bookkeeping company. If you decide to open a local office, you will have to learn the steps to starting a bookkeeping company. For example, how to apply for a business license. You can then start looking for clients.


How can you obtain a certificate in bookkeeping?

Many organizations offer certification in bookkeeping. The National Association of Certified Public Bookkeepers and the American Institute of Professional Bookkeepers are two formal certifications.


You must pass the Uniform Bookkeeping Certification Exam and complete the Accounting Fundamentals Course to become a Certified Public Bookkeeper.


You must be a bookkeeper in the field or have completed at least a year of accounting studies to qualify for the AIPB Certified Bookkeeper program. Self-teaching books are included in the program to prepare you for the CB examination.


Additional courses and programs include


AccountingCoach, LLC

U.S. Career Institute


LinkedIn Learning

Penn Foster College Inc.

Certificates are issued by many programs to prove that you have completed the course. Some programs offer low-cost and free resources, while others are more expensive but may provide more information.


Intuit Academy Bookkeeping

Intuit Academy has a variety of courses. The following are examples of how to use Successful test takers may use their badges and certificates to further their education or career advancement.


The Bookkeeping Professional Certificate Program includes four courses:

Bookkeeping Basics: Define accounting and bookkeeping tasks. Gain foundational knowledge about double-entry bookkeeping. Learn about social and ethical responsibility.

Assets in Accounting: Learn about common assets, and how to account for inventory and depreciation.

Learn about the types of equity and liabilities in accounting. Also, describe the financial position of a company using the accounting equation.

Financial Statement Analysis — Learn how to use bank reconciliation to control your cash flow. You can also make financial decisions using statements.

You can use your Intuit Certified Bookkeeping Professional Badge to demonstrate how well you understand bookkeeping and accounting to any employer or client. This opens the door to becoming a remote QuickBooks Live Bookkeeper with Intuit.

What are the jobs you can get with a certificate in bookkeeping?

Bookkeeping certificates can help you land a job as a bookkeeper, whether as a freelancer or in an office. You can use the knowledge and experience you gain from bookkeeping to become an accountant. You will need to earn a degree and obtain other certifications to become an accountant.