Self-Study Programs for Customers

As part of our commitment to making our customers successful we are pleased to introduce you to the following self-study courses to help owner/managers and their bookkeeping staff. These courses are offered by The Knowledge Bureau, a national certified educational institute which provides continuing professional development to practicing professionals in financial services leading to certification and designation.

Click here for more information about The Knowledge Bureau or contact them by phone at 1-866-953-4769

Current course Offerings:

Basic Bookkeeping for Business
Advanced Bookkeeping for a Selection of Business Profiles
Advanced Payroll for Professional Bookkeepers
Managerial Accounting for Professional Bookkeepers
Advanced Business Issues for Professional Advisors
Tax Planning for Corporate Owners/Managers


Course Descriptions:


Basic Bookkeeping for Business - PDF

The student will have a sound working knowledge on how to set up a CRA compliant bookkeeping system for a small business; how to analyze transactions and report these within the accounting cycle in a double-entry bookkeeping system featuring Simply Accounting software provided, and then present financial statements to the accountant for tax preparation and review. The student will also gain an understanding and appreciation of the professional and ethical requirements of a bookkeeper.

Advanced Bookkeeping for a Selection of Business Profiles - PDF

The student's skill sets will move beyond basic transaction data entry to create a complete set of books for a variety of businesses while using the features Simply Accounting. The student will learn to manage the bookkeeping functions for a variety of companies, using all the modules of the program (except Payroll) to deliver financial results for the most simple to a complex company.

Advanced Payroll for Professional Bookkeepers - PDF

It goes without saying that bookkeepers must be able to produce an accurate payroll on time, every time. However, this course takes the student further, teaching completion of a full payroll cycle, TD1/T1213 form completing, accounting for statutory and non-statutory deductions, taxable and non-taxable perks and benefits and T slip preparation, for any business using Simply Accounting.


Managerial Accounting for Professional Bookkeepers - PDF

This second course in the Certified Bookkeeping Specialist designation program provides specific skill sets to assist the professional bookkeepers working in a business environment to develop financial reports that enable business decisions.


Advanced Business Issues for Professional Advisors - PDF

This course in the Certified Bookkeeping Specialist designation program covers the many special business issues that an owner/manager faces surrounding the life cycle of a business, including: purchase and sale of a business, financing the business, and planning for business succession.


Tax Planning for Corporate Owners/Managers - PDF

Acquire the skills required to provide advice on compensation policies for the business owner/manager, with a view to minimizing the total amount of income taxes paid.

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