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Bookkeeper interview questions, with a scoring guide

Keeps the books accurate: payables, receivables, reconciliations and remittances. Here are 18 questions for a bookkeeper interview. Each comes with a follow-up and a 1 to 5 scoring guide so you can compare candidates fairly.

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Questions specific to the bookkeeper role

Role-specific
Walk me through how you close off a month.
1 WeakNo clear process.
3 SolidA general process with gaps.
5 StrongA clear sequence: reconcile bank and cards, review payables and receivables, accruals, and a final review.
Role-specific
Tell me about a time the numbers didn't match. How did you find the problem?
1 WeakForced it to balance or gave up.
3 SolidFound it, slowly and without a method.
5 StrongA methodical search, found the cause, and fixed the process behind it.
Role-specific
How do you make sure GST/HST or payroll remittances go in on time?
1 WeakRelies on memory.
3 SolidUses reminders.
5 StrongA calendar or checklist, a review step, and an example of catching an issue.

Behavioural questions by skill

Behavioural questions ask about something the person actually did. Past behaviour is a better guide than "what would you do" answers alone.

Attention to detail

Gets the small things right.

Tell me about a time you caught a mistake before it caused a problem.
Follow-up: How did you spot it?
1 WeakNo example.
3 SolidCaught one by chance.
5 StrongCaught it because of a habit or check they always do.
Walk me through how you check your own work before calling it done.
Follow-up: Has that check ever caught something?
1 WeakThey don't.
3 SolidA quick look over.
5 StrongA clear routine that fits the task.
Describe a task where getting the small details right really mattered.
Follow-up: What would have happened if they were wrong?
1 WeakCan't name one.
3 SolidNames one, but light on how.
5 StrongExplains the details, why they mattered, and how they got them right.

Honesty and integrity

Does the right thing, including when nobody's looking.

Tell me about a time you were asked to do something at work that you felt wasn't right.
Follow-up: What happened afterwards?
1 WeakDid it without question.
3 SolidDid it but felt uneasy.
5 StrongRaised it respectfully and did the right thing.
Describe a time you handled cash, stock or private information. How did you keep it secure?
Follow-up: Did anything ever go missing?
1 WeakVague answer.
3 SolidFollowed the basics.
5 StrongSpecific precautions and an example.
Tell me about a time you admitted you didn't know something.
Follow-up: What did you do next?
1 WeakNever has.
3 SolidAdmitted it when pressed.
5 StrongAdmitted it early and found the answer.

Organizing and time management

Plans the work and meets deadlines.

Walk me through how you plan a typical work day.
Follow-up: What do you do when the plan falls apart?
1 WeakNo plan.
3 SolidA loose plan.
5 StrongA clear system, such as a list or calendar, and how they adjust it.
Tell me about a time you had several deadlines at once.
Follow-up: How did you decide the order?
1 WeakMissed some without warning.
3 SolidMet them by working late.
5 StrongPrioritized, planned, and met them or flagged early.
Describe a system you use to keep track of tasks, orders or paperwork.
Follow-up: Show me how you'd use it on your first day here.
1 WeakNone.
3 SolidMostly memory.
5 StrongA reliable system with an example.

Problem solving

Works out the cause and fixes it properly.

Tell me about a problem at work that you solved without being told how.
Follow-up: How did you work out what was wrong?
1 WeakWaited to be told what to do.
3 SolidSolved it with a common fix.
5 StrongFound the cause and fixed it so it stayed fixed.
Describe a time something went wrong in the middle of a busy day. What did you do first?
Follow-up: Who did you tell, and when?
1 WeakPanicked or froze.
3 SolidCalled for help right away without trying anything.
5 StrongMade it safe, tried the obvious fixes, and escalated with clear information.
Tell me about a time you noticed a better way to do a routine task.
Follow-up: What happened when you raised it?
1 WeakNever looked for one.
3 SolidNoticed it but didn't act.
5 StrongSuggested or tested it and can describe the result.

Communication

Explains clearly and keeps people in the loop.

Tell me about a time you had to explain something complicated to someone who was new to it.
Follow-up: How did you know they understood?
1 WeakCan't explain clearly, even in the interview.
3 SolidExplained it but didn't check understanding.
5 StrongUsed plain words or examples and checked they got it.
Describe a time you had to give bad news to a customer, coworker or manager.
Follow-up: What did you say first?
1 WeakAvoided it or left it to someone else.
3 SolidDelivered it, but bluntly or late.
5 StrongDelivered it early and clearly, with a next step.
Tell me about a time a misunderstanding caused a problem at work. What did you learn?
Follow-up: What do you do differently now?
1 WeakBlames the other person entirely.
3 SolidFixed the issue with little reflection.
5 StrongFixed it and changed how they communicate, such as confirming in writing.

Prescreen questions for bookkeeper candidates

Ask these on a five-minute phone call or send them as a form before you book interviews.

  1. Are you legally entitled to work in Canada? (Yes / No)
  2. Which days and times are you available to work?
  3. When could you start?
  4. What pay are you looking for?
  5. What interests you about this job?
  6. Which accounting software have you used?
  7. Have you prepared GST/HST returns or payroll remittances? (Yes / No)

How to score the answers

  1. Ask every candidate the same questions in the same order. That's what makes scores comparable.
  2. Write down what they did, not your impression. "Closed alone on a Saturday and restocked for the morning" beats "seems reliable".
  3. Score each answer from 1 to 5 against the guide under the question. A 3 is a solid, acceptable answer.
  4. Average the scores and read the notes behind any big gap between interviewers.
  5. Check references on the areas where you're least sure.

Questions to avoid

In Canada, hiring questions should be about the job. Human rights laws protect people from being treated differently because of things like their age, family status, disability, religion, race, place of origin, sex, sexual orientation or gender identity. Stay away from questions like these:

  • "How old are you?" or "When did you finish high school?"
  • "Do you have kids?" or "Are you planning a family?"
  • "Where are you from originally?" (You can ask: "Are you legally entitled to work in Canada?")
  • "Do you have any health problems?" (You can ask: "This job involves [a real duty]. Can you do that, with or without accommodation?")

This is general information, not legal advice. Rules vary by province.

Questions

What should I ask in a bookkeeper interview?

Ask about the parts of the job that matter most: attention to detail, honesty and integrity, organizing and time management, problem solving, plus role-specific questions such as "Walk me through how you close off a month." Ask every candidate the same questions so you can compare them fairly.

How do I score a bookkeeper interview?

Score each answer from 1 to 5 against a short guide that describes a weak, solid and strong answer. Score what the person actually did in their example, not how confident they sounded. Then average the scores and read the notes behind any big differences.

What should I ask before interviewing a bookkeeper?

Use a short prescreen: work eligibility, availability, start date, pay expectations and the must-haves for the role, such as "Which accounting software have you used?"

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