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A day in the life of a Bookkeeper

A day in the life of a Bookkeeper

Assessment

Presentation

Professional Development

9th - 12th Grade

Easy

Created by

Scott SANDVIK

Used 1+ times

FREE Resource

1 Slide • 10 Questions

1

2

Multiple Choice

What does Krystal compare bookkeeping to?

1

Baking a cake

2

Solving a puzzle

3

Writing a novel

3

Multiple Choice

What are some of the daily tasks Krystal performs?

1

Hiring employees and cleaning the office

2

Reconciling the bank, cutting checks, and invoicing

3

Fixing tires and replacing glass

4

Delivering auto parts and running errands

4

Multiple Choice

What software does Krystal use to manage invoices and payments?

1

Adobe Photoshop

2

AutoCAD

3

QuickBooks

4

Canva

5

Multiple Choice

What does it mean to reconcile an account?

1

Delete all past transactions

2

Print new invoices

3

Call the bank

4

Apply payments to open invoices to balance the books

6

Multiple Choice

Which of the following is a skill needed to be a successful bookkeeper?

1

Athletic ability

2

Graphic design

3

Attention to detail

4

Mechanical skills

7

Multiple Choice

What is one of the most frustrating parts of being a bookkeeper, according to Krystal?

1

Too many meetings

2

Making spreadsheets

3

Getting the runaround when calling for payment

4

Having to file employee records

8

Multiple Choice

What are some career paths that a bookkeeper can pursue over time?

1

Software engineer or project manager

2

Financial advisor, accountant, or CPA

3

Nurse or medical technician

4

Marketing consultant or graphic designer

9

Match

Match:

Responsible for recording and organizing financial transactions.

Analyzes and interprets financial data, prepares financial statements, and provides strategic financial guidance

Routinely handle sensitive financial information: payroll, vendor payments, tax data, and internal financial performance.

Bookkeeper

Accountant

Both bookkeeper and accountant

10

Multiple Choice

What does Krystal enjoy about bookkeeping as a career?

1

It involves a lot of physical activity

2

It guarantees travel opportunities

3

It offers stability and work-life balance

4

It is always loud and fast-paced

11

Multiple Choice

What does Krystal say is important when following up with customers about payments?

1

Being aggressive

2

Offering discounts

3

Patience and how you treat them

4

Threatening legal action

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