Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an accountant.

An accountant is overall known to provide financial advice to all businesses ranging from government bodies, multinational organizations to small independent firms specializing in particular areas that are highly critical to any business which includes: auditing, management consultancy, recovery, taxation, assurance, forensic accountancy and corporate finance.

Though the primary task is well-known as examining and preparing accurate financial records for both individuals and businesses; their is more work that includes, organizing and maintaining financial records, preparing statements and documents that comply with the laws and regulations, preparing tax returns while ensuring prompt payments are made and updating accounting systems to keep them up to date.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Build and show high confidence at all times when delivering a presentation.

Speak with great clarity and in a concise way that the audience can comprehend.

[employee comments goal]

To carefully analyze and interpret information collected to draw reasonable inferences.

Show more assertiveness and decisiveness when dealing with problems and coming up with solutions.

[employee comments goal]

Show willingness to learn new ways to perform my administrative functions professionally.

To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough.

[employee comments goal]

Make sure that every employee is aware of the big picture and how each one of them can contribute well

Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem

[employee comments goal]

Learn to anticipate problems and try one's best to prevent them in order to avoid getting stressed when they arise

Volunteer for extra tasks and projects when one feels they can handle more work alongside their regular tasks

[employee comments goal]

Balance out the strategy of the organization with daily tactical tasks

Be wise to plan for the future using both short and long term planning

[employee comments goal]

Uncover any overpayments, past or present and work hard to obtain refunds

Implement daily reporting to the financial manager with the day's goals met

[employee comments goal]

Work closely with one's manager during performance discussions in order to see how own targets are derived from the company's objectives

Always ask oneself what the context is around the task or project at hand, before handling it

[employee comments goal]

Break the problem down into smaller problems that are easily solvable until one is left with the actual cause of the problem

Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem

[employee comments goal]

Develop a financial plan to make sure that cash flows seamlessly and that revenue ends up where it is needed

Regularly deposit some of the company's earnings into a savings account in order to build a cash reserve that the company can fall back on in case of unexpected expenses

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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