Bookkeeper Certifications

Explore the top Bookkeeper certifications that are important to a successful career.

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Getting Certified as a Bookkeeper

In the meticulous world of finance, bookkeepers stand as the guardians of accuracy and detail, with certifications serving as their shield of credibility. For those in the bookkeeping profession, obtaining a certification is not just about enhancing one's skill set; it's a strategic move to distinguish oneself in a market that values precision and trustworthiness.

This guide offers a comprehensive look at the certifications that can elevate a bookkeeper's career, providing a clear pathway for professional development and recognition. Whether you're entering the field or seeking to solidify your expertise, understanding the significance of these certifications is a critical step in crafting a respected and successful career in bookkeeping.

Top Bookkeeper Certifications

Certified Bookkeeper (CB)
American Institute of Professional Bookkeepers (AIPB)
Certified Public Bookkeeper (CPB)
National Association of Certified Public Bookkeepers (NACPB)
QuickBooks Certified ProAdvisor
Intuit QuickBooks
Certified Management Accountant (CMA)
Institute of Management Accountants (IMA)
Certified Internal Auditor (CIA)
The Institute of Internal Auditors (IIA)
Enrolled Agent (EA)
Internal Revenue Service (IRS)
Certified Payroll Professional (CPP)
American Payroll Association (APA)
Certified Financial Services Auditor (CFSA)
The Institute of Internal Auditors (IIA)
Accredited Business Accountant/Advisor (ABA)
Accreditation Council for Accountancy and Taxation (ACAT)
Forensic Certified Public Accountant (FCPA)
Forensic CPA Society

Best Bookkeeper Certifications

Certified Bookkeeper (CB)

Certification Provider
American Institute of Professional Bookkeepers (AIPB)
Best For
Bookkeeper, Senior Bookkeeper, Accounting Clerk, Accounts Payable/Receivable Clerk, Small Business Owner, Office Manager with bookkeeping responsibilities
Description
The Certified Bookkeeper (CB) designation, offered by the American Institute of Professional Bookkeepers (AIPB), is a prestigious certification that demonstrates expertise in bookkeeping principles and practices. It validates a professional's ability to handle the books for small businesses or work within large accounting departments. Candidates must pass a rigorous exam and possess two years of bookkeeping experience. The certification covers topics such as adjusting entries, error correction, payroll, inventory, and internal controls, ensuring a comprehensive understanding of the field.
Includes Certification
Yes
Time to Complete
60-80 hours
Price
Prerequisites
  • At least two years of full-time bookkeeping experience or the part-time or freelance equivalent, which may be obtained before or after passing the examination.
  • Passing the Certified Bookkeeper exams, which consist of four parts that can be taken at any Prometric Test Center.
  • Signing the AIPB's Code of Ethics, which all candidates must agree to adhere to.
  • Completion of the AIPB's work experience verification process, which involves having your experience attested to by a supervisor or someone else who can confirm your work history.
  • Continuing education is required to maintain certification: 30 Continuing Professional Education (CPE) credits every three years.
  • A high school diploma or equivalent is generally expected, although not explicitly stated as a requirement by the AIPB.

    • Certified Public Bookkeeper (CPB)

    Certification Provider
    National Association of Certified Public Bookkeepers (NACPB)
    Best For
    Bookkeepers, Accounting Clerks, Accounts Payable/Receivable Specialists, Entry-level Accountants, Small Business Owners, Financial Administrative Assistants
    Description
    The Certified Public Bookkeeper (CPB) certification, offered by the National Association of Certified Public Bookkeepers (NACPB), is designed for individuals seeking to validate their expertise in bookkeeping. This certification emphasizes proficiency in accounting principles, payroll, financial reporting, and QuickBooks. Obtaining the CPB designation involves passing an exam and adheres to a code of conduct, ensuring a high standard of practice and ethical responsibility. It's ideal for bookkeepers aiming to enhance their credibility and advance their careers.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A high school diploma or equivalent is required.
  • One year of bookkeeping or accounting experience is recommended.
  • Completion of NACPB's Bookkeeper Certification Exam is required.
  • Proficiency in QuickBooks is demonstrated by passing the Uniform QuickBooks Certification exam.
  • Adherence to the NACPB Code of Conduct is mandatory upon certification.
  • Continuing Professional Education (CPE) is required to maintain certification status.

    • QuickBooks Certified ProAdvisor

    Certification Provider
    Intuit QuickBooks
    Best For
    Bookkeepers, Accountants, Accounting Managers, Financial Controllers, Small Business Owners, Tax Preparers
    Description
    The QuickBooks Certified ProAdvisor certification, offered by Intuit QuickBooks, is designed for accounting professionals who seek expertise in QuickBooks software. This certification validates one's ability to provide strategic insights, tailor QuickBooks solutions to industry-specific needs, and offer guidance on automation and integration. It involves training and exams on QuickBooks functionality, including setup, payroll, inventory management, and reporting. Certified ProAdvisors gain access to exclusive resources, software discounts, and a listing on the Find-a-ProAdvisor online directory, enhancing their credibility and marketability.
    Includes Certification
    Yes
    Time to Complete
    80 hours
    Price
    Free
    Prerequisites
  • Accounting knowledge: A solid understanding of accounting principles is recommended.
  • QuickBooks experience: Familiarity with QuickBooks software is beneficial.
  • Training: Completion of the QuickBooks ProAdvisor training modules provided by Intuit.
  • Examination: Passing the QuickBooks ProAdvisor certification exam.
  • Membership: Sign up for the QuickBooks ProAdvisor Program, which may require an Intuit account.
  • Continuing Education: Maintain certification by completing continuing education requirements annually.

    • Certified Management Accountant (CMA)

    Certification Provider
    Institute of Management Accountants (IMA)
    Best For
    Management Accountants, Financial Analysts, Corporate Controllers, Finance Managers, Cost Accountants, Chief Financial Officers (CFOs) with 2+ years of experience
    Description
    The Certified Management Accountant (CMA) is a globally recognized certification offered by the Institute of Management Accountants (IMA) that signifies expertise in financial management and strategic business performance. Focusing on advanced accounting skills, financial planning, analysis, control, decision support, and professional ethics, the CMA prepares professionals for a wide range of career opportunities in corporate finance. The certification process involves passing a rigorous two-part exam and meeting educational and professional experience requirements.
    Includes Certification
    Yes
    Time to Complete
    300-400 hours
    Price
    Prerequisites
  • Bachelor’s degree from an accredited college or university or an equivalent degree as determined by an independent evaluation agency.
  • Two continuous years of professional experience in management accounting or financial management.
  • Membership in the Institute of Management Accountants (IMA).
  • Completion of the two-part CMA exam, which covers financial planning, performance, and analytics; and strategic financial management.
  • Compliance with the IMA’s Statement of Ethical Professional Practice.
  • Continuing education requirements of 30 hours per year, including 2 hours of ethics, to maintain certification.

    • Certified Internal Auditor (CIA)

    Certification Provider
    The Institute of Internal Auditors (IIA)
    Best For
    Internal Auditors, Audit Managers, Risk Management Professionals, Compliance Officers, Quality Assurance Specialists, Financial Analysts with auditing focus
    Description
    The Certified Internal Auditor (CIA) is a globally recognized certification granted by The Institute of Internal Auditors (IIA) to individuals who demonstrate proficiency in internal auditing. The certification focuses on standards for audit practice, risk assessment, control, and information technology, along with governance and ethics. Earning the CIA designation involves passing a series of exams and meeting educational and professional experience requirements. It is designed for audit professionals seeking to validate their skills and advance their careers in internal auditing.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A bachelor's degree (or higher) from an accredited university is required, or its educational equivalent.
  • Two years of work experience in internal auditing or its equivalent is mandatory. A master's degree can substitute for one of the required years of experience.
  • Candidates must provide character reference signed by a CIA, CGAP, CCSA, CFSA, CRMA, or the candidate's supervisor.
  • Passing the CIA exam, which is divided into three parts, is necessary to earn the certification.
  • Agreeing to abide by the IIA's Code of Ethics is a prerequisite for certification.
  • Continuing Professional Education (CPE) hours are required to maintain the certification.

    • Enrolled Agent (EA)

    Certification Provider
    Internal Revenue Service (IRS)
    Best For
    Tax Preparer, Tax Consultant, Tax Advisor, IRS Representation Specialist, Tax Compliance Officer, Accountant with Tax Focus
    Description
    The Enrolled Agent (EA) certification, administered by the IRS, is a prestigious credential for tax professionals who wish to represent taxpayers before the Internal Revenue Service. EAs are recognized as experts in taxation and are granted unlimited practice rights, allowing them to advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any entities with tax-reporting requirements. The certification process involves passing a comprehensive three-part exam covering individual and business tax returns, and adhering to ethical standards. Continuous education is required to maintain the EA status.
    Includes Certification
    Yes
    Time to Complete
    120-180 hours
    Price
    $182 (per part)
    Prerequisites
  • A minimum age of 18 years.
  • A valid Social Security Number or Individual Taxpayer Identification Number (ITIN).
  • Completion of the IRS Special Enrollment Examination (SEE), which covers individual and business tax laws and representation issues.
  • Background check including a review of the applicant's tax transcript.
  • Adherence to the ethical standards outlined in the Department of Treasury's Circular 230.
  • Obtaining a Preparer Tax Identification Number (PTIN) from the IRS.

    • Certified Payroll Professional (CPP)

    Certification Provider
    American Payroll Association (APA)
    Best For
    Payroll Manager, Senior Payroll Specialist, Payroll Supervisor, Payroll Coordinator with 3+ years of experience, Human Resources Professionals with payroll responsibilities, Accounting Professionals focusing on payroll processes
    Description
    The Certified Payroll Professional (CPP) certification, offered by the American Payroll Association (APA), is a prestigious credential for payroll professionals seeking to validate their expertise. This certification focuses on payroll compliance, payroll calculation, payroll process and systems, and payroll administration and management. Earning the CPP demonstrates a high level of skill and knowledge in payroll practices and laws, and it requires passing a comprehensive exam. It is ideal for those looking to advance their career in payroll management and showcase their commitment to the profession.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A minimum of three years of payroll experience within the five years prior to taking the exam.
  • Completion of specific payroll training through the APA, which can reduce the required amount of payroll experience.
  • For those without the required experience, attending APA's Payroll Practice Essentials course is recommended.
  • Membership in the American Payroll Association is not required, but members may receive discounts on study materials and exam fees.
  • Agreement to adhere to the APA's Code of Ethics.
  • Successful completion of the CPP examination, which covers topics such as payroll concepts, calculations, fringe benefits, payroll systems and technology, management, and administration.

    • Certified Financial Services Auditor (CFSA)

    Certification Provider
    The Institute of Internal Auditors (IIA)
    Best For
    Internal Auditors in Financial Services, Audit Managers in Banking, Risk and Compliance Officers, Insurance Auditors, Senior Financial Auditors, Audit Consultants with Financial Services Experience
    Description
    The Certified Financial Services Auditor (CFSA) is a specialized credential offered by The Institute of Internal Auditors (IIA) for audit professionals seeking to demonstrate expertise in the financial services sector. This certification focuses on the principles and practices of auditing in banking, insurance, securities, and other financial services. Candidates will gain a deep understanding of the regulatory environment, risk assessment, and the application of appropriate audit controls. Earning the CFSA signifies a commitment to excellence in financial services auditing and enhances career advancement opportunities.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A minimum of a Bachelor’s degree or its equivalent from an accredited university.
  • Two years of verifiable experience in financial services auditing or equivalent.
  • Agreement to abide by the IIA’s Code of Ethics.
  • Completion of the Certified Internal Auditor (CIA) exam or passing the CFSA exam.
  • Character reference signed by a Certified Internal Auditor (CIA) or the candidate's supervisor.
  • Continuing Professional Education (CPE) credits to maintain the certification.

    • Accredited Business Accountant/Advisor (ABA)

    Certification Provider
    Accreditation Council for Accountancy and Taxation (ACAT)
    Best For
    Staff Accountants, Tax Preparers, Accounting Managers, Financial Advisors with accounting focus, Small Business Accountants, Bookkeepers with advancement aspirations
    Description
    The Accredited Business Accountant/Advisor (ABA) certification, offered by the Accreditation Council for Accountancy and Taxation (ACAT), is a prestigious credential for practitioners specializing in accounting, financial, and business advisory services. This certification emphasizes the mastery of practical skills required for financial reporting, tax preparation, and business consulting, ensuring professionals are well-equipped to meet the needs of small to medium-sized businesses. ABA holders are recognized for their expertise, ethical standards, and commitment to continuing education.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A minimum of 3 years of experience in accounting or tax preparation, including at least 2 years of college-level accounting education or equivalent experience.
  • Successful completion of the Comprehensive Examination for Accreditation in Accountancy which covers financial accounting, reporting, statement preparation, taxation, business consulting practices, and ethics.
  • Agreement to abide by the ACAT Code of Ethics and Conduct.
  • Commitment to complete continuing professional education (CPE) requirements to maintain the certification.
  • For those without an accounting degree, completion of the ACAT's Accreditation in Accountancy Program may be required.
  • Membership in good standing with the ACAT or the National Society of Accountants (NSA).

    • Forensic Certified Public Accountant (FCPA)

    Certification Provider
    Forensic CPA Society
    Best For
    Certified Public Accountants (CPAs), Forensic Accountants, Auditors with forensic interest, Accounting Managers seeking specialization, Financial Analysts in legal contexts, Fraud Examiners with CPA credentials
    Description
    The Forensic Certified Public Accountant (FCPA) designation, offered by the Forensic CPA Society, equips accounting professionals with specialized skills in forensic accounting. This certification focuses on the mastery of fraud detection, financial dispute resolution, and litigation support. Candidates will undergo rigorous training and examination to develop expertise in analyzing financial statements, investigating fraudulent activities, and providing expert witness testimony. The FCPA is ideal for CPAs aiming to enhance their credentials and engage in the niche field of forensic accounting.
    Includes Certification
    Yes
    Time to Complete
    Price
    Prerequisites
  • A current and valid Certified Public Accountant (CPA) license.
  • A minimum of a bachelor's degree in accounting or a related field.
  • Completion of specific coursework in forensic accounting or related subjects, as required by the Forensic CPA Society.
  • A certain number of years of professional experience in accounting, auditing, or forensic accounting.
  • Successful completion of the Forensic Certified Public Accountant examination administered by the Forensic CPA Society.
  • Adherence to the Forensic CPA Society's Code of Ethics and Professional Standards.

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    Benefits of Having a Bookkeeper Certification

    Professional Validation and Trust: A Bookkeeper certification is a professional seal of approval that showcases your proficiency in managing financial records accurately and ethically. It tells employers and clients that you adhere to industry standards, which is crucial in a role that deals with sensitive financial data. This certification can build trust and open up opportunities to work with a broader client base.

    Comprehensive Mastery of Bookkeeping Principles: Certification courses cover a wide range of topics, from basic accounting principles to advanced bookkeeping techniques. By getting certified, you ensure that you are well-versed in all the critical areas of bookkeeping, including the latest software and technological advancements, which can significantly improve the efficiency and accuracy of your work.

    Competitive Edge in the Job Market: In a field with many self-taught professionals, having a certification can give you a distinct advantage. It demonstrates to potential employers that you have taken the extra step to validate your skills formally, making you a more attractive candidate for bookkeeping positions and promotions within a company.

    Access to a Professional Network: Becoming certified often includes membership in a professional body, which can be an invaluable resource for networking. This community can provide support, mentorship, and opportunities to stay informed about industry developments, as well as potential job leads or client referrals.

    Increased Earning Potential: Certified Bookkeepers often command higher salaries due to their demonstrated expertise and commitment to the profession. The certification can be a strong bargaining chip during salary negotiations and can lead to more lucrative job offers and client contracts.

    Personal Growth and Confidence: The process of studying for and obtaining a Bookkeeper certification can significantly boost your confidence in your abilities. It reinforces your knowledge and skills, making you more self-assured in your role and more capable of tackling complex financial tasks with competence and assurance.

    How to Choose the Best Bookkeeper Certification

    Selecting the appropriate certification as a Bookkeeper is a pivotal choice that can significantly enhance your professional credibility and open doors to new opportunities. With a variety of certifications on offer, it's essential to choose one that not only reflects your current expertise but also supports your career progression. This section will provide you with valuable insights to help you navigate the selection process, ensuring that the certification you pursue not only validates your skill set but also aligns with your professional development and the evolving landscape of the bookkeeping industry.
    • Evaluate Your Expertise and Experience: Begin by taking stock of your current skills and experience level. If you're new to bookkeeping, look for foundational certifications that cover essential principles and practices. For seasoned bookkeepers, advanced certifications that delve into specialized areas such as forensic accounting or financial analysis might be more appropriate. Choose a certification that will fill gaps in your knowledge and elevate your expertise.
    • Industry-Specific Knowledge: Consider certifications that offer knowledge specific to the industry you're working in or wish to enter. For example, bookkeepers in the nonprofit sector may benefit from certifications that focus on fund accounting, while those in the corporate world might seek certifications that emphasize understanding complex financial regulations. Aligning your certification with industry needs can make you a more competitive candidate.
    • Recognition and Credibility: Research the recognition and credibility of the certifying body. Opt for certifications from well-established and respected organizations such as the American Institute of Professional Bookkeepers (AIPB) or the National Association of Certified Public Bookkeepers (NACPB). A certification from a reputable organization can significantly enhance your professional standing and reassure potential employers of your expertise.
    • Continuing Education and Resources: Look for certifications that provide ongoing educational resources and require continuing professional education (CPE). This commitment to lifelong learning ensures that you stay up-to-date with the latest bookkeeping practices and technologies, which is crucial in a field that is constantly evolving due to new software and regulatory changes.
    • Networking and Professional Development: Assess the networking and professional development opportunities that come with the certification. Many certifying organizations host conferences, provide access to online forums, and offer local chapter meetings, which can be invaluable for building professional relationships, staying informed about industry developments, and finding mentorship opportunities. A certification that connects you to a broader community can be instrumental in advancing your career.

    Preparing for Your Bookkeeper Certification

    Achieving a Bookkeeper certification is a significant step in advancing your career and enhancing your professional credibility. As with any educational endeavor, it requires thoughtful preparation and a strategic approach to ensure you not only pass the certification exam but also gain practical skills that can be applied to your day-to-day work. The following guidelines are designed to help you navigate the preparation process effectively, enabling you to maximize the benefits of your Bookkeeper certification.

    Understand the Certification Requirements: Begin by thoroughly researching the specific Bookkeeper certification you're interested in. Understand the eligibility criteria, exam format, syllabus, and the core competencies it aims to test. This foundational knowledge will help you tailor your study plan to the certification's unique demands and ensure that you're not caught off guard by any aspect of the process.

    Develop a Comprehensive Study Schedule: Once you're familiar with the certification's requirements, create a detailed study schedule that outlines what you need to learn and when. Break down the syllabus into smaller, more digestible topics and assign time to each based on their complexity and importance. Be realistic about your time commitments and include regular intervals for rest and reflection to avoid burnout.

    Utilize Official Study Materials and Resources: Invest in the official study materials provided by the certifying body, as these will be closely aligned with the exam content. Supplement your learning with additional resources such as bookkeeping textbooks, online tutorials, and practice exercises. Make sure to stay updated with the latest bookkeeping standards and technologies that may be relevant to your certification.

    Join Bookkeeping Forums and Study Groups: Engaging with a community of peers who are also pursuing bookkeeping certifications can be incredibly beneficial. Join forums, social media groups, or local study groups to exchange knowledge, discuss challenging concepts, and get support. These communities can also be a source of valuable advice from those who have successfully passed the certification exam.

    Apply Knowledge Through Practical Experience: Theory is important, but the ability to apply bookkeeping principles in real-world situations is crucial. If you're already working in a bookkeeping role, try to relate what you're studying to your job tasks. If you're new to the field, consider volunteer work or internships that can provide hands-on experience. Practical application reinforces learning and builds confidence in your skills.

    Regularly Test Your Knowledge: Periodically assess your understanding by taking practice exams. These tests can help you identify areas where you need further study and familiarize you with the certification exam's format and time constraints. Analyze your practice test results to refine your study plan and focus on your weak spots.

    By following these steps, you'll be well on your way to preparing effectively for your Bookkeeper certification. Remember, the goal is not just to pass the exam but to

    Certification FAQs for Bookkeepers

    Is getting a Bookkeeper certification worth it?

    The worth of a Bookkeeper certification hinges on your career objectives and the expectations within your industry. For newcomers, it's a valuable asset, offering essential accounting principles, practical skills, and recognition by potential employers. It can accelerate entry into the profession and may even lead to higher starting salaries.

    For seasoned bookkeepers, a certification can signify dedication to the craft, mastery of the latest financial software, and adherence to industry standards, potentially unlocking opportunities for advancement and higher pay. In a field that values accuracy and trustworthiness, a certification can serve as a testament to your expertise and professionalism.

    Do you need a certification to get a job as a Bookkeeper?

    Certification for bookkeepers is not strictly required to secure a job, but it can significantly enhance your employability. It demonstrates a commitment to the profession and a mastery of the skills necessary for accurate financial record-keeping. For those new to the field or with limited experience, a certification such as the Certified Bookkeeper (CB) designation from the American Institute of Professional Bookkeepers can help validate your expertise to potential employers.

    However, many employers also place high value on practical experience and proficiency with bookkeeping software. A blend of hands-on experience, knowledge of industry-standard tools, and a professional certification can provide a strong foundation for a successful career in bookkeeping.

    Can Bookkeeper certifications help pivoters make the transition into Finance from another career path?

    Yes, Bookkeeper certifications can be instrumental for those transitioning from a different career into bookkeeping. These certifications typically cover essential accounting principles, software proficiency, and practical bookkeeping techniques, equipping career changers with the core competencies required in the field. They serve to validate your skills to employers, showcasing your dedication to mastering the trade. Additionally, the process of certification often includes access to professional networks and resources, which can be crucial for establishing connections and gaining entry into the bookkeeping profession.
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