---
esco_uri: http://data.europa.eu/esco/skill/880c54f9-866e-4f37-b5fa-25ef8a7d49b6
esco_label: "accounting techniques"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# accounting techniques — Financial Advisor

For a Financial Advisor, 'accounting techniques' isn’t about *doing* bookkeeping – it’s about deeply understanding the financial statements clients present. You need to go beyond simply seeing numbers; you must analyze balance sheets, income statements, and cash flow statements to assess a client’s true financial health. This means spotting trends in revenue/expenses, calculating key ratios (debt-to-income, liquidity), and identifying potential red flags like declining profitability or unsustainable debt levels. Daily tasks involve interpreting these reports during client meetings, using them as the foundation for building realistic financial plans, and justifying investment recommendations.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
