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

Staff Accountant provides the administration with financial information through researching and analyzing accounts and preparing accurate financial statements. They work under the supervision of a controller, a director or a certified public accountant.

Their responsibilities come in a wide range and includes, preparing combined external and internal financial statements and analyzing information from the ledger system, and other departments makes accounting entries while sustaining records and files, reconciling accounts, preparing payments by increasing expenses and assigning account numbers and reconciling accounts, promoting and implementing accounting procedures by analyzing current procedures, maintaining and balancing automated systems by inputting the right data.

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


Show the willingness to learn new ways of delivering presentations.

Attend more presentation meetings and seminars to try to learn from others.

[employee comments goal]

Accept and provide constructive feedback to other people and to take corrections easily.

Try to adapt to the ever-changing needs or circumstances that might arise.

[employee comments goal]

Bundle related tasks together in order to move fluidly between them

Give each task a specific deadline or short amount of time in order to remain focused

[employee comments goal]

Focus on the employee's behavior rather than on his/her personality traits

Divide feedback into positive and negative columns for personal use and to ensure that it is fair and balanced

[employee comments goal]

Make decisions that favor all the employees instead of some

Take some coaching for better skills in performing assessments and appraisals

[employee comments goal]

Help others to perform tasks that are provided without feeling shortchanged

Receive feedback and labor for it to become a better employee

[employee comments goal]

Set workable personal goals that will help met the company goals

Learn to spend your time and resources well to ensure minimum wastage

[employee comments goal]

Learn to concentrate on written directions; highlight the main points and summarize lengthy documents into bullet points

Take time to understand the steps and their purpose and run through the process mentally before handling it physically

[employee comments goal]

Make a list of what needs to be done and when it needs to be done instead of just jumping in and hoping for the best

Ask questions and look at different angles of the problem in order to better understand it and be equipped to generate solutions

[employee comments goal]

Comply with the set standards, processes, and guidelines for managing knowledge and encourage colleagues to adhere to these standards

Check the experience and knowledge of others before starting new tasks

[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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