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Application for Licensure
National Association of Certified Public Bookkeepers
Certified Public Bookkeeper
APPLICATION INSTRUCTIONS AND INFORMATION
General Statement: The National Association of Certified Public Bookkeepers (NACPB) desires to provide courteous
and timely service to all applicants for licensure. To facilitate the application process, submit a complete application
form including all applicable supporting documents and fees. Failure to submit a complete application and supply all
necessary information will delay processing and may result in denial of licensure. The fees are for processing your
application and are not refundable.
PLEASE READ ALL INSTRUCTIONS CAREFULLY
Address of Record: The street and email address you provide on this application will be your address of record.
All correspondence from NACPB will be sent to that street or email address.
SUPPORTING DOCUMENTS AND FEES:
You may apply for the license by education or education alternative with experience verified.
Requirements
If you are applying for licensure by education or education alternative, complete the following in addition to submitting
a completed application.
1. Pass the four-part Uniform Certified Public Bookkeeper Examination:
Accounting Fundamentals
Accounting Principles
Payroll Fundamentals
QuickBooks Fundamentals (Desktop) or QuickBooks Online Fundamentals
2. Possess an associate or bachelor's degree in accounting or complete the Education Alternative,
3. Possess one-year (2,000 hours) of bookkeeping or accounting experience,
4. Agree to abide by the Code of Professional Conduct,
5. Obtain 24 hours of CPE credit each year beginning the first subsequent year after license is issued,
6. Complete and submit the Application for Licensure documents:
Application for Licensure
Code of Conduct
Work Experience Verification Forms (completed by Employer/Client(s))
7. Submit a $100 non-refundable application-processing fee.
Education Alternative
If you do not possess an associate or bachelor's degree in accounting, you may substitute the requirement by
completing the following courses:
1. Accounting Fundamentals
2. Accounting Principles
3. Payroll Fundamentals
4. QuickBooks Fundamentals (Desktop) or QuickBooks Online Fundamentals
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ADDITIONAL IMPORTANT INFORMATION:
1. Bookkeeping or Accounting Experience: In accordance with the NACPB CPB Licensing Regulations and Rules,
bookkeeping or accounting experience” means applying bookkeeping or accounting skills and principles taught as a
part of the bookkeeping and accounting professions and generally accepted by the professions.
2. License Renewal: All CPB licenses expire December 31 of each year. Licensees have until December 31 to renew their
license. Each renewal cycle thereafter is for a full year. Additionally, the fee paid with this application for licensure is
an application-processing fee only. It does not include a renewal fee. Each licensee is responsible to renew licensure
PRIOR to the expiration date shown on the current license.
3. Continuing Professional Education: CPB’s are required to complete 24 hours of approved CPE in each year period.
The licensee must complete and return the CPE Reporting form with the CPB License Renewal form to NACPB no later
than December 31. The licensee is responsible to obtain the forms and to report their CPE by the December 31
deadline. Failure to complete or report CPE will result in denial of renewal of the CPB license.
4. Name Change: If you have been licensed by NACPB under any other name, please submit documentation of your
name change (i.e. copy of a marriage license or divorce decree).
5. Email all completed application forms to info@nacpb.org.
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Please complete and submit the completed Employment/Client Experience Verification form documenting your
completion of the NACPB Certified Public Bookkeeper license experience requirement.
APPLICANT GENERAL INFORMATION
___________________________________________________________________________________
First Name
(Complete how you want your name to appear on your license)
___________________________________________________________________________________
Address
___________________________________________________________________________________
City State Zip
___________________________________________________________________________________
Phone Fax
___________________________________________________________________________________
Email
____________________________
Date
For Internal Use Only
Exams ____________________
Payment ____________________
Code of Conduct ____________________
Course Completion (Quizzes) ____________________
Experience ____________________
Education ____________________
___________________________________________________
Licensee Signature
MI
Last Name
I hereby certify that I have completed all licensing requirements. I understand that I may be subject
to audit by NACPB of having met these requirements. I also certify to the best of my knowledge, the
information contained in this application is complete and correct, and is free of fraud,
misrepresentation, or omission of material fact.
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EDUCATION VERIFICATION
If applying by education with a Bachelor’s or Associates Degree in Accounting please include your transcripts with the
license application.
School Attended: ______________________________________________________________________
Degree Awarded: _____________________________________________________________________
Date of Graduation: ________________________
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WORK EXPERIENCE VERIFICATION: TO BE COMPLETED BY CPB CANDIDATE
CERTIFIED PUBLIC BOOKKEEPER (CPB) LICENSE REQUIREMENT
Candidates for CPB licensure must have obtained one-year of bookkeeping or accounting experience. Candidates must
complete and verify one-year (2,000 hours) of on-the-job bookkeeping or accounting experience. Candidates must submit
an Employment/Client Verification form signed by an owner or manager of the business of employment or by a client(s)
of the professional bookkeeper.
INSTRUCTIONS
Submit a separate form (Part 2) for each employer/client you have listed below. Request that each employer/client listed
complete the form and return it to you for submission.
BOOKKEEPING OR ACCOUNTING EXPERIENCE:
Please provide the following information beginning with the most recent experience.
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: _____________________________________________ State: _____ Zip: ____________________
Number of Hours: __________
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WORK EXPERIENCE VERIFICATION: TO BE COMPLETED BY CPB CANDIDATE:
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
EMPLOYER/CLIENT
Name: _____________________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Number of Hours: __________
Total Number of Hours (must meet or exceed 2,000 hours): ______________
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CODE OF PROFESSIONAL CONDUCT OF THE
NATIONAL ASSOCIATION OF CERTIFIED PUBLIC BOOKKEEPERS
AGREEMENT
Please read, sign, and mail the completed Code of Professional Conduct of the National Association of
Certified Public Bookkeepers.
Introduction
The Code of Professional Conduct of the National Association of Certified Public Bookkeepers (NACPB)
include principles that govern the performance of professional services by licensees.
The Code of Professional Conduct was adopted by the NACPB Licensing Board to provide guidance to all
licenseesthose in public practice, in industry, in government, and in educationin the performance of
their professional responsibilities.
Compliance with the Code of Professional Conduct, as with all standards in an open society, depends
primarily on licensees' understanding and voluntary actions, secondarily on reinforcement by peers and
public opinion, and ultimately on disciplinary proceedings, when necessary, against licensees who fail to
comply.
Section 100 Principles of Professional Conduct
.01 Obtaining a NACPB license is voluntary. By obtaining a license, a licensee assumes an obligation of self-
discipline above and beyond the requirements of laws and regulations.
.02 These Principles of the Code of Professional Conduct express the profession's recognition of its
responsibilities to the public and to clients. They guide licensees in the performance of their professional
responsibilities and express the basic tenets of ethical and professional conduct. The Principles call for an
unswerving commitment to honorable behavior, even at the sacrifice of personal advantage.
Section 101 - Article IResponsibilities
In carrying out their responsibilities as professionals, licensees should exercise sensitive professional and
moral judgments in all their activities.
.01 As professionals, licensees perform an essential role in society. Consistent with that role, licensees of
the NACPB have responsibilities to all those who use their professional services. Licensees also have a
continuing responsibility to cooperate with each other to improve the skill of bookkeeping, maintain the
public's confidence, and carry out the profession's special responsibilities for self-governance. The
collective efforts of all licensees are required to maintain and enhance the traditions of the profession.
Section 102 - Article IIThe Public Interest
Licensees should accept the obligation to act in a way that will serve the public interest, honor the public
trust, and demonstrate commitment to professionalism.
.01 A distinguishing mark of a profession is acceptance of its responsibility to the public. The bookkeeping
profession's public consists of clients, credit grantors, governments, employers, investors, the business
and financial community, and others who rely on the objectivity and integrity of licensees to maintain the
orderly functioning of commerce. This reliance imposes a public interest responsibility on licensees. The
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public interest is defined as the collective well-being of the community of people and institutions the
profession serves.
.02 In discharging their professional responsibilities, licensees may encounter conflicting pressures from
among each of those groups. In resolving those conflicts, licensees should act with integrity, guided by the
precept that when licensees fulfill their responsibility to the public, clients' and employers' interests are
best served.
.03 Those who rely on licensees expect them to discharge their responsibilities with integrity, objectivity,
due professional care, and a genuine interest in serving the public. They are expected to provide quality
services, enter into fee arrangements, and offer a range of servicesall in a manner that demonstrates a
level of professionalism consistent with these Principles of the Code of Professional Conduct.
.04 All who accept licensure in the NACPB commit themselves to honor the public trust. In return for the
faith that the public reposes in them, licensees should seek continually to demonstrate their dedication
to professional excellence.
Section 103 - Article IIIIntegrity
To maintain and broaden public confidence, licensees should perform all professional responsibilities with
the highest sense of integrity.
.01 Integrity is an element of character fundamental to professional recognition. It is the quality from
which the public trust derives and the benchmark against which a licensee must ultimately test all
decisions.
.02 Integrity requires a licensee to be, among other things, honest and candid within the constraints of
client confidentiality. Service and the public trust should not be subordinated to personal gain and
advantage. Integrity can accommodate the inadvertent error and the honest difference of opinion; it
cannot accommodate deceit or subordination of principle.
.03 Integrity is measured in terms of what is right and just. In the absence of specific rules, standards, or
guidance, or in the face of conflicting opinions, a licensee should test decisions and deeds by asking: "Am
I doing what a person of integrity would do? Have I retained my integrity?" Integrity requires a licensee
to observe both the form and the spirit of technical and ethical standards; circumvention of those
standards constitutes subordination of judgment.
.04 Integrity also requires a licensee to observe the principles of objectivity and of due care.
Section 104 - Article IVObjectivity
A licensee should maintain objectivity and be free of conflicts of interest in discharging professional
responsibilities.
.01 Objectivity is a state of mind, a quality that lends value to a licensee's services. It is a distinguishing
feature of the profession. The principle of objectivity imposes the obligation to be impartial, intellectually
honest, and free of conflicts of interest.
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.02 Licensees often serve multiple interests in many different capacities and must demonstrate their
objectivity in varying circumstances. Licensees in public practice render bookkeeping, accounting, payroll,
tax, and business advisory services. Other licensees perform bookkeeping, accounting, and prepare
financial statements in the employment of others, and serve in financial and management capacities in
industry, education, and government. They also educate and train those who aspire to admission into the
profession. Regardless of service or capacity, licensees should protect the integrity of their work, maintain
objectivity, and avoid any subordination of their judgment.
.03 For a licensee in public practice, the maintenance of objectivity requires a continuing assessment of
client relationships and public responsibility. In providing all other services, a licensee should maintain
objectivity and avoid conflicts of interest.
.04 Licensees not in public practice have the responsibility to maintain objectivity in rendering professional
services. Licensees employed by others to perform bookkeeping, accounting, and prepare financial
statements are charged with the same responsibility for objectivity as licensees in public practice and
must be scrupulous in their application of bookkeeping and accounting principles and candid in all their
dealings with licensees in public practice.
Section 105 - Article VDue Care
A licensee should observe the profession's ethical standards, strive continually to improve competence and
the quality of services, and discharge professional responsibility to the best of the licensee's ability.
.01 The quest for excellence is the essence of due care. Due care requires a licensee to discharge
professional responsibilities with competence and diligence. It imposes the obligation to perform
professional services to the best of a licensee's ability with concern for the best interest of those for whom
the services are performed and consistent with the profession's responsibility to the public.
.02 Competence is derived from a synthesis of education and experience. It begins with a mastery of the
common body of knowledge required for designation as a licensee. The maintenance of competence
requires a commitment to learning and professional improvement that must continue throughout a
licensee's professional life. It is a licensee's individual responsibility. In all engagements and in all
responsibilities, each licensee should undertake to achieve a level of competence that will assure that the
quality of the licensee's services meets the high level of professionalism required by these Principles.
.03 Competence represents the attainment and maintenance of a level of understanding and knowledge
that enables a licensee to render services with facility and acumen. It also establishes the limitations of a
licensee's capabilities by dictating that consultation or referral may be required when a professional
engagement exceeds the personal competence of a licensee or a licensee's firm. Each licensee is
responsible for assessing his or her own competenceof evaluating whether education, experience, and
judgment are adequate for the responsibility to be assumed.
.04 Licensees should be diligent in discharging responsibilities to clients, employers, and the public.
Diligence imposes the responsibility to render services promptly and carefully, to be thorough, and to
observe applicable technical and ethical standards.
.05 Due care requires a licensee to plan and supervise adequately any professional activity for which he
or she is responsible.
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Section 106 - Article VIScope and Nature of Services
A licensee in public practice should observe the Principles of the Code of Professional Conduct in
determining the scope and nature of services to be provided.
.01 The public interest aspect of licensees' services requires that such services be consistent with
acceptable professional behavior for licensees. Integrity requires that service and the public trust not be
subordinated to personal gain and advantage. Objectivity requires that licensees be free from conflicts of
interest in discharging professional responsibilities. Due care requires that services be provided with
competence and diligence.
.02 Each of these Principles should be considered by licensees in determining whether or not to provide
specific services in individual circumstances. No hard-and-fast rules can be developed to help licensees
reach these judgments, but they must be satisfied that they are meeting the spirit of the Principles in this
regard.
.03 In order to accomplish this, licensees should:
Practice in firms that ensure that services are competently delivered and adequately supervised.
Assess, in their individual judgments, whether an activity is consistent with their role as
professionals.
Licensee Agreement
I agree to comply with the Code of Professional Conduct of the National Association of Certified Public
Bookkeepers.
_____________________________________________________________________________________
Licensee Signature Date
_____________________________________________________________________________________
Licensee Printed Name
This application may be executed and delivered by electronic means and upon such delivery the electronic
signature will be deemed to have the same effect as if the original signature had been delivered to NACPB.
WORK EXPERIENCE VERIFICATION TO BE COMPLETED BY LICENSE CANDIDATE’S EMPLOYER/CLIENT (complete one per
employer/client):
Name of license candidate: _________________________________________________________
Please answer Yesor No.”
I understand that “bookkeeping or accounting experience” means applying bookkeeping or accounting skills and principles
as an employee or independent contractor for and in behalf of a business or nonprofit organization.
Yes
No
I hereby attest that the applicant named above was employed or contracted during the following periods of time during
which the candidate satisfactorily applied bookkeeping or accounting skills and principles.
Yes
No
VERIFICATION:
Employer/Client Name: ________________________________________________________________
Address: ____________________________________________________________________________
City: ____________________________________________ State: _____ Zip: _____________________
Telephone: _________________________________________________________________________
Dates of employment/services: From __________________________ to _________________________
Position: ___________________________________________________________________________
Number of Hours: __________
Employer/client Signature: _____________________________________________________________
Job Duties/Comments:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
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