Become a Bookkeeping Services Specialist

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Faculty of business accounting Your Potential is Limitless™

With new in-depth knowledge and high-level skills, you’ll assist business owners with bookkeeping, payroll, budgeting, cash flow and financial statements. You’ll offer trusted insights on all transactions.

Choose Your Pathway—three Options

EARN YOUR DESIGNATION
Take six courses

As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.

EARN A DIPLOMA
Take three courses

Become a skilled practitioner, providing practical solutions with your enhanced credentials. Take up to a year to complete your Diploma.

EARN A CERTIFICATE
Take one course

A Great Way to Start. Earn a respected Certificate of Achievement in a course of your choice and 30 CE/CPD Credits. Take up to three months.

“The step up to managerial concepts and advising capabilities has made me more valuable to my clients and allowed my business to grow through referrals. Overall, receiving this designation has allowed me to provide much better service to my clients, and in turn, my clients receive the advice and information they need to make informed business decisions.

- Mary Madsen, DFA - Bookkeeping Services Specialist

PATHWAY 1

Attain Your DFA-Bookkeeping Services Specialist™ Designation.

DIFFERENTIATE YOURSELF. More than a skilled software user, your audit-proof reporting, deep knowledge and expert counsel will be valued by your busy clients. You’ll offer professional services based on the foundational principles of accounting and tax compliance.

Custom-Design Your Own Flexible Study Plan

Complete six certificate courses:

PRACTICAL SKILLS

Bookkeeping for Small Businesses

Advanced Payroll for Small Business

Debt and Cash Flow Management

STRATEGIC KNOWLEDGE

Managerial Accounting and Budgeting

Accounting for Multiple Business Profiles

Accounting for Business Growth and Transition

PATHWAY 2​

Earn a Diploma as a Certified Bookkeeping Practitioner

ADVANCE YOUR CAREER. Choose three courses from the Practical Skills list above and learn the proficiencies you’ll need to provide professional bookkeeping services. Your New Core Competencies:

  • Operational Skills: Able to analyze transactions, enter data and report on accounts, prepare payroll and monitor debt and cash flow, and present financial statements for tax preparation and managerial review.
  • Technical Proficiencies: Awareness of how accounting adds value to day-to-day transactions, throughout the lifecycle of a business and during times of transition.
  • Strategic Planning: Capable of producing payroll runs of any size and complexity.

PATHWAY 3

Earn a Professional Certificate

Get started on your Diploma or Designation Program with your first certificate course. Hone your practical skills and fill knowledge gaps in your industry knowledge. Shore up your professional development with a single certificate course from the list above. It’s a great way to fulfill professional development requirements and start on your pathway towards a diploma or designation. Every online course provides 30 CE/CPD credit hours.

Learn Your Way

Online 24/7

Education that fits your schedule and your pace. Enrol and start learning the same day. PLUS you can create your own program of studies and timeframes. OPTION: Add Peer-to-Peer Classroom or Conference Experiences.

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In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

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In-Conference

Annual three-day Distinguished Advisor Conferences and cooccurring Business Builder Retreats focus on finding solutions for the challenges faced by businesses in a global marketplace.

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Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, the Knowledge Bureau Report, newsbooks, lesson plans, online calculators and research libraries.

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All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation