Institute of Certified Bookkeepers

ICB Global

The Institute of Certified Bookkeepers is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession, through the establishment of a series of relevant qualifications and the award of grades of membership that recognise academic attainment, working experience and competence.

The Institute’s objectives are:

  • to promote bookkeeping as a profession
  • to enable bookkeeping to gain recognition as an integral part of the financial profession
  • to promote training in the principles of bookkeeping
  • to improve the career prospects of its members

Consultation with commerce and industry has confirmed and amplified the Institute’s assessment of the need for qualified bookkeepers.

Employers, both large and small, are fully supportive of the objectives of The Institute of Certified Bookkeepers.

BAS Agent Certificate

ICB is a registered BAS Agent which allows ICB to advise in relation to BAS Agents and BAS Services.

Tax Agent Certificate

ICB is a registered Tax Agent which allows ICB to advise on areas that cross over into income tax matters and related areas that are wider than BAS services.

ICB is Involved in

  • Tax Practitioners Board (TPB) as a Recognised Professional Association
  • Representing BAS Agents and Bookkeepers on the ATO ATPAG (Australian Tax Practitioners Advisory Group)
  • Membership of the Australian Tax Office BAS Agents Advisory Group (BASAAG)
  • Membership of the Australian Treasury SBR Business Advisory Forum (SBR BAF)
  • Appointed Board member of the ABR (Australian Business Registrar)
  • Member of the Digital Business Council
  • Constant consultation with relevant software companies providing bookkeeping solutions
  • Includes providing submissions, comment and support to the software companies from a bookkeepers perspective
  • Interaction with the ATO on areas effecting or impacting on BAS Agents, Bookkeepers and business
  • Submissions to government on issues effecting bookkeeping and business process
  • Involvement in the formation, drafting and implementation of the Legislation around BAS Agents, GST, PAYG Withholding and related business processing areas
  • Small Business departments of state government
  • Ongoing increase of the exposure of the business community, government, education bodies, employers, recruitment agents to the ICB and the credibility and professionalism of our members
  • ICB is a Registered Tax Agent and a Registered BAS Agent
  • ICB Business Perspective on STP

ICB works to provide the most effective understanding of and consideration of all bookkeepers. ICB is the bookkeeper’s voice as the world around us continues to change.

How ICB Communicates with You

In response to a few questions recently, we thought we would outline the current model of how ICB communicates with you.

ICB Keeping Close to You

ICB stays involved in your world by being participants in your world. Our technical support and resource development teams are made up of part-time bookkeepers who all have their own clients. Our team of people delivering knowledge and support to you are each engaged in their own businesses as contract bookkeepers. They experience what you experience, they are working with the issues and the ATO in the same way that you are. This provides us with direct insight into the current needs of bookkeepers: knowledge, solutions, resources, software, how-to guides or technical webinars.

Keeping Close to Things that Influence You

By being intensely involved in many forums with the ATO we also remain very involved in knowing, (and influencing), what the ATO is doing to your world. It gives us a great ability to hear from you what is going on and influence them, as well as hearing from them what they are planning to do and often redirecting their thinking. Our direct relationships with each of the software companies allows us to understand where they are coming from and what they are saying to you.

Hearing from You

ICB hears from you by the enquiries that come into support and via our social media channels. By responding to the enquiries for more information we establish the list of additional resources to be developed and the knowledge to provide to you via our website and the newsletter.

Our network facilitators provide us with feedback following each meeting including a constant flow of follow up questions and clarifications based on the information discussed at those meetings.

How we Deliver Information to You

How we Deliver Information to You

Information articles, knowledge pieces and resources are first provided to you by their inclusion in the ICB website resource library.

The resources are then classified into categories thought most relevant for your access:

  • BAS Agents
  • Bookkeeping
  • Business Matters
  • End of Year
  • GST & BAS
  • Payroll
  • Software
  • Your Bookkeeping Business
  • News Items

Each new resource or item of information is then published in our monthly newsletter.

How Often do we Contact You?

ICB have a deliberate policy of contacting you with our essential information once per month. Our key delivery of information to you is via our members’ newsletter.

The Newsletter is Delivered in Multiple Formats

a. Full email newsletter, (the default subscription), containing all information, essential news and new and updated resources.

b. Website newsletter provides the archive of all past issues and access to the current issue. The index page for each month provides access to the full information included in the members’ newsletter.

Access previous newsletters via the website: Members Newsletters

c. Click-through newsletter provides a one page click-through version email. You subscribe to this version by emailing admin@icb.org.au and requesting to be added to the mailing list.

d. Podcast newsletter is a recorded reading of the newsletter content. Members are automatically subscribed to this. If you have previously removed this from your account settings, email admin@icb.org.au and request to be added back to the mailing list.  Past newsletter podcasts are available at Members Newsletters via Podcast

e. Network Meetings. Our facilitators are provided with a presentation pack that they can tailor and use if they wish at the ICB network meetings.

These meetings are currently held in 74 different locations and also by webinar, (also recorded for watching at your leisure); the webinar meetings discuss the content of the newsletters. Many members tell us that they prefer to digest the newsletter with other bookkeepers at the monthly network meeting.

f. Technical webinars are held twice each month by the support team, presenting a variety of topics to you live. The webinars are also available as recorded versions for streaming at your leisure.

All of these resources, meetings and webinars are included in your annual membership fee.

Urgent and Current News Items

Important news is delivered in multiple forms:

On rare occasions, if a matter is extremely important, we will send out a special email news item.

Events

The network meetings are administered by an invitation subscription and our event booking system. We notify you of the calendar through the network meeting webpage. You can also subscribe to receive the specific invitations to each of the meetings you would like to know about: Go to MyICB, then “Account Settings”, then “My email preferences”.

Annual Conference

Each March, ICB brings our annual conference to 9 locations around Australia. Bookkeeping 2017 has been scheduled; see the separate item in this newsletter for dates and locations.

The conference is a full day that delivers valuable bookkeeping information. It is about providing you relevant content that we believe you need to know about your bookkeeping world and also the coming impacts on your world. We bring technical content, industry updates and professional development items - as well as a chance to network with your peers and fellow members.

Where to Next?

ICB regularly reviews our communication strategies and we want to ensure that we are providing you information in a manner that works for you. Your feedback to date says we have it pretty much right. As always, we welcome your ongoing thoughts and suggestions - email admin@icb.org.au.

How to Use the ICB Website

The ICB website is packed with great information for ICB members - and much of this is available publicly to non-members as well. There is so much information available on our website, take a minute to review the information here to make sure you are making the most of what ICB offers.

Main Website Sections

Home Page: The latest news feed and essential locations within the website, including links to the following sections.

Corporate Information: An overview of ICB, who we are and what we are involved in.

Membership: The benefits of being a member, how to apply or renew as a member and ICB’s code of conduct.

Members: This section provides access to MyICB, technical support, member benefits and more.

Resources: ICB produced technical resources - see below for details.

Professional Development: Opportunities for Continuing Professional Education, further education and ICB assessments.

Products and Solutions: ICB offers products and solutions relevant to bookkeepers. ICB affiliates offer accounting software, insurance, Human Resources advice, books and manuals and other services such as budgeting tools, debt collection, IT support and digital signatures at member prices.

Network Meetings: ICB network meetings are fun around Australia by ICB members. Search for meetings in your area or join by webinar.

Who Are You: Dedicated information for members, BAS agents, bookkeepers, business owners, not-for-profits, students, accountants, media and educators.

Resources

Resources are divided into the following main sections. Resources are mainly for members only, although there are some news items that are listed in resources indexes, which are publicly available.

BAS Agents: Provides templates and checklists for BAS agents to use with their clients, guidance on professional conduct, and information on using the ATO portal and other technology relevant to BAS agents.

Bookkeeping: Provides general bookkeeping cycle information, processes, principles and checklists.

Business Matters: Includes information related to business systems, compliance and daily running of business.

End of Year: Processes, systems, checklists, reviews, lodgements and preparation of accounts for the tax agent.

GST & BAS: Topics relevant to the detail of how GST applies to different aspects of accounts and preparation of a BAS.

Payroll: All aspects of payroll that a bookkeeper may get involved in, including Fair Work and human resources matters.

Software: Product updates, partner programs and technology issues relevant to bookkeeping and business.

Your Bookkeeping Business: Addresses various issues and aspects of being in business as a bookkeeper, as well as providing checklists, templates and authority forms.

Student Resources: Student focussed resources about the basics of bookkeeping and essential information.

Templates and Checklists: Provides access to ICB’s checklists, templates and authority forms from all areas of resources, all on one webpage.

How To Guides: Another way of searching for resources, the focus being on practical “how to” information.

Search the Website

The ICB website has two search functions.

  1. Global search of the entire website - top right of every webpage.
  2. Resources search - only available from within the Resources pages, this function searches resources and news items.

Shop

ICB offers merchandise, events and books for sale from our website. Some items are member-only and some are also available to non-members at a different price.

Forum

The ICB forum is a space for questions and answers, allowing anyone with interest to post questions and participate in discussions with others in the forum community. This is a great way to share information, exchange views and processes, and learn from your peers in the wider community of bookkeepers around Australia.

Although not directly available from our website, another forum for exchange of ideas and information is the (members only) ICB Discussion & Support Facebook group.

loading