This post provides detailed information on the office manager bookkeeper job description, including the key duties, tasks, and responsibilities they perform.
It also presents the common requirements you may be expected to meet by employers/recruiters to be hired for the office manager bookkeeper’s role.
What Does an Office Manager Bookkeeper Do?
The office manager bookkeeper job description entails having responsibilities for the financial aspects of the job, meaning that they have to handle funds within the company.
It also involves recording all assets and keeping a track of expenses and income.
Office manager bookkeepers are also involved in purchase and sale transactions for the company, as well as collecting information on clients and customers.
The office manager bookkeeper is in charge of billing clients for their services which includes sending invoices and receipts of payment from the business’s customers or clients.
Office manager bookkeepers also have to organize how a company spends their money for certain specific purchases.
They handle purchases in terms of office materials and supplies, equipment, and other company needs.
That means that the office manager bookkeeper is also responsible for procurement which involves the buying and selling activities of a company.
They act as a liaison between customers or clients, especially if the individuals are long-running customers or clients of the organization.
This means that they maintain constant contact with them about their transactions and services rendered for the company.
Another responsibility of an office manager bookkeeper is to handle sales records and accounts as well as monitoring expenses of individual employees for specific items that are needed within their department.
The office manager bookkeeper must also record monies that individual employees owe to the company.
Another task of the office manager bookkeeper is to provide support for the sales and marketing department with regards to financial information about various customers and clients.
The office manager bookkeeper may also be tasked with auditing and compiling financial reports based on data, trends and figures.
More tips on Office Manager Bookkeeper Job Description
The duties of an office manager bookkeeper will involve buying, selling, collecting payments from customers or clients, as well as maintaining relationships between these individuals and the company.
This means that the office manager must analyze trends in sales in order to keep track of gross income for each month or quarter of a year.
The office manager bookkeeper job description also involves managing the financial information coming in from internal and external sources of revenue.
This also entails keeping track of the financial data to ensure that the company is on track with their financial goals.
Making sure that expenses are monitored and that they are paid in time.
They have to make sure that employees have sufficient funds or money to pay for all necessary items needed in their department or office is among their duties.
This position ensures that loans are paid back on time and work towards keeping track of how much money is being owed for various debts, loans and other obligations towards the company as a whole.
Office manager bookkeepers ensure that all financial reports are complete and that they are accurate as well as up-to-date.
They also prepare monthly, quarterly or annual financial statements.
Office manager bookkeepers are in charge of arranging purchases of a company by purchasing equipment and supplies needed in daily operations.
The office manager bookkeeper is charged with ensuring that the business can still function even if the usual supplier of a particular item is not available or has run out of stock temporarily.
Office manager bookkeepers often conduct meetings with employees, customers, and clients to discuss specifics on their transactions.
Office Manager Bookkeeper Job Description Sample/Example/Template
The office manager bookkeeper job description entails the following duties, tasks, and responsibilities:
- Provide strong support to other managers and office administrators in daily administrative and organizational duties
- Schedule appointments of various types, record minutes of meetings, compile written reports on decisions made. These are related to the roles of an office manager
- Receive and send out correspondence to members and the general public on behalf of the organization
- Order supplies, maintain inventory levels, handle purchase orders and petty cash
- Conduct research on internal administrative matters, prepare reports based on this data and make recommendations based on findings in such reports
- Prepare meeting agendas, conduct meetings as assigned by management team, maintain records of proceedings from these meetings
- Maintain and update records of the workplace
- Prepare weekly activity reports and monthly financial reports to the Board of Directors
- Maintain the office files and system of filing
- Promote job safety, act as a liaison between management team and employees in regards to safety issues
- Assist in the recruitment of new employees, conduct exit interviews and help new hires to settle into the workplace
- Provide administrative support to team leaders and task workers on special projects as requested by management.
Office Manager Bookkeeper Job Description for Resume
If you are writing a new resume or CV as someone with some office manager bookkeeper work experience, you can apply the above sample job description in making the Professional Experience section of the resume.
You can highlight the duties and responsibilities in the office manager bookkeeper job description sample shown above in your resume’s Professional Experience.
This will show that you have been successful performing the office manager bookkeeper role, which can improve your chances of being hired for the new position that you are seeking, especially if the new position requires someone with some office manager bookkeeper job experience.
Office Manager Bookkeeper Job Requirements: Skills, Abilities, and Knowledge for Career Success
Here are important skills, education, and experience usually required by employers/recruiters to be hired for the office manager bookkeeper role:
- Must have excellent organizational skills
- Ability to express ideas clearly and concisely in writing, both in formal reports as well as casual correspondence with customers or clients
- Should possess personal interaction skills, must support co-workers as well as other staff members on projects/work activities and provide constructive advice when needed
- Must possess strong computer skills; be able to work on a computer in order to compose letters, reports as well as other written assignments
- Possess ability to maintain records of office activities including the preparation and filing of correspondence for the office department or make lists in order to keep track of daily activities, tasks and items which are due in terms of due dates
- Completed an Associate degree or higher program in Bookkeeping as well as a Bachelor’s degree from an accredited four-year college
- Should be able to obtain a Certified Public Accountant (CPA) certificate from a recognized authority in the field of accounting. This is especially true for U.S.-based office manager bookkeepers
- Must have at least five years of experience in the line of work that he or she is applying for, where this is equivalent to 5000 hours in the office environment and 1500 hours on computer-related work tasks (40 hours per week)
- Possess ability to obtain a CPR certification in order to be certified as a Certified Professional Rescuer (CPR)
- Must have a valid driver’s license.
Office Manager Bookkeeper Salary
The average salary of an office manager bookkeeper is $49,129 per year. Atkinson, NE, $56,332;
San Francisco, CA, $55,055; Bolinas, CA, $54,608; San Jose, CA, $51,805, and Frankston, TX, $51,409 per year.
There are currently over 56,140 charge bookkeeper/office managers working in the United States.
Women make up 92.0% of all charge bookkeeper/office managers, while men make up 8.0%.
An employed charge bookkeeper/office manager is 50 years old on average.
White (71.7%) is the most common ethnicity among charge bookkeepers/office managers, followed by Hispanic or Latino (12.8%), Black or African American (7.0%), and Asian (6.3%).
Women were expected to earn 97% of what men would earn in 2021.
Conclusion
This post is helpful to individuals interested in the office manager bookkeeper career.
They will be able to learn all they need to know about what office manager bookkeepers do and decide if that is the career they want to get into. It is also useful to recruiters/employers needing to create a job description for the office manager bookkeeper role for use in hiring for the position.