The ultimate technical skills test toolkit for accountants & bookkeepers
Hiring someone who says they can do the job is one thing, proving they can actually do it is another.
Whether you’re hiring a junior bookkeeper or a senior accountant, this Technical Skills Test Toolkit gives you everything you need to confidently assess ability, experience, and commercial awareness, before you make an offer.
Built for busy firm owners, this digital download includes ready-to-use tests, structured questions, scoring guidance, and live task suggestions for every level of hire, from no experience to manager.
What’s Inside:
✔️ 5 Role-Based Skills Test Templates:
Structured tests for:
- No experience (e.g. school leaver or career changer)
- Junior (grad or 0–1 year in practice)
- Mid-level (1–2 years in practice)
- Senior (3+ years in practice)
- Manager
✔️ Interview Question Bank:
Level-specific questions that reveal real competence—not just rehearsed answers.
✔️ Live Task Ideas:
Practical, role-appropriate tests that reflect real day-to-day work in your firm (not theoretical scenarios).
✔️ Behavioural Flag System:
Red/amber/green flags to help you identify warning signs and hiring gold dust at every stage.
✔️ Debrief & Scoring Template:
Make decisions easier with our internal scoring sheet and onboarding notes layout.
✔️ Email Templates for Every Stage:
Editable emails for:
- Inviting candidates to the test
- Making an offer
- Letting someone down kindly
Why You Need This Toolkit:
Save Time & Reduce Risk
Ditch gut-feel hiring. Use a repeatable process that reveals who’s actually ready to hit the ground running.
Hire With Confidence
Feel totally confident in your decisions with structured questions and evidence-based evaluation.
Improve the Candidate Experience
Show every applicant that your firm is organised, values-driven, and invested in their success.
Raise the Bar
Set clear expectations from day one—and onboard people based on their real strengths and support needs.
Who is This For?
This toolkit is perfect for:
- Accounting & bookkeeping firms who want to hire smarter and faster
- Managers and partners building a high-performance team
- Firm owners ready to protect their standards and streamline recruitment
- Growing firms bringing in their first junior or senior team members
Get the Technical Skills Test Toolkit Today
Hiring someone technically sound shouldn’t be a gamble.
This toolkit gives you everything you need to build a skills test process that’s fair, practical, and proven to work—helping you find the people who can actually do the job (and love doing it in your firm).
Ready to hire with confidence?
Get the download now and start testing like a pro.
What past students say
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About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2025. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience of 150,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.