For Business Owners: Candidate Assessments 
The job recruitment process can be a challenge for any business and finding a candidate that is the right fit for your company can be a daunting task. We want to simplify that process for business owners that are looking to fill Bookkeeping and Data Entry roles. This assessment page has been organized by role with the suggested assessments listed beneath each section. We encourage you to use this page as a tool to assess candidates for these positions.
Accounting Clerk
Accounting Fundamentals
This assessment is for Business Owners to test potential candidates on their proficiency in core Excel competencies.
Excel is an industry standard, spreadsheet application and a powerful tool for financial management. Prior knowledge and experience in Excel are key for effective bookkeeping and data entry.
Candidates that score well on this assessment will be able to effectively navigate Excel and perform basic functions and calculations.
Candidates will be asked to answer 25 multiple-choice questions on core functions and features of the Excel program. We encourage you to use this tool to test candidates on their knowledge and understanding of Excel, and ensure they meet the requirements for your business.
Accounts Receivable and Accounts Payable
This assessment is for Business Owners to test potential candidates on their understanding of Accounts Receivable and Accounts Payable (AR/AP) concepts.
Candidates that score well on this assessment will be able to effectively process AR/AP in a small business environment.
Candidates will be asked to answer 30 multiple-choice questions on processing AR/AP. We encourage you to use this tool to test candidates on their knowledge and understanding of AR/AP, and ensure they meet the requirements for your business.
Excel
This assessment is for Business Owners to test potential candidates on their proficiency in core Excel competencies.
Excel is an industry standard, spreadsheet application and a powerful tool for financial management. Prior knowledge and experience in Excel are key for effective bookkeeping and data entry.
Candidates that score well on this assessment will be able to effectively navigate Excel and perform basic functions and calculations.
Candidates will be asked to answer 25 multiple-choice questions on core functions and features of the Excel program. We encourage you to use this tool to test candidates on their knowledge and understanding of Excel, and ensure they meet the requirements for your business.
Sage 50 Accounting – Assessment 1
This assessment is for Business Owners to test potential candidates on their proficiency in the Sage 50 Accounting program.
For Business Owners, it is highly advantageous for new employees to have previous experience in the program. Sage 50 requires a high level of accuracy, organization, and understanding of the software’s processes in order to provide effective financial management for a business.
Candidates that score well on this assessment will require less training, be more effective bookkeepers for your business, right from the start.
This assessment asks candidates to answer 30 multiple-choice questions on core functions and features of the program. We encourage you to use this tool to test candidates on their knowledge and understanding of Sage 50, and ensure they meet the requirements for your business.
Bookkeeper*
*Accounting Clerk Assessments – Recommended
Payroll
This assessment is for Business Owners to teat potential candidates on their understanding of Payroll concepts and compliance.
Prior knowledge of Payroll and experience with payroll processing and compliance is important to be an effective bookkeeping or Data Entry clerk.
Candidates that score well on this assessment will be able to effectively set up and process payroll in a small business environment.
Candidates will be asked to answer 25 multiple-choice questions on Payroll processing and compliance. We encourage you to use this tool to test candidates on their knowledge and understanding of payroll, and ensure they meet the requirements for your business.
Account Reconciliation
This assessment is for Business Owners to teat potential candidates on their understanding of Account Reconciliation.
Candidates that score well on this assessment will be able to effectively perform Account Reconciliation in a small business environment.
Candidates will be asked to answer 25 multiple-choice questions on Account Reconciliation. We encourage you to use this tool to test candidates on their knowledge and understanding, and ensure they meet the requirements for your business.
Sage 50 Accounting – Assessment 2
This assessment is for Business Owners to teat potential candidates on their proficiency in the Sage 50 Accounting program.
For Business Owners, it is highly advantageous for new employees to have previous experience in the program. Sage 50 requires a high level of accuracy, organization, and understanding of the software’s processes in order to provide effective financial management for a business.
Candidates that score well on this assessment will require less training, be more effective bookkeepers for your business, right from the start.
This assessment asks candidates to answer 30 multiple-choice questions on core functions and features of the program. We encourage you to use this tool to test candidates on their knowledge and understanding of Sage 50, and ensure they meet the requirements for your business.