Special Event Trainer: Jacqueline Bernal, CPB

Simple Steps Bookkeeping System – Training Program

Schedule 2018/19: 23 bi-weekly bookkeeping training sessions @ 2 hours per session
  • Every second Wednesday
    • 11:00 am to 1:00 pm, or
    • 6:00 pm to 8:00 pm
  • In-person or On-line

So… you’ve just started a business, or have been running one for a while, or maybe you’re an office manager/bookkeeper wanting to expand your knowledge.

You have a rough idea of how things work, but never had the time to learn the actual rules and regulations.

Or perhaps you trust your business financials to someone else, and just wish you knew a little bit more.

Bookkeeping is more than just data entry, it’s about knowing:

  • the rules around recording financial information
  • producing financial statements that you can understand
  • government requirements
  • knowing when to turn to others for help
  • and more…

This 12 month course will help clear some of the confusion around money and business.

Our first session is free and starts Nov 21, 2018

SPECIAL RATE: 3 sessions for the price of 2
Sign up for the Nov 28, Dec 5, and Dec 19 sessions for a one time fee of $99.00

The fee for follow-up sessions will be
*  $ 99.00/mth plus GST, billed monthly (on an annual contract, with 3 months cancellation notice), or,
*  $ 119.00/mth plus GST, billed monthly (on a quarterly basis, no cancellation option)

Sessions run every second week, starting Jan 9, 2018


Session #Date
121-NovIntroduction: Bookkeeping in the Modern Age –  “Free Session for everyone”

  • Thinking like a CEO
  • From “pen and paper” to “Excel” to “Online or Desktop”
  • Financial Statements: Easy to Read , Easy to Understand
  • Government Reporting
  • Bookkeeper vs Accountant: What’s the difference
  • Special Topic: Cannabis Costs – Marijuana in the workplace


228-NovFinancial Statements:

  • What are they?
  • Where do they come from?
  • Why are they important?
  • Setting up your Chart of Accounts (defining the language of your business)
  • An Introduction to Software Programs – from sales to business management, what are the options?


305-DecGetting ready for Year End Part 1:

  • Shareholder Loans
  • Employees
  • T4’s, T4A’s, T5018’s, T5’s
  • Preliminary tax planning


419-DecGetting ready for Year End Part 2:

  • GST and WCB
  • Preparing for your Accountant
  • CRA “My Account”
  • Planning for next year


509-JanCash Flow Forecasting and Budgeting
623-JanRevenue Canada – Deductible Expenses Part 1: General Expenses
706-FebIntroduction to GST:

  • What is it? Who does it apply to?
  • When should I register?
  • How does it work?
  • Verifying a suppliers GST number
820-FebIntroduction to Payroll: Federal and Provincial regulations, ROE on the Web
906-MarRevenue Canada – Deductible Expenses Part 2: Office in Home, Vehicles, Capital Cost Allowance
1020-MarPayroll Part 2:

  • Provincial Employment Standards incl “Wages vs Earnings”
  • allowable hours and overtime options
  • stat holiday pay
  • terminations, record keeping requirements
1103-AprTaking your sales on-line, at home and abroad
1217-AprPayment systems: PayPal, Shopify, Merchant Services, QuickBooks Online, Xero, and more
1301-MayGST Part 2: Reconciling with QBDT, QBO, Xero, manual calculations, Revenue Canada’s “Special Cases”
1415-MayPayroll Part 3:

  • Employee vs Subcontractors
  • When is a “Manager” not a manager?
  • Payroll for the Construction Industry, and other Exceptions
1529-MaySoftware options for your business: TSheets, Hubdoc, Receipt Bank, Telpay, Plooto, Aero, Asana, Zoom, Loom, and more
1612-JunPayroll Part 4: Employee Benefits – taxable or not?
1726-JunWhere do you want to take your business?

  • The mental aspects of business growth
  • Research sources
  • What’s happening in the world today
1810 & 24-JulOpen topics / To be determined.
1914 & 28-AugOpen topics / To be determined.
2011-SepInformation On-Line: CRA, MERC, Business Statistics, and more
2125-SepAdvanced Excel Techniques for Financial Analysis and Reporting
2209-OctPayroll Part 5: Protected leave of absences, hiring adolescences and youths, special industries
2323-OctSoftware Options Part 2 – a more detailed look
2406-NovStretch Yourself – Planning for the next year… or few years…
2520-NovReview of getting ready for Year End Part 1:

  • Your business has grown, a lot may have changed, where are you now?
  • Employees and subcontractors, do the dollars make a difference
  • Year end reporting
  • Preliminary tax planning


2604-DecGetting ready for Year End Part 2:

  • GST and WCB
  • Preparing for your Accountant
  • CRA “My Account”
  • Planning for next year


2718-DecFinal Thoughts on the Entrepreneurial Adventure – Where to now?

Training Events Trainer: Jacqueline Bernal, CPB

Watch for Upcoming Events

  • QuickBooks Desktop Training
  • QuickBooks Online Training
  • Xero Accounting Program Training
  • Other software training…

Special Invite

Life Styles Inventory™ (LSI )

12 month Mentoring Program

  • LSI 1 Detailed Assessment
  • Bi-weekly individual phone meeting: 30 minutes
  • Monthly group meeting with lunch: 3 hours

Special Offer $159 / mth

The LSI assesses and provides feedback on thinking and behavioral patterns that people can change to develop themselves along multiple dimensions, including their ability to understand and manage their emotions.

  • The LSI measures how people think about themselves, their colleagues and their jobs.
  • As one of Human Synergistics first assessments, the LSI has helped millions of people gain self-awareness, as well as an understanding of how their thinking styles impact their overall effectiveness.
  • Clearly describes the individual’s thinking and behavior in ways that promote constructive change.

Jacqueline Bernal, President and CEO of Bernal Business Services Inc, has been recognized by the:

  • American Board of NLP as a Certified NLP Practitioner Coach
  • American Board of Hypnotherapy as a Certified Hypnotherapist
  • The Time Line Therapy Association as a Time Line Therapy Practitioner
  • Human Synergistics as Certified in the use of LSI, WSI, and GSI assessments

Book early as the group will be limited to 10 individuals!

Training Events Trainer: Jacqueline Bernal, CPB

Advanced Bookkeeper Certification Course: Jan to October 2018


Metro Continuing Education

  • QuickBooks Level 1 Feb 22 – 24, 2017
  • QuickBooks Level 2 Mar 1 – 3, 2017
  • QuickBooks Level 1 May 24 – 26, 2017
  • QuickBooks Level 2 May 31 – June 2, 2017
  • QuickBooks Level 1 Oct 11 – 13, 2017
  • QuickBooks Level 2 Nov 29 – Dec 1, 2017
  • QuickBooks Online Nov 29 – Dec 1, 2017
  • QuickBooks Level 1 Mar 14 – 16, 2018
  • QuickBooks Level 2 Mar 21 – 23, 2018
  • QuickBooks Level 1 May 23 – 25, 2018
  • QuickBooks Level 2 May 30 – June 1, 2018

Anderson Career Training Institute

  • Self-Employment Training Program – Bookkeeping, Aug 2018
  • Self-Employment Training Program – Bookkeeping, July 2018
  • Self-Employment Training Program – Bookkeeping, May 2018
  • Self-Employment Training Program – Bookkeeping, March 2018
  • Self-Employment Training Program – Bookkeeping, Dec 2017
  • Self-Employment Training Program – Bookkeeping, April 2017


Your Books Done Right

  • Join us for an evening learning and networking session with guest speakers from Intuit & BusinessLink. May 4, 2017

Set-Up & Grow Your Construction Business

  • Jacqueline Bernal will be a guest speaker on April 19th at this Edmonton Construction Association (ECA) – Cancelled