client training bookkeeping
DESCRIPTION
TRANSCRIPT
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Presented by:
Basic bookkeeping: Strategies to reduce accounting fees
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Presented by:
AGENDA
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Presented by:
Who we are – CA4IT background
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Presented by:
Good advice is priceless
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Presented by:
Bookkeeping guidelines
I hate this stuff
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Presented by:
Choosing a bookkeeping tool
Amount of knowledge required
Am
ount
of t
ime
requ
ired
• Excel CRED file
• Bookkeeping service
0
• Generalledgerprograms
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Presented by:
HST long method
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Presented by:
HST quick method
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Presented by:
Cost overview
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Presented by:
Corporate year end process
1. File Preview 2 days
2. Preliminary Data Entry 8 days
3. Review Meeting Prep 3 days
4. Review Meeting 8 days
5. Secondary Data Entry 2 days
6. Finalizing 3 days
7. Package Preparation 2 days
8. Year End Package Release 2 days
TOTAL 30 days
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Presented by:
Recommendations
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Presented by:
Required documents - new client
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Presented by:
Required documents - general
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Presented by:
How to submit your documents
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Presented by:
What is deductible?
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Presented by:
Decreased expensesincreased taxes.
Lack of knowledge.
Fear of Revenue Canada.
Poor record keeping.
Reasons for below average expenses
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Presented by:
Tools for maximizing expenses
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Presented by:
Expenses
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Presented by:
Revenue
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Presented by:
Where to get more information
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Presented by:
Follow up
Contact your local CA4IT representative, or visit www.CA4IT.com for more information
Phone: 1-800-465-7532Email: [email protected]