Accounting, Banking and Financial

Measure your candidates’ knowledge of accounting to bookkeeping.

Accounts Payable Fundamentals

The Accounts Payable Fundamentals (U.S.) test is part of the accounting fundamentals line of tests. These shorter (30-item) tests measure the candidate's knowledge of processing payables and vendor invoices and the posting of journal entries. Designed for accounting clerks and others who handle the processing of accounts payable, this test covers the following topics: Assets, Cash Management/Reconciliation, Controls, Expenses, Purchases, and Recording. The candidate will need a calculator when taking this exam.

Accounts Receivable/Billing Fundamentals

The Accounts Receivable/Billing Fundamentals (U.S.) test is part of the accounting fundamentals line of tests. These shorter (30 item) tests measure the candidate's knowledge of processing receivables and invoices. Designed for accounting clerks and others who handle the processing of accounts payable, this test covers the following topics: A/R Principles, Applying Cash, Bad Debt/Collections, Cash Flow, Credit, General Ledger, Invoicing, and Reconciliation of Customer Accounts. The candidate will need a calculator when taking this exam.

Bank Teller Skills

This skills evaluation was designed for bank teller candidates with varying levels of experience, from basic teller skills to advanced banking product knowledge. The subject matter covered by this exam is predominately technical, including knowledge of transaction processing, proper identification, teller accounting, government regulations in the banking industry, bank product knowledge and terminology. The majority of the questions are answerable by candidates with about 1 year of teller experience, while the remaining minority of the questions should distinguish the more experienced candidates.

Bookkeeping Fundamentals

The Bookkeeping Fundamentals test measures the candidate's knowledge of bookkeeping tasks and functions. Designed for accounting clerks and others who handle bookkeeping tasks, this test covers the following topics: Accounts Payable, Accounts Receivable, Adjusting Entries, Business Math Conversions, Cash, Financial Statements, Fixed Assets, Inventories, Liabilities, Payroll, Recording Transactions, and Taxes. The candidate will need a calculator when taking this test.

General Accounting

The General Accounting test measures a candidate's knowledge and skill level in classifying assets, calculating taxes and payroll, determining depreciation and gross profit margin, preparing worksheets and financial statements, balancing accounts, interest calculations, entering journal and General Ledger transactions, and knowledge of basic accounting formulas and principles.

Teller Test

The Teller Test is an assessment that measures an individual’s ability to handle and count money accurately. It assesses the critical job skills involved in accurately counting bills and coins in a timely manner and is well-suited for jobs which require this task. The test can also be used to provide an objective evaluation of current employees as well as to evaluate the effectiveness of workplace training programs.

Bank Teller/Financial Services Skills (TFS)

This assessment is an industry-validated and video-delivered soft skills assessment program. TFS measures the competencies required by employers for jobs in banking and financial services. The program identifies both the competencies and the developmental needs of individuals assessed. When skill development is suggested, strategies are identified to support the attainment of those skills. Because of its validity, TFS is used in support of hiring and promotion decisions. Skill sets measured include: customer relations, soliciting new business, judgment, and identifying customer dissatisfaction.

Additional Assessments Available: Financial Accounting, Financial Analysis, Financial Management, Inventory Depreciation, Insurance, Peachtree Accounting

WTCS New North