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Spring/Summer Schedule

Inventory - Contact me to determine your needs and time committment
How best to manage inventory
What are good inventory software options
How to do mass pricing updates or description changes

Call for Schedule

Set Up Readying For Year End - $100 per person (+ gst)

Call for Schedule

QuickBooks Online App Stack Workflows


The app stack that I use
Recommendations for other apps
Best practices & what to watch out for
How these apps work with QuickBooks Online

Call for Schedule

Month End Best Practices - 1 hr Lunch & Learn Sessions - $100 per person (+ gst)

What steps do you need to do each month end, to make sure you have accurate information and everything is in order.
Call for Schedule


Full 12 Week QuickBooks Online Course - starting Wednesday Sept 7, 2022 to Wednesday, Nov 23, 2022 - 9:00 am to 11:00 am MDT
Next Course - To Be Scheduled

New Bookkeeping Course for a Deeper Understanding How to do Your Bookkeeping

Invest only $2,500 + GST for 50 hours of hands on training to simiplify your bookkeeping and develop solid knowledge.

Extended Boot Camp Bookkeeping Program - why pay someone else to do your books badly, when you know the in’s and out’s of the purchases and sales of your business.

Are you a business owner who (or have an employee) wants to learn all the ins and outs of bookkeeping. This bookkeeping program will give you hands on experience in a real time set of books. You will get to experience in a QuickBooks Online environment. The learning will be hands on with guidance. You will be able to ask questions and have and experienced QBO Advance Certified instructor with over 22 years bookkeeping experience guide you through the process of what to do and explain the “why” behind the entries. There will be series of at least 3 - 5 hour days per week (for a total of 10 days) which will allow for the repitition needed to solidify the knowledge you need. This program will cover all aspects of bookkeeping and will give you solid experience so you can do your own bookkeeping with confidence. Your books will be cleaner and more accurate. When you send it to your accountant for them to complete the year end, odds are your bill will reflect the fact that you have a clean set of books.

  • Working with the Banking Feed, Bank Rules and Recurring Transactions to provide accuracy and consistency.

  • Day to Day Booking

  • Bank Reconciliations

  • GST returns, the importance of coding (how to do them and best practices to keep the QuickBooks Online workflow in order)

  • Cleaning up clutter

  • How to handle mistakes you discover

  • Out of ordinary entries

  • month ends & year ends

  • Reports - how to understand the financial information on your company

Customized Corporate Training or Customized Support

This Option is all about your and what you want to learn.
Each topic is its own mini course, so you can enroll for only the help you need. can be (but not limited to):


Readying for Year End
- Readying for year end. Steps to take to send a cleaner set of books to your accountant
- What to watch out for and how to make any necessary adjustments
- Working notes for your accountant

Plooto for Payables or Receivables
- the month end process that needs to take place

Intercompany Transactions
- how to enter them as they occur
- fully understanding the impact on both companies
- what you need to do at month ends and year ends.

T4’s & T5018’s & Filing the WCB Annual Return
 - time lines
- steps involved
- how to actually file or submit this information

GST
- the importance of the coding
- critical reports to cross reference
- how to deal with anomolies
- closing off the GST filing in your software

Payroll
 - setting up employees
- setting up pay structures
- setting up pay periods
- running payroll
- month end and the PD7A
- closing off your payroll cycle in the software

Times and content are coordinated to meet your needs. You can have as many people as you want or as few people. It is your issues, your industry, your choice of location. Accounting Software supported includes QuickBook-s Online, QuickBooks Desktop & Sage 50, as well as payroll software and inventory programs.