Intermediate Bookkeepers

Our Intermediate Bookkeepers are professionals who work in accounting and finance and typically have a few years of experience. They are responsible for tasks such as maintaining accurate financial records, reconciling bank statements, and preparing financial reports.



  • Bachelor’s degree in accounting, finance, or a related field in bookkeeping preferred

Product Knowledge

  • Has done bookkeeping as a career, preferably with an Australian Bookkeeping firm, with multiple clients
  • Understanding of Australian business structures, i.e. sole trader, company, partnership
  • Understanding of Australian GST law, including preparation of business activity statements and income activity statements
  • Process development skills
  • Excellent customer service skills


System and Application Knowledge

  • Knowledge of Microsoft Office applications such as Outlook, Word and Excel
  • Must have end-to-end experience in Xero
  • Has Receipt Bank/HubDoc experience
  • Preferably has experience with Tanda
  • Preferably has experience with Karbon
  • Has the ability and willingness to learn new systems and tools



Process and Change Management

  • Record transactions such as income and outgoings, and post them to various accounts
  • Process bill payment batches to be sent to the client for payment
  • Process pay-runs to be sent to the client for payment
  • Process manual journals
  • Produce various financial reports
  • Reconcile reports to third-party records such as bank statements and online business platforms
  • Manage client list and reports
  • Assist in preparing business activity statements and income activity statements
  • Complete weekly, monthly and quarterly checklists detailing bookkeeping work performed for review by Account Manager
  • Email clients to summarise the status of their bookkeeping for them
  • Perform proper online filing and safekeeping of the company’s documentation, processes, and clients’ documentation
  • Create processes off loom videos created by the team
  • Document system operating procedures and update processes to ensure smooth functioning and efficiency
  • Recommend a course of action and implement it as approved

 Ad hoc tasks

  • Any task deemed necessary by the Account Manager involving client management
  • Perform training in downtime to improve own skills and share knowledge with the team