Services

Small Business Admin & Bookkeeping Support & Training Services

Every business owner’s needs for admin or bookkeeping support may vary based on business processes, budget, existing knowledge level, current software platforms, and timelines.

Here’s a sampling of some of the many topics I’ve taught during recent training sessions:

• How to set up an iron-clad process for scheduling obligations and events.
• Creating and managing tasks without feeling overwhelmed or experiencing those panicked moments right as you’re about to drift off to sleep, when you bolt upright and check your phone to see if you’ve forgotten something.
• The primary skills to be used daily in QuickBooks Online. Daily business admin keeps task lists small, eliminates overwhelm, and reduces stress about where your business stands financially.
• Assessing how GST/HST was handled in previous years of business when a CRA HST review occurs.
• Diagrams demonstrating how income tax works for sole proprietors, compared to receiving wages from an employer.
• A full accounts receivable and accounts payable overhaul in QuickBooks to ensure revenue isn’t overstated, and expenses haven’t been duplicated.
• The important task of monthly reconciliation in QuickBooks Online. It only takes a few minutes to complete, but the peace of mind it provides is priceless.
• Mastering sales tax codes in QuickBooks Online. If not used correctly, sales tax codes can cause a lot of complications in your reporting, and sometimes even cost you a lot of money, too!
• Using sub-accounts, sub-customers, and projects in QuickBooks Online can provide wonderfully granular bookkeeping records, but if not done correctly, it’s more likely to cause chaos instead.

I hope that list is helping you realize that there’s no such thing as a silly question, and no matter how messy your bookkeeping or processes might be at the moment, I assure you, you’re not the exception; you’re the rule.

Most importantly, patience, persistence, and practice will help your business get back on track administratively.

---

---

---

---

---