Review checklist book
Review Checklist

A comprehensive checklist to organize your year-end tasks and wrap up your close. Better, smoother and faster!

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A comprehensive guide for accountants and bookkeepers.

5 must have skills as an accountant

5 must have skills as an accountant

5 skills accountants must have

Soft skills are vital in every field, but they are often overlooked. Leaders and financial experts have only recently recognized the importance of soft skills and how they may help you become the quintessential accountant.

We’ve done some digging into some of the soft skills accounting firms are looking for, so you stand a chance of landing your dream job.

Let's break them down into 5 C's👇


Communication is one of the most important skills accountants should focus on. One must be able to break down complex information into understandable bits.

It not only helps your clients to have a better understanding of the technical jargon but also enables your colleagues to do insightful reporting and imparts the power to make key decisions.

Critical thinking:

This ability is not easy to master; it takes time and the necessary expertise to pilot smart solutions to repeated challenges.

Professional skepticism should be exercised throughout while performing the analysis instead of accepting information at face value. That determines the quality of your audit.

There are unforeseen challenges every day in an accountant’s life. Switching gears to thinking out of the box once and concentrating on efficiencies that you can offer to the organization will assist you in scaling your practice.

Continued Learning:

In today’s technology-driven world, new tools and software are making a huge difference in the accounting profession.

Industry leaders like QuickBooks Online, Xero, and Netsuite are adapting to the new technologies and implementing them to stay ahead of their competitors.

Continued learning and understanding of new technologies are a must for the organization's growth.

Collaboration and leadership:

Leadership and collaboration are two sides of the same coin. As an accountant, it is critical to collaborate with your co-workers to perform successfully and efficiently and to boost productivity, one must discover a way to coordinate, cooperate, and communicate to create synergies.

Accountants should value lifelong learning and personal growth to advance themselves and their team.

For continuous advancement, bookkeepers must be open to cooperation and ready to work cross-functionally in different areas.

Customer service orientation:

"How can I help you?" should not be a far-fetched phrase in the lives of accounting and finance professionals. When you are more approachable and interested, it becomes easier to break the ice with new clients, retain existing ones, and develop long-term relationships.

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