Bookkeeping and Accounting Clerk

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AVG. SALARY

$50,070

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EDUCATION

Post-secondary training +

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JOB OUTLOOK

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What To Learn

High School

Suggested Steps to Prepare for a Bookkeeping and Accounting Clerk Career (Grades 6-12)

Check out the recommended classes, activities and skills below for each grade level. These recommendations are very general -- discuss your specific course plan with your school counselors and teachers.

AI-assisted and curriculum-reviewed guidance. Talk with your counselor or teacher about your specific plan.
Grades 6-8

Helpful Classes

  • Math
  • Communication
  • Technology
  • Social Studies

Things to Try

  • Track income and expenses for a class activity using a simple budget sheet, Compare prices, taxes, discounts, or savings options and explain the math, Organize sample receipts, invoices, or records and check them for errors, Interview a bookkeeping and accounting clerk or finance worker about accuracy, records, and decisions

Focus Skills

  • Numerical reasoning
  • Accuracy
  • Recordkeeping
  • Data analysis
  • Communication

Helpful Classes

  • Algebra I
  • Business
  • English
  • Computer Applications
  • Personal Finance

Recommended Learning Areas

  • personal finance
  • spreadsheets
  • business math
  • recordkeeping
  • communication

Things to Try

  • Build a personal or club budget in a spreadsheet and update it each week, Practice checking totals, percentages, and trends using sample sales or expense data, Sort sample invoices, payments, or account records and note missing information, Shadow a bookkeeping and accounting clerk or office finance worker to see how records are reviewed

Focus Skills

  • Numerical reasoning
  • Accuracy
  • Recordkeeping
  • Data analysis
  • Communication

Helpful Classes

  • Geometry
  • Accounting
  • Economics
  • Business Communication
  • Spreadsheet Applications

Recommended Learning Areas

  • accounting basics
  • budgeting
  • financial records
  • data tables
  • business communication

Things to Try

  • Use spreadsheets to compare spending patterns, balances, or profit and loss examples, Create a mock payroll, billing, or bookkeeping worksheet and check for errors, Analyze a company or nonprofit budget summary and explain what the numbers suggest, Practice writing short notes that explain financial results in plain language

Focus Skills

  • Numerical reasoning
  • Accuracy
  • Recordkeeping
  • Data analysis
  • Communication

Helpful Classes

  • Statistics
  • Accounting
  • Economics
  • Business Law
  • Data Analysis

Recommended Learning Areas

  • financial analysis
  • auditing
  • taxation
  • economics
  • spreadsheet modeling

Things to Try

  • Complete a finance or accounting project using formulas, charts, and supporting records, Review sample tax, payroll, loan, or audit documents and identify key details, Compare financial trends across months or departments and summarize the findings, Interview a finance professional about reporting, controls, and compliance

Focus Skills

  • Numerical reasoning
  • Accuracy
  • Recordkeeping
  • Data analysis
  • Communication

Helpful Classes

  • Calculus or Statistics
  • Finance
  • Economics
  • Accounting
  • Business Writing

Recommended Learning Areas

  • investment concepts
  • risk analysis
  • compliance
  • financial reporting
  • forecasting

Things to Try

  • Build a portfolio with budgeting, forecasting, audit, or financial analysis samples, Compare pathways in accounting, banking, insurance, economics, or financial planning, Use real public financial reports to explain trends, risks, and performance, Create a capstone that turns raw numbers into clear business recommendations

Focus Skills

  • Numerical reasoning
  • Accuracy
  • Recordkeeping
  • Data analysis
  • Communication

Beyond High School

Here's a list of programs that you should consider if you're interested in this career:

Education Level

Education training and experience are required at different levels for success in different occupations.

Post-secondary training, plus on-the-job training

Entry requirements vary for bookkeeping, accounting, and auditing clerks. Some employers require or prefer that workers have taken college courses or have a degree in accounting or a related field. Others may hire workers who have a high school diploma. These workers also learn some of their skills on the job.

Insider Info

Additional Information

You do not need a particular certificate or diploma to offer your services as a bookkeeper or accounting technician. That's because these terms are not regulated at this time. This means anyone can market themselves as a bookkeeper or accounting technician.

"There is no 'common level of training,'" says Stephen Sahlein. He's co-president of the American Institute of Professional Bookkeepers. "Many bookkeepers [and accounting technicians] have little or no technical training."

However, a certificate or a diploma in accounting from a community college will give you a solid foundation as an accounting technician. It will provide you with the necessary computer skills and accounting know-how.

Accounting firms and other employers will almost certainly require some formal education in accounting.

"We're looking for strong analytical skills and quantitative skills," says Ivan Desjardins. He's the coordinator of a two-year diploma program for accounting technicians.

"Typically, we want people who have strong math-related courses," says Desjardins. "You need a strong analytical mind and strong communication skills."

Extra Requirements

Although not usually required, some bookkeeping, accounting, and auditing clerks may choose to earn professional certification, which can help to demonstrate competency in their field. Examples include the Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, and the Certified Public Bookkeeper (CPB) certification, awarded by the National Association of Certified Public Bookkeepers.

For additional information, visit these websites: