Institute of Certified Bookkeepers

Engaging a Bookkeeper for Your Client or Your Business


An ICB Business Guide

Useful for:

Business "Employing" or "Contracting" a Bookkeeper. Bookkeeping Business "Employing" or "Contracting" a Bookkeeper for the business or a client.

Context Introduction

All businesses in Australia need some form of bookkeeping in their business to help comply with ATO for at least income tax as well as other financial reporting obligations, such as superannuation or payroll tax. Some do it by themselves, some engage others.

It is the bookkeepers who do the bulk of the day to day work, while accountants and tax agents are typically involved in big-picture planning and end of year tax obligations. The bookkeeper will generally touch every transaction a business is involved in, while the accountant is looking mainly at reports and accounts rather than the accuracy of individual transactions. The bookkeeper creates and/or maintains the general ledger, which is the basis of the company’s management accounts.

ICB Policy and Process Kit

  1. Considerations on Engaging a Bookkeeper
  2. Engaging a Bookkeeper for Your Client (protected)
  3. Interview Questions to Ask When Recruiting a Contract Bookkeeper
  4. Interview Questions to Ask When Recruiting an Employee Bookkeeper
  5. Letter of Enagement - Template to use When you Finally Decide on the Perfect Bookkeeper for your Business
  6. Steps to Employing a Bookkeeper
  7. Template of Sample 'Skills Test' for an Applicant
  8. Ten Questions to Ask When Hiring a Bookkeeper

Related ICB Resources (Member only resources)

  1. Action list for Contractor / Employee
  2. Contractor Agreement
  3. Contractor Decision Tool Checklist
  4. Contractor Vs Employee
  5. Employment Agreement Template
  6. Employing and Managing Staff
  7. Five Signs of a Good Bookkeeper
  8. New Employee Checklist
  9. Structure of a BAS Agent Business

External Resources

  1. ATO Guide - Employee or Contractor
  2. - Employing People
  3. FairWork Handbook
  4. FairWork - Hiring Employees
  • Updated: 28 December 2017