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Write report describing how you can develop and implement policies and procedures relevant to bookkeeping activities. The report should identify the strategies you can use

Write report 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 analyse, 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

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