If you’re looking to elevate your bookkeeping career, gain a competitive edge, and demonstrate your expertise to potential clients or employers, getting certified as a bookkeeper is a smart move. This guide will provide you with a comprehensive overview of the certification process, exploring different options and helping you choose the path that best aligns with your professional goals.
The Answer First: Becoming a certified bookkeeper typically involves completing a training program, meeting specific experience requirements, and passing an exam administered by a recognized professional organization. The specific steps and requirements vary depending on the certification you pursue. The most popular and respected certifications are offered by the American Institute of Professional Bookkeepers (AIPB) and the National Association of Certified Public Bookkeepers (NACPB). This guide will delve into the specifics of these and other valuable certifications.
Why Pursue Bookkeeping Certification?
Before diving into the “how,” let’s briefly cover the “why.” Certification offers several key benefits:
- Enhanced Credibility: Demonstrates a commitment to professional standards and ethical conduct.
- Increased Earning Potential: Certified bookkeepers often command higher salaries or hourly rates.
- Improved Job Prospects: Many employers prefer or require certification.
- Expanded Knowledge and Skills: Certification programs provide comprehensive training in bookkeeping principles and practices.
- Professional Recognition: Affiliation with a respected professional organization.
- Client Trust: Builds confidence with potential clients by showcasing your validated expertise.
Popular Bookkeeping Certifications
Several organizations offer bookkeeping certifications, each with its own requirements and focus. Here are some of the most reputable options:
1. AIPB Certified Bookkeeper (CB)
The American Institute of Professional Bookkeepers (AIPB) offers the Certified Bookkeeper (CB) designation, a widely recognized and respected credential.
- Requirements:
- Experience: Two years of full-time bookkeeping experience (or equivalent part-time).
- Exam: Passing scores on a four-part exam covering:
- Adjusting Entries
- Error Correction
- Payroll
- Depreciation
- Exam Details: The AIPB exam is comprehensive and tests practical knowledge and application of bookkeeping principles. You can choose to take the exam in person or online.
- Continuing Education: Requires ongoing professional development to maintain certification.
2. NACPB Certified Bookkeeper (CB)
The National Association of Certified Public Bookkeepers (NACPB) also offers a Certified Bookkeeper (CB) designation.
- Requirements:
- Education/Experience:
- High school diploma or equivalent
- Pass the Uniform Bookkeeper Certification Examination.
- Ethics Exam: Pass the Ethics Exam
- Background Check: Pass a background check
- Education/Experience:
- Exam Details: The NACPB exam is administered online and consists of multiple-choice questions and practical exercises. It covers accounting principles, payroll, and other bookkeeping topics.
- Continuing Education: Requires ongoing professional development to maintain certification.
3. QuickBooks Certified User and ProAdvisor
While not strictly a “bookkeeping” certification in the traditional sense, becoming a QuickBooks Certified User or ProAdvisor can significantly enhance your marketability, especially for bookkeepers working with small businesses. Intuit, the maker of QuickBooks, offers these certifications.
- QuickBooks Certified User: Demonstrates proficiency in using QuickBooks software.
- QuickBooks ProAdvisor: Shows expertise in assisting clients with QuickBooks setup, training, and troubleshooting. Requires passing multiple certification exams on different QuickBooks versions and editions (Online, Desktop).
- Requirements:
- Pass the corresponding QuickBooks certification exam(s).
- ProAdvisors also need to maintain an active QuickBooks Online Accountant subscription.
- Continuing Education: Requires annual recertification and updates to stay current with the latest QuickBooks versions.
4. Other Bookkeeping-Related Certifications
- Certified Public Accountant (CPA): While a CPA is broader than just bookkeeping, it’s the gold standard in accounting and includes deep expertise in bookkeeping principles. Requires a bachelor’s degree, passing the Uniform CPA Examination, and meeting state-specific experience requirements.
- Certified Management Accountant (CMA): Focuses on financial planning, analysis, control, and decision support.
Choosing the Right Certification
The best certification for you depends on your career goals, experience level, and the type of bookkeeping work you plan to do.
- For general bookkeeping: AIPB CB or NACPB CB are excellent choices.
- For small business bookkeeping using QuickBooks: QuickBooks Certified User and/or ProAdvisor are highly valuable.
- For advanced accounting and financial management roles: CPA or CMA may be more appropriate.
The Certification Process: A Step-by-Step Guide
Here’s a general outline of the steps involved in getting certified as a bookkeeper (using AIPB CB as an example):
- Assess Your Experience: Ensure you meet the minimum experience requirements (2 years for AIPB CB).
- Prepare for the Exam:
- Self-Study: Utilize AIPB’s study materials or other resources.
- Formal Training: Consider enrolling in an AIPB-approved bookkeeping course. Many community colleges and online institutions offer suitable programs.
- Register for the Exam: Register for the AIPB CB exam on the AIPB website.
- Take the Exam: Schedule and take the four-part exam.
- Receive Your Certification: Upon passing all sections of the exam, you’ll receive your AIPB CB certification.
- Maintain Your Certification: Participate in continuing education to stay current with industry standards and maintain your certification.
Cost Breakdown of Bookkeeping Certification (Example: AIPB CB)
Here’s an estimated cost breakdown for pursuing the AIPB Certified Bookkeeper (CB) certification:
| Item | Estimated Cost | Notes |
|---|---|---|
| Exam Fees (4 parts) | $500 - $600 | Varies based on AIPB membership status. Each part can be taken separately |
| Study Materials | $100 - $300 | Includes textbooks, practice exams, and online resources. Can vary significantly depending on the source and depth of the material. |
| Training Course (Optional) | $500 - $2000+ | Costs can vary greatly depending on the provider and length of the course. Many community colleges offer affordable options. |
| Total Estimated Cost | $1100 - $2900+ | This is a broad range, and the actual cost can be higher or lower depending on your study approach. |
Note: These are estimates, and the actual costs may vary. Check the AIPB website for the most up-to-date information.
Pro Tips for Success
- Invest in Quality Study Materials: Choose study materials from reputable sources, such as the AIPB itself or well-regarded educational publishers.
- Create a Study Plan: Develop a structured study plan and stick to it. Allocate sufficient time to cover all the exam topics.
- Practice, Practice, Practice: Take practice exams to familiarize yourself with the exam format and identify areas where you need improvement.
- Network with Other Bookkeepers: Join professional organizations like the AIPB or NACPB and connect with other bookkeepers to share knowledge and experiences.
- Stay Updated: Bookkeeping regulations and best practices are constantly evolving. Make sure to stay updated on the latest developments through continuing education and industry publications.
- Don’t Give Up: The certification process can be challenging, but don’t get discouraged. Persevere, and you’ll reap the rewards of becoming a certified bookkeeper.
Common Pitfalls to Avoid
- Underestimating the Exam Difficulty: The certification exams are designed to test your knowledge and skills thoroughly. Don’t underestimate the preparation required.
- Focusing Only on Theory: Bookkeeping is a practical profession. Focus on applying your knowledge to real-world scenarios.
- Procrastinating: Delaying your exam registration or studying can lead to stress and anxiety. Start early and stay on track.
- Ignoring Ethics: Ethical conduct is crucial in bookkeeping. Make sure to understand and adhere to the ethical standards of the profession.
By following this guide and dedicating yourself to the process, you can successfully become a certified bookkeeper and advance your career in this rewarding field. Good luck!
Frequently Asked Questions
How much does it cost to get certified as a bookkeeper?
The cost varies depending on the certification, but typically ranges from $1100 to $3000+, including exam fees, study materials, and optional training courses. AIPB certification is a good example of this price range.
How long does it take to get certified as a bookkeeper?
The time to get certified depends on your experience and study habits. It can take anywhere from a few months to a year, including preparation time and exam completion.
How difficult is the Certified Bookkeeper exam?
The CB exam is designed to thoroughly test your bookkeeping knowledge and skills. Adequate preparation, including studying relevant materials and practicing with sample exams, is essential for success.
Is certification worth it for a bookkeeper?
Yes, certification demonstrates expertise, enhances credibility, increases earning potential, and improves job prospects, making it a valuable investment for bookkeepers.