OUR SERVICES: ACCOUNTING

CPA: Certified Public Accountant

What does a Certified Public Accountant (CPA) do?

A Certified Public Accountant (CPA) is a licensed professional accountant who provides financial services to individuals, businesses, and organizations. CPAs are responsible for auditing financial statements, preparing tax returns, advising clients on financial matters, and ensuring compliance with relevant regulations and laws. They may also offer consulting services related to financial planning, risk management, and business strategy. CPAs are crucial in helping clients maintain accurate financial records, minimize tax liabilities, and make informed decisions to achieve their financial goals.

    Tier 1

    .

    1 to 2
    years of
    experience

    Tier 2

    .

    3 to 5
    years of
    experience

    Tier 3

    .

    > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Conducting audits of financial statements to ensure accuracy and compliance.
    • Preparing and analyzing financial reports and statements.
    • Advising clients on tax planning and compliance.
    • Providing guidance on financial strategies and investment decisions.
    • Assisting with budgeting and forecasting.
    • Keeping abreast of changes in accounting standards and regulations to ensure compliance.

    Day-to-Day Duties

    • Conducting audits and reviewing financial statements.
    • Preparing and filing tax returns for clients.
    • Providing financial advisory services to clients.
    • Analyzing financial data for accuracy and compliance.
    • Communicating with clients and regulatory authorities.

    SKILLS AND TOOLS

    Soft Skills

    • Attention to detail
    • Analytical thinking
    • Communication skills
    • Integrity
    • Time management
    • Adaptability
    • Problem-solving abilities
    • Client relationship management

    Hard Skills

    • Auditing
    • Tax Preparation
    • Financial reporting
    • Budgeting and forecasting
    • Compliance with accounting standards
    • Use of accounting software

    Tools

    QuickBooks, Xero, or Sage 70%
    TurboTax, Lacerte, or Drake Tax 90%
    Microsoft Excel for complex calculations and data organization. 80%

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    QuickBooks

    QuickBooks Online (UK and US version) test to hire

    8/10

    Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

    GAAP

    Use the Financial accounting (US GAAP) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    IFRS

    Use the Financial accounting (IFRS) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business Administration
    • Forensic Finance
    • Financial Reporting
    • Fraud Investigation
    • Audit, Tax, Advisory
    • Regulatory Compliance
    • Financial Advisory
    • Financial Management
    • Accounting for Entrepreneurship