According to AIPB, more than 1,000 postsecondary institutions offer courses that prepare students for the CB exam. Overall, the Intuit Academy Bookkeeping Professional Certificate is a good option if you are new to bookkeeping and want to learn the basics, especially if you plan to use QuickBooks. However, if you are aiming for a broader bookkeeping career or want a more recognized credential, this may not be the best option. While recognized by Intuit, this certification may not hold the same weight as more established industry certifications, like the CB or CPB. Once you have submitted your application, you must ensure that you meet the work experience requirement, which is at least two years or 3,000 hours, before you are eligible to seek certification. You have three years to fulfill this requirement from the date that you pass the exam.

As a financial professional, your credibility is key and a major factor in attracting or retaining clients. The primary purpose of becoming a certified bookkeeper—rather than just learning bookkeeping—is to enhance your credibility. Clients often look at certifications to verify a level of experience and expertise when selecting a bookkeeper, so we’ll walk you through how to become a certified bookkeeper. From assessing your current level of education to choosing a certification program, our guide will help you. You must pass the bookkeeping, payroll, QuickBooks Online and accounting certification exams before qualifying for CPB licensure. If you do not pass one of the certification exams, you can retake it for a fee of $40 for NACPB members and $50 for nonmembers.

CB Exam

As noted above, NACPB and AIPB both require annual fees as well to keep members’ credentials current. The first is the American Institute of Professional Bookkeepers (AIPB), and the second is the National Association of Certified Public Bookkeepers (NACPB). Both offer similar benefits regarding membership, resources and renewable credentials. While other bookkeeping credentials do exist, those offered by AIPB and NACPB are the most renowned and respected. A bookkeeper certification tells employers that you have all the skills and expertise required for advanced bookkeeping.

Bookkeeping Certifications: CB vs. CPB

To earn the CPB designation, you will need at least one year of professional experience. Notably, NACPB offers a bookkeeping experience program that can help you meet this requirement. Once you have successfully met all certification requirements, you’ll receive a certificate of completion, and you also can put the letters “CB,” which stands for certified bookkeeper, after your name.

Certified Bookkeepers FAQs

Earning your credential is going to take time, effort and patience, but the career advantages you’ll gain are well worth the effort. To qualify for the CPB license, you need to accumulate 2,080 hours or one year of experience in the field. Let us know what type of degree you’re looking into, and we’ll find a list of the best programs to get you there. Learn about start dates, transferring credits, availability of financial aid, and more by contacting the universities below. CPB and CB certifications overlap in some ways but differ in others, requiring you to consider the merits of each option. Featured or trusted partner programs and all school search, finder, or match results are for schools that compensate us.

Certified Bookkeeper

Before jumping straight into either exam, you must first take a series of courses. Prior bookkeeping experience does not exempt you from these preparatory courses. Completing courses and workbooks can help you prepare for and pass your bookkeeping exam.

These sections reflect the higher education courses (bookkeeping, payroll, and QuickBooks Online) that future test-takers must complete. Danielle Bauter has 25 years of experience as a Full-Charge Bookkeeper and has owned her own bookkeeping and payroll service for over two decades, working with various accounting software. To achieve certification, you must complete a four-hour certification course. As a certified Xero Advisor, you’ll have an account manager assigned to you to answer questions, get access to free software, and be listed in the Xero Advisor Directory so that potential clients can find you. This online program is offered through Coursera, which offers a seven-day free trial.

Prior to earning either designation, you must prove that you have sufficient bookkeeping experience. You do not need a formal education to go through the AIPB’s certification process.However, NACPB recommends a bachelor’s degree in accounting, finance or a related industry to earn the CPB license. When you become a Certified Bookkeeper (CB), you will have the advanced bookkeeping skills and bookkeeping knowledge aipb certification test that can do wonders for your bookkeeping career. To understand the training materials, you should be a working bookkeeper or have 1 year of college accounting or the equivalent. If you do not meet the experience requirement, we recommend our Professional Bookkeeping with QuickBooks course, which is designed for entry-level bookkeepers. However, earning both certifications is likely redundant, and you can save time and money by choosing only one credential to pursue.

• After you’ve decided to pursue one of these professional designations, you must complete the following steps.
• In addition, you’ll be listed on Intuit’s Find-a-ProAdvisor website so that small businesses needing to hire a QuickBooks Pro can find you.
• He is currently Director of Finance and Administration for New Children’s Museum.
• Earning your credential is going to take time, effort and patience, but the career advantages you’ll gain are well worth the effort.
• If you thrive in this type of environment, then you’ll enjoy the flexibility of learning on your own time.

AIPB’s Self-Study Certified Bookkeeper (CB) Prep Course (online ebooks or softcover workbooks)Prepare for the national certification exam by going through the 6 self-study CB workbooks. Certification registration fee, 6 workbooks and Prometric Test Center fees not included. The Handbook for Self-Study CB Exam Prep includes registration for certification and all details on becoming a Certified Bookkeeper (CB).

You can also continue your professional education with NACPB CPE courses in bookkeeping, payroll, QuickBooks, accounting, accounting analysis, tax, and business communication. Two of these courses—Bookkeeping with QuickBooks Online and Payroll with QuickBooks Online Payroll—are free for NACPB members. The Accounting with QuickBooks Online Accountant course is free to pro members. The first step to becoming a certified bookkeeper is ensuring you’ve met all professional and educational requirements. Regardless of whether you are pursuing credentials through AIPB or NACPB, your supervisor or a former employer must validate your experience hours. Helene K. Liatsos is a consultant for small businesses, travel agencies, and home-based business startups with more than 25 years of experience.

• Danielle Bauter has 25 years of experience as a Full-Charge Bookkeeper and has owned her own bookkeeping and payroll service for over two decades, working with various accounting software.
• If you do not pass one of the certification exams, you can retake it for a fee of $40 for NACPB members and $50 for nonmembers.
• This course is designed for a bookkeeper looking to formalize their education with an in-demand certification.

To become a certified Zoho Pro, you just have to complete a one-hour webinar. As a Zoho Books Advisor, you’ll receive free software, tech support when you need it, and a listing in the Zoho Advisor directory so that small businesses needing assistance can find you. You can also network, with exclusive access to Zoho’s partner portal and events that are conducted worldwide. Online and traditional college courses differ in terms of their requirements for education and experience. It’s important to examine the details for each to determine if the program fits your individual needs.

Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. The program can be completed at your own pace, and you can email or call your instructor with any questions. AIPB Testing Information – Learn more about the tests offered by Prometric by visiting the AIPB Web site. Meghan Gallagher is a Seattle-based freelance content writer and strategist. In Marketing Management and a background in digital marketing for healthcare, nonprofit, and higher education organizations. After you’ve decided to pursue one of these professional designations, you must complete the following steps.

Which certification is best for bookkeeping?

If you’re looking to gain a competitive advantage in the world of accounting, look no further than a bookkeeping certification. Skilled bookkeepers provide a valuable service to large and small organizations by keeping meticulous records of all financial transactions. Sherida Habersham is an accomplished professional from Georgia at the intersection of technology, education, and service. She started her career as a software developer specializing in human resource management (HRM), payroll, and quality systems. Over her extensive career in education, Sherida has held several roles, including program lead, college professor, and division dean for business and information systems. Bookkeepers often pursue certified professional bookkeeper (CPB) or certified bookkeeper (CB) credentials.

Joe D. White, PC has been providing tax, consulting, and accounting services throughout Northern Alabama and Madison area for over 18 years. Joe D. White, PC can offer his expertise to both local individuals and businesses, providing personalized financial guidance. Joe D. White, PC services range from tax management and accounting to financial planning. His services also include accounting software selection and implementation, IRS representation, tax preparation and planning, estate and trust tax preparation, bookkeeping, financial statements, sales tax services, and much more. Joe D. White’s website also offers resources for their clients, such as financial calculators, IRS forms and publications, tax rates and due dates, glossary, and a tax calendar.

The firm also offers comprehensive payroll services, custom payroll reports and correspondence, and tax reporting. It takes pride in its team of expert accountants who are committed to delivering accurate and reliable service at all times. Warren Averett has 13 office locations and is one of the largest accounting firms in the Southeast, which means our Huntsville, Alabama, team is part of a much larger network of thought leaders. Accountants may offer a package rate for weekly, monthly or annual services to reward ongoing customers. For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested. Nationally, full-time staff accountants earn between $40,000 and $80,000, depending on experience and other factors.

Henry & Brown LLC is an accounting firm servicing the Huntsville community since 2010. It provides a wide range of tax, accounting, and consulting services to individuals and businesses. The firm also offers services such as consulting for community banks, fraud exams and detection, internal audits, and retirement planning and management. Founders George A. Henry III and Jeffrey D. Brown have over 65 years of combined experience in servicing small to medium size businesses. They are both members of the Huntsville Chapter of Certified Public Accountants.

• The firm caters to several industries including electrical, carpentry, HVAC, plumbing, and roofing, providing accounting and bookkeeping services through different packages.
• Alan Vaughn, CPA, PC offers their services to both individuals and businesses and is a member of the Madison Chamber of Commerce.
• They also provide HR solutions, technology consulting, fraud and forensic services, and litigation support.
• Amber Stout, CPA, of Warren Averett’s Huntsville accounting and advisory office, has been named to the Huntsville Business Journal’s 2023 Top 40 Under 40.
• Joe D. White, PC has been providing tax, consulting, and accounting services throughout Northern Alabama and Madison area for over 18 years.

Technology Solutions

Stephen Kincer is the president of the firm and has more than thirty years of experience providing accounting services to his community. Stephen Kincer graduated from the University of Alabama Huntsville with a Bachelors in Business Administration and then started his practice in 1982. Since then, Stephen has built a team of financial professionals that can help clients with investment management, financial services, estate conservation, risk management, and tax and accounting issues. The website of Kincer Business Group also offers resources that can help with retirement, estates, tax, lifestyle and money strategies. JRM Accounting LLC is an accounting firm that services residents of Huntsville and nearby areas. It offers a wide range of accounting, taxation, and consulting services—from the delivery of financial statements and reports to the execution of plans.

Business Services

Our shareholders’ experience includes service to various types of clients including cities, school boards, private independent schools, public utilities and other for-profit and non-profit organizations. Our shareholders have taught various courses pertaining to accounting and auditing procedures over the years to accounting students and other groups. We are thrilled to join the Aldridge Borden team, bringing together our shared commitment to excellence and innovation. This acquisition will provide our clients with expanded resources, enhanced expertise, and a broader range of services. Breland & Hemenway Todd strives to offer personalized services to meet client’s individual needs.

Monthly reporting and a personalized tax projection

• We pay special attention to helping business owners adjust their withholdings according to their changing financial situation.
• Alan Vaughn, CPA, PC is a fully-licensed, Certified Public Accounting firm that was established in 2001 and serves the Greater Huntsville area of Alabama.
• Our firm has expertise in industries including manufacturing, construction, real estate, financial services, healthcare, government, education and retail.
• Having a knowledgeable CPA working on your books is the best way to find tax planning opportunities.
• Henry & Brown LLC is an accounting firm servicing the Huntsville community since 2010.

As a business accounting firm, we work with hundreds of small business owners to help answer the difficult questions that they face every day. As your accounting and tax advisors, our goal is to equip you with the tools and support you need to make well-informed decisions that position your business for success. We can show you the steps to take when starting a business including applying for an EIN, filing S-corp election, and setting up payroll tax accounts.

Contact Business

We will help you to take practical steps today to reach your goals for tomorrow. We will make recommendations to help reduce your tax burden through careful timing and smart structuring. We can make recommendations to maximize your wealth whether you are saving for retirement or deciding how to move your money to facilitate purchases, investments, and giving.

According to the American Institute of CPAs, certified public accountant (CPAs) financially advise individuals, big companies and small businesses to help them reach their financial goals. At Aldridge Borden – OneSource, we are more than just accountants—we are your strategic partners in achieving financial success. With a legacy of excellence that began in 1918, our firm has evolved to meet the accounting firms in huntsville changing needs of businesses and individuals across the Southeast and beyond. We combine time-honored expertise with innovative solutions, helping our clients navigate the complexities of today’s financial landscape with confidence. If you are looking for a blend of personal service and expertise, you have come to the right place!

If at any time you are concerned that we do not meet your expected standard of personal service, kindly contact us so that we can correct the oversight immediately. In our first year together, no significant changes are expected in our fee structure. If we find any major issues in this area, we intend to discuss them on an individual basis. We will happily offer you a FREE initial consultation to determine how we can best serve you. We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

By keeping communication open we can seize opportunities that spring from changing circumstances. QuickBooks is the ideal business accounting software for small to mid-sized business owners. Contact us today to schedule a consultation and discover how our personalized services can help you achieve your financial goals. Aldridge Borden is a Top 500 public accounting firm by Inside Public Accounting, we are a member of CPAmerica, we are a Xero Gold Partner, and have 2 of Forbes top 200 CPAs in America. At Warren Averett, our primary goal is to help our clients thrive and accomplish more of what is important to them. For our Huntsville accountants, that means stopping at nothing to see our clients succeed.

We scored Huntsville accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. We offer the highest level of service to clients not only in Huntsville and Madison County, but throughout the Tennessee Valley and beyond. Known as The Rocket City, Huntsville is known for its leadership in the aerospace and defense industry. As home to NASA’s Marshall Space Flight Center, Huntsville is a progressive city focused on future growth. Let our team of professionals evaluate your situation and lead you to peace of mind. Forensic accountants investigate financial crimes involving fraud, embezzlement and other issues.

If there are other questions or problems with a relationship with your firm, who should I call?

They often work closely with law enforcement and lawyers, and they can help determine the legality of financial activities, according to the BLS. Either Jerry Mercer (Mercer), Misty Whiting (Mercer) or Gail LeCroy (LeCroy) will be available to discuss any concerns you have about your relationship with our combined firm. Every client relationship is important to us, and it is our intention to be available to reassure you of our commitment to quality service. At this time, there are no plans to change any assigned relationships between any clients or staff. This partnership exemplifies Aldridge Borden’s commitment to fostering growth, innovation, and excellence for its clients and communities. To learn more about our industry-specific experience and the credentials of our team, examine the questions below.

It provides tax assistance including preparation, planning, and filing, as well as bookkeeping and payroll preparation. It also provides financial services such as investment management, retirement planning, and college funding planning. Cyntax LLC is composed of tenured CPAs, bookkeepers, accountants, tax preparers, and staff, some with more than decades of experience in their respective fields. NSKT Global is a consulting firm that provides services to individuals and businesses Huntsville.

They also help in tax planning, set up payment plans with the IRS, and guide clients in entity classification election. Warren Averett is a top accounting firm providing audit, tax, accounting and consulting services to companies across the Southeast. Our firm has expertise in industries including manufacturing, construction, real estate, financial services, healthcare, government, education and retail.

Our local civic engagement enhances our approach to business accounting. Was established in Huntsville in 1999 by Barbara Breland and Marilyn Todd. The firm grew from the shareholders’ twelve-year association with a large Huntsville, Alabama Certified Public Accounting firm. Firm clientele ranges from individuals to small non-profit organizations to large multi-million dollar establishments located in Alabama and surrounding states.

Alan Vaughn, CPA, PC offers their services to both individuals and businesses and is a member of the Madison Chamber of Commerce. The firm’s website also provides helpful web links to various websites, such as the Alabama and IRS websites. Blue Accounting, Tax, and Consulting Firm LLC assists individuals and businesses in and near Huntsville in complying with applicable regulations. Its list of services includes preparing and filing tax returns, bookkeeping, and representing taxpayers in IRS audits. Its accountants handle accounts payable, payroll, penalty reduction, and state reviews.

Let our QuickBooks-certified experts handle the bookkeeping for you, so you can focus on growth and productivity. Please call us today and we’ll be happy to offer you a free initial consultation. If you’ve received an audit notice from the IRS, please fill out the form on the bottom of this page to receive a Free Consultation with our tax specialist.

Why choose this provider?

1-800Accountant Kansas City serves residents of the metro with various bookkeeping needs. The virtual accounting firm maintains books of account, aiming to keep records of transactions that are detailed and accurate. It has audit defense and income tax solutions for small business establishments that wish to keep their revenue dues down. The office also delivers tax advisory and entity formation solutions. Its certified public accountants have an average of 17 years of experience in the field. Dimov Tax Specialist is a full-service agency that offers accounting solutions in Kansas City.

Kansas City’s Tax & Accounting CPA

• The office also delivers tax advisory and entity formation solutions.
• Tax planning is an essential element of any financial plan.
• Is a full-service accounting firm that offers individualized financial services to small businesses and independent professionals in the Kansas City area.
• LUCA can assist you with back-year tax returns, IRS notices, installment agreements, and more.
• We offer a wide range of business tax services, including tax preparation, business formation, and more.
• Its certified public accountants have an average of 17 years of experience in the field.

We take into account elements of the tax planning which allow you to minimize your tax liability. Ultimately the price is determined by the complexity of your finances. Our goal is to connect people with the best local professionals. We scored Kansas City bookkeeping services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. Shawn Williams with Williams Tax and Accounting helps in initial QuickBooks setup and QuickBooks cleanup, including but not limited to A/R, A/P, and various account reconciliations. We also provide QuickBooks expertise on an as-needed basis.

Providers

• SmartSpot is a business specialist that provides tax, accounting, and financial solutions for business owners throughout the Prairie Village area.
• The company offers a broad range of services including cash flow management, bank financing, strategic business planning, business formation, internal controls, employee administration, compensation consulting, and small business accounting.
• Being able to see the big picture will give you actionable insights to help you grow your business.
• We offer virtual and remote tax preparation and bookkeeping services, but we’re also happy to work with you if you’d prefer to meet with us in person.
• The team reconciles payments and invoices, categorizes transactions, and prepares financial statements using different software, such as Wave, QuickBooks, FreshBooks, and Xero.

Accurate categorization, bank reconciliations, and detailed profit & loss reports to keep your finances in check. Our team is made up of experienced accounting professionals well equipped with the knowledge you need to succeed, so you’ll always feel like you have a partner there to support you. Shawn Williams, CPA is professionally trained and certified in setting up, maintaining, and troubleshooting all areas of QuickBooks. We can solve immediate issues with your QuickBooks company file(s), or we can help provide a plan to help your bookkeeper or yourself keep a clean QuickBooks file(s) year after year. If you want to simplify money management and keep your books up-to-date, L2 Bookkeeping Solutions is a simple and affordable way to manage your money, and much more. Less time bookkeeping means more time to focus on what you really care about — like helping your business succeed.

It helps small businesses, corporations, and professionals monitor their income and expenditures through its bookkeeping services. The team reconciles payments and invoices, categorizes transactions, and prepares financial statements using different software, such as Wave, QuickBooks, FreshBooks, retained earnings and Xero. It also provides payroll and HR outsourcing and forensic accounting services. The company has been working with clients in the manufacturing, biotechnology, and retail sectors for over a decade.

We Do Taxes!

• Insights and analysis to increase profits and business growth.
• We scored Kansas City bookkeeping services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
• Simply book a meeting so we can learn about your business.
• Streamline your bookkeeping with expert QuickBooks services, ensuring your finances are always in order.
• The virtual accounting firm maintains books of account, aiming to keep records of transactions that are detailed and accurate.

We provide online, remote or in-person bookkeeping services for small to large size businesses. Tax planning is an essential element of any financial plan. Our tax planning and consulting services aim to align your Grocery Store Accounting financial goals with tax efficiency.

Dimov Tax Specialists

We currently do not offer payroll services but are more than happy to consult on providers. We do not do taxes but we work directly with your CPA at the end of the year to finalize everything you need to hand off your financials for tax season. Comprehensive financial records and reports, ensuring you’re fully prepared to hand everything over to your CPA with confidence. Streamline your bookkeeping with expert QuickBooks services, ensuring your finances are always in order.

Best Bookkeeping Services in Kansas City, MO

This business also assists with tax codes and the payment process of submitting tax compensation to government bodies. And now more than ever, it’s important to meet people where they’re at in this digital world. We offer virtual and remote tax preparation and bookkeeping services, but we’re also happy to work with you if you’d prefer to meet with us in person. With our tax preparation and research software, we can efficiently and timely prepare and file federal and state returns for various types of entities including individuals, small businesses, trusts, estates, and not-for-profit organizations. We offer a wide range of business tax services, including tax preparation, business formation, and more.

The Source For Tax Solutions.

Kansas City Business Solutions is a financial consulting firm that provides streamlined business services for owners of small enterprises throughout the Kansas City area. Its team handles a full suite of services including complete bookkeeping, sales and expense tracking, profit and loss statement and balance sheet compilation, payroll processing, bill payment, inventory management, and invoicing. Kansas City Business Solutions bookkeeper kansas city is a certified QuickBooks ProAdvisor. Bookkeeping Solutions Plus is a bookkeeping expert that offers affordable financial services to businesses and individuals in the Kansas City area. The firm specializes in online and remote small business bookkeeping services which involve QuickBooks setup and cleanup, accounts payable review, accounts receivable review, bank account reconciliation, and data entry.