CloseBooks
Certified
Advisor
8 CPE Credits
NASBA Approved
NASBA-Approved · 8 CPE Credits

Become a CloseBooks
Certified Advisor

8 NASBA-approved CPE credits. Prove your mastery of AI-powered accounting to clients, employers, and peers.

Start Certification →
Early access — advisor stories publish with permission only
Curriculum

4 Certification Modules

2 hours each · Complete at your own pace · Knowledge checks required to advance

1
2 hrs

AI Transaction Categorization

Master how CloseBooks AI works under the hood. Learn to review, validate, and override AI categorizations with confidence. Understand confidence scoring, validation rules, and how to handle edge cases.

How transformer models classify transactionsReading confidence scores and flagsHandling ambiguous and split transactionsBuilding custom rules and overrides
CPE Credits
2.0
2
2 hrs

Month-End Close Mastery

Run complete month-end closes for any client type. Handle exceptions gracefully, communicate with clients about anomalies, and export audit-ready packages in minutes.

The 5-step CloseBooks close workflowException management and escalationClient communication templatesExporting to QuickBooks, Xero, and PDF
CPE Credits
2.0
3
2 hrs

Tax Strategy with AI

Leverage TaxDraft and the 5-year planning tools to identify opportunities your clients didn't know existed. Learn to model scenarios and build multi-year strategies that differentiate your practice.

TaxDraft annotation review workflowIdentifying QBI, cost segregation, and S-Corp opportunitiesBuilding 5-year projection modelsPresenting strategies to business owner clients
CPE Credits
2.0
4
2 hrs

Client Success Practices

Use Radar, Inbox, and Advisory tools to turn your CloseBooks data into client retention and revenue. Learn how top CloseBooks advisors are adding $50K-$200K in advisory revenue annually.

Setting up Radar alerts for proactive client outreachUsing the AI Advisory memo generatorBuilding an advisory service menuMeasuring and communicating your value to clients
CPE Credits
2.0
For Subscribers
Free
Included with any CloseBooks plan
Start Now →
Non-Subscribers
$299
One-time · 8 NASBA CPE credits included
Enroll for $299 →
CloseBooks Certified Advisor
Certification is available to subscribers and non-subscribers. We do not publish enrollment totals or advisor quotes until participants opt in.
NASBA Approved8 CPE CreditsKnowledge checks required

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4 modules

2 CPE hours each — categorization, close workflow, tax strategy, and client success.

Knowledge checks

Advance by passing module quizzes — not click-through completion.

Included for subscribers

Free with any CloseBooks plan, or $299 one-time for non-subscribers.

Ready to get certified?

Start the curriculum in your dashboard — included with your plan or available as a one-time purchase.

Start Certification →
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