Balsam Way Bookkeeping

Relax & Unwind... I've got a CUSTOMIZED SOLUTION just for YOU


Bookkeeping Training & Set-Up

As a business owner myself, I know what it’s like starting up a new business. You’ve got a pile of expenses, more time than money and you’re looking for innovative ways to cut costs and improve your profitability.

Doing your own bookkeeping is one way to save some money, but only if you do it right. Don’t worry, I can help.

My role is to take the mystery – and the frustration – out of your bookkeeping. I’ll help you choose the right accounting software. I’ll set up a personalized chart of accounts that makes sense for your business. And I’ll provide as much or as little training as you need to confidently handle the job on your own.

I'm a QuickBooks ProAdvisor and a Simply Accounting Premier Advisor, as well a skilled user of Excel.

 I can show you how to:

  • Record your receipts and prepare your GST/HST, WorkSafe BC and payroll forms
  • Establish a clear paper trail for expenses that may be questioned
  • Avoid penalties by meeting important filing deadlines
  • Create detailed reports that will allow you to make informed business decisions
  • and...

As you're getting started, I'll even review your bookkeeping entries monthly, quarterly or as often as you request to help you identify and resolve any issues before they become costly mistakes.

Since no two businesses are alike, your training will be tailored to your precise needs. We can meet at your home, or I can have a hot coffee waiting for you at my calming and unpretentious office. We can arrange one quick visit or an entire series of hands-on tutorials. We can even work remotely by computer instead of in-person. 

Whatever your needs, I’ll ensure that you have the tools to avoid the many potential pitfalls and mistakes of do-it-yourself bookkeeping.

Helpful, professional advice is never more than a phone call away. Call me at 778.427.1122 to get started!


"Thank you, great work, I love it, I feel good about this now."
-Aaron Salt, AScT Environmental