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Bookkeeping, Accounting, and Auditing Clerks Occupation Detailed Description

Bookkeeping, Accounting, and Auditing Clerks career

General Job Description and Education/Training Levels for Bookkeeping, Accounting, and Auditing Clerks

The main tasks and work activities of Bookkeeping, Accounting, and Auditing Clerks are to verify accuracy of financial or transactional data, operate computers or computerized equipment, maintain financial or account records, calculate financial data. In general, for the Bookkeeping, Accounting, and Auditing Clerks, mathematics, active Listening, reading Comprehension, critical Thinking and other 5 skills are required.
Bookkeeping, Accounting, and Auditing Clerks Job Description
EducationMost occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Related ExperiencePrevious work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Job TrainingEmployees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
ExampleThese occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.
The following chart shows the education/training levels for Bookkeeping, Accounting, and Auditing Clerks jobs. 40.89% of Bookkeeping, Accounting, and Auditing Clerks have High School Diploma (or the equivalent) and 20.79% of Bookkeeping, Accounting, and Auditing Clerks have Post-Secondary Certificate.
Less than a High School Diploma
6.35%
High School Diploma (or the equivalent)
40.89%
Post-Secondary Certificate
20.79%
Some College Courses
4.72%
Associate's Degree (or other 2-year degree)
8.54%
Bachelor's Degree and Above
18.71%

Tasks and Work Activities of Bookkeeping, Accounting, and Auditing Clerks

  • 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.
  • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established 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.
  • Code documents according to company procedures.
  • Access computerized financial information to answer general questions as well as those related to specific accounts.
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  • Reconcile or note and report discrepancies found in records.
  • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
  • Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
  • Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
  • Receive, record, and bank cash, checks, and vouchers.
  • Calculate and prepare checks for utilities, taxes, and other payments.
  • Compare computer printouts to manually maintained journals to determine if they match.
  • Reconcile records of bank transactions.
  • Prepare trial balances of books.
  • Monitor status of loans and accounts to ensure that payments are up to date.
  • Interacting With ComputersUsing computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Getting InformationObserving, receiving, and otherwise obtaining information from all relevant sources.
  • Documenting/Recording InformationEntering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • Establishing and Maintaining Interpersonal RelationshipsDeveloping constructive and cooperative working relationships with others, and maintaining them over time.
  • Communicating with Supervisors, Peers, or SubordinatesProviding information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Processing InformationCompiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Organizing, Planning, and Prioritizing WorkDeveloping specific goals and plans to prioritize, organize, and accomplish your work.
  • Identifying Objects, Actions, and EventsIdentifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
  • Performing Administrative ActivitiesPerforming day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Communicating with Persons Outside OrganizationCommunicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
  • Verify accuracy of financial or transactional data.
  • Operate computers or computerized equipment.
  • Maintain financial or account records.
  • Calculate financial data.
  • Compile data or documentation.
  • Code data or other information.
  • Search files, databases or reference materials to obtain needed information.
  • Operate office equipment.
  • Reconcile records of sales or other financial transactions.
  • Answer telephones to direct calls or provide information.
  • File documents or records.
  • Prepare cash for deposit or disbursement.
  • Collect deposits, payments or fees.
  • Monitor financial information.
  • Calculate costs of goods or services.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Maintain inventory records.
  • Execute sales or other financial transactions.

Skills and Abilities for Bookkeeping, Accounting, and Auditing Clerks

  • MathematicsUsing mathematics to solve problems.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Critical ThinkingUsing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • SpeakingTalking to others to convey information effectively.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • Time ManagementManaging one's own time and the time of others.
  • MonitoringMonitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Oral ComprehensionThe ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Near VisionThe ability to see details at close range (within a few feet of the observer).
  • Written ComprehensionThe ability to read and understand information and ideas presented in writing.
  • Mathematical ReasoningThe ability to choose the right mathematical methods or formulas to solve a problem.
  • Written ExpressionThe ability to communicate information and ideas in writing so others will understand.
  • Number FacilityThe ability to add, subtract, multiply, or divide quickly and correctly.
  • Problem SensitivityThe ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Oral ExpressionThe ability to communicate information and ideas in speaking so others will understand.
  • Category FlexibilityThe ability to generate or use different sets of rules for combining or grouping things in different ways.
  • Information OrderingThe ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • Inductive ReasoningThe ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Speech RecognitionThe ability to identify and understand the speech of another person.
  • Selective AttentionThe ability to concentrate on a task over a period of time without being distracted.
  • Deductive ReasoningThe ability to apply general rules to specific problems to produce answers that make sense.
  • Speech ClarityThe ability to speak clearly so others can understand you.
  • Desktop calculatore.g. 10-key calculators
  • Desktop computerse.g. Desktop computers
  • Scientific calculatore.g. Financial calculators
  • Scannerse.g. Image scanners
  • Ledger papere.g. Ledger sheets
  • Notebook computerse.g. Notebook computers
  • Receipts or receipt bookse.g. Receipt books
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • English LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.