Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a bookkeeper.

A Bookkeeper is responsible for maintaining records of financial transactions by establishing accounts, posting sales, ensuring legal requirements compliance.

The essential duties of this position include developing systems to account for financial transactions a chart or statements, defining bookkeeping policies and procedures, maintaining subsidiary accounts by verifying, allocating and posting transactions, balancing subsidiary accounts by reconciling entries, maintaining general ledger by transferring the subsidiary account summaries, balancing general ledger by preparing a trial balance, combining all entries, maintaining a historical record by filing documents, preparing the financial reports by collecting, analyzing and summarizing account information and trends, contributing to team effort by accomplishing related results as required, complying with the federal, state and local requirements.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Ask appropriate questions and to seek for clarifications on issues not well understood.

Manage my emotions well especially when handling an irate or upset caller.

[employee comments goal]

Learn to express views in a very clear, organized, and concise manner that people can understand.

Show willingness to learn on how to be a good leader and to use my leadership to inspire those that I serve.

[employee comments goal]

Create a group environment where people feel supported by their team members and constantly encourage them to keep moving forward

Create synergy within the team, departments, and alliances across the company

[employee comments goal]

Invest in the unity of the team rather than conflict and disagreements

Manage timely appropriately to make the best use of each day

[employee comments goal]

Develop a hunger for personal growth even as the business excels

Be accountable to the management and showcase your daily or weekly achievement

[employee comments goal]

Stay updated on different types of equipment introduced to the company

Learn new trends from coworkers who have experience handling such tasks

[employee comments goal]

Keep looking for new ways to do things rather than saying something can't or won't be done

Embrace teamwork as a way of sharing ideas and learning from others

[employee comments goal]

Streamline tasks and processes, and create and implement timesaving strategies

Keep a well-organized record of upcoming deadlines and major events

[employee comments goal]

Constantly use the existing benchmarks to complete processes in accordance with the set standards

Show willingness to automate manual processes to enhance efficiency and accuracy

[employee comments goal]

Show willingness to learn how to prepare reports and proposals that persuade and provide information

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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