client training bookkeeping

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Basic bookkeeping: Strategies to reduce accounting fees

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AGENDA

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Who we are – CA4IT background

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Good advice is priceless

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Bookkeeping guidelines

I hate this stuff

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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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HST long method

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HST quick method

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Cost overview

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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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Recommendations

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Required documents - new client

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Required documents - general

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How to submit your documents

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What is deductible?

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Decreased expensesincreased taxes.

Lack of knowledge.

Fear of Revenue Canada.

Poor record keeping.

Reasons for below average expenses

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Tools for maximizing expenses

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Expenses

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Revenue

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Where to get more information

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Follow up

Contact your local CA4IT representative, or visit www.CA4IT.com for more information

Phone: 1-800-465-7532Email: CustomerService@CA4IT.com