skills-core/bookkeeper
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat: bookkeeper skill package v0.1.0

Browse Source
This commit is contained in:
skillfactor-pipeline
2026-08-14 18:24:41 +02:00
commit 271cb93c42
10 changed files with 1077 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

31
PROVENANCE.md Normal file
View File

@@ -0,0 +1,31 @@
# Data provenance — bookkeeper
Where the content of this skill package comes from, counted by
content items (tasks, competences, tools, evidence entries, curated
knowledge). Rendered live by Gitea:
```mermaid
%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#ff355e','pie4':'#d97757','pie5':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
pie showData
title Content sources — bookkeeper
"ESCO (occupation & competences)" : 37
"O*NET (tasks & tools)" : 110
"Job boards (market evidence)" : 111
"Anthropic official Claude skills" : 6
"External AI skill packs (mapped)" : 146
```
| Source | Items | Share | Files |
|---|---|---|---|
| ESCO (occupation & competences) | 37 | 9.0 % | references/profile.md, references/skills.md |
| O*NET (tasks & tools) | 110 | 26.8 % | references/tasks.md, references/tools.md |
| Job boards (market evidence) | 111 | 27.1 % | references/market.md (full report) + "Market evidence" headline sections |
| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
| Anthropic official Claude skills | 6 | 1.5 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
| External AI skill packs (mapped) | 146 | 35.6 % | references/ai-skills.md (per-source attribution inside) |
| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
paraphrased with source URLs — never copied · external AI skills are
linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).

77
SKILL.md Normal file
View File

@@ -0,0 +1,77 @@
---
name: bookkeeper
description: "Occupational skill for the role 'bookkeeper' (also: general bookkeeper, accounting bookkeeper, accounting clerk, accounting technician, accounts clerk, book-keeper). Use when the user asks for typical bookkeeper work such as: Post stop-payment notices to prevent payment of protested checks.; Verify accuracy of billing data and revise any errors.; Verify signatures and required information on checks."
---
# Bookkeeper
Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.
## Core workflow
1. Post stop-payment notices to prevent payment of protested checks.
2. Verify accuracy of billing data and revise any errors.
3. Verify signatures and required information on checks.
4. Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
5. Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
6. Operate typing, adding, calculating, or billing machines.
7. Resolve discrepancies in accounting records.
8. Contact customers to obtain or relay account information.
## How to use this skill
- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
## Key competences (essential)
- accounting department processes
- accounting entries
- accounting techniques
- attach accounting certificates to accounting transactions
- bookkeeping regulations
- commercial law
- company policies
- depreciation
- financial statements
- follow the statutory obligations
- identify accounting errors
- maintain financial records
- manage the general ledger
- perform balance sheet operations
- prepare financial statements
## Hot technologies
- Intuit QuickBooks
- Microsoft Access
- Microsoft Outlook
- SAP software
- Epic Systems
- MEDITECH software
- Microsoft Office software
- Microsoft Windows
- Microsoft PowerPoint
- Microsoft Project
<!-- hot-tech -->
## Hot technologies
Top tools from 36 gated job ads (see references/market.md, as of 2026-07-09):
- QuickBooks — 42 %
- Microsoft Excel — 39 %
- QuickBooks Online — 14 %
- Xero — 14 %
- QuickBooks Desktop — 11 %
- QuickBooks Enterprise — 8 %
<!-- hot-tech -->
---
*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/c3aae59e-1441-4b3e-bdd1-6da50dc7cf42), O*NET 30.3 (43-3021.00). See manifest.json for licensing/attribution.*

214
manifest.json Normal file
View File

@@ -0,0 +1,214 @@
{
"name": "bookkeeper",
"title": "bookkeeper",
"version": "0.1.0",
"layer": "core",
"language": "en",
"generated": "2026-07-07",
"ids": {
"esco_uri": "http://data.europa.eu/esco/occupation/c3aae59e-1441-4b3e-bdd1-6da50dc7cf42",
"esco_code": "3313.2",
"isco_group": "3313",
"onet_soc": "43-3021.00",
"crosswalk_match": "closeMatch"
},
"sources": [
{
"name": "ESCO",
"version": "1.2.1",
"url": "https://esco.ec.europa.eu/"
},
{
"name": "O*NET",
"version": "30.3",
"url": "https://www.onetcenter.org/",
"license": "CC BY 4.0"
}
],
"attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
"counts": {
"tasks": 28,
"dwas": 27,
"skills_essential": 18,
"skills_optional": 18,
"software": 54
},
"enrichment_ai_skills": {
"generated": "2026-07-14",
"method": "deterministic mapping (ISCO prefix + title/competence keywords)",
"sources": {
"anthropics/skills": {
"repo": "https://github.com/anthropics/skills",
"commit": "f6656c1",
"license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
"skills": 3
},
"NVIDIA/skills": {
"repo": "https://github.com/NVIDIA/skills",
"commit": "153b14b",
"license": "CC-BY-4.0 (skills/docs), Apache-2.0 (code)",
"skills": 12
},
"google/skills": {
"repo": "https://github.com/google/skills",
"commit": "b15f327",
"license": "Apache-2.0",
"skills": 12
},
"phuryn/pm-skills": {
"repo": "https://github.com/phuryn/pm-skills",
"commit": "18468a9",
"license": "MIT",
"skills": 9
},
"jeremylongshore/claude-code-plugins-plus-skills": {
"repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
"commit": "e112938a",
"license": "MIT",
"skills": 12
},
"kazukinagata/shinkoku": {
"repo": "https://github.com/kazukinagata/shinkoku",
"commit": "e610b30",
"license": "MIT",
"skills": 5
},
"a5c-ai/babysitter": {
"repo": "https://github.com/a5c-ai/babysitter",
"commit": "44a5d58b",
"license": "MIT",
"skills": 6
},
"foryourhealth111-pixel/Vibe-Skills": {
"repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
"commit": "34429a8",
"license": "Apache-2.0",
"skills": 1
},
"mukul975/Anthropic-Cybersecurity-Skills": {
"repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
"commit": "673da1f",
"license": "Apache-2.0",
"skills": 1
},
"mohitagw15856/pm-claude-skills": {
"repo": "https://github.com/mohitagw15856/pm-claude-skills",
"commit": "876fa30",
"license": "MIT",
"skills": 3
},
"coreyhaines31/makerskills": {
"repo": "https://github.com/coreyhaines31/makerskills",
"commit": "17218de",
"license": "MIT",
"skills": 2
},
"davepoon/buildwithclaude": {
"repo": "https://github.com/davepoon/buildwithclaude",
"commit": "3c94e0c",
"license": "MIT",
"skills": 1
},
"davila7/claude-code-templates": {
"repo": "https://github.com/davila7/claude-code-templates",
"commit": "fa79251",
"license": "MIT",
"skills": 1
},
"Sendmux/skills": {
"repo": "https://github.com/Sendmux/skills",
"commit": "f574c14",
"license": "Apache-2.0",
"skills": 1
},
"AgriciDaniel/claude-ads": {
"repo": "https://github.com/AgriciDaniel/claude-ads",
"commit": "669c760",
"license": "MIT",
"skills": 2
},
"open-gitagent/opengap": {
"repo": "https://github.com/open-gitagent/opengap",
"commit": "d7a8e2e",
"license": "MIT",
"skills": 1
},
"alirezarezvani/claude-skills": {
"repo": "https://github.com/alirezarezvani/claude-skills",
"commit": "0241f43",
"license": "MIT",
"skills": 1
},
"nexu-io/open-design": {
"repo": "https://github.com/nexu-io/open-design",
"commit": "4b66023",
"license": "Apache-2.0",
"skills": 1
},
"googleworkspace/cli": {
"repo": "https://github.com/googleworkspace/cli",
"commit": "a3768d0",
"license": "Apache-2.0",
"skills": 1
},
"himself65/finance-skills": {
"repo": "https://github.com/himself65/finance-skills",
"commit": "87f688e",
"license": "MIT",
"skills": 1
},
"jawwadfirdousi/agent-skills": {
"repo": "https://github.com/jawwadfirdousi/agent-skills",
"commit": "962ffed",
"license": "no explicit license \u2014 referenced by link only",
"skills": 1
},
"microsoft/skills": {
"repo": "https://github.com/microsoft/skills",
"commit": "dc543aa",
"license": "MIT",
"skills": 1
},
"nexscope-ai/eCommerce-Skills": {
"repo": "https://github.com/nexscope-ai/eCommerce-Skills",
"commit": "56f3288",
"license": "MIT",
"skills": 1
},
"hoangsonww/Claude-Code-Agent-Monitor": {
"repo": "https://github.com/hoangsonww/Claude-Code-Agent-Monitor",
"commit": "8f87ce1",
"license": "MIT",
"skills": 1
}
},
"total_skills": 80,
"tiers": {
"core": 44,
"adjacent": 36
}
},
"provenance": {
"items": {
"esco": 37,
"onet": 110,
"jobads": 111,
"wiki_ai": 0,
"anthropic": 6,
"ai_skills": 146,
"stackx": 0
},
"share_percent": {
"esco": 9.0,
"onet": 26.8,
"jobads": 27.1,
"wiki_ai": 0.0,
"anthropic": 1.5,
"ai_skills": 35.6,
"stackx": 0.0
},
"method": "content items per source category"
},
"collar": "white",
"computer_work": true
}

290
references/ai-skills.md Normal file
View File

@@ -0,0 +1,290 @@
# External AI agent skills — bookkeeper
Proven, publicly available AI agent skills mapped to this occupation.
Nothing is copied from the sources: every entry is a name, a one-line
summary and a link to the upstream skill package. Each section names
its source repository, commit, license and retrieval date.
**Tiers:** `core` = the skill directly exercises a top market hard
skill, tool or method (from gated job-ad evidence) or an essential
ESCO competence of this occupation; `adjacent` =
plausibly useful, secondary. Entries are capped at 12 per source
and 80 in total per occupation (core first,
strongest matches survive); everything beyond the caps is excluded
and logged in the pipeline audit trail, not in this package.
_Matched deterministically (ISCO group + title/competence keywords,
tiered against market evidence + ESCO essentials) by
`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._
## Source: anthropics/skills
- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14)
- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) |
| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) |
| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) |
## Source: a5c-ai/babysitter
- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `gaap-ifrs-compliance-checker` | core | Automated compliance validation skill for GAAP and IFRS accounting standards with codification references | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/gaap-ifrs-compliance-checker) |
| `amortized-analysis-assistant` | core | Apply amortized analysis techniques including aggregate, accounting, and potential methods | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/science/computer-science/skills/amortized-analysis-assistant) |
| `three-statement-model-builder` | core | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
| `xbrl-filing-generator` | core | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
| `financial-dashboard-generator` | core | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
| `multi-jurisdiction-tax-calculator` | core | Multi-state and international tax calculation skill with nexus analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/multi-jurisdiction-tax-calculator) |
## Source: AgriciDaniel/claude-ads
- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `ads` | core | Operate professional paid advertising across Google, Meta, YouTube, LinkedIn, TikTok, Microsoft, Apple, Amazon, Reddit, Pinterest, Snapchat, and X. Use for account intake, source-grounded audits, strategy, budget and measurement planning, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/ads) |
| `ads-microsoft` | core | Audit Microsoft Advertising measurement, UET, search and audience campaigns, Google imports, syndication, keywords, creative, bidding, budgets, Copilot inventory, and policy. Use for Microsoft Ads, Bing Ads, UET, Microsoft Audience … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-microsoft) |
## Source: alirezarezvani/claude-skills
- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `financial-analyst` | core | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) |
## Source: coreyhaines31/makerskills
- Repository: [https://github.com/coreyhaines31/makerskills](https://github.com/coreyhaines31/makerskills) (commit `17218de`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `company-cfo` | core | Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/company-cfo) |
| `personal-cfo` | core | When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/personal-cfo) |
## Source: davepoon/buildwithclaude
- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `invoice-organizer` | core | Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/invoice-organizer) |
## Source: davila7/claude-code-templates
- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `invoice-organizer` | core | Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/productivity/invoice-organizer) |
## Source: foryourhealth111-pixel/Vibe-Skills
- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `edgartools` | core | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
## Source: googleworkspace/cli
- Repository: [https://github.com/googleworkspace/cli](https://github.com/googleworkspace/cli) (commit `a3768d0`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `recipe-backup-sheet-as-csv` | core | Export a Google Sheets spreadsheet as a CSV file for local backup or processing. | [source](https://github.com/googleworkspace/cli/tree/a3768d0/skills/recipe-backup-sheet-as-csv) |
## Source: himself65/finance-skills
- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `yfinance-data` | core | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
## Source: hoangsonww/Claude-Code-Agent-Monitor
- Repository: [https://github.com/hoangsonww/Claude-Code-Agent-Monitor](https://github.com/hoangsonww/Claude-Code-Agent-Monitor) (commit `8f87ce1`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `spend-forecast` | core | Forecast Claude Code spend to the end of the week or month from the daily session trend on the Agent Monitor dashboard — moving average of daily spend × days remaining, added to spend-to-date. Uses /api/analytics daily_sessions, … | [source](https://github.com/hoangsonww/Claude-Code-Agent-Monitor/tree/8f87ce1/plugins/ccam-cost-guard/skills/spend-forecast) |
## Source: jawwadfirdousi/agent-skills
- Repository: [https://github.com/jawwadfirdousi/agent-skills](https://github.com/jawwadfirdousi/agent-skills) (commit `962ffed`, retrieved 2026-07-14)
- License: no explicit license — referenced by link only
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `german-elster-tax-filing` | core | gather all information needed to prepare a german personal income tax return in elster for tax years 2024 onward. use when the user wants a questionnaire-style intake, a tax estimate, or a form-by-form elster mapping with exact fields and … | [source](https://github.com/jawwadfirdousi/agent-skills/tree/962ffed/german-elster-tax-filing/skills/german-elster-tax-filing) |
## Source: jeremylongshore/claude-code-plugins-plus-skills
- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `find-cpa-firm` | core | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
| `fondo-local-dev-loop` | core | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
| `fondo-core-workflow-a` | core | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
| `fondo-install-auth` | core | Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: "setup fondo", "fondo account", "fondo integrations", "connect fondo". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-install-auth) |
| `navan-core-workflow-b` | core | Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/navan-pack/skills/navan-core-workflow-b) |
| `fondo-prod-checklist` | core | Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist) |
| `ramp-common-errors` | core | Ramp common errors \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp common errors\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-common-errors) |
| `fondo-reference-architecture` | core | Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture) |
| `fondo-ci-integration` | core | Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-ci-integration) |
| `fondo-upgrade-migration` | core | Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-upgrade-migration) |
| `fondo-deploy-integration` | core | Deploy financial dashboards and reporting tools that consume Fondo data to Vercel, Fly.io, or internal infrastructure. Trigger: "fondo dashboard deploy", "fondo financial dashboard", "deploy finance app". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-deploy-integration) |
| `fondo-cost-tuning` | core | Optimize Fondo costs by maximizing R&D tax credits, choosing the right plan, and reducing unnecessary bookkeeping complexity. Trigger: "fondo costs", "fondo pricing", "maximize R&D credit", "fondo ROI". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-cost-tuning) |
## Source: kazukinagata/shinkoku
- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `settlement` | core | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
| `journal` | core | This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger. Trigger phrases include: "仕訳を入力", "仕訳登録", "CSVを取り込む", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/journal) |
| `e-tax` | core | This skill should be used when the user wants to file their tax return electronically via the 確定申告書等作成コーナー (NTA Tax Return Preparation Corner) using Claude in Chrome, Antigravity Browser Sub-Agent, or Playwright CLI (fallback). It guides … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/e-tax) |
| `tax-ebookkeeping-context` | core | Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/tax-ebookkeeping-context) |
| `assess` | core | This skill should be used when the user asks to determine what tax filings they need, wants to know if they must file a tax return (確定申告), asks about consumption tax obligations (消費税), or needs help understanding their filing requirements. … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/assess) |
## Source: microsoft/skills
- Repository: [https://github.com/microsoft/skills](https://github.com/microsoft/skills) (commit `dc543aa`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `m365-agent-evaluator` | core | Use this skill when a user wants to create, run, or analyze evaluation suites for Microsoft 365 Copilot declarative agents with the public @microsoft/m365-copilot-eval CLI. Trigger on intents such as "evaluate my agent", "test my agent", … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/microsoft-365-agents-toolkit/skills/m365-agent-evaluator) |
## Source: mohitagw15856/pm-claude-skills
- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `carbon-accounting-check` | core | Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-climate/skills/carbon-accounting-check) |
| `bookkeeping-categorization` | core | Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/bookkeeping-categorization) |
| `financial-statement-explainer` | core | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
## Source: mukul975/Anthropic-Cybersecurity-Skills
- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) |
## Source: nexscope-ai/eCommerce-Skills
- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `shopify-tax-compliance` | core | Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/shopify-tax-compliance) |
## Source: nexu-io/open-design
- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `invoice` | core | A printable invoice page — sender + recipient block, line items table, tax breakdown, totals, and payment instructions. Use when the brief mentions "invoice", "bill", "billing statement", or "发票". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/invoice) |
## Source: open-gitagent/opengap
- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `document-review` | core | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
## Source: Sendmux/skills
- Repository: [https://github.com/Sendmux/skills](https://github.com/Sendmux/skills) (commit `f574c14`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `sendmux-management` | core | Manage Sendmux account-level resources with an smx_root_ key. Use for domains, mailbox provisioning, mailbox API keys, sending accounts, webhooks, billing, spend, delivery logs, incoming logs, metrics, and other team administration tasks; … | [source](https://github.com/Sendmux/skills/tree/f574c14/plugins/sendmux/skills/sendmux-management) |
## Source: google/skills
- Repository: [https://github.com/google/skills](https://github.com/google/skills) (commit `b15f327`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `google-analytics-admin-api-basics` | adjacent | Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-admin-api-basics) |
| `agent-platform-alert-configuration` | adjacent | Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-alert-configuration) |
| `google-analytics-data-api-basics` | adjacent | Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-data-api-basics) |
| `google-cloud-networking-observability` | adjacent | Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/google-cloud-networking-observability) |
| `agent-platform-eval-flywheel` | adjacent | Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-eval-flywheel) |
| `bigquery-basics` | adjacent | Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-basics) |
| `alloydb-basics` | adjacent | Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/alloydb-basics) |
| `bigquery-ai-ml` | adjacent | Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-ai-ml) |
| `datalineage-bigquery-asset-impact-analysis` | adjacent | Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/datalineage-bigquery-asset-impact-analysis) |
| `gke-observability` | adjacent | Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/gke-observability) |
| `bigtable-basics` | adjacent | Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigtable-basics) |
| `cloud-sql-basics` | adjacent | This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/cloud-sql-basics) |
## Source: NVIDIA/skills
- Repository: [https://github.com/NVIDIA/skills](https://github.com/NVIDIA/skills) (commit `153b14b`, retrieved 2026-07-14)
- License: CC-BY-4.0 (skills/docs), Apache-2.0 (code)
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `deepstream-dev` | adjacent | NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/deepstream-dev) |
| `vss-manage-alerts` | adjacent | Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-manage-alerts) |
| `nv-reason-cxr` | adjacent | Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nv-reason-cxr) |
| `vss-setup-behavior-analytics` | adjacent | Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-behavior-analytics) |
| `vss-setup-video-analytics-api` | adjacent | Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-video-analytics-api) |
| `nemo-evaluator-plugin` | adjacent | Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nemo-evaluator-plugin) |
| `tao-train-depth-anything-v2` | adjacent | Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-depth-anything-v2) |
| `tao-train-metric-learning-recognition` | adjacent | Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-metric-learning-recognition) |
| `tao-train-reid` | adjacent | Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-reid) |
| `vss-generate-video-calibration` | adjacent | Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-calibration) |
| `vss-generate-video-report` | adjacent | Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-report) |
| `vss-query-analytics` | adjacent | Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-query-analytics) |
## Source: phuryn/pm-skills
- Repository: [https://github.com/phuryn/pm-skills](https://github.com/phuryn/pm-skills) (commit `18468a9`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `cohort-analysis` | adjacent | Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/cohort-analysis) |
| `metrics-dashboard` | adjacent | Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-discovery/skills/metrics-dashboard) |
| `ab-test-analysis` | adjacent | Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/ab-test-analysis) |
| `dummy-dataset` | adjacent | Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-execution/skills/dummy-dataset) |
| `gtm-strategy` | adjacent | Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-go-to-market/skills/gtm-strategy) |
| `lean-canvas` | adjacent | Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/lean-canvas) |
| `north-star-metric` | adjacent | Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-marketing-growth/skills/north-star-metric) |
| `product-strategy` | adjacent | Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/product-strategy) |
| `sql-queries` | adjacent | Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/sql-queries) |

77
references/berufsbild-de.md Normal file
View File

@@ -0,0 +1,77 @@
# Berufsbild (Deutschland) — Buchhalter/in
> **Quelle:** BERUFENET, Bundesagentur für Arbeit — Beruf-ID 7693,
> KldB 2010: B 72213 · via öffentliche BERUFENET-API,
> abgerufen 2026-07-12. Automatisches Label-Matching
> (Score 1.00); Inhalte paraphrasiert/gekürzt, Volltext beim
> Original: https://web.arbeitsagentur.de/berufenet/beruf/7693
## Steckbrief
Berufstyp
Weiterbildungsberuf
Weiterbildungsart
Weiterbildung nach internen Regelungen der Lehrgangsträger
Weiterbildungsdauer
Unterschiedlich, je nach Bildungsangebot, Unterrichtszeit (Vollzeit/Teilzeit) und Lernform
Aufgaben und TätigkeitenBuchhalter und Buchhalterinnen erledigen Aufgaben im Finanz- und Rechnungswesen. In der Finanzbuchhaltung erfassen sie Geschäftsfälle, weisen Finanzströme bestimmten Konten zu und erstellen Bilanzen und Abschlüsse für verschiedene Rechnungsperioden. Auf Basis dieser Zahlen führen sie z.B. die Kosten- und Leistungsrechnung durch. Ihre Ergebnisse dienen der Unternehmensleitung als Entscheidungsgrundlage für betriebswirtschaftliche Fragen. Darüber hinaus erstellen sie Rechnungen, kontrollieren Zahlungseingänge, Eingangsrechnungen, Konten, steuern finanzwirtschaftliche Vorgänge und sichern die Organisation des Finanz- und Rechnungswesens.
Arbeitsbereiche und -orteBeschäftigungsbetriebe:Buchhalter und Buchhalterinnen sind in Unternehmen nahezu aller Wirtschaftsbereiche beschäftigt.
Arbeitsorte:Buchhalter und Buchhalterinnen arbeiten meist
in Büro- und Besprechungsräumen
Sie arbeiten ggf. auch
im Homeoffice bzw. mobil
VoraussetzungenEine abgeschlo
## Die Weiterbildung im Überblick
Buchhalter bzw. Buchhalterin ist eine berufliche Gesamter Bereich der beruflichen Weiterbildung (Anpassungs- und Aufstiegsweiterbildungen); schließt auch die im Berufsbildungsgesetz bzw. der Handwerksordnung als "Fortbildung" bezeichneten Aufstiegsfortbildungen ein
" name="Weiterbildung">Weiterbildung. Sie ist durch interne Vorschriften der Bildungseinrichtungen geregelt.
Zugangsvoraussetzungen, Dauer der Weiterbildung und Abschlussbezeichnungen können je nach Bildungseinrichtung unterschiedlich sein.
## Abschluss-/Berufsbezeichnungen
je nach Bildungsangebot z.B.
Buchhalter/Buchhalterin
Fachkraft für Buchführung
## Weiterbildung im Ausland
Für eine Weiterbildung im Ausland gibt es z.B. folgende Möglichkeit:
Österreich
Weiterbildungsangebote: AMS - Arbeitsmarktservice Österreich - Weiterbildungsdatenbank
(z.B. mit dem Suchbegriff "Buchhalter/in")
Dokumentation beruflicher AuslandserfahrungenDer Europass bietet die Möglichkeit, im Ausland absolvierte Lernaufenthalte zu dokumentieren.
Weitere Informationen zum Europass
## Weiterbildungsdauer
Unterschiedlich, je nach Bildungsangebot, Unterrichtszeit (Vollzeit/Teilzeit) und Lernform
## Weiterbildungsinhalte
Kostenrechnung, z.B. Bewertung von betrieblichen Aufwendungen
Finanzbuchhaltung, z.B. Ermittlung des Gewinns nach Handels- und Steuerrecht
Betriebswirtschaftslehre, z.B. betriebliche Produktionsfaktoren
Personalwirtschaft, z.B. Personaleinstellung und -versetzung
Büroorganisation, z.B. Dokumentenmanagement, Aufgabenplanung, Eventmanagement
Geschäftskorrespondenz, z.B. Textgestaltung, moderne Korrespondenz
Protokollführung, Datenschutz, -sicherheit, Digitalisierung, Innovationsmanagement
## Lernorte
Die Weiterbildung findet an der jeweiligen Bildungseinrichtung statt.
Lernorte sind
bei Präsenzveranstaltungen: Schulungsräume
bei Lernformen, bei denen die Wissensvermittlung ausschließlich über digitale Medien, z.B. elektronische Lernplattformen und -systeme, erfolgt; dazu gehören beispielsweise Online-Seminare oder Echtzeit-Unterricht im virtuellen Klassenzimmern
" name="Digitale Lernformen">digitalen Lernformen (z.B. virtuelles Klassenzimmer) und Entgeltlicher Unterricht, der auf vertraglicher Grundlage erfolgt, bei dem der Lehrende und der Lernende ausschließlich oder überwiegend räumlich getrennt sind und der Lehrende den Lernerfolg überwacht; durch das Fernunterrichtsschutzgesetz (FernUSG) gesetzlich definiert; Bildungsangebote, die dieser Definition entsprechen unterliegen der Zulassungspflicht durch die Staatliche Zentralstelle für Fernunterricht (ZFU), einer Behörde der Länder
" name="Fernunterricht">Fernunterricht: zu Hause, ggf. Schulungsräume bei Präsenzphasen

156
references/market.md Normal file
View File

@@ -0,0 +1,156 @@
# Market evidence report — bookkeeper
Source: **36 real job ads** (JSearch API, countries: us 36), extracted into the MSSQL evidence store; as of 2026-07-09.
This report contains extracted, aggregated facts only — no ad text is
reproduced (copyright / platform terms).
## Seniority distribution
| Seniority | Ads | Share |
|---|---|---|
| mid | 33 | 92 % |
| n/a | 1 | 3 % |
| senior | 1 | 3 % |
| junior | 1 | 3 % |
## Tools — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | QuickBooks | 15 | 42 % |
| 2 | Microsoft Excel | 14 | 39 % |
| 3 | QuickBooks Online | 5 | 14 % |
| 4 | Xero | 5 | 14 % |
| 5 | QuickBooks Desktop | 4 | 11 % |
| 6 | QuickBooks Enterprise | 3 | 8 % |
## Hard skills — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | bank reconciliation | 20 | 56 % |
| 2 | financial reporting | 16 | 44 % |
| 3 | accounts receivable | 14 | 39 % |
| 4 | accounts payable | 13 | 36 % |
| 5 | bookkeeping | 13 | 36 % |
| 6 | payroll processing | 12 | 33 % |
| 7 | financial record maintenance | 8 | 22 % |
| 8 | general ledger maintenance | 7 | 19 % |
| 9 | account reconciliation | 6 | 17 % |
| 10 | accounts payable processing | 6 | 17 % |
| 11 | accounts receivable management | 6 | 17 % |
| 12 | accounts receivable processing | 5 | 14 % |
| 13 | financial statement preparation | 5 | 14 % |
| 14 | invoice processing | 5 | 14 % |
| 15 | accounts payable management | 4 | 11 % |
| 16 | budget tracking | 4 | 11 % |
| 17 | tax preparation | 4 | 11 % |
| 18 | tax return preparation | 4 | 11 % |
| 19 | billing | 3 | 8 % |
| 20 | cash flow monitoring | 3 | 8 % |
| 21 | financial record management | 3 | 8 % |
| 22 | general ledger accounting | 3 | 8 % |
| 23 | tax document preparation | 3 | 8 % |
| 24 | tax filing | 3 | 8 % |
## Methods — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
## Responsibilities — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | payroll processing | 8 | 22 % |
| 2 | client communication | 6 | 17 % |
| 3 | account reconciliation | 5 | 14 % |
| 4 | discrepancy resolution | 4 | 11 % |
| 5 | financial record maintenance | 4 | 11 % |
| 6 | financial transaction recording | 4 | 11 % |
| 7 | tax return preparation | 4 | 11 % |
| 8 | vendor invoice processing | 4 | 11 % |
| 9 | expense tracking | 3 | 8 % |
| 10 | filing system maintenance | 3 | 8 % |
| 11 | financial report preparation | 3 | 8 % |
| 12 | financial statement preparation | 3 | 8 % |
| 13 | invoice and payment processing | 3 | 8 % |
| 14 | order confirmation creation | 3 | 8 % |
| 15 | purchase order processing | 3 | 8 % |
| 16 | sales order processing | 3 | 8 % |
| 17 | transaction recording | 3 | 8 % |
## Regional breakdown
> **Corpus note:** 36 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
### US (us)
36 ads.
**Top hard skills:**
- bank reconciliation — 56 % (20 ads)
- financial reporting — 44 % (16 ads)
- accounts receivable — 39 % (14 ads)
- accounts payable — 36 % (13 ads)
- bookkeeping — 36 % (13 ads)
- payroll processing — 33 % (12 ads)
- financial record maintenance — 22 % (8 ads)
- general ledger maintenance — 19 % (7 ads)
- account reconciliation — 17 % (6 ads)
- accounts payable processing — 17 % (6 ads)
**Top tools:**
- QuickBooks — 42 % (15 ads)
- Microsoft Excel — 39 % (14 ads)
- QuickBooks Online — 14 % (5 ads)
- Xero — 14 % (5 ads)
- QuickBooks Desktop — 11 % (4 ads)
- QuickBooks Enterprise — 8 % (3 ads)
- ADP — 6 % (2 ads)
- Bill.com — 6 % (2 ads)
- Google Workspace — 6 % (2 ads)
- Microsoft Outlook — 6 % (2 ads)
**Seniority:** mid 92 % · n/a 3 % · senior 3 % · junior 3 %
### UK (gb)
**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
### EU/DACH (de, at, ch, nl)
**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
## Job title variants in the market
| Title | Ads |
|---|---|
| Bookkeeper | 10 |
| Accountant Bookkeeper | 4 |
| Full Charge Bookkeeper | 2 |
| Accountant Full Charge Bookkeeper | 1 |
| Accounting/Bookkeeping | 1 |
| Administrative/Bookkeeper | 1 |
| BOOKKEEPER ADMINISTRATOR (PART TIME) | 1 |
| Bookkeeper and Assistant to Comptroller | 1 |
| Bookkeeper and Staff Accountant | 1 |
| Bookkeeper and tax Preparer | 1 |
| Bookkeeper/Accountant | 1 |
| Bookkeeper/Accounts Receivable Processor | 1 |
| Bookkeeping / Staff Accounting Professionals | 1 |
| Contract Bookkeeper (Nonprofit) – Part-Time | 1 |
| Full-Charge Bookkeeper | 1 |
| General Accounting/Bookkeeper | 1 |
| Outsourced Accounting Professional | 1 |
| Senior Accountant / Senior Bookkeeper | 1 |
| Senior Bookkeeper (Remote) | 1 |
| Staff Accountant & Bookkeeper — QuickBooks + Tax | 1 |
| Staff Accountant / Bookkeeper | 1 |
| Staff Accountant/Bookkeeper | 1 |
| Temp to Hire Bookkeeper | 1 |
Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.

27
references/profile.md Normal file
View File

@@ -0,0 +1,27 @@
# Occupation profile — bookkeeper
- **ESCO URI:** http://data.europa.eu/esco/occupation/c3aae59e-1441-4b3e-bdd1-6da50dc7cf42
- **ESCO code:** 3313.2
- **ISCO-08 group:** 3313 — Accounting associate professionals
- **O*NET-SOC:** 43-3021.00 — Billing and Posting Clerks (match: closeMatch)
## Description (ESCO)
Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.
## Definition
nan
## Alternative labels
- general bookkeeper
- accounting bookkeeper
- accounting clerk
- accounting technician
- accounts clerk
- book-keeper
- book-keeping clerk
- general-ledger bookkeeper
- account information clerk
- bookkeeping clerk

68
references/skills.md Normal file
View File

@@ -0,0 +1,68 @@
# Competences — bookkeeper
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/c3aae59e-1441-4b3e-bdd1-6da50dc7cf42).
## Essential
- **accounting department processes** (knowledge)
- **accounting entries** (knowledge)
- **accounting techniques** (knowledge)
- **attach accounting certificates to accounting transactions** (skill/competence)
- **bookkeeping regulations** (knowledge)
- **commercial law** (knowledge)
- **company policies** (knowledge)
- **depreciation** (knowledge)
- **financial statements** (knowledge)
- **follow the statutory obligations** (skill/competence)
- **identify accounting errors** (skill/competence)
- **maintain financial records** (skill/competence)
- **manage the general ledger** (skill/competence)
- **perform balance sheet operations** (skill/competence)
- **prepare financial statements** (skill/competence)
- **prepare trial accounting balances** (skill/competence)
- **tax legislation** (knowledge)
- **use accounting systems** (skill/competence)
## Optional
- allocate bills (skill/competence)
- archive documentation related to work (skill/competence)
- calculate tax (skill/competence)
- ensure compliance with accounting conventions (skill/competence)
- financial department processes (knowledge)
- follow up accounts receivables (skill/competence)
- handle financial transactions (skill/competence)
- handle petty cash (skill/competence)
- interpret financial statements (skill/competence)
- issue sales invoices (skill/competence)
- labour legislation (knowledge)
- manage accounts (skill/competence)
- manage cash desk (skill/competence)
- manage payroll reports (skill/competence)
- organise business documents (skill/competence)
- prepare tax returns forms (skill/competence)
- statistics (knowledge)
- support development of annual budget (skill/competence)
<!-- market-evidence -->
## Market evidence (job-ad analysis, 36 ads, as of 2026-07-09)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
### Hard skills
- bank reconciliation — **56 %**
- financial reporting — **44 %**
- accounts receivable — **39 %**
- accounts payable — **36 %**
- bookkeeping — **36 %**
- payroll processing — **33 %**
- financial record maintenance — **22 %**
- general ledger maintenance — **19 %**
### Responsibilities
- payroll processing — **22 %**
<!-- market-evidence -->

64
references/tasks.md Normal file
View File

@@ -0,0 +1,64 @@
# Tasks & work activities — bookkeeper
Source: O*NET 30.3, occupation 43-3021.00 (Billing and Posting Clerks).
## Task statements
- **[Core]** Post stop-payment notices to prevent payment of protested checks.
- **[Core]** Verify accuracy of billing data and revise any errors.
- **[Core]** Verify signatures and required information on checks.
- **[Core]** Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- **[Core]** Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- **[Core]** Operate typing, adding, calculating, or billing machines.
- **[Core]** Resolve discrepancies in accounting records.
- **[Core]** Contact customers to obtain or relay account information.
- **[Core]** Keep records of invoices and support documents.
- **[Core]** Route statements for mailing or over-the-counter delivery to customers.
- **[Core]** Monitor equipment to ensure proper operation.
- **[Core]** Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- **[Supplemental]** Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- **[Supplemental]** Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- **[Supplemental]** Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- **[Supplemental]** Take orders for imprinted checks.
- **[Supplemental]** Encode and cancel checks, using bank machines.
- **[Supplemental]** Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- **[Supplemental]** Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- **[Supplemental]** Update manuals when rates, rules, or regulations are amended.
- **[Supplemental]** Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- **[Supplemental]** Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- **[Supplemental]** Review compiled data on operating costs and revenues to set rates.
- **[nan]** Answer inquiries regarding rates, routing, or procedures.
- **[nan]** Compile reports of cost factors, such as labor, production, storage, and equipment.
- **[nan]** Create billing documents, shipping labels, credit memorandums, or credit forms.
- **[nan]** Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- **[nan]** Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
## Detailed work activities
- Analyze financial information.
- Answer telephones to direct calls or provide information.
- Calculate costs of goods or services.
- Calculate financial data.
- Calculate shipping costs.
- Discuss account status or activity with customers or patrons.
- Execute sales or other financial transactions.
- Explain regulations, policies, or procedures.
- Maintain financial or account records.
- Maintain office equipment in proper operating condition.
- Maintain operational records.
- Monitor equipment operation to ensure proper functioning.
- Operate office equipment.
- Order materials, supplies, or equipment.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Prepare financial documents, reports, or budgets.
- Prepare financial documents.
- Prepare informational or reference materials.
- Provide information to coworkers.
- Reconcile records of sales or other financial transactions.
- Report maintenance or equipment problems to appropriate personnel.
- Respond to customer problems or complaints.
- Route mail to correct destinations.
- Schedule appointments.
- Search files, databases or reference materials to obtain needed information.
- Verify accuracy of financial or transactional data.
- Weigh parcels to determine shipping costs.

73
references/tools.md Normal file
View File

@@ -0,0 +1,73 @@
# Tools & technology — bookkeeper
Source: O*NET 30.3 'Software Skills' for 43-3021.00.
| Software | Category | Hot technology |
|---|---|---|
| Intuit QuickBooks | Accounting software | yes |
| Microsoft Access | Data base user interface and query software | yes |
| Microsoft Outlook | Electronic mail software | yes |
| SAP software | Enterprise resource planning ERP software | yes |
| Epic Systems | Medical software | yes |
| MEDITECH software | Medical software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft Windows | Operating system software | yes |
| Microsoft PowerPoint | Presentation software | yes |
| Microsoft Project | Project management software | yes |
| Microsoft Excel | Spreadsheet software | yes |
| Microsoft Word | Word processing software | yes |
| Image Deposit Exchange Check Station | Access software | |
| Remote deposit capture software | Access software | |
| Allscripts Professional PM | Accounting software | |
| CAI Software Seasoft | Accounting software | |
| GE Healthcare Centricity EMR | Accounting software | |
| Prime Clinical | Accounting software | |
| Sage 50 Accounting | Accounting software | |
| Sage Medical Manager | Accounting software | |
| Thomson Reuters Elite Enterprise | Accounting software | |
| Automated billing software | Billing and invoicing software | |
| Medical billing software | Billing and invoicing software | |
| IBM Cognos Impromptu | Business intelligence and data analysis software | |
| HelpIT Systems addressIT | Customer relationship management CRM software | |
| Database software | Data base user interface and query software | |
| Check processing software | Document management software | |
| File management systems | Document management software | |
| VECTORsgi Check Management Solution | Document management software | |
| Microsoft Dynamics | Enterprise resource planning ERP software | |
| Microsoft Dynamics GP | Enterprise resource planning ERP software | |
| NetSuite ERP | Enterprise resource planning ERP software | |
| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software | |
| Oracle PeopleSoft Financials | Enterprise resource planning ERP software | |
| Aderant legal software | Expert system software | |
| Accuity EPICWare | Financial analysis software | |
| IPS of Boston DoubleCheck | Financial analysis software | |
| Oracle E-Business Suite Financials | Financial analysis software | |
| Positive pay software | Financial analysis software | |
| QuoteWerks | Financial analysis software | |
| Check imaging software | Graphics or photo imaging software | |
| Fiserv PEP+ reACH | Graphics or photo imaging software | |
| Image exchange networks | Graphics or photo imaging software | |
| Image replacement document IRD printing software | Graphics or photo imaging software | |
| Mitek Systems ImageNet Payments | Graphics or photo imaging software | |
| VECTORsgi Image Exchange Solution | Graphics or photo imaging software | |
| Check sorting control software | Industrial control software | |
| Web browser software | Internet browser software | |
| eMDs Medisoft | Medical software | |
| Healthcare common procedure coding system HCPCS | Medical software | |
| Medical condition coding software | Medical software | |
| Medical procedure coding software | Medical software | |
| Practice management software PMS | Medical software | |
| Optical character recognition OCR software | Optical character reader OCR or scanning software | |
<!-- market-evidence -->
## Market evidence (job-ad analysis, 36 ads, as of 2026-07-09)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
### Tools
- QuickBooks — **42 %**
- Microsoft Excel — **39 %**
<!-- market-evidence -->