

Services
Services
Featured Services
Featured Services
Providing bookkeeping and QuickBooks Online consulting and training in the Brockville and surrounding areas.
​
Small Business Bookkeeping and QBO Training Workshop Series


​Unlock Your Small Business Potential: Join Our Bookkeeping and QuickBooks Online (QBO) Training Workshop Series!
Are you feeling overwhelmed by the costs of hiring an accountant to handle your bookkeeping? Or perhaps you're intimidated by the complexity of managing it on your own? Look no further! Our 2025 workshop series, led by a certified professional accountant and fellow small business owner, is here to guide you every step of the way.
​
Bookkeeping and accounting don’t have to be daunting tasks with the right support and knowledge. Each workshop in our series will focus on different areas of QuickBooks Online, covering best practices, providing valuable tips and tricks, and offering personalized guidance tailored to your business needs.
​
Key Benefits of Attending:
-
Expert Guidance: Learn directly from a certified professional accountant and experienced small business owner.
-
Cost-Effective Solutions: Save on expensive bookkeeping services by gaining the skills to manage your own.
-
Personalized Support: Have your specific questions and concerns addressed during the Q&A sessions in every workshop.
-
Monthly Check-Ins: Keep your records accurate and on track with regular updates and assistance.
​
Imagine the peace of mind you'll gain knowing you have a trusted expert to help you navigate your bookkeeping throughout the year. Each session not only enhances your confidence but also ensures that your financial records remain pristine.
Don’t miss out on this opportunity to empower your business and streamline your accounting processes. Join us for our 2025 workshop series and take the first step towards mastering your small business finances with QuickBooks Online.
​
​


2025 Course Calendar
February | Customer and Sales Management
-Mastering the Sales Center Navigation
-Comprehensive Customer Management
-Differentiating Sales Receipts vs. Invoices
-Customer Payment Processing
​
March | Expense and Vendor Management
-Detailed Exploration of the Expense Center
-Effective Vendor Management
-Understanding Expenses vs. Bills
-Vendor Bill Payments
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
April | Banking and Reconciliation
-Linking Bank Accounts and Uploading Transactions
-Optimizing Transaction Feed Management
-Crafting Effective Banking Rules
-Accurate Account Reconciliation
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
May | Reporting and Analysis
-Customizing, Running, and Analyzing Reports
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
June | Payroll Management
-Adding Employees with Ease
-Payroll Mapping Techniques
-Efficient Payroll Processing
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
September | Tax Center Operations
-Setting Up and Filing:
-Sales Tax-Payroll Tax
-Workplace Safety and Insurance Board (WSIB)
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
October | QuickBooks Online Special Features
-Take advantage of QBO features to enhance your monthly bookkeeping and record-keeping procedures.
-The last half of the workshop is reserved for individual questions and bookkeeping assistance
​
November | Year-End Preparation
-Tips to Save Your Accountant Time and Save You Money
-The last half of the workshop is reserved for individual questions and bookkeeping assistance