Role Blueprint


Job Description

Direction & Priorities

Tools & Software

Measuring Performance

Onboarding & Training

Why hire an Accountant?

Like all the other team players in a business, accountants save you time to do what you are supposed to do. They’ve been trained on money matters and are qualified professional accountants, and you can be assured they can save you from tax-related troubles.

Accountants are all about your finances and are experts in navigating revenue projections, industry developments, and economic conditions. They offer advice on saving opportunities and inefficient spending and can guide you to cost-effective strategies in your inventory and payroll.

Accountants are hard-wired to keep the business on the right side of the law and keep all data protected and secured within the company. They look into tax obligations and the ins and outs of running a business.

Job Description

At the most basic, accounting is the monitoring and recording process of financial transactions and accountants provide thi service. On the bigger picture, they track and handle the financial health of your business. They manage and report financial data, track cash flow, keep tabs on the accounts payable and receivable, and diagnose and fix internal financial problems.

Often assisted by the bookkeeper or the accounting technician in preparing the up-to-date books, accountants are the ones qualified to provide financial analysis, reports, and advice in management accounting, corporate finance, taxation, internal audit, and forensic accounting.

  • Bachelor’s or master’s degree in tax, accounting, or finance
  • Certified Public Accountant
  • Experience in accounting/finance
  • Experience in working with multiple legal entities under different legal umbrellas
  • Data entry management
  • Attention to detail and organizational skills
  • Provides financial information to management by researching and analyzing accounting data; preparing reports
  • Prepares asset, liability, and capital account entries by compiling and analyzing account information
  • Guides accounting clerical staff by coordinating activities and answering questions
  • Recommends financial action
  • Summarizes current financial status by collecting information
  • Documents financial transactions by entering account information
  • Reconciles financial discrepancies by collecting and analyzing account information
  • Secures financial information by completing database backups
  • Complies with federal, state, and local financial, and legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
  • Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
  • Maintains customer confidence and protects operations by keeping financial information confidential

Where they fit in the org chart

Direction & Priorities

Accountants are involved in several business processes, ensuring the assets are properly managed. They often work hand in hand with bookkeepers who do the mechanical accounting process. On the other side, accountants take care of the overall reporting and statements, handle the financial analysis, and offer qualified advice on the business’s financial matters.

There are various specializations that accountants tackle when securing the financial health of a business. They can go from cost accounting to evaluate a company’s operations, managerial accounting to provide data for cost analysis and forecasting, tax accounting to comply with tax regulations, and financial accounting to record business transactions.

A well-planned idea will be executed well. Having a clear set of goals and direction is essential for any plan to become successful.

It sets a guideline to follow for our marketing campaigns so that it aligns perfectly with what we want to achieve. Furthermore, it gives us the groundwork to tailor-fit our strategies in engaging with your customers in a relevant and timely way. We want to develop SMART (Specific, Measurable, Attainable, Relevant, Timely) goals and strategies to develop content that would lead our customers to choose us over our competitors.

Digital Marketing is the most affordable and effective way to market to your customers. By listening and monitoring your social media metrics, you can analyse where your customers are engaging with your brand more deeply and when you would be able to most effectively market to them your products. By analysing the right information and at the right time, you can grow your business successfully with a large variety of digital marketing platforms, such as email and social media.
By identifying the key conversion points in your marketing funnel, you would be able to optimise the way you market to your customers digitally. In doing so, you would be targeting two of the main goals of digital marketing: Lead Generation and Brand Awareness. It is the Digital Marketer’s role to plan and manage your digital marketing channels to generate interest in your brand online and create strategies that would entice them to try your product and become confirmed leads.

Tools & Software

A Digital Marketer’s work is supplanted by the use of a variety of tools. There is a large array of software available at the Digital Marketer’s disposal to make their work more efficient and accurate. These programs range from those that serve as a means to help communicate with colleagues and clients more efficiently, to content creation, and to monitoring activity and progress.

Recommended Apps

Downloadable Templates