How to Become a Certified Accounting Analyst (CAA)
Assure Clients of Your Accounting Analysis Knowledge, Skill, Experience, and Ethics
Certified Accounting Analyst (CAA) Steps
1. Education
Fee
Complete NACPB Accounting Fundamentals (Bookkeeping) Course or equivalent
Complete NACPB Payroll Fundamentals Course or equivalent
Complete NACPB QuickBooks Online Fundamentals Course or equivalent
Complete NACPB Accounting Principles Course or equivalent
Complete NACPB Individual Tax Fundamentals Course or equivalent
Complete NACPB Accounting Analysis Course or equivalent
2. Exam (Take an exam upon completion of each course)
Pass NACPB Bookkeeping Certification Exam
Pass NACPB Payroll Certification Exam
Pass NACPB QuickBooks Online Certification Exam
Pass NACPB Accounting Certification Exam
Pass NACPB Tax Certification Exam
Pass NACPB Accounting Analysis Certification Exam
3. Experience (Work Experience Verification included in the Application for Licensure)
Verify one-year of bookkeeping experience
4. Code of Ethics (Code of Professional Conduct Agreement included in the Application for Licensure)
Agree to abide by the CAA Professional Code of Conduct
5. Application
Fee
Complete NACPB Certified Accounting Analyst Application for Licensure
$100
Continuing Professional Education (CPE)
Obtain 24 hours of continuing professional education (CPE) each year beginning the year after you obtain your license.
Annual Renewal
Fee
Complete Annual Application for License Renewal
$25
Complete Annual CPE Reporting Certification Form (Included in the Application for License Renewal)