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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.

Tasks
28 tasks13 core, 15 supplemental
Family
Office & Administrative SupportOne of its 55 occupations
Code
43-3031.00SOC 2018: 43-3031

Read the 28 tasks Download this record as JSON

What the work is made of

13 core tasks and 15 supplemental, each quoted as published, with the survey it came from.

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Core: central to the jobSupplemental: done by some, not all

  1. Task 1. Operate computers programmed with accounting software to record, store, and analyze information.Core taskTask 2487Rated by 128 people who do the job, July 2017
  2. Task 2. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.Core taskTask 2486Rated by 129 people who do the job, July 2017
  3. Task 3. Comply with federal, state, and company policies, procedures, and regulations.Core taskTask 2488Rated by 129 people who do the job, July 2017
  4. Task 4. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.Core taskTask 2495Rated by 130 people who do the job, July 2017
  5. Task 5. Receive, record, and bank cash, checks, and vouchers.Core taskTask 2500Rated by 125 people who do the job, July 2017
  6. Task 6. Code documents according to company procedures.Core taskTask 2493Rated by 129 people who do the job, July 2017
  7. Task 7. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.Core taskTask 2497Rated by 129 people who do the job, July 2017
  8. Task 8. Reconcile or note and report discrepancies found in records.Core taskTask 2496Rated by 128 people who do the job, July 2017
  9. Task 9. Perform general office duties, such as filing, answering telephones, and handling routine correspondence.Core taskTask 2498Rated by 129 people who do the job, July 2017
  10. Task 10. Access computerized financial information to answer general questions as well as those related to specific accounts.Core taskTask 2494Rated by 129 people who do the job, July 2017
  11. Task 11. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.Core taskTask 2490Rated by 128 people who do the job, July 2017
  12. Task 12. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.Core taskTask 2489Rated by 130 people who do the job, July 2017
  13. Task 13. Match order forms with invoices, and record the necessary information.Core taskTask 2509Rated by 129 people who do the job, July 2017
  14. Task 14. Prepare and process payroll information.Supplemental taskTask 18561Rated by 128 people who do the job, July 2017
  15. Task 15. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.Supplemental taskTask 2499Rated by 129 people who do the job, July 2017
  16. Task 16. Calculate and prepare checks for utilities, taxes, and other payments.Supplemental taskTask 2501Rated by 127 people who do the job, July 2017
  17. Task 17. Monitor status of loans and accounts to ensure that payments are up to date.Supplemental taskTask 2505Rated by 128 people who do the job, July 2017
  18. Task 18. Reconcile records of bank transactions.Supplemental taskTask 2503Rated by 128 people who do the job, July 2017
  19. Task 19. Compile budget data and documents, based on estimated revenues and expenses and previous budgets.Supplemental taskTask 2507Rated by 127 people who do the job, July 2017
  20. Task 20. Compare computer printouts to manually maintained journals to determine if they match.Supplemental taskTask 2502Rated by 129 people who do the job, July 2017
  21. Task 21. Transfer details from separate journals to general ledgers or data processing sheets.Supplemental taskTask 2506Rated by 128 people who do the job, July 2017
  22. Task 22. Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.Supplemental taskTask 2510Rated by 128 people who do the job, July 2017
  23. Task 23. Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.Supplemental taskTask 2491Rated by 130 people who do the job, July 2017
  24. Task 24. Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.Supplemental taskTask 2508Rated by 128 people who do the job, July 2017
  25. Task 25. Prepare purchase orders and expense reports.Supplemental taskTask 2514Rated by 130 people who do the job, July 2017
  26. Task 26. Prepare trial balances of books.Supplemental taskTask 2504Rated by 126 people who do the job, July 2017
  27. Task 27. 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.Supplemental taskTask 2492Rated by 130 people who do the job, July 2017
  28. Task 28. Maintain inventory records.Supplemental taskTask 2511Rated by 129 people who do the job, July 2017

Where this comes from

Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.

How we copy and credit sources
  1. Published by
    O*NET 29.0, U.S. Department of LaborEmployment and Training Administration
  2. Classification
    Standard Occupational Classification 2018, 43-3031
  3. License
    CC BY 4.0Free to copy and reuse, with credit
  4. Changed by us
    Nothing.

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