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Fall / Winter 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 Schedule
Customized Corporate Training or Customized Support
This Option is all about your and what you want to learn.
Topics 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.