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Want to Learn How to Do Your Own Bookkeeping?

Yes, it is possible to do all your bookkeeping in-house. Doing this reduces your monthly accounting costs and greatly assists in meeting your accountant's year-end tax requirements. In addition, this provides you with a much better understanding of your current/future financial position. I am a practicing Accountant (CPA, CMA) with over 25 years' experience in running businesses and teaching business owners how to do their own bookkeeping. This includes working with wholesalers, manufacturers, retailers, and non-profit organizations in the creation and handling of their necessary bookkeeping requirements. Instruction will teach you all routines necessary to meet your bookkeeping needs, including the steps taken to file all government reports. Training shows you how to generate the reports needed to know how your business is doing. With your input, budgets can be created allowing you to project future profitability. This includes showing how these can be independently maintained and updated well into the future. Training can be done anywhere in Greater Victoria or at my office. I own Sage 50 (formally Simply Accounting), have good QuickBooks knowledge and have used many other accounting programs in the businesses I have worked with. I am Microsoft Excel 2007 and 2010 certified and frequently find myself involved in the design and automation of spreadsheets for clients. Excel training can be provided if this is an area you feel you could use assistance with. For smaller businesses, it usually takes 20 to 40 hours to teach someone how to perform their monthly bookkeeping requirements. At that point, clients are able to work independently or with minimal input on my part. If requested, references can be provided from previous clients who are now satisfactorily performing their bookkeeping with little, or no, assistance. Each business's needs are unique and I can meet with you initially at no charge to determine the level of training you will require. I will then be in a position to offer you a reasonable hourly or package rate, this being dependent on how much time we mutually feel you will need. If this is of interest, please contact me by email to obtain more information.

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January 4, 2017
September 10, 2021
October 10, 2021
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