Give a brief summary of your experience in the bookkeeping industry.
Are you a member of a recognized bookkeeping association?
Please tick the boxes below to answer Yes to any of the questions that apply to you.
* In day to day work activities, have you been required to apply company policy and procedures and industry standards?
* In the course of your employment have you interacted with both customers (external and internal) using appropriate and effective methods?
* Have you used computers and other associated equipment to achieve in order to achieve work place outcomes?
* Do you have the knowledge to apply healthy and safe working practices in the workplace?
* Do you apply relevant skills and knowledge in order to provide a quality service to employers/business owners?
* Have you established and maintained a system for a business or employer that accounts on a cash basis?
* Have you established and maintained a system for a business or employer that accounts on an accrual basis?
* Have you compiled and recorded a Business Activity Statement including gathering and checking data?
* In the course of your work have you been require to maintain asset and inventory records?
* Have you prepared financial statements?
* In your work have you recorded and prepared payroll documentation?
* Do you use interpersonal and communication skills to meet the needs of customers?
* Do you use interpersonal and organisational skills in order to enhance customer relationships?
Can you identify the main sectors of the financial services industry and the external forces that have an impact on them?
Can you provide evidence that you have applied relevant legislation and codes of practice to your work?
Can you provide proof that you have compiled and evaluated documents to meet customer’s needs?
Can you demonstrate that you have used time management skills to work effectively?
Can you provide proof of the measures have you taken to develop and maintain competency.
Can you demonstrate how you would follow organisational policy and procedure in order to gain workplace information?
Can you provide proof of how you gather, give and receive information within the workplace using a range of communication techniques?
Can you demonstrate how you would communicate with others in order to achieve outcomes in the workplace?
Can you provide information to show that you have completed documents/forms in the workplace, either manually or electronically?
Can you demonstrate knowledge of computer equipment and their functions?
Can you provide proof of using appropriate software to access emails, find required files and the ability to enter data accurately?
Can you demonstrate how to save data and shut down a computer?
Can you demonstrate your ability to access online help or the use of manuals for problem solving?
Can you demonstrate knowledge of how to maintain technological equipment and how to seek technical assistance if required?
Can you demonstrate how you follow health and safety procedures at work, including the safe use of computer equipment?
Do you have the knowledge of hazardous materials and how to recognise hazard warning signs?
Can you demonstrate knowledge of safe manual handling techniques and how to use equipment safely?
Can you explain how contribution to health and safety practices can ensure work can be carried out without causing harm to either yourself or other employees?
Can you demonstrate knowledge of workplace hazards and how to assess and rectify risks?
Can you demonstrate knowledge of emergency procedures?
Can you provide proof of how you would communicate and define your roles and responsibilities with business owners?
Can you demonstrate how you carry out ethical work practices?
Can you identify activities that fall outside your role and how you would refer the business owner to the relevant professionals?
Can you demonstrate knowledge of statutory, regulatory, legislative and industry requirements in your work activities?
Can you explain how you maintain competency and currency in your professional knowledge?
Can you demonstrate how you access relevant software tools to carry out bookkeeping activities?
Can you provide proof of how you develop and maintain systems to ensure activities meet compliance requirements?
Can you provide proof of a consultation carried out with the business owner to establish the nature of the entity, industry type and business activities undertaken?
Can you demonstrate how you either created or modified a chart of accounts taking into account any existing material provided?
Can you demonstrate how to establish opening balances for accounts?
Can you provide proof of creating and verifying invoices and other source documents?
Can you demonstrate how you identify and investigate discrepancies between monies owed and monies paid?
Can you provide proof of processing receipts and payments?
Can you demonstrate how to set up and maintain a petty cash system?
Can you demonstrate how credit cards are processed and reconciled?
Can you provide proof of carrying out a bank reconciliation?
Can you provide proof of reports you prepared?
Can you demonstrate how you would adjust the chart of accounts to incorporate new debtors and creditors?
Can you provide proof of processing invoices and adjustment notes?
Can you demonstrate knowledge of contra entries and how they are managed?
Can you demonstrate knowledge of how bad debts are identified and processed?
Can you demonstrate knowledge of how debt recovery is managed?
Can you provide proof of the reconciliation of debtors and creditors?
Can you provide proof of producing a trial balance and reports?
Can you demonstrate knowledge of statutory, legislative and regulatory requirements relating to activity statements?
Can you indicate how to assess the business’s cash flow and payment options?
Can you provide proof of identifying and applying GST fundamentals?
Can you provide proof of how to code transactions?
Can you provide proof of reporting on payroll activities?
Can you provide proof of reporting on PAYG and other amounts withheld?
Can you provide evidence of generating and reconciling the activity statement?
Can you demonstrate how to lodge an activity statement?
Can you demonstrate how customer information is collected, checked and recorded?
Can you demonstrate how you provide an ongoing service to ensure customer satisfaction?
Can you provide proof of maintaining regular communication with customers?
Can you demonstrate knowledge of how to offer additional benefits to customers?
Do you have knowledge of organisational procedures for the acquisition of assets?
Can you demonstrate how to establish the asset register and inventory records and reconcile them to the general ledger?
Can you provide proof of maintaining inventory records for the periodic and perpetual system?
Can you demonstrate how new asset categories are identified?
Can you provide proof of reports/spreadsheets that have been compiled in relation to assets and inventories?
Can you demonstrate how to record the disposal of fixed assets?
Can you provide proof of communication with customers that is courteous and promotes a positive image?
Can you identify how you clarify the needs of the customer when providing a service?
Can you demonstrate how you provide knowledge of products/services to meet customer needs?
Can you provide proof of how you record customer feedback and how you evaluate it to assess whether customer needs have been met?
Can you demonstrate how you maintain customer confidentiality?
Can you provide proof of compiling, coding, classifying and checking data in accordance with organisational policies and procedures?
Can you provide proof of preparing reports accurately and in an appropriate format?
Can you demonstrate how a payroll system is checked to ensure that all employee data is recorded?
Can you demonstrate how payroll is calculated?
Can you provide proof of how the payroll is prepared and recorded?
Can you indicate how you handle any payroll enquiries, including follow up action?
Can you provide proof of maintaining the payroll system including record keeping?
Can you indicate how backup systems are put into place?