Report (3 to 5 pages) describing how you can develop and implement policies and procedures relevant to bookkeeping activities. The report should identify the strategies you can use in your role as a bookkeeper, but it should also indicate the way in which you would build supportive relationships with clients and work colleagues. In particular, there should be strategies for:
- Establishing and maintaining relationships with clients
- Researching and identifying policy and procedure material
- Developing systems and guidelines for procedures
- Complying with legislative requirements
In the report, you should indicate your ability to:
- Use communication skills (questioning and active listening) to build relationships, determine and confirm client requirements
- Liaise with others, share information, listen, and understand
- Use language and concepts appropriate to cultural differences
- Use numeracy and IT skills to accurately analyze, record, and store data; access and use appropriate financial management software, spreadsheets, and databases; use internet information
- Comply with ethical, legal, and procedural requirements
- Use problem-solving skills to identify any issues that have the potential to impact on the bookkeeping process
- Plan and sequence work to provide a timely and professional service