Special Event Trainer: Jacqueline Bernal, CPB

Simple Steps Bookkeeping System – Training Program

Schedule 2018/19:
  • Free 1 hr Introductory Session Nov 28, Dec 5, Dec 12, Dec 19
    • Every Wednesday
      • 12:00 pm to 1:00 pm, or
      • 7:00 pm to 8:00 pm
  • Regular sessions start Jan 9, 2019
    • 25 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 introductory sessions are free and start Nov 28, 2018

 

The fee for follow-up sessions will be:

  • $ 99.00/mth plus GST, billed quarterlyor,
  • $ 129.00/mth plus GST, billed monthly

 

Regular sessions run every second week, starting Jan 9, 2018

 

Session # Date
Free  

Nov 28

to

Dec 19

Introduction: Bookkeeping in the Modern Age –  “Free 1 hour sessions for everyone”

  • Nov 28, 2018
    • Thinking like a CEO
    • From “pen and paper” to “Excel” to “Online or Desktop”
  • Dec 5, 2018
    • Reporting your income: Shareholder Loans, Dividends, T4 Income
    • Preliminary Tax Planning
  • Dec 12, 2018
    • Doing T4’s right – Avoiding CRA requests for a PIER review
    • Special Topic: Cannabis Costs – Marijuana in the workplace
  • Dec 19, 2018
    • Financial Statements: Easy to Read , Easy to Understand
    • Government Reporting
    • Bookkeeper vs Accountant: What’s the difference?

 

1 Jan 9 Getting ready for Year End Part 1:

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

 

2 Jan 23 Getting ready for Year End Part 2:

  • GST and WCB
  • Preparing for your Accountant
  • CRA “My Account”
  • Planning for 2019

 

3 Feb 6 Financial 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?

 

4 Feb 20 Revenue Canada – Deductible Expenses Part 1:

  • What can you claim?
  • How do you claim it?

 

5 Mar 6 Revenue Canada – Deductible Expenses Part 2:

  • Office in Home
  • Vehicles
  • Capital Cost Allowance

 

6 Mar 20 Introduction to GST:

  • What is it? Who does it apply to?
  • When should I register?
  • How does it work?

 

7 Apr 3 Managing Your Money:

  • Cash Flow Forecasting
  • Budgeting

 

8 Apr 17 Introduction to Payroll:

  • Federal and Provincial regulations
  • Record of Employment (ROE’s)

 

9 May 1 Payroll Part 2:

  • Provincial Employment Standards incl “Wages vs Earnings”
  • allowable hours and overtime options
  • stat holiday pay
  • terminations, record keeping requirements

 

10 May 15 Taking your sales on-line, at home and abroad

 

11 May 29 Payment systems:

  • PayPal, Shopify
  • Merchant Services
  • QuickBooks Online, Xero, and more

 

12 June 12 GST Part 2:

  • Reconciling with QuickBooks Desktop, QuickBooks Online, Xero, manual calculations
  • Revenue Canada’s “Special Cases”
  • Verifying a suppliers GST number

 

13 June 26 Payroll Part 3:

  • Employee vs Subcontractors, Know the difference!!
  • When is a “Manager” not a manager?
  • Payroll for the Construction Industry, and other Exceptions

 

14

 

July 10

 

Software options for your business:

  • TSheets, Hubdoc, Receipt Bank,
  • Telpay, Plooto, Payment Evolution
  • Aero, Asana, Zoom, Loom, and more

 

15

 

 

July 24

 

 

Where do you want to take your business?

  • The mental aspects of business growth
  • Research sources
  • What’s happening in the world today

 

16 Aug 14 Open topics / To be determined – What are your questions?

For those that celebrate Eid-al-Adha, may it be a joyous time for you.

17 Aug 28 Open topics / To be determined – What are your questions?

 

18 Sept 11 Payroll Part 4: Employee Benefits

  • taxable or not?
  • what are your costs?

 

19 Sept 25 Information On-Line:

  • CRA
  • MERC
  • Business Statistics, and more

 

20 Oct 9 Advanced Excel Techniques for Financial Analysis and Reporting

 

21 Oct 23 Payroll Part 5: Protected leave of absences, hiring adolescences and youths, special industries

For those that celebrate Diwali, may it be a joyous time for you.

 

22 Nov 6 Software Options Part 2 – a more detailed look.

 

23 Nov 20 Stretch Yourself – Planning for the next year… or few years…

 

24 Dec 4 Review 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

 

25 Dec 18 Final Thoughts on the Entrepreneurial Adventure – Where to now?

 

Merry Christmas, Happy Hanukkah, Joyous Kwanzaa, Happy New Year’s and Omisoka

 

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

Website

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
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