Preparation & Advancement

Preparation

To work as a bookkeeping or accounting clerk, you must have a high school diploma or GED, train in bookkeeping and accounting procedures, and have computer skills.

Certification

Certification as a certified bookkeeper (CB) is sometimes required for bookkeeping, accounting and auditing clerks. The American Institute of Professional Bookkeepers offers certification. Candidates must have at least 2 years of experience, pass an exam, and adhere to a code of ethics. Additionally, certified bookkeepers have a continuing education requirement every 3 years to maintain certification.

Advancement

 A bookkeeper, accounting clerk or accounts receivable clerk may become a certified bookkeeper, and, with additional education, advance to become an accountant or CPA.