Program Details

 
 

HINDSIGHT - 1-Month Review program

For business owners, bookkeepers, controllers and accounting managers of all levels of experience who need an objective eye to review the books of their company or a client file.

This one-month service provides a comprehensive accounting data and process review; a 90 minute training session, as well as sessions to develop a thorough understanding of the income statement and balance sheet

to ensure future success, enrolees will also receive ‘10-steps to close your books each month’, a best practices checklist and access to our knowledge base.

sessions available

Saturday – Wednesday
Morning, Afternoon, and Evening

currently accepting enrollment

 

First sight 3-month training program

suited for new business owners and beginning bookkeepers,

our 3-month program extends individual review, support and training by delving into general tax requirements, automation of bookkeeping and an admin tasks.

bi-weekly Training is enhanced with bi-weekly Q&A sessions where participants can ASK for feedback and how-to’s specific to their business,

businesses with additional requirements such as ecommerce, sales tax, legal and construction should start their enrollment here.

sessions available

saturday – wednesday
Morning and afternoon

Q2 tracks now open

 

Insight 6-month training and support program

for businesses looking to use their numbers to understand their business,

the 6-month program continues to build and deepen your accounting knowledge by introducing budgeting, cash flow planning, accounts Payable and receivable management. Be able to identify and solve budding problems.

Payroll, project tracking, approvals processes, and job-costing are also covered. intro to Variances and Break Even Points will provide the basis for extended planning.

sessions available

Monday-Saturday
Morning, Afternoon, or Evening

 

Foresight 12-month training, support and advisory program

for businesses looking to Position themselves for growth and long-term success

use the knowledge gained during the insight period to deeply understand your business numbers, what drives them and then use them toward strategic planning.

learn how to create scenarios, budget, forecast and plan cashflow.

Be able to calculate ROI and breakeven points for your business.

Also covered:

  • Deferrals

  • Asset Management (including ghost assets)

  • KNOW when to bring in a controller, CFO and CPA

  • 1099 Reporting & Year End close

sessions available

Saturday – Wednesday
Morning, or Afternoon

next program begins APRIL 2024

 

individual training

if you prefer session-by-session training, need help on a single issue, want a review of your work or a clients work, want to brainstorm with an expert, we are here to help.

sample topics:

  • Automate your accounting with XERo

  • e-commerce bookkeeping overview

  • sales tax tracking and reporting

  • audit avoidance and prep workshop

  • identifying and tracking kpis

  • non-profit bookkeeping

session schedule

Monday – thursday
Morning or Afternoon

availability

open