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Training

  • Bookkeeping 101 for Small Business Owners

  • Chart of Accounts and How to Use It

  • Categorizing Transactions

  • Accounts Receivable & Invoicing Best Practices

  • Accounts Payable

  • Sales Tax Requirements

  • Bank & Credit Card Reconciliation

  • Sales Tax Modules, Calculation & Filing

  • Report Production & Interpretation

  • Basic Payroll Compliance​

  • Advanced Bookkeeping (Accruals & Prepayments)

  • Project Tracking

  • QuickBooks (Online & Desktop), Xero & Hubdoc

  • Account Setup & Company Settings

  • Customer & Supplier Set-up

  • Creating & Sending Invoices, Credit Notes & Quotes

  • Entering & Paying Bills, Managing Payables

  • Receipts & Expense Capture

  • Review Internal Bookkeeping 

  • Bookkeeping Process Development & Implementation

  • ​One-on-one Training or Group Workshops

  • Train-the-Trainer

  • Recorded Video Courses

  • Office Hours (on-going Adhoc Support)​

Core Foundations

Accounting Software

Management Training

Specialized Services

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