Accounting skills matrix template

Download your free template here

To find out more about how we process your personal data, please read our privacy and cookie statement.


With our free accounting skills matrix template, you will receive a clear overview of the skills that are present in your organization, as well as those that are missing. Using this information, you can develop and implement a plan to ensure that your employees’ skills are up to date, comprehensive, compliant, and ready for the future.

  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Certified Internal Auditor (CIA)
  • Certified Fraud Examiner (CFE)
  • Certified Government Auditing Professional (CGAP)
  • Certified Information Systems Auditor (CISA)
  • Certified Financial Services Auditor (CFSA)
  • Enrolled Agent (EA)
  • Accredited in Business Valuation (ABV)
  • Chartered Global Management Accountant (CGMA)
  • Certified Forensic Accountant (Cr.FA)
  • Certified in Financial Forensics (CFF)
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Personal Financial Specialist (PFS)
  • Accredited Tax Preparer (ATP)
  • Accredited Tax Advisor (ATA)
  • Certified Bank Auditor (CBA)
  • Certified Financial Services Consultant (CFSC)
  • Accredited Estate Planner (AEP)

Related skills

Financial reporting: Involves preparing financial statements and reports. Certifications that prove financial reporting skills include the Certified Public Accountant (CPA) and the Chartered Accountant (CA).

Taxation: Involves understanding and applying tax laws and regulations. Certifications that prove taxation skills include the Enrolled Agent (EA) and the Chartered Tax Professional (CTP).

Auditing: Involves reviewing and evaluating financial records to ensure accuracy and compliance. Certifications that prove auditing skills include the Certified Internal Auditor (CIA) and the Certified Information Systems Auditor (CISA).

Financial analysis: Involves analyzing financial data to provide insights and recommendations. Certifications that prove financial analysis skills include the Chartered Financial Analyst (CFA) and the Certified Management Accountant (CMA).

Bookkeeping: Involves maintaining accurate financial records for a business or organization. Certifications that prove bookkeeping skills include the Certified Bookkeeper (CB) and the QuickBooks Certified User.


Skills management software is crucial in accounting organizations, as it helps them keep up with tax codes and accounting standards, as well as track employees’ professional development and certification statuses.

Related templates

Ready to master skills management?

Get a personalized walkthrough of AG5 from one of our product experts in just 15 minutes.

Book a demo

ISO27001 certified     Free trial available