Knowledge Centre

Chartered Bookkeeper 

 A qualification gets you in the door. A designation keeps you in the game — and makes sure people pay you what you’re worth. 

1. What You Need to Know

The Chartered Bookkeeper (CBK) designation is awarded to professionals with the technical skills and real-world experience to keep businesses financially compliant and operational.

It recognises your ability to:

  • Capture and check daily transactions

  • Reconcile bank statements

  • Prepare reports up to trial balance

  • Handle payroll basics and VAT submissions

  • Support management with accurate numbers

  • Keep your company or clients SARS-compliant

This isn’t a starter certificate. It’s a professional career designation that turns your bookkeeping role into an officially recognised career path.

2. Why It Matters to You

  • Earn more — Employers and clients pay more for trusted, recognised professionals

  • Protect yourself — Stay within scope, avoid legal risks, and work confidently under CIBA’s framework

  • Career credibility — A title that proves your competence and professionalism

  • Grow if you choose — Progress to higher designations like CFAdmin, CBAC, or CFM — but only if you want to

3. Frameworks, Standards, or References

  • SAQA Registration — The CBK is officially registered and nationally recognised

  • CIBA Code of Ethics — You commit to integrity and accountability

  • Tax Administration Act — Stay within your professional scope to avoid penalties

  • CPD Requirements — Ongoing learning keeps your skills sharp and relevant 

4. How to Apply

  • Numbered or bulleted step-by-step guide 

  • Link to forms or related Help Centre Support articles

5. Common Mistakes to Avoid

  • Short list of pitfalls members fall into on this topic 

  • Frame positively: “Do this instead…”