6 min read
What clients and accounting firms look for
- QuickBooks Online (ProAdvisor a plus) or Xero certification.
- Experience closing months — how many entities, how many days to close.
- Comfort with AP, AR, payroll integrations, and bank reconciliations.
- Excel: SUMIFS, XLOOKUP, pivot tables for custom reporting.
Sample summary
Certified QuickBooks Online ProAdvisor with 5 years of full-charge bookkeeping for service and e-commerce businesses. Owner of monthly close for 6 entities. Advanced Excel; experienced with Bill.com, Gusto, and Stripe.
Sample skills line
QuickBooks Online (ProAdvisor) | Xero | Bill.com | Gusto | Excel (SUMIFS, XLOOKUP, pivot tables) | Bank reconciliation | AP / AR | Sales tax | Monthly close.
Sample experience bullets
- Closed the month within 5 business days for 6 legal entities across 24 consecutive months.
- Reconciled 15 bank and credit card accounts monthly with zero unreconciled variances over the year.
- Migrated a 4-year QuickBooks Desktop file to QuickBooks Online with clean class and location structure.
Certifications that pay for themselves
- QuickBooks Online ProAdvisor (free through Intuit).
- Xero Advisor Certification (free through Xero).
- AIPB Certified Bookkeeper (paid, respected by mid-market firms).
Frequently asked questions
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