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Bookkeeping, Accounting, and Auditing Clerks

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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.


Sample of reported job titles: Account Clerk, Accounting Assistant, Accounting Associate, Accounting Clerk, Accounting Specialist, Accounting Technician, Accounts Payable Clerk, Accounts Payable Specialist, Accounts Payables Clerk, Accounts Receivable Clerk


Tasks  |  Technology Skills  |  Tools Used  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information


Tasks

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  • Operate computers programmed with accounting software to record, store, and analyze information.See more occupations related to this task.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.See more occupations related to this task.
  • Comply with federal, state, and company policies, procedures, and regulations.See more occupations related to this task.
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.See more occupations related to this task.
  • Receive, record, and bank cash, checks, and vouchers.See more occupations related to this task.
  • Code documents according to company procedures.See more occupations related to this task.
  • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.See more occupations related to this task.
  • Reconcile or note and report discrepancies found in records.See more occupations related to this task.
  • Perform general office duties, such as filing, answering telephones, and handling routine correspondence.See more occupations related to this task.
  • Access computerized financial information to answer general questions as well as those related to specific accounts.See more occupations related to this task.
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.See more occupations related to this task.
  • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.See more occupations related to this task.
  • Match order forms with invoices, and record the necessary information.See more occupations related to this task.
  • Perform personal bookkeeping services.See more occupations related to this task.
  • Prepare and process payroll information.See more occupations related to this task.
  • Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.See more occupations related to this task.
  • Compute deductions for income and social security taxes.See more occupations related to this task.
  • Calculate and prepare checks for utilities, taxes, and other payments.See more occupations related to this task.
  • Monitor status of loans and accounts to ensure that payments are up to date.See more occupations related to this task.
  • Reconcile records of bank transactions.See more occupations related to this task.
  • Compile budget data and documents, based on estimated revenues and expenses and previous budgets.See more occupations related to this task.
  • Compare computer printouts to manually maintained journals to determine if they match.See more occupations related to this task.
  • Transfer details from separate journals to general ledgers or data processing sheets.See more occupations related to this task.
  • Complete and submit tax forms and returns, workers’ compensation forms, pension contribution forms, and other government documents.See more occupations related to this task.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.See more occupations related to this task.
  • Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.See more occupations related to this task.
  • Prepare purchase orders and expense reports.See more occupations related to this task.
  • Prepare trial balances of books.See more occupations related to this task.
  • 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.See more occupations related to this task.
  • Maintain inventory records.See more occupations related to this task.

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Technology Skills

Show fewer All 26 displayed     Show 7 tools used
  • Accounting software — Fund accounting software; Intuit QuickBooks Hot technology ; Sage 50 Accounting; Tax software (see all 35 examples)See more occupations related to this technology.
  • Business intelligence and data analysis software — IBM Cognos Impromptu Hot technologySee more occupations related to this technology.
  • Compliance software — Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System; Financial compliance software; FLS eDP.Payrolltax; Intrax ProcedureNet (see all 7 examples)See more occupations related to this technology.
  • Customer relationship management CRM software — Blackbaud The Raiser’s Edge; Sage ACT!See more occupations related to this technology.
  • Data base reporting software — SAP Crystal Reports Hot technologySee more occupations related to this technology.
  • Data base user interface and query software — Data entry software Hot technology ; Microsoft Access Hot technology ; Oracle software Hot technology ; Yardi Hot technology (see all 6 examples)See more occupations related to this technology.
  • Desktop communications software — SkypeSee more occupations related to this technology.
  • Desktop publishing software — Microsoft PublisherSee more occupations related to this technology.
  • Document management software — Adobe Systems Adobe Acrobat Hot technology ; Document management system software; Dropbox; OmniRIM Records Management Suite (see all 6 examples)See more occupations related to this technology.
  • Electronic mail software — IBM Notes Hot technology ; Microsoft Exchange Hot technology ; Microsoft Outlook Hot technologySee more occupations related to this technology.
  • Enterprise application integration software — SAP BusinessObjects Data IntegratorSee more occupations related to this technology.
  • Enterprise resource planning ERP software Hot technology — Microsoft Dynamics GP Hot technology ; NetSuite ERP Hot technology ; Oracle Hyperion Hot technology ; Oracle JD Edwards EnterpriseOne Hot technology (see all 16 examples)See more occupations related to this technology.
  • Financial analysis software — Delphi Technology; Oracle E-Business Suite Financials; RSM McGladrey Advanced Practice Solutions Paperless Audit; RSM McGladrey Auditor Assistant (see all 10 examples)See more occupations related to this technology.
  • Human resources software — ADP Workforce Now Hot technology ; Human resource management software HRMSSee more occupations related to this technology.
  • Information retrieval or search software — LexisNexisSee more occupations related to this technology.
  • Internet browser software — Microsoft Internet ExplorerSee more occupations related to this technology.
  • Medical software — Epic Systems Hot technology ; Healthcare common procedure coding system HCPCS Hot technology ; Medical condition coding software Hot technology ; MEDITECH software Hot technology (see all 5 examples)See more occupations related to this technology.
  • Office suite software — Google Drive Hot technology ; Microsoft Office Hot technologySee more occupations related to this technology.
  • Operating system software — Microsoft Windows Hot technologySee more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint Hot technologySee more occupations related to this technology.
  • Project management software — HCSS HeavyBid; HCSS HeavyJob; Microsoft Project Hot technology ; Microsoft SharePoint Hot technologySee more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel Hot technologySee more occupations related to this technology.
  • Time accounting software — ADP Pay eXpert; HMS; Payroll softwareSee more occupations related to this technology.
  • Transaction server software — Customer information control system CICS; Tumbleweed SecureTransportSee more occupations related to this technology.
  • Video conferencing software — FaceTimeSee more occupations related to this technology.
  • Word processing software — Google Docs Hot technology ; Microsoft Word Hot technologySee more occupations related to this technology.

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Knowledge

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  • Customer and Personal Service — Knowledge 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.See more occupations related to this knowledge.
  • Clerical — Knowledge 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.See more occupations related to this knowledge.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.See more occupations related to this knowledge.
  • Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.See more occupations related to this knowledge.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.See more occupations related to this knowledge.
  • Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.See more occupations related to this knowledge.

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Skills

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  • Mathematics — Using mathematics to solve problems.See more occupations related to this skill.
  • Active Listening — Giving 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.See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.See more occupations related to this skill.
  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents.See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively.See more occupations related to this skill.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.See more occupations related to this skill.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.See more occupations related to this skill.
  • Time Management — Managing one’s own time and the time of others.See more occupations related to this skill.

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Abilities

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  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.See more occupations related to this ability.
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer).See more occupations related to this ability.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand.See more occupations related to this ability.
  • Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly.See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.See more occupations related to this ability.
  • Problem Sensitivity — The 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.See more occupations related to this ability.
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).See more occupations related to this ability.
  • Information Ordering — The 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).See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person.See more occupations related to this ability.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.See more occupations related to this ability.
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted.See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you.See more occupations related to this ability.

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Work Activities

Show fewer All 17 displayed
  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.See more occupations related to this activity.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.See more occupations related to this activity.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.See more occupations related to this activity.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.See more occupations related to this activity.
  • Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.See more occupations related to this activity.
  • Communicating with Persons Outside Organization — Communicating 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.See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.See more occupations related to this activity.
  • Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.See more occupations related to this activity.
  • Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.See more occupations related to this activity.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.See more occupations related to this activity.
  • Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.See more occupations related to this activity.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.See more occupations related to this activity.

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Detailed Work Activities

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  • Maintain financial or account records.See more occupations related to this activity.
  • Operate computers or computerized equipment.See more occupations related to this activity.
  • Execute sales or other financial transactions.See more occupations related to this activity.
  • Verify accuracy of financial or transactional data.See more occupations related to this activity.
  • Compile data or documentation.See more occupations related to this activity.
  • Prepare cash for deposit or disbursement.See more occupations related to this activity.
  • Calculate financial data.See more occupations related to this activity.
  • Monitor organizational compliance with regulations.See more occupations related to this activity.
  • Collect deposits, payments or fees.See more occupations related to this activity.
  • Operate office equipment.See more occupations related to this activity.
  • Reconcile records of sales or other financial transactions.See more occupations related to this activity.
  • Monitor financial information.See more occupations related to this activity.
  • Code data or other information.See more occupations related to this activity.
  • Answer telephones to direct calls or provide information.See more occupations related to this activity.
  • File documents or records.See more occupations related to this activity.
  • Search files, databases or reference materials to obtain needed information.See more occupations related to this activity.
  • Convert data among multiple digital or analog formats.See more occupations related to this activity.
  • Prepare documentation for contracts, transactions, or regulatory compliance.See more occupations related to this activity.
  • Calculate costs of goods or services.See more occupations related to this activity.
  • Maintain inventory records.See more occupations related to this activity.

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Work Context

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  • Electronic Mail — 94% responded “Every day.”See more occupations related to this work context.
  • Indoors, Environmentally Controlled — 95% responded “Every day.”See more occupations related to this work context.
  • Telephone — 86% responded “Every day.”See more occupations related to this work context.
  • Importance of Being Exact or Accurate — 81% responded “Extremely important.”See more occupations related to this work context.
  • Importance of Repeating Same Tasks — 68% responded “Extremely important.”See more occupations related to this work context.
  • Face-to-Face Discussions — 67% responded “Every day.”See more occupations related to this work context.
  • Contact With Others — 66% responded “Constant contact with others.”See more occupations related to this work context.
  • Spend Time Sitting — 64% responded “Continually or almost continually.”See more occupations related to this work context.
  • Spend Time Making Repetitive Motions — 64% responded “Continually or almost continually.”See more occupations related to this work context.
  • Frequency of Decision Making — 60% responded “Every day.”See more occupations related to this work context.
  • Work With Work Group or Team — 43% responded “Extremely important.”See more occupations related to this work context.
  • Time Pressure — 43% responded “Once a week or more but not every day.”See more occupations related to this work context.
  • Letters and Memos — 46% responded “Every day.”See more occupations related to this work context.
  • Structured versus Unstructured Work — 35% responded “A lot of freedom.”See more occupations related to this work context.
  • Freedom to Make Decisions — 34% responded “Limited freedom.”See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — 42% responded “Very important results.”See more occupations related to this work context.
  • Deal With External Customers — 38% responded “Extremely important.”See more occupations related to this work context.
  • Coordinate or Lead Others — 34% responded “Important.”See more occupations related to this work context.
  • Sounds, Noise Levels Are Distracting or Uncomfortable — 30% responded “Every day.”See more occupations related to this work context.
  • Frequency of Conflict Situations — 31% responded “Once a month or more but not every week.”See more occupations related to this work context.

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Job Zone

Title Job Zone Three: Medium Preparation Needed
Education Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate’s degree.
Related Experience Previous 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 Training Employees 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.
Job Zone Examples These 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.
SVP Range (6.0 to < 7.0)

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Education


Percentage of Respondents
Education Level Required
41   High school diploma or equivalent

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21   Post-secondary certificate

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12   Bachelor’s degree

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Credentials

Find Training Find Certifications Find Licenses Apprenticeship.gov

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Interests

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Interest code: CE   Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.

  • Conventional — 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.See more occupations related to this interest.
  • Enterprising — 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.See more occupations related to this interest.

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Work Styles

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  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.See more occupations related to this work style.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.See more occupations related to this work style.
  • Integrity — Job requires being honest and ethical.See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges.See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.See more occupations related to this work style.
  • Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.See more occupations related to this work style.
  • Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles.See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.See more occupations related to this work style.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.See more occupations related to this work style.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.See more occupations related to this work style.

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Work Values

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  • Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.See more occupations related to this work value.
  • Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.See more occupations related to this work value.
  • Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.See more occupations related to this work value.

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Related Occupations

Show fewer All 10 displayed
13-2082.00 Tax Preparers
43-3021.00 Billing and Posting Clerks
43-3051.00 Payroll and Timekeeping Clerks
43-3061.00 Procurement Clerks
43-4011.00 Brokerage Clerks
43-4031.00 Court, Municipal, and License Clerks   Bright Outlook Bright Outlook
43-4071.00 File Clerks
43-4161.00 Human Resources Assistants, Except Payroll and Timekeeping
43-6011.00 Executive Secretaries and Executive Administrative Assistants
43-6012.00 Legal Secretaries and Administrative Assistants

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