Bookkeeping Assoc Booklet

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CB Designation Certified Bookkeeper The For Those on Active Duty and Veterans The American Institute of Professional Bookkeepers The National Association for Bookkeepers Since 1987 Table of Contents Benefits of Certification ………………………………………………………………………1 What Is a Certified Bookkeeper (CB)? ………………………………………………………1 Use of Certification……………………………………………………………………………2 Eligibility Requirements ………………………………………………………………………2 Applying for the Certified Bookkeeper (CB) Designation …………………………………2-3 Ap
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  The American Institute of Professional Bookkeepers The National Association for Bookkeepers Since 1987 For Those on Active Duty and Veterans TheDesignation CB CertifiedBookkeeper  Table of ContentsBenefits of Certification………………………………………………………………………1What Is a Certified Bookkeeper (CB)? ………………………………………………………1Use of Certification……………………………………………………………………………2Eligibility Requirements………………………………………………………………………2Applying for the Certified Bookkeeper (CB) Designation…………………………………2-3Application Fees………………………………………………………………………………3Testing at a DANTES Authorized Test Center………………………………………………3Format of the Certification Examination ……………………………………………………3Taking the Four-Part Examination …………………………………………………………3-4Retests…………………………………………………………………………………………4Applicants with Disabilities…………………………………………………………………4Testing Options………………………………………………………………………………4Testing Scores, Retests, and Issuance of Certificate…………………………………………5Testing Center Rules…………………………………………………………………………5Maintaining Certification……………………………………………………………………5The Certified Bookkeeper’s Code of Ethics………………………………………………6-7Application forthe Certified Bookkeeper (CB) Designation—Part 1 ………………………8Application forthe Certified Bookkeeper (CB) Designation—Part 2 ………………………9Employment Experience Form………………………………………………………………10Freelance Experience Form…………………………………………………………………11Subject Matter Covered in Each Test……………………………………………………12-18New Member Information and Enrollment Form………………………………………19-22  i  AIPB Certification Advisory Board  Stephen Loeb, PhD, ChairpersonUniversity of Maryland, College Park  Eric Bolin, MAcc, CPABolin & AssociatesWayne L. Edmunds, CPA, JD, MLTVirginia Commonwealth University Barton Groh, CFOMount Vernon Association, Mount Vernon, Virginia Margaret Lawton-Grepo, CB Bookkeeping and Accounting Consulting ServicesWade D. Lindenberger, CPADirector, Rose Ryan, Inc. Instructor, Gatlin EducationGordon S. May, MBA, PhD, CPAUniversity of Georgia Debera J. Salam, CPPSenior Manager, Payroll Consulting Services, Ernst & Young LLP Lita G. SchlossIona College (Retired) From the Department of Labor   , Bureau of Labor Statistics’ OccupationalOutlook Handbook  :“ Bookkeepers, particularly those who handle all the recordkeeping forcompanies, may find it beneficial to become certified. The CertifiedBookkeeper designation, awarded by the American Institute of ProfessionalBookkeepers, assures employers that individuals have the skills and knowledgerequired to carry out all the bookkeeping and accounting functions up throughthe adjusted trial balance, including payroll functions. For certification, candi-dates must have at least 2 years’ bookkeeping experience, pass a national exam,and adhere to a code of ethics.”“Demand for full-charge bookkeepers is expected to increase as they are calledupon to do much of the work of accountants. Those with several years of accounting or bookkeeper certification will have the best job prospects .”   CERTIFIED BOOKKEEPER is aregistered certification mark andCB is a certification mark of The American Institute of Professional Bookkeepers, Inc.Copyright ©2006 by AIPB6001 Montrose RoadSuite 500, Rockville, MD 20852Phone: 800-622-0121Fax: 800-541-0066E-mail: info@aipb.org Web Site: www.aipb.org  1 Benefits of Certification 97% of CBs recommend certification to other bookkeepers, according to a 2005 survey of CBs by Lewis & Clark, Raleigh, NC (www.aipb.org/pdf/2005CBSurvey.pdf). The benefits,of certification, according to CBs, are described below. Comments are taken directly fromthe survey or from CBs interviewed in The General Ledger  newsletter: ➧ Certification gives you new knowledge (68% of CBs). CBs comment : ☞ “Certification gave me in-depth understanding of things I have done foryears.” ☞ “Even if you don’t get certified, the information and self-testing enhance knowledge.” ☞ “Becoming a CB allowed me to realize my dream of becoming a CPA.” ➧ Certification increases your professional pride (58% of CBs)—and the respect you get as a professional (66% of CBs). CBs comment: ☞ “The added respect from the CPAs and business owners is the best!” ☞ “For the first time I felt I was working with a CPA as a peer, as a professional.” ☞ “Mycredibility went way up with our president.” ☞ “An accountant asked me for recommendationson setup issues!” ➧ Certification enhances your self-image (49% of CBs). CBs comment: ☞ “I became certified because I wanted people to say, ‘Even though she doesn’thave a college degree, she knows what she’s doing.’ It worked. My boss was always very nice,but he treats me differently now—like a professional. There’s a difference.” ➧ Certification helps you get promotions or new jobs (41% of CBs)and raises (32%of CBs). CBs comment: ☞ “I now earn around $10,000 more. Although I did not finish college, my titleis Accountant.” ☞ I was promoted to assistant manager soon after certification. ☞ “Becomingcertified helped me in a promotion to Accounting Supervisor — I do not have a college degree.” ➧ Certification helps you get new clients (56% of freelance CBs)and higher rates (33% of freelanceCBs). CBs comment: ☞ “There are a lot of ads for bookkeepers, but only mine said ‘CertifiedBookkeeper.’ I picked up clients because of it.” ☞ “Just as people prefer a CPA to just a taxpreparer, a company that wants its books done right prefers a CB to a bookkeeper.” What Is a Certified Bookkeeper ? The Certified Bookkeeper designation assures the level of knowledge and skill needed tocarry out all key functions through the adjusted trial balance, including basic payroll, forfirms of up to 100 employees.Certification requires passing an examination, proving 2 years’ experience in bookkeeping,signing a code of ethics and, once certified, meeting ongoing continuing educationrequirements. The American Institute of Professional Bookkeepers’ (AIPB) Certified Bookkeeper(CB) Designation CB
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