Career Overlap Transition record
RecordMove

Bookkeeper to billing clerk

A bookkeeper already meets 46% of what the billing clerk role asks for. The move turns on 6 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From bookkeeper
46 % overlap
Partial match
To billing clerk
10 You already bring
6 Still to learn
24 Skills in the target role2
Learning distance Real move, short list to learn

49.4/ 100

1 How much of what a billing clerk is expected to do is already part of a bookkeeper’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the billing clerk role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

A billing clerk role treats 6 of its required skills as things a bookkeeper already does. You would walk in with these on day one.

  • allocate bills
  • financial department processes
  • follow up accounts receivables
  • handle financial transactions
  • maintain financial records
  • organise business documents

What stands in the way is 6 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 10 skills that carry over, these are the ones fewest other occupations ask for. A billing clerk role needs them, and most people applying for one will not have them already. This is the part of a bookkeeper background worth leading with.

Skill the target role also needs Area
  • already held follow up accounts receivables information skills
  • already held allocate bills management skills
  • already held organise business documents management skills
  • already held handle petty cash management skills
  • already held financial department processes business, administration and law
  • already held prepare financial statements information skills

All 10 carried skills, including the 6 the billing clerk role treats as required.

Table 3

Table 3 · What you may need to learn

The 14 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier
01 information skills 4 required, 2 supplementary
  • still to learn file documents required
  • still to learn fill out forms required
  • still to learn maintain credit history of clients required
  • still to learn maintain customer records required
  • optional, not held create a financial report optional
  • optional, not held assess debtor's financial situation optional
02 management skills 1 required, 2 supplementary
  • still to learn use office systems required
  • optional, not held count money optional
  • optional, not held process payments optional
03 business, administration and law 1 required
  • still to learn financial capability required
04 communication, collaboration and creativity 3 supplementary
  • optional, not held communicate by telephone optional
  • optional, not held communicate with customers optional
  • optional, not held interview bank loanees optional
05 working with computers 1 supplementary
  • optional, not held use spreadsheets software optional
Table 4

Table 4 · Where to start

The 3 entries a billing clerk role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 10 skills that carry over
Skill Type
  • already held allocate bills skill
  • already held financial department processes knowledge
  • already held follow up accounts receivables skill
  • already held handle financial transactions skill
  • already held maintain financial records skill
  • already held organise business documents skill
  • already held handle petty cash skill
  • already held interpret financial statements skill
  • already held manage accounts skill
  • already held prepare financial statements skill
8 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held create a financial report optional
  • optional, not held assess debtor's financial situation optional
  • optional, not held communicate by telephone optional
  • optional, not held communicate with customers optional
  • optional, not held count money optional
  • optional, not held interview bank loanees optional
  • optional, not held process payments optional
  • optional, not held use spreadsheets software optional
26 held skills the billing clerk role does not ask for
Skill Type
  • not needed by the target role accounting department processes knowledge
  • not needed by the target role accounting entries knowledge
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role archive documentation related to work skill
  • not needed by the target role attach accounting certificates to accounting transactions skill
  • not needed by the target role bookkeeping regulations knowledge
  • not needed by the target role calculate tax skill
  • not needed by the target role commercial law knowledge
  • not needed by the target role company policies knowledge
  • not needed by the target role depreciation knowledge
  • not needed by the target role ensure compliance with accounting conventions skill
  • not needed by the target role financial statements knowledge
  • not needed by the target role follow the statutory obligations skill
  • not needed by the target role identify accounting errors skill
  • not needed by the target role issue sales invoices skill
  • not needed by the target role labour legislation knowledge
  • not needed by the target role manage cash desk skill
  • not needed by the target role manage payroll reports skill
  • not needed by the target role manage the general ledger skill
  • not needed by the target role perform balance sheet operations skill
  • not needed by the target role prepare tax returns forms skill
  • not needed by the target role prepare trial accounting balances skill
  • not needed by the target role statistics knowledge
  • not needed by the target role support development of annual budget skill
  • not needed by the target role tax legislation knowledge
  • not needed by the target role use accounting systems skill
1 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to pick up Tier
  • still to learn financial capability required
Index
FAQ

Common questions about this move

Can a bookkeeper become a billing clerk?

Yes, and it is a moderate move. A bookkeeper already covers 46% of what a billing clerk is expected to do: 10 skills carry over, 6 of which the billing clerk role treats as required.

What skills does a bookkeeper need to become a billing clerk?

6 required skills are missing, plus 8 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by information skills. The single most important is file documents.

How hard is the move from bookkeeper to billing clerk?

Its learning distance is 49.4 out of 100, which is the moderate band. That accounts for both how much is missing and how specialised those skills are.

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.