Certified Public Bookkeeper (CPB)

What is a Certified Public Bookkeeper (CPB)?

A Certified Public Bookkeeper (CPB) is a highly skilled professional specializing in bookkeeping and accounting. They are experts in maintaining accurate financial records, tracking income and expenses, and ensuring that financial data is well-organized and compliant with accounting standards. CPBs play a crucial role in preserving the integrity of your financial records and ensuring financial accuracy.

Does someone need to be a Certified Public Bookkeeper (CPB) to do my bookkeeping?

Certification as a Certified Public Bookkeeper (CPB) is not mandatory to perform bookkeeping tasks. It is an optional certification that indicates a professional’s proficiency in bookkeeping.

Can a Certified Public Bookkeeper (CPB) do my taxes?

Certified Public Bookkeepers (CPBs) primarily specialize in bookkeeping and financial record-keeping tasks. They typically do not prepare or file tax returns. For tax-related services, it’s advisable to seek assistance from tax professionals like Certified Public Accountants (CPAs), Enrolled Agents (EAs) or licensed tax preparers.

What are Certified Public Bookkeepers (CPB) not allowed to do?

Certified Public Bookkeepers (CPBs) are expected to adhere to ethical and professional standards in their bookkeeping roles. They cannot provide tax advice, engage in unethical behavior, guarantee specific tax outcomes, or offer services beyond their expertise. CPBs should prioritize maintaining accurate financial records and staying within the boundaries of their authorized practice.