Bookkeeping Training and 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, integrated apps. 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, Certified in both Desktop & Online  (aka QBO) versions of QuickBooks as well, being trained and certified with many of the applications in the QBO Eco-system.  

QuickBooks Online means so much more than just accessing your accounts from anywhere, anytime. It also opens up an unlimited world of possibilities thanks to the app store, which boasts hundreds of QuickBooks apps all designed to help you customise an integrated package to fit your business’s needs. 

In the past 2 years cloud & mobile accounting has dramatically changed.  Your bookkeeping can be accessible anywhere from a tablet, laptop or smartphone.  Manual data entry is now being done by software.  Its important to have someone who can understand how this software works and show you how to use it.

 I can show you how to:

  • Record your income and receipts, and prepare your GST/PST, WorkSafe BC and payroll remittance forms
  • Establish a clear trail for expenses that may be questioned
  • Avoid penalties by meeting important filing deadlines
  • Navigate through the apps that integrate into QBO software and personalize the setup.  I will let you know which apps have been tested and given a stamp of approval by other ProAdvisors for time tracking, receipt tracking, payroll, document retrieval, inventory and more.
  • 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.  I can have a hot coffee waiting for you at my relaxing and unpretentious office, or we can work remotely by computer instead of in-person.  We can arrange one quick visit or an entire series of hands-on tutorials.

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