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CPB & Software Certification

Tiers Pathway Membership Structure  

Certified Professional BookkeepersTM know that there is so much more to responsible bookkeeping than simply knowing how to complete one task or input data.  Clients requiring the services of a bookkeeper are entrusting their most important possession to a stranger; intimate knowledge of their business or personal finances. Yet, most people have no way of effectively evaluating a bookkeeper. This is why the CPBTM - Certified Professional BookkeeperTM designation is so important. The CPBTM - Certified Professional Bookkeeper CertificationTM reflects the level of knowledge, education, and skills necessary to carry out all key functions through Accounts Payable, Accounts Receivable, Payroll, Sales Taxes, Inventory and general bookkeeping.  

Obtaining the CPBTM -Certified Professional BookkeeperTM Certification is optional, and the Institute of Professional Bookkeepers of Canada confers such certification solely for the purposes stated here. Those persons or organizations that choose to include the CPBTM - Certified Professional BookkeeperTM Certification as a condition of employment or advancement do so of their own volition. Such persons or organizations must determine for themselves whether the use of such a certification process, including its eligibility and re-certification requirements, either alone or coupled with any other requirements imposed by such persons or entities, meets their respective needs and complies with any laws applicable to them.

Software Certification 

The Tiers pathway requires bookkeepers to have some degree of accounting software certification.  We are providing you with a few certification options however there are other companies that offer certification that are acceptable and may meet this requirement. Please contact the companies listed below if you have any questions and for further information on their software certification.

QBO Certification - view the four part training sessions and take the basic QBO Core exam online.
Part 1 Getting Started & Sales and Customers 
Part 2 Expenses, Suppliers and Online Banking 
Part 3 Company Activities & Automation 
Part 4 Setting up Client Files & Files in QuickBooks Online
QuickBooks Online Certification Guide

QuickBooks Online Training

Sage Training and Support
Xero U








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