Hands-On Bookkeeping Training
About this Event
Want to feel more confident preparing financial statements?
Join bookkeeping expert Theressa Beauregard for a practical, hands-on session where you'll learn the basics of bookkeeping and walk out with clarity.
Follow a real-world business through an entire month of transactions, working with realistic practice documents including:
🧾 Sales invoices & customer receipts
📋 Vendor invoices with HST
💳 Visa transactions
🏦 Bank statements & payments
👥 Payroll for two employees
🧮 HST calculations
📊 Income Statement
📑 Balance Sheet
You won't just watch—you'll actually work through the transactions. Starting with an Opening Trial Balance, we'll record the month's activity and see how every transaction ultimately flows into the Income Statement and Balance Sheet.
This session is perfect for bookkeepers, accounting staff, business owners, and anyone who wants to strengthen their understanding of how bookkeeping connects to financial statements. Walk in with questions, walk out with confidence.
*Participants are encouraged to bring a laptop with Excel for this session*
Agenda
🕑: 10:00 AM - 10:20 AM
Introduction
Info: Get familiar with the basics of bookkeeping for small businesses & startups.
🕑: 10:20 AM - 10:45 AM
Chart of Accounts & Categorizing Transactions
🕑: 10:45 AM - 11:25 AM
Exercise #1
Info: Get hands-on experience recording business transactions.
🕑: 11:25 AM - 11:35 AM
Break
🕑: 11:35 AM - 12:10 PM
Exercise #2
Info: Get hands-on experience practicing bank reconciliation.
🕑: 12:10 PM - 12:35 PM
Sales, Expenses, Receivables, & Payables
🕑: 12:35 PM - 12:50 PM
Exercise #3
Info: Practice finding and fixing bookkeeping errors using realistic practice materials.
🕑: 12:50 PM - 01:00 PM
Understanding Financial Statements, Q&A
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
