Join us in Richmond, BC, for the Bookkeeping Excellence Training Event on Sage 50 Accounting (Canadian) Advanced Topics and Hands-on Training.
Don’t miss out on this training on learning to streamline your accounting and bookkeeping processes.
Experience Sage 50’s in-product time-saving automated settings and features that make your life easier.
You don’t know what you don’t know!!!
Agenda
Training Day 1: Thursday, March 30, 2023
9:00 am to 4:00 pm
8:00 am
Registration and Room Access
9:00 am
Sage 50 Tips and Tricks, Adjustments and Best Practices
12:00 pm
LUNCH
2:00 pm
Sage 50 Account Reconciliation Specialist, Clearing Accounts and Banking Processes
Training Day 2: Friday, March 31, 2023
9:00 am to 4:00 pm
8:00 am
Registration and Room Access
9:00 am
Sage 50 Advanced Payroll, Payroll Year-End, T4s and Summary
12:00 pm
LUNCH
2:30 pm
Sage 50 Fiscal Year-End Preparations and File Review
Session Details
Sage 50 Tips and Tricks, Fixes and Adjustments and Best Practices
You don’t know what you don’t know! Sage 50 has many built-in features and settings you may not know about and are designed to save time. Join us for Sage 50 Tips and Tricks on how to work efficiently in the program, including corrections and adjustments, toolbars, shortcuts, Tax Codes Included, recurring transactions, Daily Business Manager, and many consultants’ tricks shared. This session is intuitive and has time for discussion and questions.
Sage 50 Account Reconciliation Specialist, Clearing Accounts and More
Sage 50 Account Reconciliation is quick and easy! The key to a quick and successful Account Reconciliation is setting up and streamlining funding accounts. We will show examples of Account Reconciliations for Bank Accounts, Credit Cards, funding accounts like PayPal, Telpay, Square, and Stripe and how to set up and use clearing accounts. We will work through reconciliation issues like discrepancies and how to un-do or reset account reconciliation. The session is intuitive and has time for discussion and questions.
Sage 50 Advanced Payroll, Payroll Year-End, T4s and Summary
There is a lot to Payroll! This session focuses on advanced payroll settings and features using various wage types, custom deductions, wages for projects and departments and setting up Remittances in Sage 50. Payroll and Remittances roll up automatically into T4 Slips and the T4 Summary; we will complete a Payroll Year-End of printing a company’s T4s and the Summary and reporting to CRA. The session is intuitive and has time for discussion and questions.
Company’s Fiscal Year End, Adjusting Entries and Closing the Books
A company’s fiscal year-end can be challenging. This session takes you through the process of preparing the company’s accounting records for the accountant for their annual review and filing of taxes. We will cover how to review for errors, bad-debt write-offs, year-end adjusting entries and closing the books. The session is intuitive and has time for discussion and questions.
Your Host and Instructor

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.
Event Testimonials
Jan 2023 – Janie, VC Contracting, Windsor, ON “I loved the sessions and will be looking forward to any future classes you will be holding. I enjoyed the Tips and Tricks session the most; I learned a lot, and it will be helpful for me in my business.”
Jan 2023 – Sandy, Accounting Consultant from Guelph, ON “I enjoyed the open interaction with attendees and the questions that came up in the room.”
Jan 2023 -Sheryl, Lynch’s Accounting Services from Miramichi, NB “I recommend this training; it was well-organized and easygoing, and comfortable asking questions. I learned some tips on how to do things faster, and I liked the year-end and CRA discussions the most.”
Jan 2023 – Michelle, Accounting Associate from Ottawa, ON “I really enjoyed the training and enjoyed the T4 session the most.”
Hotels Near Event Venue
Attendees are responsible for their own Travel and Accommodations
- Holiday Inn Express & Suites Riverport Richmond
Website
Address: 10688 No 6 Rd, Richmond, BC V6W 1E7
Phone #: +1(604) 241-1830
Distance from Event Location: 4.1km - Holiday Inn Vancouver Airport – Richmond
Website
Address: 10720 Cambie Rd., Richmond, BC V6X 1K8
Phone #: +1(604) 821-1818
Distance from Event Location: 4.3km - Accent Inns Vancouver Airport
Website
Address: 10551 St Edwards Dr, Richmond, BC V6X 3L8
Phone #: +1(604) 273-3311
Distance: Distance from Event Location: 4.4km - Sandman Signature Vancouver Airport Hotel & Resort
Website
Address: 10251 St Edwards Dr, Richmond, BC V6X 2M9
Phone #: +1(604) 278-9611
Distance from Event Location: 4.4km - Travelodge Hotel by Wyndham Vancouver Airport
Website
Address: 3071 St Edwards Dr, Richmond, BC V6X 3K4
Phone #: +1(604) 278-5155
Distance from Event Location: 5.3km - Sandman Hotel Vancouver Airport
Website
Address: 3233 St Edwards Dr, Richmond, BC V6X 3K4
Phone #: +1(604) 303-8888
Distance from Event Location: 5.4km
- Holiday Inn Express & Suites Riverport Richmond
Website
Address: 10688 No 6 Rd, Richmond, BC V6W 1E7
Phone #: +1(604) 241-1830
Distance from Event Location: 4.1km - Holiday Inn Vancouver Airport – Richmond
Website
Address: 10720 Cambie Rd., Richmond, BC V6X 1K8
Phone #: +1(604) 821-1818
Distance from Event Location: 4.3km - Accent Inns Vancouver Airport
Website
Address: 10551 St Edwards Dr, Richmond, BC V6X 3L8
Phone #: +1(604) 273-3311
Distance: Distance from Event Location: 4.4km - Sandman Signature Vancouver Airport Hotel & Resort
Website
Address: 10251 St Edwards Dr, Richmond, BC V6X 2M9
Phone #: +1(604) 278-9611
Distance from Event Location: 4.4km - Travelodge Hotel by Wyndham Vancouver Airport
Website
Address: 3071 St Edwards Dr, Richmond, BC V6X 3K4
Phone #: +1(604) 278-5155
Distance from Event Location: 5.3km - Sandman Hotel Vancouver Airport
Website
Address: 3233 St Edwards Dr, Richmond, BC V6X 3K4
Phone #: +1(604) 303-8888
Distance from Event Location: 5.4km