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NOC Code: NOC Code: 1431 Occupation: Accounting and related clerks
Occupation Description: Occupation Description:
Accounting and related clerks calculate, prepare and process bills, invoices, accounts payable and receivable, budgets and other financial records according to established procedures. They are employed throughout the private and public sectors. Accounting and related clerks calculate, prepare and process bills, invoices, accounts payable and receivable, budgets and other financial records according to established procedures. They are employed throughout the private and public sectors.

  • Click on any of the Essential Skills to view sample workplace tasks for this occupation.
  • Scroll down the page to get information on career planning, education and training, and employment and volunteer opportunities.

Table will display the Skill Level for the Noc specified
Essential Skills Essential Skills Levels
Reading Reading 1 2 3
Writing Writing 1 2 3
Document Use Document Use 1 2 3
Digital Technology Digital Technology 1 2 3
Oral Communication Oral Communication 1 2
Money Math Money Math 1 2 3
Scheduling or Budgeting and Accounting Scheduling or Budgeting and Accounting 1 2 3 4
Measurement and Calculation Measurement and Calculation 1
Data Analysis Data Analysis 1 2
Numerical Estimation Numerical Estimation 1 2
Job Task Planning and Organizing Job Task Planning and Organizing 1 2
Decision Making Decision Making 1 2 3
Problem Solving Problem Solving 1 2
Finding Information Finding Information 1 2 3
Critical Thinking Critical Thinking 1 2 3

  • The skill levels represented in the above chart illustrate the full range of sample tasks performed by experienced workers and not individuals preparing for or entering this occupation for the first time.
  • Note that some occupational profiles do not include all Numeracy and Thinking Essential Skills.

If you would like to print a copy of the chart and sample tasks, click on the "Print Occupational Profile" button at the top of the page.

  • Read short notes from co-workers, e.g. read notes from co-workers to learn how to process routine payables. (1)
  • Read short text entries on forms, e.g. read short comments on invoices to learn about discounts for early payments. (1)
  • Read memos and bulletins, e.g. read internal memos to learn about changes to accounting practices and bulletins issued by governments to learn which goods and services are exempt from harmonized sales taxes (HST). (2)
  • Read brochures, information releases and newsletters, e.g. read brochures to learn about computer software. (2)
  • Read email and letters from customers, suppliers and co-workers, e.g. read email from suppliers requesting payment information on overdue accounts. (2)
  • Read a variety of policy and procedure manuals, e.g. read procedure manuals for step-by-step instructions to learn how cheques with insufficient funds are handled. (3)
  • Read computer instruction manuals, e.g. read accounting software manuals and help files to learn how to generate financial reports. (3)
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  • Write reminders and short notes to co-workers, e.g. write notes to co-workers to inform them about non-balancing accounts. (1)
  • Write comments in the remarks sections of forms, e.g. write notes on invoices outlining the actions to be taken on outstanding accounts. (1)
  • Write email and short letters, e.g. write email messages to supervisors to explain the results of applications for tax adjustment. (2)
  • Write procedures, e.g. write procedures for co-workers that outline interdepartmental billing procedures. (3)
  • Write detailed letters and memos, e.g. write internal memos to provide co-workers with detailed instructions on how to complete travel claim forms. (3)
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Document Use
  • Locate data, such as names, dates, codes and dollar values, on file tabs, computer screens and daily control logs. (1)
  • Locate data in a variety of lists and tables, e.g. locate names, dates, times and amounts on lists of overdue accounts. (2)
  • Enter data into a variety of forms, e.g. enter amounts into account ledgers and names, addresses, times and account numbers into cheque request and credit application forms. (2)
  • Complete complex forms, such as tax adjustment application forms and harmonized sales tax (HST) exemption forms. (3)
  • Locate data in complex ledgers and financial statements, e.g. scan complex ledgers to locate errors and omissions. (3)
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Digital Technology
  • Use bookkeeping, billing and accounting software to record financial transactions. (1)
  • Use calculators and personal digital assistant (PDA) devices to complete numeracy-related tasks, such as summing figures and calculating interest charges. (1)
  • Use databases to create mailing lists. (2)
  • Use intranets and email applications to exchange information and documents with co-workers, customers, suppliers, manufacturers and the Canada Revenue Agency. (2)
  • Use browsers to access the Canada Revenue Agency website to submit financial information and get a variety of forms, schedules and guides. (2)
  • Use databases to enter and retrieve sales and costs. (2)
  • Use the Internet to access training courses and seminars offered by suppliers, employers and trainers. (2)
  • Use browsers and search engines to locate product information from suppliers, such as the cost of supplies. (2)
  • Use basic features of word processing programs to write letters and memos. (2)
  • Use spreadsheets to track expenditures, such as costs for office supplies and the amortization of office equipment. (2)
  • Use bookkeeping, billing and accounting software to prepare pay cheques, invoices and generate monthly financial statements, such as balance sheets and income and expense statements. (3)
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Oral Communication
  • Talk with suppliers, e.g. speak with suppliers to enquire about products and verify invoice amounts. (1)
  • Leave and listen to messages, e.g. leave voicemail messages for customers to request information, such as mailing addresses. (1)
  • Participate in staff meetings to discuss problems and new policies, and to exchange opinions on current procedures. (2)
  • Talk to customers to follow up on overdue accounts, arrange payments, answer customer enquiries and discuss disagreements about accounts. (2)
  • Exchange information with co-workers, e.g. speak with supervisors to obtain approvals and to discuss customer accounts. (2)
  • Discuss the interpretation of tax laws and generally accepted accounting principles with government agents and accountants, e.g. speak with government agents to determine why harmonized sales tax (HST) refunds were lower than anticipated and with accountants to verify how to treat expense items. (2)
  • Speak with collection agencies, e.g. speak with collection agencies about the particulars of overdue accounts. (2)
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Money Math
  • Calculate the amount owing on accounts and amount owing to customers. (1)
  • Calculate fees and penalties, e.g. calculate amounts for late charges using amounts owing and interest rates. (2)
  • Calculate and verify invoice and receipt amounts. Calculate amounts for goods and services, determine discounts and surcharges, and add federal and provincial sales taxes. (3)
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Scheduling or Budgeting and Accounting
  • Record amounts payable and receivable against various accounts in general ledgers. (1)
  • Compare transactions listed on bank statements to journal entries to identify errors and reconcile accounts. (2)
  • Monitor budgets, e.g. compare purchases of office supplies to office supply budgets and adjust spending as required. (2)
  • Calculate time intervals and identify dates for a variety of schedules and timetables, e.g. schedule payments of vendors to avoid late penalties. (3)
  • Reconcile and review monthly financial statements including balance sheets, income and expense statements and cash flow statements. (4)
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Measurement and Calculation
  • Count and sum totals, e.g. tally office supplies for inventory counts. (1)
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Data Analysis
  • Compare expenses to budgets, e.g. compare office supply purchases to budgets to determine whether expenditures are within limits. (1)
  • Calculate summary averages, such as the average monthly costs of office supplies, for use in cost projections. (2)
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Numerical Estimation
  • Estimate times to complete job tasks using past experience as a guide, e.g. estimate the number of hours needed to post entries in general ledgers. (1)
  • Estimate cash balances and expenditures that will accrue in financial periods. (2)
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Job Task Planning and Organizing
  • Accounting and related clerks organize their tasks to deal with the day's priorities. They respond to urgently required special requests, while keeping in mind the need to complete routine tasks on schedule. Routine tasks include paying invoices by specified dates and producing month-end reports. (2)
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Decision Making
  • Select payment schedules for clients with overdue accounts. Consider factors, such as amounts owed and the firm's histories with the clients. (2)
  • Select suppliers, e.g. decide which suppliers to use for the purchase of supplies, such as forms, binders and writing instruments. (2)
  • Decide the order of tasks and your priorities, e.g. decide the order in which to pay invoices and complete tasks, such as reconciliations. (2)
  • Choose or recommend methods and procedures. For example, choose to write off bad debts, use collection agencies or pursue debtors in small claims courts. Consider several factors to make appropriate choices. (3)
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Problem Solving
  • Encounter delays due to equipment faults, e.g. discover that you cannot access accounting software because of faulty intranet systems. Contact supervisors and technology support staff to inform them of the glitches. Perform other work until the necessary applications are usable. (1)
  • Discover that financial records are inaccurate, incomplete and missing, e.g. discover that you are missing invoices to match expenditures shown on bank statements. Speak with suppliers and co-workers to identify purchases made and seek assistance in obtaining copies of missing invoices. (2)
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Finding Information
  • Locate information about customers by reviewing financial statements, files and reports and by speaking with co-workers. (2)
  • Check accounts for accuracy or resolve discrepancies in financial records by consulting invoices and other documents in the files, using computer systems and archives or by seeking required information from co-workers or staff in other departments. (3)
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Critical Thinking
  • Evaluate the reasonableness of expense claims and invoices. Compare fees and costs to industry standards and price lists to isolate potentially erroneous and fraudulent charges. (2)
  • Assess the accuracy and reasonableness of financial reports generated using accounting software. Compare data to previous reports and use your experience to identify potential errors. (2)
  • Evaluate the suitability of bookkeeping methods. Consider a number of factors including taxation laws and rates, generally accepted accounting principles and the scope of business operations. (3)
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