Accountant

Keeps the books: records transactions, closes each month, reconciles accounts and prepares filings.

53 skill packs · 5 MCP servers · 2 plugins

More specific roles under it: Finance manager or controller

Role

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Industry

All industries SaaS and B2B software Consumer apps E-commerce and retail Fintech and payments Healthcare Marketplaces and platforms Games and live ops Banking and insurance Media and publishing Education Government and public sector Manufacturing and industrial Logistics and transportation Real estate and construction Travel and hospitality Telecommunications Energy and utilities Automotive Biotech and pharma Agencies and consulting Nonprofit Legal services AI and developer tools Crypto and web3

Workflows for this work

The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.

Accountant57 skill packs · 9 MCP servers · 3 pluginsEach part is a workflow. The number beside it is how many tools help with it

1Keep the books

Record every transaction in the right account so the numbers can be trusted.

2Close and report

Turn the books into financial statements at month end and year end.

3Handle taxes

Work out what is owed and file on time.

4Check controls and audit

Test that records are accurate and that controls stop errors and fraud.

Sources for this tree, 5

PractitionerWhat does an auditor do?AICPA & CIMA
Body of knowledgeEverything You Need to Know About the CPA ExamAICPA & CIMA
StandardInternal Control (guidance on the Internal Control, Integrated Framework)Committee of Sponsoring Organizations of the Treadway Commission (COSO)
Occupational dataAccountants and Auditors (13-2011.00), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor
Occupational dataBookkeeping, Accounting, and Auditing Clerks (43-3031.00), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor

O*NET occupations consulted: 13-2011.00, 43-3031.00. Read on 2026-10-04.

Everything suggested for this role

Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.