How to become a bookkeeper

What qualifications do you need to become a bookkeeper?

Some people get their first bookkeeping role with a high school qualification, then learn everything else on the job. But it certainly helps to get further education. A degree isn‘t required. Most bookkeeping qualifications are at diploma or certificate level.

Training and certification

Courses are available through TAFEs. There are online courses where you can learn the basics of bookkeeping.

In Australia, the ICB offers a certificate in bookkeeping and accounting that is the minimum qualification needed if you want to be a registered business activity statement (BAS) agent. This can be done through accredited providers, either online or in a classroom.

Learning the technology side

Software will improve your efficiency and reporting capabilities so many clients will expect you to use it. If you plan to learn a particular software package, find one that provides good learning resources and certification.

As an extra tip, look for software that is commonly used by the types of clients you want to work with. Some types of software are more suited to certain industries.

Check out Xero learning resources.

Key skills to become a top bookkeeper

Beyond your bookkeeping training there are some other crucial skills you should have. You’ll need:

• numerical accuracy and attention to detail – you’re being employed to keep things tidier than the business owner can
• an analytical mind – you enjoy solving problems and persist in getting an answer
• strong communication skills – you need to be able to explain things simply to the business owner and gain their trust and confidence
• good organisation and multitasking skills – if you have your own business, you’ll have more than one client on the go and you’ll need to juggle regular tasks with unexpected requests
• strong computer skills and a willingness to keep learning – software and apps keep improving and you need to stay on top of things in order to understand what can best help your employer’s or client’s business

What do you need to set up your own bookkeeping business?

To get yourself to the stage where you’re ready to start your own business, a combination of education, certification, and mastery of the work tools are a good foundation. And most clients are going to want to see that you have some experience, including endorsement from business owners like themselves. On top of that, a desire to help others run their business well is a sound driver for starting a bookkeeping business.

You don’t need accounting qualifications but some level of knowledge can’t hurt, especially when you’re often the messenger between the business owner and their accountant.