Elements and Performance Criteria
- Develop a professional working relationship with relevant parties
- Business needs and expectations of a bookkeeper are clarified through clear communication with relevant parties
- Roles and responsibilities of the bookkeeper are determined according to the business needs
- Activities that fall outside the role and responsibilities of the bookkeeper are identified and networks of individuals able to carry out activities are identified
- Where applicable, the business owner is referred to relevant networks for advice and services
- Feedback is sought on the range, type and quality of service to be provided and, where applicable, acted upon
- Relevant ethical principles and practices are identified and used in all dealings
- A strategy for continuing professional development is set in place and implemented to ensure ongoing professional practices
- Carry out research to identify compliance requirements and support materials
- Set up and maintain appropriate systems to meet compliance requirements