Bookkeeping Excellence
Live Training Event

January 30 and 31, 2023 – Mississauga, ON

We are excited to offer two days of training
and Let’s Talk Bookkeeping!

The Corporate Event Centre
5110 Creekbank Rd, Mississauga, ON L4W 0A1

Bookkeeping Excellence
Live Training Event

January 30 and 31, 2023 – Mississauga, ON

We are excited to offer two days of training
and Let’s Talk Bookkeeping!

The Corporate Event Centre
5110 Creekbank Rd,
Mississauga, ON L4W 0A1

Agenda

Day 1: Monday, January 30, 2023
Live Training and Discussion
8:00 am Registration and Room Access
9:00-11:45 Sage 50 Tips and Tricks, Best Practices, Fixes and Adjustments
11:45-1:00 LUNCH
1:00-4:00 Sage 50 Account Reconciliation Specialist and Clearing Accounts
Day 2: Tuesday, January 31, 2023
Live Training and Discussion
8:00 am Registration and Room Access
9:00-11:45 Sage 50 Advanced Payroll, Payroll Year-End, T4’s and Summary
11:45-1:00 LUNCH
1:00-4:00 Company’s Fiscal Year-End Preparation and Review

Session Details

Day 1 Sessions

Sage 50 Tips and Tricks, Best Practices, Fixes and Adjustments

You don’t know what you don’t know! This session shows many Sage 50 tips and tricks on how to work efficiently in the program, report drill downs, corrections, fixes and adjustments, toolbars, shortcuts, taxes included, and use the Daily Business Manager. The session is intuitive, and time for discussion and questions.

Sage 50 Account Reconciliation Specialist and Clearing Accounts

The key to quick and successful Account Reconciliation is in the company’s setup and streamlining of how funds flow in and out of a business. We will complete several examples of Account Reconciliations for Bank Accounts, Credit Cards, funding accounts (PayPal, Telpay, Square, Stripe) and clearing accounts. We will work through reconciliation issues like discrepancies and how to un-do or reset account reconciliation. The session is intuitive, and time for discussion and questions.

Day 2 Sessions

Sage 50 Advanced Payroll, Payroll Year-End, T4’s and Summary

This session is beyond basic payroll; it will focus on how to set up advanced payroll settings and features using various wage types, custom deductions, and wages for projects and departments. It’s calendar year-end, and the company’s T4s and Summary need to be completed and reported to CRA. This session takes you through a checklist and the process of completing a company’s year-end payroll. The session is intuitive, and time for discussion and questions.

Company’s Fiscal Year End

A company’s accounting fiscal year-end can be challenging. This session takes you through preparing the books for their annual review, tax filing, year-end adjusting entries and closing the books. A good indication a Bookkeeper is doing a great job is the number of year-end adjusting entries; there are the typical year-end entries, but when there are 400 adjusting entries, there are issues. The session is intuitive, and time for discussion and questions.

Bookkeeping Excellent Training Event Pricing

Live Training – Day 1 and Day 2: $800 + HST

Live Training – Day 1 only $475 + HST

Live Training – Day 2 only $475 + HST

  • Refreshments of coffee, tea, and bottled water are provided

  • Payment types accepted: e-Transfer, Visa, or MasterCard

  • Lunch is included in the registration fee

  • Attendees receive CPD Letters of attended sessions

Your Host and Instructor

Sue Dupuy Simply Training In-Person Training

Sue Dupuy

Business Owner, Sage 50 Consultant
President, Simply Training

Sue Dupuy is a business advocate and always puts what a business needs ahead of anything else. “Providing exceptional customer service and being a trusted advisor is the key to having a successful business.” Sue talks and trains from having 35+ years of industry experience working and evolving with the Sage 50 Accounting Program and accounting consulting for businesses. Sue’s expertise comes from a strong business and accounting background and an understanding of accounting structures for any business. Sue has written curriculum for accounting programs (Sage 50 and QuickBooks), Accounting Fundamentals and Bookkeeping training. Sue’s sessions aim to pass on her knowledge, experience and advice on bookkeeping to other bookkeepers to be proficient at their work.

Hotels Near Event Venue

Attendees are responsible for their own Travel and Accommodations

  1. Courtyard Mississauga-Airport Corporate Centre West
    Website
    Address: 5050 Creekbank Rd, Mississauga, ON L4W 5R2
    Phone #: 905-625-3555
    Distance: 450 meters
  2. Comfort Inn Airport West
    Website
    Address: 1500 Matheson Blvd E, Mississauga, ON L4W 3Z4
    Phone #: 855-854-2582
    Distance: 2.0 KM
  3. Sandman Signature Mississauga Hotel
    Website
    Address: 5400 Dixie Road, Mississauga, L4W 4T4
    Phone #: 905-238-0159
    Distance: 2.1 KM
  4. DoubleTree by Hilton Hotel Toronto Airport West
    Website
    Address: 5444 Dixie Rd, Mississauga, ON L4W 2L2
    Phone #: 905-624-1144
    Distance: 2.2 KM
  5. Hampton Inn by Hilton Toronto Airport Corporate Centre
    Website
    Address: 5515 Eglinton Avenue West Toronto, Ontario, M9C 5K5
    Phone #: 416-646-3000
    Distance: 2.2 KM
  6. Best Western Plus Toronto Airport Hotel-Mississauga
    Website
    Address: 5825 Dixie Rd, Mississauga, ON L4W 4V7
    Phone #: 905-670-8180
    Distance: 3.4 KM
  7. Four Points by Sheraton Toronto Mississauga
    Website
    Address: 6090 Dixie Rd, Mississauga, ON L5T 1A6
    Phone #: 905-670-0050
    Distance: 5.3 KM
  8. Holiday Inn Mississauga Toronto West
    Website
    Address: 100 Britannia Rd E, Mississauga, ON L4Z 2G1
    Phone #: 905-890-5700
    Distance: 7 KM
  1. Courtyard Mississauga-Airport Corporate Centre West
    Website
    Address: 5050 Creekbank Rd, Mississauga, ON L4W 5R2
    Phone #: 905-625-3555
    Distance: 450 meters
  2. Comfort Inn Airport West
    Website
    Address: 1500 Matheson Blvd E, Mississauga, ON L4W 3Z4
    Phone #: 855-854-2582
    Distance: 2.0 KM
  3. Sandman Signature Mississauga Hotel
    Website
    Address: 5400 Dixie Road, Mississauga, L4W 4T4
    Phone #: 905-238-0159
    Distance: 2.1 KM
  4. DoubleTree by Hilton Hotel Toronto Airport West
    Website
    Address: 5444 Dixie Rd, Mississauga, ON L4W 2L2
    Phone #: 905-624-1144
    Distance: 2.2 KM
  5. Hampton Inn by Hilton Toronto Airport Corporate Centre
    Website
    Address: 5515 Eglinton Avenue West Toronto, Ontario, M9C 5K5
    Phone #: 416-646-3000
    Distance: 2.2 KM
  6. Best Western Plus Toronto Airport Hotel-Mississauga
    Website
    Address: 5825 Dixie Rd, Mississauga, ON L4W 4V7
    Phone #: 905-670-8180
    Distance: 3.4 KM
  7. Four Points by Sheraton Toronto Mississauga
    Website
    Address: 6090 Dixie Rd, Mississauga, ON L5T 1A6
    Phone #: 905-670-0050
    Distance: 5.3 KM
  8. Holiday Inn Mississauga Toronto West
    Website
    Address: 100 Britannia Rd E, Mississauga, ON L4Z 2G1
    Phone #: 905-890-5700
    Distance: 7 KM