Sample of writing a character reference for an accountant from the place of work in 2021

For what purposes will a characteristic be needed?

It is impossible to imagine any enterprise without an accountant. The most valuable things are in his hands - finances, taxes, reporting to various government agencies. An accounting specialist’s mistake in just one number leads to dire consequences. The financial well-being of the company depends on his qualities as a financially responsible person. Drawing up a profile for a financial specialist is a responsible task, usually done by a personnel officer or the head of the company himself.

Recommendations are required both within the company, at the request of the general director or the accountant himself, and outside it. Sometimes the employee asks for it himself to submit it to official authorities, and in some situations the company draws up a document at the request of government authorities.

Cases when a letter of recommendation is needed:

upon employment in another company (upon dismissal or part-time employment);
when moving to another position within the company;
for submission to social protection authorities;
to banks and other financial institutions to obtain consumer loans and loans;
to tax inspectorates;
when nominating an accountant for awards;
when certifying for various degrees and titles.

A document characterizing an accounting specialist will also be needed in court to file a claim or at the request of the police, guardianship authorities, etc.

Characteristics can be issued to any specialist, regardless of how long they have worked in the company - both a professional with extensive experience and a newcomer who has just started working. The law does not limit this.

Sample characteristics for an accountant from the place of work

A character reference from the accountant's place of work can be compiled by his immediate supervisor - the chief accountant, as well as by the head of the enterprise or an employee of the personnel department. If, for example, a document is filled out by a personnel officer, then it is better to familiarize the chief accountant with it before submitting it for signature to the manager: he is the immediate superior of an ordinary accountant and, like no one else, knows how a specialist has proven himself in his work activities.

The characteristics do not have a set form; they are drawn up in any form on the company’s letterhead. It should indicate:

document title – “Characteristics”;
brief information about the accountant – full name, date of birth, education;
information about work activities at the enterprise - when the employee was hired, in which areas he carried out accounting, what career advancements he achieved, job responsibilities, level of proficiency in software products, whether he has disciplinary sanctions, awards or incentives from the management of the enterprise;
some general information - personal qualities, relationships with the team, participation in the public life of the organization, how you showed yourself in general during work;
the reason for issuing the document.

If the characterization is drawn up at the official request of government agencies or other persons, for example the court, private lawyers or notaries, then these authorities should be indicated as recipients of the document. In all other cases, it is enough to write the phrase “The characteristics are given at the place of requirement.” The reference can also be issued at the personal request of the accountant. For example, if it is necessary upon dismissal to be presented at a new place of work.

The document is signed by the head of the enterprise and certified with a round seal (if available).

You can download a sample profile for an accountant from your place of work on our website.

For special achievements in the work of an accountant, you can be awarded a certificate of honor. In this case, a characteristic is also drawn up.

A sample description for awarding a certificate of honor can also be downloaded from ConsultantPlus. If you do not have access to the K+ system, get a trial online access for free.

We also recommend that you familiarize yourself with samples of filling out other characteristics on our website:

“How to write a reference for a student from an internship?”;
“Characteristics for a driver from the place of work - a sample.”

What information should be included in it?

Depending on the purpose of the document, different nuances in the characteristics are taken into account. For example, if he is needed to move to a higher position, then you will need to evaluate not only his professional and personal qualities, but also indicate his experience in various fields of the economy, organizational skills and awards for special merits. When looking for a new job, recommendations provided along with a resume increase the value of the future employee in the eyes of the employer.

The characteristics are drawn up on an A4 sheet or on the organization’s letterhead, indicating the necessary details. They write it in free form, but taking into account generally accepted rules of business documents.

It contains the following information:

At the top is information about the organization (name, address, contacts).
Then the date of composition.
In the middle is the name of the document.
Content part of the characteristics.
Finally, indicate the reason for compilation - at the request of the organization or for provision at the place of request.
At the bottom, according to the rules of a business letter, the position of the originator and signature are indicated.
Then the seal of the organization is affixed.

The main part of the job description for an accountant contains several sections:

personal information about the specialist (full name, education, work experience, etc.);
activities;
correctness and success of performance of official tasks;
personal and business qualities of the employee, which were manifested in the work process (responsibility, attentiveness, efficiency, communication skills, etc.);
professional qualities (career growth, achievements, awards, professional development, disciplinary action and sanctions).

How to write a sample performance specification for an accountant

There is no clear example for drawing up a profile for an accountant that would regulate the procedure for its preparation. However, based on established traditions, it is recommended to adhere to a certain template for its preparation:

This document must be prepared on A4 size sheets. The text should be presented in third person. The tense used is present or past.
The document must begin with its title “Characteristics”, for whom it is drawn up - the position of the employee, his name.
Next, as a rule, the personal data of this employee is indicated.
Afterwards, the accountant’s career path is described. Very often they may be limited to describing only their work activities directly at a given enterprise - when they started working, what position they previously held and hold now.
The main achievements of this person are indicated (whom he led, where he took part, what his individual merits are).
If applicable, information about receiving additional education is indicated.
Next comes a direct assessment of the employee’s professional qualities, such as work experience, knowledge of current legislation, communication, efficiency in performing control functions and conducting analytical work, the quality and completeness of the accounting information provided, etc.
The personal qualities of an accountant are assessed - the ability to establish contact with subordinates. In addition, a person’s psychological qualities and his general level of culture can be assessed.
Information about the award and its amount is provided.
Next, the characteristic is secured by the signature of the management and the seal of the enterprise.

Why do you need a profile for an accountant?

The document may be required for internal and external use, either at the request of an employee or at the request of various authorities. Typical cases when a reference for an accountant may be needed:

moving to a higher position within the company;

applying for a loan;

submission to government agencies.

When compiling, it is imperative to take into account the destination of the characteristic - this determines its content. For example, when hiring a person, you should indicate the range of duties performed, career achievements, business and personal qualities. All this information generally reflects the value of the employee, his compliance with the duties performed.

Displayed information

The characteristics must specify the duties performed by the employee and must contain the following data:

Personal information – age, education, duration of work in the organization;

Professional qualities – career levels, incentives, penalties, advanced training, certificates, degree of software mastery;

Responsibilities – range of job responsibilities, involvement in the overall work of the accounting service, willingness to accept and cope with new functions and tasks;

Personality traits are qualities related to the performance of official duties and relationships in the work team (for example, diligence, punctuality, organization, flexibility of thinking, the ability to avoid conflicts and work in a team).

The characteristics should not duplicate the entire job description. If a company employs several accountants at once, a profile is drawn up for each individual.

A useful service for accountants and managers: preparing reports, calculating salaries and other routine operations.

Registration requirements

There are no strict requirements for the form of characteristics. It is important to maintain a business style of writing and reflect all important information in the document. It is advisable to use the organization's letterhead. When requesting official government services, a court, or a notary, government agencies should be indicated as the direct recipients of the characteristics. For other situations, it is stated that the characteristics are provided at the place of request.

In addition to information about the person being characterized, the form shall indicate:

information about the organization that issued the document (name, legal address, contacts);

reason for issuance (at the request of the authority or for presentation upon request);

position, transcript of the document signatory, seal.

Example of characteristics for awarding a certificate of honor to an employee

Personal information is always indicated before describing the personal and professional qualities of the employee nominated for the award. After the personal data, you should indicate specifically the place of study and advanced training courses completed - with dates, if any. The employee’s activities are characterized according to the situation at the enterprise. In information about the length of service, which must include the date the employee was hired, promotions are noted, changes in positions are listed, it is necessary to cover not only the activities at this enterprise, but also everything else, if it happened in other places. The employee’s recent career movements and achievements dominate the characterization, but it should reflect the entire career path as fully as possible. Business qualities The main part of this document is an assessment of the professionalism and business qualities of this employee.

Results

The characteristics of an accountant from the place of work differ from the standard production characteristics of employees due to the specifics of the specialist’s work activity, because every employer is interested in a competent and honest accounting employee.
The characteristics, like other similar documents, do not have a unified form. It is drawn up in a free format on the company’s letterhead. You can find more complete information on the topic in ConsultantPlus. Free trial access to the system for 2 days.

How to write a character reference for a chief accountant

There is no form established by law for characterization. However, there are general rules.

The document is drawn up on A4 sheet and usually does not take more than a page. The presentation is from a third person in the present or past tense.

The sequence of presentation of information is approximately as follows:

title of the document, position of the employee and his full name;
information about the employee achieving the position of chief accountant;
main professional achievements of the employee;
assessment of professional qualities - work experience, relevance of existing knowledge, efficiency in performing job duties, etc.;
assessment of personal qualities - managerial potential, ability to communicate with subordinates, presence of authority and respect among colleagues, general level of culture, any character traits.

At the end of the document, the purpose of its preparation is stated (for bonuses, for submission to government agencies, etc.). The characteristics are certified by the signature of the general director and the seal of the company.