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.
114 alternate job titles:
Salary Information
Bookkeeping, Accounting, and Auditing Clerks: $49,210 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Verify accuracy of financial or transactional data. | General |
| Operate computers or computerized equipment. | General |
| Calculate financial data. | General |
| Compile data or documentation. | General |
| Code data or other information. | General |
| Search files, databases or reference materials to obtain needed information. | General |
| Operate office equipment. | General |
| Reconcile records of sales or other financial transactions. | General |
| Answer telephones to direct calls or provide information. | General |
| File documents or records. | General |
| Prepare cash for deposit or disbursement. | General |
| Collect deposits, payments or fees. | General |
| Convert data among multiple digital or analog formats. | General |
| Calculate costs of goods or services. | General |
| Prepare documentation for contracts, transactions, or regulatory compliance. | General |
| Execute sales or other financial transactions. | General |
| Monitor organizational compliance with regulations. | Maintenance |
| Maintain financial or account records. | Maintenance |
| Monitor financial information. | Maintenance |
| Maintain inventory records. | Maintenance |
Technology Requirements
| Technology | Description |
|---|---|
| Intuit QuickBooks | Accounting software |
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Microsoft Word | Word processing software |
| Adobe Acrobat | Document management software |
| Epic Systems | Medical software |
| Google Docs | Word processing software |
| MEDITECH software | Medical software |
| Microsoft Dynamics | Enterprise resource planning ERP software |
| Microsoft PowerPoint | Presentation software |
| Microsoft Project | Project management software |
| Microsoft SharePoint | Document management software |
| Microsoft Windows | Operating system software |
| Oracle PeopleSoft | Enterprise resource planning ERP software |
| SAP Concur | Accounting software |
| SAP software | Enterprise resource planning ERP software |
| Accounting software | Accounting software |
| ACS Technologies ACS Financial Suite | Accounting software |
| ADP Pay eXpert | Time accounting software |
| ADP Workforce Now | Human resources software |
| AMS Services AMS Sagitta | Enterprise resource planning ERP software |
| ATX Total Accounting Office | Accounting software |
| ATX Total Engagement Office | Accounting software |
| Accounts payable software | Accounting software |
| Accounts receivable software | Accounting software |
| Accurate NXG | Accounting software |
| AcornSystems Corporate Performance Management | Enterprise resource planning ERP software |
| Act! | Customer relationship management CRM software |
| Activant Solutions Activant Prophet 21 | Accounting software |
| AdaptaSoft CyberPay | Accounting software |
| Advanced Management Systems Software for Wineries | Enterprise resource planning ERP software |
| American HealthTech Financial | Accounting software |
| Asset management software | Accounting software |
| AuditWare financial reporting and auditing software | Financial analysis software |
| Auditing software | Financial analysis software |
| Automation Counselors municiPAL | Accounting software |
| BLS Software Invoice! | Accounting software |
| Best MIP Fund Accounting | Accounting software |
| Blackbaud The Financial Edge | Accounting software |
| Blackbaud The Raiser's Edge | Customer relationship management CRM software |
| Business performance management BPM software | Enterprise resource planning ERP software |
| CCIS AccountAbility | Accounting software |
| CYMA IV Accounting for Windows | Accounting software |
| Cartesis ES Magnitude | Enterprise resource planning ERP software |
| ComputerEase construction accounting software | Accounting software |
| Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System | Compliance software |
| Cost accounting software | Accounting software |
| Customer information control system CICS | Transaction server software |
| Delphi Technology | Financial analysis software |
| Document management system software | Document management software |
| FaceTime | Video conferencing software |
| Fifth Walk BillingTracker | Accounting software |
| Financial compliance software | Compliance software |
| Financial reporting software | Accounting software |
| Financial statement software | Accounting software |
| FlexiFinancials FlexiLedger | Accounting software |
| Fund accounting software | Accounting software |
| General ledger software | Accounting software |
| HCSS HeavyBid | Project management software |
| HCSS HeavyJob | Project management software |
| HMS | Time accounting software |
| Healthcare common procedure coding system HCPCS | Medical software |
| Heron CrossTie General Ledger | Accounting software |
| Human resource management software HRMS | Human resources software |
| IBM Notes | Electronic mail software |
| Infor Global Solutions Starbuilder | Accounting software |
| Intrax ProcedureNet | Compliance software |
| Iron Mountain Accutrac records management software | Document management software |
| LexisNexis | Information retrieval or search software |
| Medical condition coding software | Medical software |
| Medical procedure coding software | Medical software |
| MethodWare ProAudit Advisor | Financial analysis software |
| Microsoft Dynamics GP | Enterprise resource planning ERP software |
| Microsoft Exchange | Electronic mail software |
| Microsoft Internet Explorer | Internet browser software |
| Microsoft Publisher | Desktop publishing software |
| NetSuite ERP | Enterprise resource planning ERP software |
| New Millennium Communications Genesis Accounting | Accounting software |
| OmniRIM Records Management Suite | Document management software |
| Oracle E-Business Suite Financials | Financial analysis software |
| Oracle Fusion Applications | Enterprise resource planning ERP software |
| Oracle Hyperion | Enterprise resource planning ERP software |
| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |
| PROPHIX Enterprise | Accounting software |
| Paisley AutoAudit | Financial analysis software |
| Paisley Cardmap | Compliance software |
| Paisley Focus Control Assurance | Compliance software |
| Paisley IssueTrack | Financial analysis software |
| Paisley RiskNavigator | Compliance software |
| Payroll software | Time accounting software |
| Pentana audit work system PAWS | Financial analysis software |
| Quicken | Accounting software |
| RSM McGladrey Advanced Practice Solutions Paperless Audit | Financial analysis software |
| RSM McGladrey Auditor Assistant | Financial analysis software |
| Records management software | Document management software |
| Roundtable Software Advantage Accounting System | Accounting software |
| SAP Business Objects | Enterprise resource planning ERP software |
| SAP BusinessObjects Data Integrator | Enterprise application integration software |
| Sage 100 ERP | Enterprise resource planning ERP software |
| Sage 50 Accounting | Accounting software |
| Sage EDP Payroll Tax | Compliance software |
| Skype | Desktop communications software |
| Softrax Revenue Management | Accounting software |
| Spreadsheet software | Spreadsheet software |
| Tax software | Accounting software |
| Tumbleweed SecureTransport | Transaction server software |
| UA Business Software Professional Edition | Accounting software |
| Word processing software | Word processing software |
| Microsoft Access | Data base user interface and query software |
| Oracle Database | Data base user interface and query software |
| Yardi software | Data base user interface and query software |
| Data entry software | Data base user interface and query software |
| Database software | Data base user interface and query software |
| Dropbox | Cloud-based data access and sharing software |
| FileMaker Pro | Data base user interface and query software |
| Google Drive | Cloud-based data access and sharing software |
| IBM Cognos Impromptu | Business intelligence and data analysis software |
| SAP Crystal Reports | Data base reporting software |
| Sage 100 Contractor | Data base user interface and query software |
Relevant Certifications
Industry certifications that may be valuable for this career role:
| Certification | Issuing Organization | Practice Test |
|---|---|---|
| Accredited Management Accountant | American Academy of Financial Management | Not Available |
| Bookkeeper | Brainbench | Not Available |
| Bookkeepers Certification | National Association of Certified Public Bookkeepers | Not Available |
| Certified Accounts Payable Associate | Institute of Financial Operations | Not Available |
| Certified Accounts Payable Professional | Institute of Financial Operations | Not Available |
| Certified Bookkeeper | American Institute of Professional Bookkeepers | Not Available |
| Certified Management Accountant | The Association of Accountants and Financial Professionals in Business | Not Available |
| Certified Outsourcing Specialist: Finance and Accounting | International Association of Outsourcing Professionals | Not Available |
| Certified Payroll Professional | American Payroll Association | Not Available |
| Certified Trust Examiner | Conference of State Bank Supervisors | Not Available |
| Oracle Account Reconciliation 2021 Certified Implementation Specialist Certification | Oracle Corporation | Not Available |
| Oracle Financial Consolidation and Close 2021 Certified Implementation Specialist Certification Overview | Oracle Corporation | Not Available |
| Oracle Financials Cloud: Payables 2021 Certified Implementation Specialist | Oracle Corporation | Not Available |
| Oracle Financials Cloud: Receivables 2021 Certified Implementation Specialist | Oracle Corporation | Not Available |
| Tax Certification | National Association of Certified Public Bookkeepers | Not Available |