Accounting & Professional Services
Bookkeeping & Accounts skills assessment
Reliable books are the foundation of every business decision. This scorecard measures data entry, reconciliation, payroll and reporting accuracy so practices can compare bookkeepers and lift standards across their client base.
- 12 skills to score
- 1–10 scale on every skill
- 7 starting levels
The 12 Bookkeeping & Accounts skills you can score
These are the default Bookkeeping & Accounts skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Transaction Coding
Codes bank and supplier transactions to the correct accounts and tax codes.
Bank Reconciliation
Reconciles bank, credit card and loan accounts accurately and on schedule.
Accounts Payable Processing
Enters, approves and pays supplier invoices while managing cash flow priorities.
Accounts Receivable and Credit Control
Issues invoices, applies receipts and chases overdue accounts courteously.
Payroll and Super Processing
Runs payroll correctly including leave, deductions and superannuation.
BAS and Tax Reporting
Prepares activity statements and PAYG reports accurately.
Month-End and Year-End Close
Completes accruals, adjustments and closing routines to a deadline.
Cloud Accounting Software
Uses cloud software, rules and integrations to reduce manual entry.
Management Reporting
Produces clear reports that business owners understand and act upon.
Client Onboarding and Data Migration
Sets up clients cleanly and imports opening balances accurately.
Attention to Detail
Spots small errors in figures and documents before they become bigger problems.
Confidentiality
Protects client financial data and follows security practices.
Levels included with Bookkeeping & Accounts
Bookkeeping & Accounts starts with 7 levels, which SkillScorer calls “Seniority Level” for accounting & professional services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Graduate
- Intermediate
- Senior
- Supervisor
- Manager
- Senior Manager
- Partner
How Bookkeeping & Accounts works in SkillScorer
Score
Each team member in a team is scored on the Bookkeeping & Accounts skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Bookkeeping & Accounts skills need attention. Reports also follow each manager's team.
Bookkeeping & Accounts scorecard: common questions
What skills does the Bookkeeping & Accounts scorecard include?
SkillScorer's Bookkeeping & Accounts scorecard covers 12 skills: Transaction Coding, Bank Reconciliation, Accounts Payable Processing, Accounts Receivable and Credit Control, Payroll and Super Processing, BAS and Tax Reporting, Month-End and Year-End Close, Cloud Accounting Software, Management Reporting, Client Onboarding and Data Migration, Attention to Detail and Confidentiality. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Bookkeeping & Accounts?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Bookkeeping & Accounts?
Bookkeeping & Accounts starts with these levels (called “Seniority Level” in the app): Graduate, Intermediate, Senior, Supervisor, Manager, Senior Manager and Partner. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Bookkeeping & Accounts skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In accounting & professional services the app talks about team members, teams and managers, and you can change any of those words too.
Score Bookkeeping & Accounts with SkillScorer
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