Workshops

Basic Accounting Principles For Beginners

This workshop is designed to provide an introduction to bookkeeping. The workshop will include accounting terminology and an introduction to bookkeeping. Upon completion of the workshop the attendee's will have the knowledge required to complete their monthly bookkeeping tasks.

Handouts will be provided
Replay will be available

Date January 8 2020
12 pm EST
Cost $25

Demystify Your Financial Reports

In this workshop we will review the top financial reports that every business owner needs to understand and generate on a monthly basis. We will also discuss why these financial reports are so important to every business.

Handouts will be provided
Replay will be available

Date January 15, 2020
12 pm EST
Cost $25

Tech, Tools & Productivity

This workshop will be an overview of different apps and software available to help a small business owner run their business effectively and efficiently. We will focus on the following areas

  1. Email Management
  2. Social Media & Marketing
  3. Time Management
  4. Expense Management
  5. CRM (Customer Relationship Management Systems)

Handouts will be provided
Replay will be available

Date January 7, 2020
12pm EST
Cost $25

Quickbooks Online Training Three Part Series This three-part workshop is designed to provide attendants with a solid working knowledge of QuickBooks Online. By the end of the three sessions, you will have a good understanding of QuickBooks Online and will have the ability to use this platform for all of your bookkeeping needs. A private follow up session will be offered at the end of the third session.

Handouts will be provided

Session 1

  • Setting up your company
  • user set up & permissions
  • custom forms setup
  • Setting up chart of accounts
  • additional company
  • Setting up bank feeds
  • summarize session one and answer any further questions

Session 2

  • Sales & Expenses
  • Introductions & review session one
  • Setting up customers, invoicing, payment, deposits, cash receipts, credit memos & refunds
  • Suppliers & expense overview, adding suppliers, entering bills, pay bills, cheques vs bills
  • supplier credits, recording credit card transactions
  • Supplier/Customer reports, sales reports,
  • Summarize session two and answer any questions
  • Payroll/Taxes Reconciliations & Reports
  • Introductions & review session one & two
  • Setting up Payroll and payroll reports,
  • HST reporting
  • Automatic bank feeds,
  • Reconciling bank accounts & credit card transactions
  • Reports available in QBO, review and wrap up

Dates
JAN 8,15 & 22ND
12PM EST
Cost $50 CAD