This level evaluates candidates’ ability to:
- Manually enter data
- Identify missing information
- Determine expense categorization
- Perform reconciliations
- Manage vendor and customer information
- Research information effectively
- Correct old reconciliations
- Create a summary video presentation
- Fix miscategorized transactions
- Resolve manual payroll errors
- Diagnose problems
- Record and submit a video showcasing their work
This level does NOT assess the ability to:
- Interpret and advise
- Manage a bookkeeping system or team
- Communicate effectively with business owners