Annual                   

Intermediate   Membership

 


 

Membership is granted on an individual basis and is not transferable.

 

Intermediate Membership – Fee of $125.00 plus GST/HST

  Requirements:

1.       Minimum 3 years Canadian working experience in the bookkeeping industry & under 10 years experience

2.       Annual Membership Fee Paid to Association

3.       Strict adherence to the CBA Code of Ethics

4.       Provide 3 letters of references from clients for whom they have done bookkeeping in the last 3 years if self-employed or if employed, a letter of reference from employer. This would include: name, business name, position, years as client, phone number and email address 

5.       Working knowledge of the areas below:

a.     Debits and credits

b.    Accounting cycle

c.     Financial statement presentation

d.    G.A.A.P.

e.     Journal Entries

f.      Accrual vs. Cash based accounting

g.     Accounts receivable

                               i.    Invoicing

                               ii.  Payments

h.    Accounts Payable

                               i.    Invoicing

                                ii.  Payments

i       Payroll

j.      Bank reconciliations

k.     Capital assets

l.      Depreciation for book purposes and tax purposes

m.   Payroll Entries

n.    Shareholder loans vs. intercompany loans

 

      Benefits:

 

1.     Access to Discussion Forum

2.       Designated area on webpage with priority listing

3.       Full access to membership benefits

4.   Full Voting Rights

5.   Be able to run for the Board of Directors

6.   Be a Provincial Representative

8.       Special offers to members including discounts on courses and software

9.    CBA Logo - intermediate member

 

 

 

 When you submit your application below you will be forwarded to the payment processing page. Payment methods include Credit Card, Money Order, or Cheque. Your application can only be processed once payment is received. If you prefer to mail your payment, please DOWNLOAD an application and mail it to our Head Office.  Applications paid by cheque will be take 4-6 weeks to be processed due to approximately a 2 week hold on cheques.

Complete Applications paid by credit card will take a minimum of 2-4 weeks to process which includes all reference letters.  Please ensure that all information, including letters of reference are included with your application.   Applications will be delayed if this information is not included with application.

Questions about Memberships should be directed to our Member Services Office before you apply for membership.


REFUND POLICY

 
All Membership Applications must be submitted with full payment of the membership fees. Any applicant denied Membership in the CBA will be refunded monies paid less a $35.00 administrative fee.

Any cancellation of membership by a member will be refunded less a $35.00 administrative fee and the remainder of the membership dues on a pro-rated amount once a letter is received in writing cancelling membership.

Memberships that are suspended or expulsed WILL NOT be entitled to any refund.

To request a refund of all, or part of your Membership Fee,  please write to:

CBA Administration
283 Danforth Avenue, Suite 482, Toronto, On  M4K 1N2

 

MEMBERSHIP APPLICATION

  Your Full Name
  Employer (if applicable)
  Business Name (if applicable)
  Mailing Address
  City
  Province
  Postal Code
  Phone
  Fax
  Cell
  E-Mail
  Website URL
  List Software Programs you use?
  List Consultant Programs Membership
  Choose any of the offers from Intuit
  Highest level of Education?
  Completed Bookkeeping Courses?
  Years of Canadian Bookkeeping experience?
  List Software Programs you use?
 List last 3 employers below:
  Employer Name #1
  Dates Employed
  Title
  Employer Name #2
  Dates Employed
  Title
  Employer Name #3
  Dates Employed
  Title
  How Many Years Self-Employed
  List Consultant Programs Membership
 

References/Testimonials (please provide

                                                                                      Name and email address.  Letters can be    

                                                                                      faxed to 1-866-804-4617 or emailed

  How did you find the CBA?
  I agree to abide by CBA Code of Ethics?
  Which payment option will you use?
  Name on Credit Card
  Credit Card Number
  Expiry Date
  Email Link $25.00 plus GST/HST
  Web Link $25.00 plus GST/HST
  Both Links $40.00 plus GST/HST
   Total Amount
  Preferred contact
  Membership Level
  By clicking on the link below, I hereby apply for membership in the Canadian Bookkeepers Association and agree to be governed by the CBA Code of Ethics.

 

 


For further information contact member services at member.services@canadianbookkeepersassociation.com

 

Copyright © 2006 Canadian Bookkeepers Association. All rights reserved.
Revised: 04/10/06