Inside NBG’s Vetting Process for Advanced-Level Bookkeepers: Built for CPA Firms That Run on Automation
Modern CPA firms aren’t looking for someone to simply record transactions anymore, they’re looking for professionals who can run an entire tech stack.
Your clients now operate across multiple entities, sell through Shopify, collect through Stripe, pay vendors on Bill.com, and process payroll through Gusto, ADP, or Paychex.
To keep that ecosystem in sync, you need bookkeepers who can automate, reconcile, and optimize, not just post entries.
How we identify and validate advanced bookkeepers
Stage 1 – Technical screening
Our process starts with a deep-dive technical test that mirrors real CPA firm challenges.
For instance:
“A client operates three Shopify stores with separate Stripe accounts but one parent QuickBooks ledger. How would you structure reconciliations for clean consolidation?”
The goal is to separate “good bookkeepers” from elite problem-solvers who understand both the accounting and the automation behind it.
Stage 2 – Automation proficiency
We don’t rely on self-reported skills.
Each candidate demonstrates live integration proficiency — connecting Bill.com, QuickBooks, and payroll platforms in real time, identifying mismatched transactions, and building custom rules to reduce manual effort.
By the time they pass this round, we already know they can work seamlessly with:
- QuickBooks Online / Desktop
- Bill.com, Dext, AutoEntry, Hubdoc
- Shopify, Stripe, Amazon Seller Central
- Gusto, ADP, Paychex
- Workflow systems like Karbon or ClickUp
Stage 3 – Communication assessment
A technically sound bookkeeper still needs to speak the language of CPAs.
That’s why we simulate U.S. client communication scenarios, from explaining deferred revenue adjustments to summarizing month-end reconciliations in clear, concise English.
Our goal: ensure they can represent your firm like your own in-house staff would.
Stage 4 – Real-world validation
Before onboarding with a CPA client, every advanced bookkeeper completes a supervised assignment using anonymized U.S. client data:
We test for:
- Accuracy across reconciliations
- Speed and review efficiency
- Ability to follow structured closing workflows
Only candidates who meet these benchmarks enter our “Advanced-Level Deployment Pool.”
Why advanced matters for your firm
With NBG’s advanced-level professionals, you gain:
- Speed: Faster month-end closings
- Accuracy: Fewer review loops
- Scalability: One bookkeeper can handle more clients
- Advisory bandwidth: Your senior CPAs focus where they add most value
Because in today’s environment, automation-savvy bookkeeping isn’t a luxury, it’s a competitive edge.
Explore offshore bookkeeping designed for CPA firms
Book a 15-minute discovery call with our CPA staffing team and see how we source and vet top-tier bookkeepers for U.S. firms.
