Book-keeping & Finances

Dollars & ‘Sense’ – Financial Basics for Business

This program will provide you with the knowledge to help you understand the rules and regulations of today’s small business finances. Build financial success with Dollars & ‘Sense’! Content may include:

  • Basics & Definitions
  • Bookkeeping Concepts
  • Home Office & Vehicle Use
  • Budgets & Cashflow
  • Pricing Strategy
  • Financial Statements & Reporting Requirements

Dollars & Sense PLUS

Building on the foundation from Dollars & ‘Sense’, this follow up “PLUS” program offers more in-depth training and delivers the basic hands on knowledge of operating a small business. You will learn the foundations of record keeping using sample cases to complete reports and forms required by our Government. For business viability, you will prepare budgets and cash flow forecasts. Content may include:

  • Excel Double Entry
  • Business Taxation
  • Pricing Strategies
  • Financial Analysis
  • Reporting Requirements
  • Balance Sheets

Financial Skills for Your Trade or Construction Business

This program provides you with knowledge & understanding of how to run a strong & profitable trade or construction business.

  • Price Your Services and Materials for Profitability
  • Manage your Inventory and Cash Flow to Control Costs
  • Build Better Budgets & Quotes for Jobs and Projects
  • Understand Your Finances, Payroll & Taxes

Introduction to Sage 50: Tips & Tricks (Level 1)

This program covers how to set up your company and the day-to-day use of Sage 50. It will help with navigating through modules and getting familiar with useful shortcuts. With this program you will be able to enter your own source documents, find and correct errors and monitor reports. Content may include:

  • General Journal
  • Receivables
  • Payables
  • Inventory
  • Payroll

Sage 50 (Level 2): Make Sage 50 Work for Your Business

This program builds skills required to customize Sage 50 so participants can use their Sage 50 more effectively. Using a case study you will learn ways to perform tasks faster & adapt the program to your business. This program requires Sage 50 experience. It covers:

  • General Journal
  • Receivables
  • Payables
  • Inventory
  • Payroll

Quickbooks

Designed to cover the fundamentals of using this computerized accounting program to maintain your day to day record keeping. Upon completion of the QuickBooks program you will have a strong working knowledge of the fundamentals. Participants will have the opportunity to:

  • Set up a Company
  • Review Preferences
  • Post Bills
  • Explore Inventory Options
  • Banking

Wave Accounting

This program is designed to provide the basics to a new user and enhance the efficiency of someone currently using the Wave program. You’ll explore the online program while applying the skills needed to use Wave for your business accounting. You will learn how to do the setup, sync your bank account, day-to-day entries, and addon integration.

  • Accounting Review
  • Wave Orientation & Set Up
  • Journal Entries
  • Historical Data
  • Inventory & Invoices
  • Integration of Addons