Annual Senior Membership

 

 

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

 

Senior Membership – Fee of $150.00 plus GST/HST

 

    Requirements:

1.       10 years Canadian work experience in accounting or bookkeeping industries only

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.   Journal Entries

c.    Bank reconciliations

d.    Capital assets

e.    Accounts receivable

i.    Invoicing & Receipts

f.      Accounts Payable

                                i.     Invoicing & Payments

g.     Depreciation for book purposes and tax purposes

h.    Payroll

i.      The accounting cycle in general up to and including Trial Balance (month end process)

j.      closing entries

k.     Job Costing and/or inventory

l.      Due to/from shareholders and its effect on the income statement

m.   Due to/from associated companies and its effect on the income statement

n.    Short term/long term interest and its effect on the income statement

o.     If an entry is made to the balance sheet, what is the effect on the income statement

p.    How does the income statement and balance sheet tie together

q.     Year end accountant journal entries

 

      Benefits

1.       Full Voting Rights

2.       Priority Placement on website

3.       Be able to run for the Board of Directors

4.       Be a Provincial Representative

5.       Access to discussion forum

6.       Full access to membership benefits

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

8.    Business Card listing under their name 

9.    CBA Logo - Senior 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.

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 866-804-4617or 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 MORE INFORMATION

EMAIL JAN AT jan@canadianbookkeepersassociation.com

 

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.

T

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