How can StatementReader help bookkeepers?
First and foremost, it can help you demonstrate why you meet the criteria for a job, meet industry regulations and impress your boss. Let's explore:
Meet the criteria
Job adverts for this role require you to:
Be competent in using Microsoft Office, particularly Excel
Demonstrate excellent skills in accuracy, attention to detail and organisation
Assist with the filing of financial statements
Complete reconciliations of payments and receipts and bank reconciliations
Have a genuine interest in the accounting industry and the drive to complete AAT
[info from: https://www.totaljobs.com/job/accounts-assistant-accountancy-practice/si-recruitment-job89391933; https://www.totaljobs.com/job/accounts-assistant-accountancy-practice/marshall-moore-job89333226; https://www.totaljobs.com/job/accounts-assistant/nc-associates-manchester-job89303241]
What your regulatory body says
Your regulatory bodies are:
Professional Conduct Regulations for those working in this role require:
Consistent treatment of each category of transactions across periods
Sufficient expertise and competence to complete tasks and does not have adequate time or opportunity to complete promptly.
Impress your boss
Aside from knowing you have the skills and experience for the job, your boss wants to see you:
Automate and delegate
Validate and sense check
Demonstrate a methodical and reliable way of working
Be consistent in delivery and easy to collaborate with
How can StatementReader do all this?
It adds significant client value – automating data conversion enables faster and more efficient completion of basic admin
Automation achieves a high level of accuracy and detail, meaning you can conduct more thorough analysis
You can extract transactions from encrypted PDF documents downloaded directly from the bank, saving additional time
It lets you categorise transactions using user defined keywords, ordering them in terms of priority and basing them on the total value of all matching transactions
Got questions? Call us today, we're ready to help you.