Training Programs

Designed to help you with your Business & Finances

Want to get your money in order?

Download our free checklist on how

to save time and money with bookkeeping and banking.

Small Biz Training

6-Week Course Books and Records for $1500

This course is designed for individuals seeking to improve their financial management skills and make informed decisions using financial record-keeping systems. You will learn how to establish and maintain accurate financial records with QuickBooks Online.

Open Session: Q&A and Breakout Room coaching

Opening Balances and recording transactions

Overview of QBO, registering your user account, and setting up your chart of accounts

Routine Bookkeeping: Developing good habits and reconciling Month End

Setting up taxes/source deduction reporting (Local/Provincial/ Federal/Global Requirements)

Understanding finance in your household and/or business

Year End, Checking your Tax Returns

Finance Consulting

1 On 1 Consultation

Improving your decision-making starts with understanding your business financial statements. Reaching financial goals requires taking action and being accountable.

Schedule a consultation with Managing Director, Christie Buckley, to assess your business and personal finance goals, receive expert guidance, and develop a practical plan. Meetings can be held virtually or in person and occur weekly, bi-weekly, monthly, or quarterly, lasting approximately 60 minutes.

Finance Consulting

1 On 1 Consultation

Improving your decision-making starts with understanding your business financial statements. Reaching financial goals requires taking action and being accountable.

Schedule a consultation with Managing Director, Christie Buckley, to assess your business and personal finance goals, receive expert guidance, and develop a practical plan. Meetings can be held virtually or in person and occur weekly, bi-weekly, monthly, or quarterly, lasting approximately 60 minutes.