BOOKKEEPER: SAMPLE SCREENING SCORECARD
Outstaff Team | https://outstaffteam.com
Fictional exercise template. Not a completed candidate assessment.

Role / candidate reference / reviewer / date:
Required system / working overlap / communication tasks:

PREPARE
Create a fictional statement, ledger and receipt list containing:
- A missing receipt.
- A duplicate transaction.
- An opening-balance mismatch.
Ask for an exception log with source references and a reviewer handover.
Do not supply real banking access or client personal information.

ASSESS: demonstrated / partly demonstrated / not demonstrated
1. Checks opening balance and period before investigating differences.
2. Links unmatched items to source records.
3. Separates missing evidence from proposed accounting corrections.
4. Does not force a reconciliation to balance without an explanation.
5. Identifies decisions requiring accountant review.

For each assessment record: observation / evidence / follow-up question.
Still to verify: system fluency / spoken English / availability.
Next step: interview / clarification / does not meet agreed criteria.

Use the same agreed criteria for each candidate. This checklist is not a
certification or a substitute for your firm's review and approval process.
Role guide: https://outstaffteam.com/roles/finance/bookkeeper/