The reports might reflect incoming revenue over time, outgoing payments, or some comparison of the two. Some bookkeepers may be tasked with generating financial reports to present to their managers. Once their work is complete, it is often sent to higher-level accountants who apply financial models to it and otherwise interpret the data. They must be exceptionally accurate, so their data entry abilities must be as close to flawless as possible. They must have a firm grasp of accounting principles and know what steps to take to perform these actions correctly.īookkeepers are charged with recording transactions and performing simple financial calculations. Once the data has been accurately recorded, bookkeepers must ensure that it is ready for the trial balance stage, in which the debits and credits are equal. Bookkeepers must be adept with data entry as they often need to record a large number of transactions using a 10-key pad. While some specialize in one specific aspect of a business, such as payroll, others take a more comprehensive role, especially in smaller organizations. On a day-to-day basis, a certified public bookkeeper (CPB), or someone working in that capacity without a CPB license, is charged with keeping accurate records of financial transactions in an accounting software system. Furthermore, almost half of all independent bookkeepers who attain the certified public bookkeeper (CPB) license are known to boost their earnings, partially because it allows them to raise their rates. That is, the CPB license itself verifies one's ability to settle the books for an individual or a small business. While a vital credential for those seeking a job with a bookkeeping or accounting firm, the CPB license is even more indispensable for bookkeepers who work with a small business on an independent basis rather than through a firm. In fact, experienced bookkeepers who don't have a bachelor's degree in accounting can still attain a license and attain proof that they are both skilled and have experience with accounting principles and bookkeeping service, even if they only worked part-time. The CPB license that you receive once you pass the exam indicates that, not only does the holder have a strong academic background and bookkeeping or accounting experience, but it is recognized that they have also gone above and beyond to both pass rigorous tests and maintain their credentials with hours of continuing professional education (CPE) and ethical work. They simply must complete the Uniform Certified Public Bookkeeper exam. Why Become a Certified Public Bookkeeper (CPB)?īookkeepers who already have the required hours of bookkeeping experience and want to distinguish themselves from the rest the bookkeeping profession by proving they have knowledge and skills in this field can achieve a license as a certified public bookkeeper.
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