Bookkeeping, Accounting, and Auditing Clerks

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

First Interest High-Point

Second Interest High-Point

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Third Interest High-Point

Job Zone Three: Medium Preparation Needed

Operate computers programmed with accounting software to record, store, and analyze information.

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

Comply with federal, state, and company policies, procedures, and regulations.

Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

Receive, record, and bank cash, checks, and vouchers.

Code documents according to company procedures.

Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Reconcile or note and report discrepancies found in records.

Perform general office duties, such as filing, answering telephones, and handling routine correspondence.

Access computerized financial information to answer general questions as well as those related to specific accounts.

Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Match order forms with invoices, and record the necessary information.

Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.

Compute deductions for income and social security taxes.

Calculate and prepare checks for utilities, taxes, and other payments.

Monitor status of loans and accounts to ensure that payments are up to date.

Compile budget data and documents, based on estimated revenues and expenses and previous budgets.

Compare computer printouts to manually maintained journals to determine if they match.

Transfer details from separate journals to general ledgers or data processing sheets.

Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.

Prepare purchase orders and expense reports.

Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

10-key calculators

Desktop computers

Financial calculators

Image scanners

Ledger sheets

Notebook computers

Receipt books

Accounts payable software

Accounts receivable software

Accurate NXG

AcornSystems Corporate Performance Management

ACS Technologies ACS Financial Suite

Activant Solutions Activant Prophet 21

AdaptaSoft CyberPay

ADP Pay eXpert

ADP Workforce Now

Advanced Management Systems Software for Wineries

American HealthTech Financial

AMS Services AMS Sagitta

Asset management software

ATX Total Accounting Office

ATX Total Engagement Office

Auditing software

AuditWare

Automation Counselors municiPAL

Best MIP Fund Accounting

BillingTracker

Blackbaud The Financial Edge

Blackbaud The Raiser's Edge

BLS Software Invoice!

Business performance management BPM software

Cartesis ES Magnitude

CCIS AccountAbility

ComputerEase

Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System

Cost accounting software

Customer information control system CICS

CYMA IV Accounting for Windows

Data entry software

Delphi Technology

Document management system software

FileMaker Pro

Financial compliance software

Financial reporting software

Financial statement software

FlexiFinancials FlexiLedger

FLS eDP.Payrolltax

Fund accounting software

General ledger software

HCSS HeavyBid

HCSS HeavyJob

Healthcare common procedure coding system HCPCS

Heron CrossTie General Ledger

Human resource management software HRMS

IBM Cognos Impromptu

IBM Notes

Infor Global Solutions Starbuilder

Intrax ProcedureNet

Intuit QuickBooks

Intuit Quicken

Iron Mountain Accutrac Records Management Software

LexisNexis

Medical condition coding software

Medical procedure coding software

MEDITECH software

MethodWare ProAudit Advisor

Microsoft Access

Microsoft Dynamics

Microsoft Dynamics GP

Microsoft Excel

Microsoft Internet Explorer

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Publisher

Microsoft SharePoint

Microsoft Windows

Microsoft Word

NetSuite ERP

New Millennium Communications Genesis Accounting

OmniRIM Records Management Suite

Oracle E-Business Suite Financials

Oracle Fusion Applications

Oracle Hyperion

Oracle JD Edwards EnterpriseOne

Oracle PeopleSoft

Oracle PeopleSoft Financials

Paisley AutoAudit

Paisley Cardmap

Paisley Focus Control Assurance

Paisley IssueTrack

Paisley RiskNavigator

Payroll software

Pentana audit work system PAWS

PROPHIX Enterprise

Records management software

Roundtable Software Advantage Accounting System

RSM McGladrey Advanced Practice Solutions Paperless Audit

RSM McGladrey Auditor Assistant

Be prepared to start at a entry level position and work your way up.

Set a budget, stay positive and live within your means.

I log in to my computer and check my email. I pull recorded calls from a server and start auditing while inputting the data into a database. Sometimes we have calibrations, team meeting, etc.

Quality Assurance Coordinator

Family member stated you need to be in the medical field.

T A

Quality Assurance Coordinator

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Law

Working with Others

Day to Day

Advice for Getting Started

Recommended Education

Hurdles

The Noise I Shed

From Myself:

Challenges I Overcame

Financial

T A

Quality Assurance Coordinator

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Law

Working with Others

Day to Day

Advice for Getting Started

Recommended Education

My career is not related to what I studied. I'd recommend this path instead:

Hurdles

The Noise I Shed

From Myself:

Challenges I Overcame

Related Leaders