Accounting skills matrix template

A skills matrix template is a tool that can be used in accounting organizations to effectively manage and assess the skills and knowledge of individual employees or teams.

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Excel skills matrix
  • Table of contents

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Overview Copied

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)

Benefits Copied

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.

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Revisions Copied

Original version | April 3, 2023

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