chartered accountants
Licensed financial examiners
Chartered accountants is the plural of chartered accountant—a professional accountant who has met the requirements of a national accounting body and earned a formal charter to practice.
The designation is used primarily in Commonwealth countries, roughly equivalent to a certified public accountant in the United States.
The firm employed several chartered accountants to handle the audit.
Recording financial transactions systematically
- financial reportingDocumenting business performance formally
- GAAPFinancial reporting conventions
- ledgerFinancial record book
- balance sheetAssets-liabilities-equity report
profit and loss · double-entry · trial balance · journal entries · reconciliation · accruals · depreciation · amortization
Formal records of transactions
- internal controlsOrganizational oversight procedures
- assuranceFirm promise or certainty
- attestationFormal declaration confirming truth
- complianceAdhering to requirements
external auditor · materiality · risk assessment · fraud detection · due diligence · Sarbanes-Oxley · testing · review
Moral soundness and consistency
- independenceFreedom from external control
- confidentialityQuality of protecting secrets
- objectivityFreedom from personal bias
- due careLegally required attentiveness
fiduciary duty · code of conduct · transparency · impartiality · diligence · professional standards · public interest · conflicts of interest
Strategies minimizing owed levies
- returnsProfits from investments
- complianceAdhering to requirements
- deductionsConclusions from reasoning
- capital gainsProfit from asset sales
withholding · filing · IRS · tax code · corporate tax · VAT · GST · estate planning
Guidance on money matters
- strategic planningDefining organizational direction systematically
- corporate financeFirm funding and investment strategy
- restructuringRearranging an existing framework
- mergersCorporate consolidations
acquisitions · valuation · due diligence · feasibility studies · investment strategy · succession planning · exit strategies · insolvency
Methodical assessment or review
- fellowshipMutual goodwill among companions
- associateConnect mentally or socially
- designationFormal name or title
- accreditationOfficial quality approval
licensure · continuing education · professional development · competency · credential · membership · practical experience
bookkeeping
Recording financial transactions systematically
- financial reportingDocumenting business performance formally
- GAAPFinancial reporting conventions
- ledgerFinancial record book
balance sheet · profit and loss · double-entry · trial balance · journal entries · reconciliation · accruals · depreciation · amortization · fiscal year
financial statements
Formal records of transactions
- internal controlsOrganizational oversight procedures
- assuranceFirm promise or certainty
- attestationFormal declaration confirming truth
compliance · external auditor · materiality · risk assessment · fraud detection · due diligence · Sarbanes-Oxley · testing · review · regulatory
integrity
Moral soundness and consistency
- independenceFreedom from external control
- confidentialityQuality of protecting secrets
- objectivityFreedom from personal bias
due care · fiduciary duty · code of conduct · transparency · impartiality · diligence · professional standards · public interest · conflicts of interest · whistleblowing
tax planning
Strategies minimizing owed levies
- returnsProfits from investments
- complianceAdhering to requirements
- deductionsConclusions from reasoning
capital gains · withholding · filing · IRS · tax code · corporate tax · VAT · GST · estate planning · tax relief
financial advice
Guidance on money matters
- strategic planningDefining organizational direction systematically
- corporate financeFirm funding and investment strategy
- restructuringRearranging an existing framework
mergers · acquisitions · valuation · due diligence · feasibility studies · investment strategy · succession planning · exit strategies · insolvency · turnaround
examination
Methodical assessment or review
- fellowshipMutual goodwill among companions
- associateConnect mentally or socially
- designationFormal name or title
accreditation · licensure · continuing education · professional development · competency · credential · membership · practical experience
- Accountantspublic accountants, auditor, bookkeeper, CPA, bookkeepers
- accountingbookkeeping, ledger, balance sheet, general ledger, auditing
- bookkeeping historybookkeeping, ledgers, double-entry, balance sheets, journal entries
- licensing boardsmedical board, nursing board, real estate board, law society
chartered accountantsbookkeepers
Financial record maintainers
chartered accountantsadministrative assistants
Office support personnel
charter, charters, chartering, account, accounts, accountant, accountancy, accounting, accounted