Bookkeeping, Accounting, and Auditing Clerks

Job Description: 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.

Bookkeeping, Accounting, and Auditing Clerks spend a lot of their time Updating and Using Relevant Knowledge. They are naturally good at Oral Comprehension, Written Comprehension, Near Vision, and Written Expression. Bookkeeping, Accounting, and Auditing Clerks are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Clerical, Economics and Accounting, and Mathematics and are skilled at Active Listening and Reading Comprehension.

Work Activities

Updating and Using Relevant Knowledge
  
Processing Information
  
Getting Information
  
Organizing, Planning, and Prioritizing Work
  
Establishing and Maintaining Interpersonal Relationships
  
Communicating with Supervisors, Peers, or Subordinates
  
Monitor Processes, Materials, or Surroundings
  
Documenting/Recording Information
  
Identifying Objects, Actions, and Events
  
Monitoring and Controlling Resources
  
Interacting With Computers
  
Analyzing Data or Information
  
Making Decisions and Solving Problems
  
Performing Administrative Activities
  
Communicating with Persons Outside Organization
  
Interpreting the Meaning of Information for Others
  
Evaluating Information to Determine Compliance with Standards
  
Coordinating the Work and Activities of Others
  
Resolving Conflicts and Negotiating with Others
  
Training and Teaching Others
  
Thinking Creatively
  
Scheduling Work and Activities
  
Assisting and Caring for Others
  
Coaching and Developing Others
  
Developing Objectives and Strategies
  
Provide Consultation and Advice to Others
  
Judging the Qualities of Things, Services, or People
  
Guiding, Directing, and Motivating Subordinates
  
Performing for or Working Directly with the Public
  
Developing and Building Teams
  
Handling and Moving Objects
  
Estimating the Quantifiable Characteristics of Products, Events, or Information
  
Inspecting Equipment, Structures, or Material
  
Controlling Machines and Processes
  
Repairing and Maintaining Electronic Equipment
  
Selling or Influencing Others
  
Performing General Physical Activities
  

Abilities

Oral Comprehension
  
Written Comprehension
  
Near Vision
  
Written Expression
  
Oral Expression
  
Number Facility
  
Mathematical Reasoning
  
Information Ordering
  
Category Flexibility
  
Deductive Reasoning
  
Problem Sensitivity
  
Speech Recognition
  
Inductive Reasoning
  
Speech Clarity
  
Flexibility of Closure
  
Selective Attention
  
Perceptual Speed
  
Finger Dexterity
  
Memorization
  
Speed of Closure
  
Far Vision
  
Fluency of Ideas
  
Visual Color Discrimination
  
Originality
  
Time Sharing
  
Control Precision
  
Visualization
  
Manual Dexterity
  
Arm-Hand Steadiness
  
Hearing Sensitivity
  
Auditory Attention
  

Interests

Conventional
  
Enterprising
  
Realistic
  
Investigative
  
Social
  
Artistic
  

Knowledge

Clerical
  
Economics and Accounting
  
Mathematics
  
English Language
  
Computers and Electronics
  
Customer and Personal Service
  
Administration and Management
  
Law and Government
  
Personnel and Human Resources
  
Education and Training
  
Sales and Marketing
  
Communications and Media
  
Transportation
  
Public Safety and Security
  
Production and Processing
  
Psychology
  
Telecommunications
  
Foreign Language
  

Wages

District of Columbia
$47,540  
 
Connecticut
$39,370  
 
Maryland
$39,240  
 
Massachusetts
$38,950  
 
Alaska
$38,710  
 
California
$38,520  
 
New Jersey
$38,370  
 
New York
$37,890  
 
Washington
$36,710  
 
Rhode Island
$36,400  
 
Virginia
$35,490  
 
Hawaii
$35,280  
 
New Hampshire
$35,010  
 
Minnesota
$34,740  
 
Illinois
$34,490  
 
Arizona
$34,400  
 
Delaware
$34,360  
 
Michigan
$34,340  
 
Pennsylvania
$34,270  
 
Colorado
$34,150  
 
Oregon
$34,060  
 
Nevada
$34,010  
 
Vermont
$33,670  
 
Texas
$33,090  
 
Georgia
$32,750  
 
Wyoming
$32,620  
 
Ohio
$32,480  
 
Wisconsin
$32,440  
 
North Carolina
$32,390  
 
Maine
$32,360  
 
Virgin Islands
$32,020  
 
Florida
$31,990  
 
South Carolina
$31,590  
 
Louisiana
$31,520  
 
Indiana
$31,310  
 
Utah
$31,040  
 
Missouri
$30,910  
 
North Dakota
$30,690  
 
Alabama
$30,640  
 
Idaho
$30,600  
 
New Mexico
$30,550  
 
Kentucky
$30,440  
 
Tennessee
$30,330  
 
Kansas
$30,200  
 
Iowa
$30,120  
 
Mississippi
$29,880  
 
Nebraska
$29,250  
 
Arkansas
$28,950  
 
Montana
$28,830  
 
Oklahoma
$27,790  
 
West Virginia
$27,200  
 
South Dakota
$27,090  
 
Guam
$24,430  
 
Puerto Rico
$19,190  
 

Skills

Active Listening
  
Reading Comprehension
  
Critical Thinking
  
Speaking
  
Mathematics
  
Writing
  
Time Management
  
Monitoring
  
Active Learning
  
Complex Problem Solving
  
Social Perceptiveness
  
Judgment and Decision Making
  
Coordination
  
Service Orientation
  
Persuasion
  
Management of Personnel Resources
  
Learning Strategies
  
Negotiation
  
Instructing
  
Systems Analysis
  
Management of Financial Resources
  
Systems Evaluation
  
Operation Monitoring
  
Management of Material Resources
  
Operations Analysis
  
Programming
  
Technology Design
  

Work Values

Support
  
Relationships
  
Achievement
  
Working Conditions
  
Independence
  
Recognition
  

Work Styles

Integrity
  
Attention to Detail
  
Dependability
  
Independence
  
Cooperation
  
Analytical Thinking
  
Initiative
  
Self Control
  
Adaptability/Flexibility
  
Persistence
  
Stress Tolerance
  
Concern for Others
  
Achievement/Effort
  
Leadership
  
Innovation
  
Social Orientation
  

Related University Degree Programs

Work Context

Telephone
  
Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  
Electronic Mail
  
Indoors, Environmentally Controlled
  
Spend Time Sitting
  
Structured versus Unstructured Work
  
Face-to-Face Discussions
  
Freedom to Make Decisions
  
Frequency of Decision Making
  
Time Pressure
  
Contact With Others
  
Work With Work Group or Team
  
Impact of Decisions on Co-workers or Company Results
  
Letters and Memos
  
Spend Time Making Repetitive Motions
  
Deal With External Customers
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Frequency of Conflict Situations
  
Coordinate or Lead Others
  
Deal With Unpleasant or Angry People
  
Physical Proximity
  
Responsibility for Outcomes and Results
  
Degree of Automation
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Consequence of Error
  
Level of Competition
  
Duration of Typical Work Week
  
Spend Time Standing
  
Responsible for Others' Health and Safety
  
Spend Time Bending or Twisting the Body
  
Spend Time Walking and Running
  
Exposed to Contaminants
  
Public Speaking
  
Cramped Work Space, Awkward Positions
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
In an Enclosed Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Pace Determined by Speed of Equipment
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Spend Time Keeping or Regaining Balance
  
Deal With Physically Aggressive People
  
Very Hot or Cold Temperatures
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Work Schedules
  
Exposed to High Places
  
Indoors, Not Environmentally Controlled
  
Outdoors, Exposed to Weather
  
Exposed to Hazardous Equipment
  
Outdoors, Under Cover
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  

-40 hours-

Duration of Typical Work Week
  

-A lot of freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-About half the time-

Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Sitting
  
Spend Time Walking and Running
  
Spend Time Bending or Twisting the Body
  
Spend Time Standing
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Keeping or Regaining Balance
  

-Completely automated-

Degree of Automation
  

-Constant contact with others-

Contact With Others
  

-Contact with others about half the time-

Contact With Others
  

-Contact with others most of the time-

Contact With Others
  

-Continually or almost continually-

Spend Time Sitting
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Making Repetitive Motions
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Walking and Running
  
Spend Time Standing
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  

-Every day-

Telephone
  
Indoors, Environmentally Controlled
  
Electronic Mail
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Time Pressure
  
Letters and Memos
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Frequency of Conflict Situations
  
Exposed to Contaminants
  
Deal With Unpleasant or Angry People
  
Extremely Bright or Inadequate Lighting
  
Cramped Work Space, Awkward Positions
  
In an Enclosed Vehicle or Equipment
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Public Speaking
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  

-Extremely competitive-

Level of Competition
  

-Extremely important-

Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  
Deal With External Customers
  
Work With Work Group or Team
  
Coordinate or Lead Others
  
Pace Determined by Speed of Equipment
  

-Extremely serious-

Consequence of Error
  

-Fairly important-

Coordinate or Lead Others
  
Deal With External Customers
  
Work With Work Group or Team
  
Pace Determined by Speed of Equipment
  
Importance of Being Exact or Accurate
  
Importance of Repeating Same Tasks
  

-Fairly serious-

Consequence of Error
  

-High responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Highly automated-

Degree of Automation
  

-Highly competitive-

Level of Competition
  

-I don't work near other people (beyond 100 ft.)-

Physical Proximity
  

-I work with others but not closely (e.g., private office)-

Physical Proximity
  

-Important-

Work With Work Group or Team
  
Deal With External Customers
  
Coordinate or Lead Others
  
Importance of Being Exact or Accurate
  
Importance of Repeating Same Tasks
  
Pace Determined by Speed of Equipment
  

-Important results-

Impact of Decisions on Co-workers or Company Results
  

-Irregular (changes with weather conditions, production demands, or contract duration)-

Work Schedules
  

-Less than 40 hours-

Duration of Typical Work Week
  

-Less than half the time-

Spend Time Standing
  
Spend Time Walking and Running
  
Spend Time Bending or Twisting the Body
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Making Repetitive Motions
  
Spend Time Sitting
  
Spend Time Keeping or Regaining Balance
  

-Limited freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Limited responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Minor results-

Impact of Decisions on Co-workers or Company Results
  

-Moderate responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Moderate results-

Impact of Decisions on Co-workers or Company Results
  

-Moderately automated-

Degree of Automation
  

-Moderately close (at arm's length)-

Physical Proximity
  

-Moderately competitive-

Level of Competition
  

-More than 40 hours-

Duration of Typical Work Week
  

-More than half the time-

Spend Time Sitting
  
Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Bending or Twisting the Body
  
Spend Time Walking and Running
  
Spend Time Standing
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Keeping or Regaining Balance
  

-Never-

In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
Outdoors, Exposed to Weather
  
Exposed to Hazardous Equipment
  
Outdoors, Under Cover
  
Spend Time Keeping or Regaining Balance
  
Indoors, Not Environmentally Controlled
  
Very Hot or Cold Temperatures
  
Deal With Physically Aggressive People
  
Exposed to High Places
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Extremely Bright or Inadequate Lighting
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
In an Enclosed Vehicle or Equipment
  
Cramped Work Space, Awkward Positions
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Exposed to Contaminants
  
Public Speaking
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Bending or Twisting the Body
  
Spend Time Walking and Running
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Frequency of Conflict Situations
  
Indoors, Environmentally Controlled
  
Frequency of Decision Making
  
Spend Time Standing
  
Deal With Unpleasant or Angry People
  
Face-to-Face Discussions
  
Spend Time Making Repetitive Motions
  
Electronic Mail
  
Letters and Memos
  
Telephone
  
Spend Time Sitting
  
Time Pressure
  

-No contact with others-

Contact With Others
  

-No freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-No responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-No results-

Impact of Decisions on Co-workers or Company Results
  

-Not at all automated-

Degree of Automation
  

-Not at all competitive-

Level of Competition
  

-Not important at all-

Pace Determined by Speed of Equipment
  
Coordinate or Lead Others
  
Deal With External Customers
  
Work With Work Group or Team
  
Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  

-Not serious at all-

Consequence of Error
  

-Occasional contact with others-

Contact With Others
  

-Once a month or more but not every week-

Deal With Unpleasant or Angry People
  
Time Pressure
  
Frequency of Conflict Situations
  
Letters and Memos
  
Telephone
  
Public Speaking
  
Electronic Mail
  
Very Hot or Cold Temperatures
  
Cramped Work Space, Awkward Positions
  
Frequency of Decision Making
  
Face-to-Face Discussions
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
In an Enclosed Vehicle or Equipment
  
Exposed to High Places
  
Outdoors, Under Cover
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  
Exposed to Contaminants
  

-Once a week or more but not every day-

Time Pressure
  
Letters and Memos
  
Frequency of Conflict Situations
  
Face-to-Face Discussions
  
Deal With Unpleasant or Angry People
  
Frequency of Decision Making
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Electronic Mail
  
In an Enclosed Vehicle or Equipment
  
Public Speaking
  
Deal With Physically Aggressive People
  
Exposed to Contaminants
  
Very Hot or Cold Temperatures
  
Telephone
  
Cramped Work Space, Awkward Positions
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  
Exposed to High Places
  
Outdoors, Under Cover
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  

-Once a year or more but not every month-

Deal With Unpleasant or Angry People
  
Public Speaking
  
Frequency of Conflict Situations
  
Letters and Memos
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
In an Enclosed Vehicle or Equipment
  
Cramped Work Space, Awkward Positions
  
Exposed to Contaminants
  
Exposed to High Places
  
Frequency of Decision Making
  
Extremely Bright or Inadequate Lighting
  
Time Pressure
  
Indoors, Not Environmentally Controlled
  
Outdoors, Exposed to Weather
  
Exposed to Hazardous Equipment
  
Outdoors, Under Cover
  
Deal With Physically Aggressive People
  
Face-to-Face Discussions
  
Very Hot or Cold Temperatures
  
Telephone
  
Exposed to Whole Body Vibration
  
Indoors, Environmentally Controlled
  
Electronic Mail
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  

-Regular (established routine, set schedule)-

Work Schedules
  

-Seasonal (only during certain times of the year)-

Work Schedules
  

-Serious-

Consequence of Error
  

-Slightly automated-

Degree of Automation
  

-Slightly close (e.g., shared office)-

Physical Proximity
  

-Slightly competitive-

Level of Competition
  

-Some freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-Very close (near touching)-

Physical Proximity
  

-Very high responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Very important-

Coordinate or Lead Others
  
Work With Work Group or Team
  
Deal With External Customers
  
Importance of Being Exact or Accurate
  
Importance of Repeating Same Tasks
  
Pace Determined by Speed of Equipment
  

-Very important results-

Impact of Decisions on Co-workers or Company Results
  

-Very little freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-Very serious-

Consequence of Error
  

Task Ratings

- Importance Core-

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.
  
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.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Receive, record, and bank cash, checks, and vouchers.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Code documents according to company procedures.
  
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.
  
Reconcile or note and report discrepancies found in records.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Match order forms with invoices, and record the necessary information.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  

- Importance Supplemental-

Perform personal bookkeeping services.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Prepare trial balances of books.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Compute deductions for income and social security taxes.
  
Prepare and process payroll information.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Reconcile records of bank transactions.
  
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.
  
Prepare purchase orders and expense reports.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Maintain inventory records.
  

- Relevance of Task Core-

Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Reconcile or note and report discrepancies found in records.
  
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.
  
Code documents according to company procedures.
  
Match order forms with invoices, and record the necessary information.
  
Receive, record, and bank cash, checks, and vouchers.
  

- Relevance of Task Supplemental-

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Reconcile records of bank transactions.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Prepare purchase orders and expense reports.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Prepare and process payroll information.
  
Prepare trial balances of books.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Perform personal bookkeeping services.
  
Maintain inventory records.
  
Compute deductions for income and social security taxes.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  

-Daily Frequency of Task (Categories 1-7) Core-

Comply with federal, state, and company policies, procedures, and regulations.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  
Receive, record, and bank cash, checks, and vouchers.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Code documents according to company procedures.
  
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.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Match order forms with invoices, and record the necessary information.
  
Reconcile or note and report discrepancies found in records.
  
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.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  

-Daily Frequency of Task (Categories 1-7) Supplemental-

Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Perform personal bookkeeping services.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Reconcile records of bank transactions.
  
Prepare purchase orders and expense reports.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Maintain inventory records.
  
Prepare trial balances of books.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Compute deductions for income and social security taxes.
  
Prepare and process payroll information.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  

-Hourly or more Frequency of Task (Categories 1-7) Core-

Operate computers programmed with accounting software to record, store, and analyze information.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Code documents according to company procedures.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
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.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Match order forms with invoices, and record the necessary information.
  
Reconcile or note and report discrepancies found in records.
  
Receive, record, and bank cash, checks, and vouchers.
  

-Hourly or more Frequency of Task (Categories 1-7) Supplemental-

Monitor status of loans and accounts to ensure that payments are up to date.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Perform personal bookkeeping services.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Compute deductions for income and social security taxes.
  
Prepare and process payroll information.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Prepare trial balances of books.
  
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 budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Maintain inventory records.
  
Reconcile records of bank transactions.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  

-More than monthly Frequency of Task (Categories 1-7) Core-

Reconcile or note and report discrepancies found in records.
  
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.
  
Match order forms with invoices, and record the necessary information.
  
Code documents according to company procedures.
  
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.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Receive, record, and bank cash, checks, and vouchers.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  

-More than monthly Frequency of Task (Categories 1-7) Supplemental-

Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Reconcile records of bank transactions.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Compute deductions for income and social security taxes.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Prepare purchase orders and expense reports.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Prepare trial balances of books.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  
Prepare and process payroll information.
  
Perform personal bookkeeping services.
  
Maintain inventory records.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  

-More than weekly Frequency of Task (Categories 1-7) Core-

Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Receive, record, and bank cash, checks, and vouchers.
  
Reconcile or note and report discrepancies found in records.
  
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.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
Match order forms with invoices, and record the necessary information.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Code documents according to company procedures.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  

-More than weekly Frequency of Task (Categories 1-7) Supplemental-

Compute deductions for income and social security taxes.
  
Maintain inventory records.
  
Prepare and process payroll information.
  
Prepare purchase orders and expense reports.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Prepare trial balances of books.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Perform personal bookkeeping services.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Reconcile records of bank transactions.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  

-More than yearly Frequency of Task (Categories 1-7) Core-

Match order forms with invoices, and record the necessary information.
  
Reconcile or note and report discrepancies found in records.
  
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.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Receive, record, and bank cash, checks, and vouchers.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  
Code documents according to company procedures.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  

-More than yearly Frequency of Task (Categories 1-7) Supplemental-

Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  
Prepare trial balances of books.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Prepare and process payroll information.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Reconcile records of bank transactions.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Prepare purchase orders and expense reports.
  
Perform personal bookkeeping services.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Compute deductions for income and social security taxes.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Maintain inventory records.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  

-Several times daily Frequency of Task (Categories 1-7) Core-

Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Match order forms with invoices, and record the necessary information.
  
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Code documents according to company procedures.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
Receive, record, and bank cash, checks, and vouchers.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
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.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  
Reconcile or note and report discrepancies found in records.
  

-Several times daily Frequency of Task (Categories 1-7) Supplemental-

Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Prepare purchase orders and expense reports.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  
Perform personal bookkeeping services.
  
Prepare and process payroll information.
  
Reconcile records of bank transactions.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Prepare trial balances of books.
  
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Compute deductions for income and social security taxes.
  
Maintain inventory records.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  

-Yearly or less Frequency of Task (Categories 1-7) Core-

Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  
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.
  
Comply with federal, state, and company policies, procedures, and regulations.
  
Receive, record, and bank cash, checks, and vouchers.
  
Code documents according to company procedures.
  
Reconcile or note and report discrepancies found in records.
  
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  
Match order forms with invoices, and record the necessary information.
  
Access computerized financial information to answer general questions as well as those related to specific accounts.
  
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  
Operate computers programmed with accounting software to record, store, and analyze information.
  

-Yearly or less Frequency of Task (Categories 1-7) Supplemental-

Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
  
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
  
Maintain inventory records.
  
Calculate and prepare checks for utilities, taxes, and other payments.
  
Perform personal bookkeeping services.
  
Reconcile records of bank transactions.
  
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
  
Transfer details from separate journals to general ledgers or data processing sheets.
  
Prepare and process payroll information.
  
Monitor status of loans and accounts to ensure that payments are up to date.
  
Prepare trial balances of books.
  
Prepare purchase orders and expense reports.
  
Compute deductions for income and social security taxes.
  
Compare computer printouts to manually maintained journals to determine if they match.
  
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  

Education Training Experience

-On-Site or In-Plant Training-

None
  
Up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  

-On-the-Job Training-

Anything beyond short demonstration, up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  

-Related Work Experience-

None
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 6 years
  
Over 6 years, up to and including 8 years
  

-Required Level of Education-

High School Diploma (or GED or High School Equivalence Certificate)
  
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
  
Some College Courses
  
Associate's Degree (or other 2-year degree)
  
Bachelor's Degree