Bookkeeping & Executive Support

  • 780-966-9675


Do you struggle with Bookkeeping Challenges? Do your Financial Statements make sense?

Do you know how to go beyond mere Data Entry to access the Power and Magic hidden within your Income Statement, Balance Sheet, and other reports?

Do you wish someone could teach you how to “Fix Your Books” and learn how to use programs such as QuickBooks, Xero, and Wave correctly?

Check out our current course offerings

Check out our QuickBooks Online Courses available over Zoom:



QBO Silver

self-paced course that you can study at your own leisure.

QuickBooks Online Comprehensive 2022 - 2023 (Canadian Edition)

Independent Study

Chapters 1–7 (Level 1)

  • Create a new company file

  • Customize the company settings

  • Import external lists and transactions

  • Manage users

  • Prepare journal entries

  • Set up property, plant and equipment asset purchases

  • Set up long-term liabilities

  • Transfer funds between accounts

  • Write off uncollectible receivables (bad debts)

  • Set up customers and sub-customers

  • Manage projects

  • Create estimates, invoices and sales receipts

  • Receive payments and record bank deposits

  • Process credits and refunds

  • Set up suppliers

  • Create expenses, cheques and bills

  • Set up bank feeds and upload transactions

  • Reconcile bank and credit card accounts

  • Project # 1

Chapters 8–11 (Level 2)

  • Set up, order, receive and sell products

  • Create adjusting journal entries

  • Adjust inventory quantities

  • Use multicurrency

  • Set up budgets

  • Track classes & locations

  • Create financial statements and mgmt. reports

  • Close the books in QuickBooks Online

  • Use the audit log for accountability

  • Project #2

Appendix A, B, C (Level 3)

  • The Accounting Cycle

  • Debits, Credits & Journal Entries

  • Set up payroll

  • Create employee and payroll reports

  • Complete T4s and ROE's

  • Introduction to QuickBooks Online Accountant version

  • Much more!

    Price $297
    plus GST

QBO Gold

Everything in the QBO Silver course with an instructor available to guide and answer questions. 3 x 2-hour sessions/week for 5 weeks (Mon, Wed, Fri)

self-paced course that you can study at your own leisure. 

QuickBooks Online Comprehensive 2022 - 2023 (Canadian Edition)

In this course you will have access to a QuickBooks "Sample File" AND your own "QuickBooks Online 1 year Trial Version".

You will also receive a 1 hour private consulting session

Note that QuickBooks is often growing, improving, and changing. Thus, some items in the book may be different from the actual QBO file. I will make every effort to highlight these in the section called, "Updates" in this "Thinkific" portion of this course.

This course is based on how things "should" or "could" be done. Often, in real life, individuals may have different ways of doing things that are different from this course. In the end, if it works then it's no problem. However, this course will NOT teach you how to fix complex errors. If you are working on an actual QBO data file that needs a lot of clean-up work, consider our QBO Elite course.

Also, please note that the QBO Gold and QBO Elite courses may qualify for the Canada-Alberta Job Grant (CAJG) when taken through our sister company, Bernal Business Services Inc. Please contact us for more detail prior to registering for our courses.

Price $1,997
plus GST

QBO Elite

Everything in the QBO Silver and Gold course

Training & Mentoring
Instructor Led

Max 4 students/class 72 hours over Zoom

This is an instructor led course which meets Monday & Thursday mornings from 9:00 - 12:00 for 12 weeks starting Jan 2023


  • Making QBO work for you

  • Real life scenarios

  • Ability to answer questions related to your own data files (permission from your clients recommended if you are using their QBO data file)

"Bookkeeping & Beyond: The Simple 7-Step Step System to Access the Financial Power of Your Business"
by Jacqueline Bernal, CPB

  • Print and on-line edition of book

  • Topics include:

  • What is Bookkeeping?

  • Understanding Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement)

  • Know the Rules

  • Set up a Process

  • Quizzes to test your knowledge

"Bookkeeping & Beyond: The Simple 7-Step Step System to Access the Financial Power of Your Business"
by Jacqueline Bernal, CPB

  • Financial Operating Manual

  • Cash Flow Budget

  • Preliminary Tax Planning

  • ROI on YOUR Time

Access to Other Thinkific Courses:

  • Introduction to CRA Rules and Regulations for Small Business

  • Introduction to Badass Bookkeeping for Beginners

Price $5,997
plus GST

3 month payment plan available


#3400, 10180 - 101 St
Edmonton, AB
T5J 3S4


780 966 9675

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