A self-paced course in running a real set of books, closed out by a timed exam and a credential number anyone can look up. Around six hours end to end, and you pay nothing at any stage.
Checking someone's credentials? Look up a certificate number
Plenty of software vendors hand out certificates for completing a product tour. The trouble is that a badge earned by clicking through menus tells a prospective client nothing useful — locating the invoice screen and knowing which period the revenue belongs in are entirely different skills.
We built this course to test the second one. Each unit opens with the accounting principle at stake — how a customer deposit is a liability rather than income, what makes an accounts receivable aging report quietly untrustworthy, where the line sits between a deductible repair and a capitalised improvement — and only then covers how Kantivo handles it. The exam is written the same way: situations to reason about rather than definitions to recall.
There is no charge because a well-trained practitioner community is worth considerably more to us than exam revenue. We would rather back a thousand bookkeepers who can genuinely close a month than sell a few dozen certificates.
Seven units, twenty-eight lessons, studied whenever suits you. Nothing expires while you are working through it and your place is kept between sessions.
What the accounting equation guarantees, how normal balances follow from account type, converting a described transaction into a balanced entry, and the errors a trial balance is blind to.
Building a chart of accounts you can actually read, picking a reporting basis and standard, choosing a fiscal year end, and converting a client mid-life without wrecking the current period.
Quotes, invoices, receipts and deposits; applying payments so the aging report stays honest; reversing an invoice properly instead of deleting it; and separating genuine bad debt from a billing error.
Choosing between a payable and an immediate expense, ordering and receiving goods, deciding what gets capitalised, and staying ready for contractor reporting instead of scrambling every January.
Why downloaded transactions are evidence rather than entries, grouping receipts so your deposits mirror the bank's, chasing down a reconciliation variance properly, and repairing a prior month that has drifted.
A close checklist you can repeat, accrued and prepaid items, choosing a depreciation method that reflects reality, and articulating why a profitable month can still drain the bank balance.
Granting the narrowest workable permissions per client, treating the change log as your own protection, a dependable onboarding routine, and the requests a professional declines.
Thirty-five scenario questions sampled from every unit, one hour on the clock, and 80% required to qualify. Unlocks once all seven units are marked complete.
Every qualification carries a unique reference such as BCB-2026-K7M4QP. A prospective client types it into our public lookup and sees instantly whether it is genuine and still current — far harder to fake than an image file.
Choose to appear in our searchable register and owners looking for help can filter by city, sector or remote working. Your entry is yours to write and yours to pull down whenever you like, with no effect on the qualification itself.
Because enrolment sits inside our partner programme, any client you introduce to Kantivo pays you commission year after year while they remain a subscriber. The training is the free part; the recurring revenue is the part that grows.
Two minutes of details. Holding an account is what admits you to the programme, and it is also what pays you on referrals later.
Read whenever you have time. Each unit is marked off as you finish it and nothing is lost if you step away for a fortnight.
Thirty-five questions, sixty minutes, answers saved continuously so a dropped connection costs you nothing.
Your certificate is issued the moment you qualify, and appearing in the public register is entirely your call.
| Question format | Multiple choice, one correct answer |
| Questions per sitting | 35, sampled from 56 |
| Unit coverage | All seven represented |
| Duration | 60 minutes |
| Qualifying mark | 80% |
| Sittings permitted | 3, spaced 24 hours apart |
| Option ordering | Randomised per candidate |
| Certificate validity | 24 months, renewed at no cost |
| Fee | None |
Self-employed bookkeepers after a qualification that describes something concrete, plus a route that puts enquiries in front of them rather than relying on referrals from existing clients.
Practices training new staff. The seven units work perfectly well as an in-house training programme, and the assessment gives you an honest read on whether a new hire absorbed it.
Practitioners arriving from QuickBooks whose accounting is already solid and who mainly need the platform-specific material. Expect units one and six to be revision; two, five and seven are where the real differences sit.
Newly qualified bookkeepers holding the theory from study but who have never taken live books through a full close. Closing that particular gap is what the whole course is organised around.
Correct — no tuition, no sitting fee, no renewal charge and no pitch at the end. Enrolment requires a free partner account, which doubles as the mechanism that pays you commission on referrals.
Not at all. A good half of the material is general bookkeeping that travels with you to any platform. You will get more from units two onward with the software open alongside, and a free trial is enough for that.
Three sittings are allowed, a day apart. Afterwards you are shown every question with the right answer, the reasoning behind it, and a breakdown of which units cost you the most marks — so the retake is targeted revision rather than guesswork.
We do not invigilate, and the questions were written knowing that. They ask you to work through situations — a negative balance on an aging report, a contractor paid partly by cheque and partly by card — so a glossary is of limited use. Answer options are reordered for each candidate, which also removes any value in comparing notes.
So the public register reflects people still practising. Renewal costs nothing; the expiry simply stops the directory silting up with certificates earned long ago and left behind.
Absolutely. Listing is opt-in and independent of the certificate. Many bookkeepers are already at capacity and want the qualification without the enquiries that come with a public profile.
Roughly five and a half hours of study plus the hour-long assessment. Most candidates spread that over a week or two, and there is no deadline once you have enrolled.
Open a free partner account, study seven units at your own pace, and finish with a certificate clients can verify and a profile that brings work to you.
Enrol in the programme