Certified Professional Bookkeepers of Canada

WHAT IS A CERTIFIED PROFESSIONAL BOOKKEEPER?

A CPB credential gives you independent proof of our skills. We must pass a rigorous standardized national exam; adhere to a code of ethics; and take continuing education hours annually.

CODE OF PROFESSIONAL CONDUCT APPLICABLE TO ALL CPBTM AND IPBC BOOKKEEPERS/MEMBERS.

Obligations to the Employer or Clients

  • To provide the employer or client with high-quality professional services.
  • To remain current and up-to-date on matters relating to the bookkeeping profession.
  • To protect and hold in confidence all aspects of the employer’s or client’s business dealings, or, in the case of a non-business entity, of all matters relating to the employer or client.
  • To be loyal to the employer or client and work within their best interests.
  • Not to engage in any activity that is in conflict with the employer’s or client’s interests.
  • Must honestly represent themselves and their educational credentials, skills and proficiencies.
  • Must disclose if they have been found guilty of any criminal conviction.

Obligations to the Bookkeeping and Accounting Professions and to Society

  • Bookkeepers are expected to act as professionals with integrity, upholding the expectations of both professions, and refrain from any act that would bring discredit to the professions.
  • A CPBTM should, when requested or required, provide government agencies or bodies with information that, to the best of their knowledge, is correct.
  • A CPBTM should be objective in their professional judgments, actions and interpretations.
  • A CPBTM will follow the Generally Accepted Accounting Principles (GAAP).
  • Will not criticize another bookkeeper or colleague.
  • A CPBTM will not use information obtained from anyone they deal with professionally that benefits themselves, their own company, current/former employers/employees, or current/former clients in a manner that could be considered an unfair advantage. This includes actions considered conflict of interest, competition and unfair direct communications and marketing.