Retired
Downsizing in progress
 

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Verifiable CPD for CPA's

My Bio

Join! Institute of Professional Bookkeepers of Canada

Members -access my webinars (PD points) on the IPBC.ca website

Learn about Tax

Communicating with CRA (YouTube video)

Source Document Handling (YouTube videos)

Supporting someone with a disability (free information - tax for families; Important - please watch the YouTube videos on the Canadian MoneySaver website and on the CRA website)

Checklist for T1 personal tax preparation and Best practices for tax preparers to minimize risk

(download, adopt & edit, embed the JotForm)

Learn about QuickBooks

Controlling QuickBooks 

QuickBooks Desktop Sample Files (download first, then restore)

QuickBooks Online (YouTube videos)

Learn about Quicken

Sample Files - Loss Calculations (for the tech savvy)

5 hour webinar series (not included in the shopping cart) $130

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