Virtual Bookkeepers

How to Become a Virtual Bookkeeper with BELAY

In the bookkeeping world – let alone the virtual bookkeeping space – there’s a healthy degree of competition. Qualified bookkeepers have many options available when it comes to deciding with which company to align their talents. But we at BELAY believe our virtual bookkeepers are a special, unique bunch. There’s a reason that online reviews…

In the bookkeeping world – let alone the virtual bookkeeping space – there’s a healthy degree of competition. Qualified bookkeepers have many options available when it comes to deciding with which company to align their talents.

But we at BELAY believe our virtual bookkeepers are a special, unique bunch. There’s a reason that online reviews among our talent run incredibly positive and rank high. And there are many reasons why those who partner with our company for bookkeeping services maintain a level of satisfaction that leads to client retention, constant referrals and endless opportunities for bookkeepers on our team.

These days, we count more than 60 bookkeepers among BELAY’s ranks. Some work part-time hours while others carry a fuller load. On average, a BELAY bookkeeper may serve up to 12 clients, while many tend to a choice three or four at one time.

And becoming a BELAY bookkeeper? Well, it’s a bit more competitive than just filling out an online application and getting an offer the following week. With nearly 500 people applying for a BELAY bookkeeping spot each quarter in 2016, the company must be vigilant and discerning when deciding just who gets to make the cut.

We spoke with Cheryl White, talent acquisition manager with BELAY, to learn more about how to become a BELAY bookkeeper.

What is the average tenure of a current BELAY bookkeeper?

We have bookkeepers who started with us at the beginning in 2011, and we are constantly looking for great bookkeeping talent. Last year (2016) was our largest recruiting year to date with 30 new bookkeepers.

Describe the ideal BELAY bookkeeper candidate.

We look for a servant heart . . . people who want to serve! We also look for those who have at least 5 years of experience with bookkeeping and/or accounting, and who also have QuickBooks knowledge. We also love to find people who are friendly and customer service-focused – signs that they are good team players.

Detail the BELAY bookkeeper hiring process, from application to start date.

When we receive an application, I begin reviewing their resume. If they fit the minimum requirements, I send them a basic accounting test. Once we get the test results, I schedule an interview if they did well.

Following the interview, candidates complete a two-phase QuickBooks assessment. Part one is a 21-question test. Part two is an assessment, which is like a real-life roleplaying task. We explain a mock scenario, which includes money spent and funds received. The candidate is asked to provide a profit-and-loss, general ledger and balance sheet for two consecutive months.

If this part goes well, the next step is a post-skills assessment interview. If all is still up to standard, we offer a contract!   

What are some signs that an applicant will be successful with BELAY?

The most successful bookkeepers are those who ask a lot of questions, but who also display resourcefulness. People who are humble, hungry [to perform and do a good job] and smart as tend to do well, too.

What are some signs that an applicant may not be a good fit?

When their questions focus on [making] money and moving up the ladder (such as someone who wants to provide CFO- or CPA-level service), those aren’t good signs. Both of these indicate to me that they will not be satisfied in the day-to-day demands and routine bookkeeping needs of our clients.

What role does client feedback or needs have in the “matching” process?

Most bookkeeping needs are standard, with only a few clients needing additional support with reporting or back-office work. We try to match our clients and bookkeepers within the same time zone. We also try to match personalities as much as possible.

Why should bookkeepers choose BELAY as a place to work vs. competitors? 

I believe that our mission to glorify God and give God the credit for our success breeds an environment of trust and loyalty. We take care of our contractors, giving them support and encouragement every day!

Interested in exploring the possibilities of becoming a BELAY bookkeeper? Start with our online application today.

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