Education

Work setting

Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Plan, set up and administer accounting systems
Analyze clients' financial records
Prepare financial information for individuals, departments or companies
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Prepare financial statements and reports
Recommend improvements to accounting systems and management practices
Develop and maintain cost findings, reporting and internal control procedure
Prepare income tax returns from accounting records
Analyze financial documents and reports
Examine accounting records
Provide financial, business and tax advice