Write a report (3–5 pages) describing how you can develop and implement policies and
procedures relevant to bookkeeping activities. The report should identify the strategies
you can use in your role as a bookkeeper, but it should also indicate the way in which you
would build supportive relationships with clients and work colleagues.
Bookkeepers are responsible for the day-to-day financial reporting needs of an organisation.
A bookkeeper’s duty varies depending on the size of the organisation. There are many
different aspects to the role of a bookkeeper and having policies and procedures to abide by,
allows the transaction of what needs to be done run extremely smooth and precise.
Policies
are a statement of agreed intent that clearly and unequivocally describes an organisations
views with respect to a particular matter. A procedure is a clear step-by-step method for
implementing an organisations policy and codes of practice will vary from each organisation
but are clear concise set of guidelines outlining how the organisation is intends to operate.
They are used to support stakeholder information needs as they allow decisions to be made
with confidence, protect staff who make decisions and act on established policies and help
teamwork and cooperation by collectively establishing common goals, procedures and
understand.
In this report I am going to discuss 4 key activities and provide strategies on
how to achieve the goal -
1.
Establishing and maintaining relationships with clients
A bookkeeper may be expected to establish relationships with clients. If you are
employed as a subcontractor you may have to tell the organisations what has to be
done so that the organisation meets responsibilities regarding financial reporting,
including legislative compliance. This calls for clear communication between parties. To
