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The document outlines the professional background of an individual with three years of bookkeeping experience, primarily in e-commerce, detailing their roles in various companies and the responsibilities undertaken. It highlights their proficiency with accounting software such as QuickBooks and Xero, as well as their understanding of cash basis and accrual reporting. The document also includes a series of interview questions related to bookkeeping and accounting practices.

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Reginald Dizon
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2 views

Qb Questionare

The document outlines the professional background of an individual with three years of bookkeeping experience, primarily in e-commerce, detailing their roles in various companies and the responsibilities undertaken. It highlights their proficiency with accounting software such as QuickBooks and Xero, as well as their understanding of cash basis and accrual reporting. The document also includes a series of interview questions related to bookkeeping and accounting practices.

Uploaded by

Reginald Dizon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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“TELL ME ABOUT YOURSELF”

I started of my career as an accounting staff with U-PROFIT SALES AND


DISTRIBUTION doing, my responsibility is
Process invoices and ensure timely payments.
Track payments and follow up on outstanding balances.
Assist in inventory audits and reporting. Monitor stock levels and maintain accurate records.
2nd Company Hilcres Builders Center

Organize and file invoices, receipts, and financial documents.


Process payments to vendors and suppliers. Generate invoices and follow up on client payments.
Monitor and record daily expenses.
Support the preparation and distribution of paychecks. Enter financial transactions into accounting
software accurately.
3rd Company STORHOUZ CLEANING SUPPLY
Calculate sales commissions and process client payments. Maintain accurate financial records,
including accounts payable and receivable. Process sales orders and ensure timely delivery. Create
marketing materials, including social media posts and email campaigns.

HOW LONG DO YOU DO BOOK KEEPING?


I have been doing bookkeeping for the last 3 years and I specialized in
helping e-commerce businesses in growing their business by taking care of their
accounting database and finances from uploading bank statements to preparing
their financial report.
As I understand what you are looking for is someone who can help you what he
was looking for, example
who can help you manage your finances, or create your accounting report.

Due to my background and skills, I am confident I'll be able to succeed in this role
you're hiring for.

What is your relevant experience on this role?


I took an online course to improve my bookkeeping skills , I handled actual cases on my past
client.

What accounting software or system have you utilized?


QuickBooks – Popular for small to medium-sized businesses, especially those in the US it offers features like invoicing, payroll,
expense tracking, and financial reporting.

Ease of Use: Generally considered very user-friendly, especially for those who are not accounting experts. Invoicing
& Payments: QuickBooks offers customizable invoices, recurring invoices, and integrated payment options for clients
to pay directly through invoices.
XeroBest For: Small to medium-sized businesses, especially those outside the U.S.User Interface: Clean and intuitive
design with an emphasis on simplicity and ease of use.Global Focus: Xero is used widely around the world, with robust
features for businesses in multiple countries and currencies.

What is your expertise? When it comes to the industry.


Real estate

What are the respective merits of cash basis and accrual reporting?
“Accrual basis is best for bookkeepers to give a clearer financial picture to
management. Cash basis is better for tax accountants because it’s simpler.”
1. What is your interest in bookkeeping, and what is your background in
accounting?
2. What work have you previously done interacting with the public and helping
them understand the numbers in bookkeeping?
3. How would you find an error if your ledger was off? What examples can you
provide from your previous experiences?
4. What accounting software and systems have you utilized, and which do you
prefer? Are there any you wish you had more experience with?
5. What are the respected merits of cash basis and accrual reporting?
6. How would you describe a bookkeeper’s relationship to an accountant in the
workplace?
7. Can you tell me what the difference is between accounts payable and
accounts receivable?
8. How do you prepare and process invoices? What was the process like at your
previous job?
9. Does accounts payable use credit or debit? What examples can you provide?
10. Have you ever helped your department uncover a missed payment from
a client? If not, do you have similar examples?
11. What is the balance sheet equation and when do you use it?
12. Can you tell me about what items are included on a balance sheet?
13. What is your experience working under tight deadlines as a
bookkeeper? How would you rate your time management skills during these
situations?
14. What do you do during your personal time to stay up to date on
accounting practices and procedures?
15. You come across an accounting mistake when reconciling accounts and
you know you’ll need to ask a senior accountant about their error. How do
you approach the situation in a professional and respectful way?
16. What is the difference between a balance sheet and an income
statement?

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