Four things that a Job overview must have:

1. Tell them something about yourself.

a. Your recent jobs, experience, and educational background.
b. Tell them about your transferrable skills and find a way to link them
together.
c. Tell them the ways you acquired the skills.

2. Tell them your soft skills.

3. Tell them your hard skills.

4. Tools - highlight all the tools you are using.

Job Overview starts here:

⭐⭐⭐⭐⭐⭐⭐Bookkeeping/Accounting⭐⭐⭐⭐⭐⭐⭐

Do you require professional assistance in organizing and maintaining your books?

You've just located the ideal person.

As an experienced (OR a proficient) bookkeeper, I can help you keep track of your
financial transactions. I have over _____ years of experience as a professional
bookkeeper, and I'm a certified Xero and QuickBooks Online ProAdvisor.

I can bring wealth of knowledge and expertise to financial management. With a

meticulous eye for detail and a passion for accuracy, I am committed to delivering
exceptional bookkeeping services.

I can efficiently optimize your financial processes and provide valuable insights to help
drive your business’ success.

(Add your Hard Skills here):

✅Accounts Reconciliation
✅Payroll Management
✅Financial Reports Generation
✅Inventory Management
✅Time Management
✅Accounts Payable
✅Accounts Receivable
✅Invoicing
✅Data Entry

Applications and Tools, websites I use:

  Google Sheets
 Google Docs
 Microsoft Excel
 Microsoft Word
 (Sample of Accounting Software) Quickbooks, Xero, MYOB, Zoho, SAP ERP
 (Sample of Management System) Asana, Trello,
 (Sample of Emailing system) Slack, Outlook, Front, Gmail,
 (Sample of CRMs) Zendesk, Hubspot, VoIP/Softphone - Avaya, Hihi Connect, Voice
Edge

Profile picture maker - https://pfpmaker.com/

CERTIFICATIONS:
Typing test - https://www.ratatype.com/typing-test/test/
For typing practice: https://www.keybr.com/typing-test

Google Ads Display Certification: 

Where to take the test: https://skillshop.exceedlms.com/student/path/18061-google-
ads-display-certification

Answers:
 https://en.certificationanswers.com/google-ads-display-certification-exam-
answer/

Google Ads Search Certification:

Where to take the test: 
https://skillshop.exceedlms.com/student/path/18128-google-ads-search-certification

Answers:
 https://en.certificationanswers.com/google-ads-search-exam-answers/
Google Analytics Individual Certification: 
Where to take the test: 
https://skillshop.exceedlms.com/student/path/2938-google-analytics-individual-
qualification

Answers:
 https://en.certificationanswers.com/google-analytics-certification-answers/

Google Ads Video Certification

Where to take the test: https://skillshop.exceedlms.com/student/path/18216-
google-ads-video-certification

Answers:
 https://en.certificationanswers.com/google-ads-video-certification-exam-answers/

***English Proficiency

for level test (vocabulary and grammar) :  https://www.cambridgeenglish.org/test-your-english/ 

(reading and listening):  https://www.efset.org/quick-check/

(reading and listening): With certificate : https://www.efset.org/ef-set-50/

PROPOSAL TEMPLATES

Dear (Client Name),

I came across your project and I am excited to offer my services.

With my (Number of Years of Experience) years of experience in (Your Skillset), I am

confident that I can deliver your desired results. (I have a strong portfolio showcasing
my skills and previous projects, which I would be glad to share with you. )

For your project, I would like to propose the following:

(List of services you will provide)

Rest assured that the project would be delivered on time and within the budget.
If you would like to discuss the project further, I am available for a call.

Bert regards,

(Your Name)

Hi first name of client,

I saw that you are in need of a bookkeeper/accountant. I can help you with (state kung
ano need ni client e.g. recording of expenses and balancing bank accounts/the analysis
and interpretation of numbers for you to make better decisions your business)

I can deliver your desired results using (state the tools, applications, software that you
are going to use) as I have done this a lot of times.

To shed further light on my suitability to work as a bookkeeper/an accountant, I would

love to have a discussion with you.

Thank you for your time.

Best regards, your name

*****

Hi name of the client,

I would love to help you organize all your business transactions, not limited to expenses
and income, as well as keep your books updated and ready for filing.

I have helped many clients with their bookkeeping tasks, and I would like to render my
services to you as well.

It is my pleasure to discuss this interesting opportunity further with you, so please, do

not hesitate to contact me.

Best regards,
(your name)
*****

Hello first name of the client,

My name is your name, an experienced bookkeeper/accountant with (write here years

experience) (avoid years experience if no more than 1 year) years of experience
providing my services for bookkeeping, handling clients day-to-day transactions./…
providing accounting services, not limited to handling business transactions as a higher
level of analysis and interpretation of numbers can be delivered to help clients make
better decisions for their businesses.

Three key aspects about my career:

⚡ First short relevant aspect of your career as a bookkeeper/accountant relevant to the
particular job. Don’t include information already on your profile.

🏆 Second short relevant aspect of your career as a bookkeeper/accountant relevant to

the particular job. Don’t include information already on your profile.

💵 Third short relevant aspect of your career as a bookkeeper/accountant relevant to

the particular job. Don’t include information already on your profile.

Regarding your job requirement, I can deliver your desired results as I have done this
many times and brought success to previous clients I have worked for.

If you are interested don’t hesitate to request an interview so we can discuss this
proposal in detail.

Kind regards, your name

*****
Quickbooks Assistance  (This job post is from Upwork)

Things I want to achieve / know

How to match multiple invoices to one large transaction (Shopee) in Quickbooks

How Do I Unmatch a transaction?

What do i do / change in quickbooks when i refund a customer, after i have matched the
transaction in Quickbooks
Do I void the invoice and how will this affect my balance sheet?

What category do I put injection of business funds into?

What category to put my purchases from suppliers under
What category to put my part time worker / pay under
What category to put expenses under
- J&T Shipping / Hardware / Stationery / Petrol Claims / TNG

Any extra info i need to know?

What quickbook features would be useful for me?

You may use this proposal style:

Hi there,

When it comes to matching multiple invoices to one large transaction in Quickbooks,

you need to _________________.

Let me help you with this as well as the other concerns you have about Quickbooks.

If you’re interested, call me. I can start immediately.

Kind regards,

your name

******

GOOGLE ADS JOBS

Hello first name of the client,

My name is your name, a Google Ads specialist/expert with write here years

experience (avoid years experience if no more than 1 year) years experience
providing my services for planning, setting up, and managing outstanding ads
campaigns that deliver incredible results.

Three key aspects about me:

 First short relevant aspect of your Google Ads career relevant to the
particular job. Don’t include information already on your profile.
  Second short relevant aspect of your Google Ads career relevant to the
particular job. Don’t include information already on your profile.

 Third short relevant aspect of your Google Ads career relevant to the
particular job. Don’t include information already on your profile.

I invite you to take a look at this case study/website: link to external website where

you can see the results I have delivered and also take a look at my profile to know more
about my background as a Google Ads specialist.

Regarding your project, let me recommend write here some advice related to

the job post. This is my idea to make your Google Ads campaigns successful.

If my skills are fit for you, please contact me.

Kind regards, your name

https://www.digitalme.cc/upwork-google-ads/#gadsproposal

Other freelancers just do it this way:

Hi there, (if walang client name, but u can check the reviews minsan mentioned dun)

I'd love to help you with these tasks. I have experience with (state kung ano man need
ni client based sa job post but make sure di todo explain).

If you'd be interested, I'd like to invite you for a call to discuss this interesting
opportunity.

Best regards,

Name of Freelancer

*****

Hi there,

I saw that you are in need of a/an _______. I think it’s your lucky day because I am
available to help you with your project.

I’d love to discuss this with you over the phone.

Best regards,
Name of Freelancer

*****

Hi there,

Check this out (Check this video that I made to address your concern…)

(link)

Best regards,

Name of Freelancer

***Sample proposal from Chat-gpt*** (openai.com)

Hi there,

I am thrilled to apply for the bookkeeper position at your esteemed organization. With
my QuickBooks ProAdvisor certification and a proven track record in Real Estate, E-
commerce, and medical practices, I am confident in my ability to excel in this role.

Having mastered the Texas tax system, I will ensure compliance and financial stability,
leveraging my expertise to optimize your financial operations. Additionally, my bilingual
proficiency in English and Spanish will foster seamless connections with your diverse
team and clientele, promoting inclusivity within the workplace.

Known for my unwavering attention to detail, exceptional organizational skills, and

ability to work independently, I guarantee accuracy and contribute to your financial
success. Furthermore, I am eager to share my past achievements and certifications
during an interview.

As I embark on this stimulating opportunity, I look forward to discussing the details,

including my hourly rate, and demonstrating how my passion for bookkeeping will fuel
your organization's growth.

Thank you for considering my application. I eagerly await the opportunity to contribute to
your team's success.

Sincerely,

[Your Name]
⭐⭐⭐⭐⭐⭐Bookkeeping/Accounting Interview Questions⭐⭐⭐⭐⭐⭐

GENERAL QUESTIONS 

Could you tell me about yourself and describe your background in brief? (What value
could you give to the company?)
Certainly! Well, I have been in the professional world for _______ years now. I specialize in the
__________ field. I am proficient at handling ________-related tasks such as ___________,
__________, ___________. I know how to use several software including _____________,
___________, __________. I have helped many clients ______________________.

 OR 

Absolutely! Well, I recently graduated from school with flying colors, and after graduation, I took
part in an OJT program for ________ hours/months. I also attended diverse types of training to
get ready for the professional world. For example, I took a month-long (week-long) training
where I learned ___________. Now, I am ready to handle ________- related tasks.  

How do you deal with pressure or stressful situations? 

Well, no one is exempted from pressure and stress, especially at work. In my case, first, I try to
keep calm, of course, because if I rattle, I will not be able to think logically. Also, I do not make
the situation grow worse by pointing fingers, instead I just immediately look for feasible
solutions.   

Do you prefer working independently or on a team? 

It depends on what kind of projects I am working on. Some projects would be quickly
accomplished if I work solo. But I believe that being able to collaborate with others is a great
factor toward success. In my previous work experience, I worked with several individuals both
from my department and other teams, as the effort was collective and solid, we could deliver
outstanding results and even exceed our boss' expectations.    

When you are balancing multiple projects, how do you keep yourself organized? 
Well, I tend to make a to-do list at the start of the day. I list down the tasks I need to do
according to priority, and then I try to stick to that plan as much as possible.    

What are your salary expectations? 

Based on my skills and experience as well as the current industry rates, I am looking at a salary
of around $/Php___________.    

Are you applying for other jobs? 

Well, I have applied to a couple of other firms, but this role is really the one I am most excited
about right now because…   

What are your strengths and weaknesses? 

Well, being result-oriented I believe is my greatest strength. Whenever a task is given to me, I
always make it a point to deliver the desired result and even go the extra mile to surpass what is
expected of me. However, I find myself shrinking when it comes to public speaking. That is why
currently, I am looking into some online courses to develop the skill.  
 OR 

Well, my people are both my strengths and weaknesses. I love to see my staff develop and I
always give them assistance whenever they need it. But it is sometimes abused as they
become too reliant on me, and that breaks my heart as they do not push themselves anymore.
Now, I am learning how to handle such behavior. I try not to spoon-feed them as much as
possible. 

BOOKKEEPERS 

Do you have any accounting background? 

Yes, I do. I was a bookkeeper in a/an _______ (e.g., dental/insurance) company and was
responsible for handling books/ledgers and some spreadsheets. I also learned how to read
financial statements.  
 
What would you do if there is an error in the ledger? 
I have several approaches, but primarily, I would consider looking into entries with the same
amount, and then I would also check the possibility of a transposition error. 

What accounting software and systems are you familiar with, and which do you prefer? 
I am proficient at using _____________, _________________, and _______________, but I
am more into utilizing ________________ because _______________________. Nevertheless,
regardless of what software my company has, I would carry out my tasks diligently.  

What are the respective merits of cash basis and accrual reporting? 
Well, accrual accounting records revenue and expenses when transactions occur but before
money is received or dispensed whereas cash basis accounting records revenue and expenses
when cash related to those transactions actually is received or dispensed.
Accrual accounting provides a more accurate view of a company's health by including accounts
payable and accounts receivable.

What work have you previously done interacting with the public and helping them
understand the numbers in bookkeeping? 
Well, recently/___ years ago, I had a chance to work for _______ company and I was
sometimes asked to explain some accounting to other co-workers from the non-finance
department. At that time, I simplified my explanation, using some terms that are more familiar to
them. Thankfully, it helped them understand my report.  
  
How would you describe a bookkeeper's relationship with an accountant in the
workplace? 
Oh, they work hand in hand. Bookkeepers should aid accountants by keeping the records
correct and up to date. And accountants should assist bookkeepers when something is unclear
to advance the bookkeepers' skills. 
ACCOUNTANTS 

Which accounting platforms have you worked with? 

Well, I have used quite a lot of software. For example, with my previous companies, I utilized
______________, ______________, and _________________. I have a knack for using these,
making me able to help my past employers make business decisions.  
 
How have you used automation or workflow streamlining to improve your accounting
processes at previous jobs? 
Oh, yes, I have. Back in ______ (year) one of my duties was to synchronize bank accounts and
my company's credit card statements with our accounting solution to decrease how much I had
to type manually. Besides, if there are some discrepancies, I made constant follow up with
concerned employees' reports.  
 
What do you do when you have a tight deadline and multiple accounting projects to
finish? 
Normally, I set priorities. First, I would attend to tasks that are needed to be accomplished the
most, then I would move on to the next project in line. If there are similarly important reports, for
example, I would delegate some tasks to my trusted subordinate. 

How do you answer questions from clients who do not have any background in
accounting? 
Well, the answer is simple. I would refrain from using accounting jargon. I tend to choose my
words carefully and properly to make my response or explanation easy to understand.  
 
What strategies do you use to detect fraudulent entries in a journal or ledger? 
Trending of balances wherein significant peaks are checked versus the supporting document.
Identifying red flags, i.e. abnormal balances, manual adjustments versus system entries,
unresponded HOBA accounts, long outstanding items, miscellaneous accounts, etc. Not to
mention, balancing of GL and SL with the supporting docs among others. 

How do you maintain accounting accuracy? 

First of all, you need to identify revenue streams to maintain accounting accuracy, then you
need to keep a track of invoices and receipts.
Preparing tax returns is a good way as well to avoid penalties.
Finally, preparing financial statements is another way to maintain accounting accuracy
 
How have you helped companies or clients save money or better use their available
financial resources? 
I analyze the company's trend meticulously to find out if there are some expenses that we can
cut off during low seasons. For example, ______,  

How do you feel about working with other accountants daily? Can you give me an
example that demonstrates your teamwork skills? 
For me, working with other accountants is beneficial as we can check each other's work and
that would make the investigation about some issues easier. For example, when there are some
discrepancies and one is unable to detect them, we help each other out. Also, when one must
take a leave because of urgent reasons, we took on additional roles even if it meant working
long hours. 
 
ACCOUNTING MANAGER 

How do you maintain accounting accuracy from your staff in the department? 
Well, I have a keen eye for details, and I always make sure to carefully check the work of my
staff. Also, I utilize some tools such as _____ to thoroughly check data.  

How do you find fraudulent entries in a ledger or a journal? 

For me, knowing the relationship of the accounts being used for a specific transaction is a best
start to identify an entry as possibly erroneous or fraudulent... as I mentioned before, looking at
the red flags as the possible samples for verification will be helpful to maximize resources and
efficiency..
 
Can you give examples of how you helped a company save money? 
Well, I have helped many companies but the most recent one was when I suggested the
relocation of some workers from an annex building to the main building. It gave the company
15% savings on utilities.  

How have you used your knowledge in the past to help your company? 
From my experience, I have learned the importance of understanding the trend. Therefore, I
tend to check previous records with a critical eye to make practical suggestions to address the
company's current needs. 

ACCOUNTS PAYABLE SPECIALIST 

How do you keep track of accounts, and tasks and stay organized? How do you decide
which task to tackle first? 
I usually make a to-do list at the start of the day. Every time I finish a task, I go back to my list
and cross it out and then do what is next. I organize my list according to importance.  

What would you do if you discover that a vendor has underbilled us compared to our
purchase order records.  
I would check the protocol and adhere to the set procedures to handle the discrepancy. If there
is something unclear, I would go to my superior and ask for some help.  

Describe your level of experience making spreadsheets and reports on the computer. 
I have been making reports on the computer back in __________, and as for spreadsheets,
well, I learned about that in my previous company where I worked for ____ years. So, I can say
that I am proficient at using those programs. 

What types of bookkeeping software have you used in the past? 

I mostly used _______ at my previous job, and I recently attended a training about __________.
I have kept myself informed about updates about these types of software.  
ACCOUNTS RECEIVABLE SPECIALIST  

Do you have experience or interest in analyzing enormous amounts of accounting data? 

Yes, I do, and I am aware that being detail-oriented is critical in handling huge data. Therefore,
my concentration is at 100% when I am analyzing and reviewing payments, receipts, and other
data.  

Why is the AR Department important?  

That is because the accounts receivable team oversees the records, making sure clients or
customers pay their debts to their employer. It contributes to the company's overall income and
revenue streams.