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Webinars and Tools
For Canadian Bookkeepers, Accountants and Small Business Owners
Every business needs to keep reliable, accurate bookkeeping records in order to
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know their costs, which is essential in order to have a profitable business, and
- minimize their taxes payable.
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In order to do keep reliable records, the person recording the transactions for the business must be knowledgeable about correct bookkeeping/accounting procedures. Even those who are knowledgeable can often learn new procedures that will help them in this process.
Eileen Reppenhagen, aka TaxDetective®, was an accountant, in public practice for over 30 years. She retired in 2015. She continues to do some consulting for IPBC members, business owners, accountants, and has maintained her Certified QuickBooks ProAdvisor status.
Eileen created these webinars to help business owners, bookkeepers and accountants keep records, manage their finances, and save money on their taxes.
Eileen developed many webinars and tools for bookkeepers, accountants, and small business owners, for their own use or for staff training. Many topics provide information on doing procedures in QuickBooks, but it isn't necessary to use QuickBooks in order to learn from her experience. A few of the many topics covered:
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· Best practices for bookkeepers
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· Quick method GST/HST - not always uncomplicated!
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· Keeping records - self-employment
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· Internal controls
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· Master Quicken software (in depth)
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· Reimbursements, jobs time & mileage - rules differ depending on who you are and why you're being reimbursed! Reimbursements are taxable supplies, so factor into the $30,000 threshold for GST/HST registration.
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To purchase any of the webinars listed, please visit
https://vimeo.com/taxdetective
If it's not there yet, it will be next if you email me the topic you want to access
Check out the pricing, I think you'll like it!
If you want to download the entire series, it's $300. Please Interac me $300 to my email ()
I'll provide a link to Google Drive so you can download everything including sample files, spreadsheets, etc.
| Core QuickBooks Software Skills |
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Mastering QuickBooks Desktop CDN (original series)
How to use QuickBooks® software! The basics, 10 lessons, 20 hours
Included? Introduction, inventory, control systems, special features, payroll, sales tax, multi-currency, set up, fixing a mess, custom conversion design and best practices...
Visit my Vimeo page to rent or purchase these videos!
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Client Queries Answered
Get QuickBooks software to do wht you want, Units of Measure, Payables, TIme & Billing, Adjusting Time & Billing, Sales Orders vs Estimates, HST reconciliation, capital assets, Holdbacks...
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Working papers
Cut costs on your year end! Learn to use QuickBooks software reporting module to reconcile accounts; create your working papers, store them in Microsoft OneNote...(and please, don't forget to check out the fun 2 part course on using MIcrosoft OneNote below)
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Inventory Parts
Does your inventory summary valuation report agree at the end of each period end, with the cost portrayed on your balance sheet?
Are all of your inventory parts items positive? If there are negatives, there's a problem! Your inventory isn't adding up to what your inventory count says it should be.
This video series is about how to set up Inventory Items, buy, sell inventory, adjust inventory for price and quantity, set up price levels, reconciliation and reporting,
If your inventory module isn't agreeing with your Inventory accounts on your Chart of Accounts, you'll want to watch this Short YouTube video
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Quick Method GST/HST
It's surprising how often this question comes up. And, there are all sorts of little complications. Things like ITC's on CCA for self-employed, and the 1% bonus on the first $30,000 of reported revenue each year.
CRA has three methods, Full, Quick and Simplified. It's necessary to be pre-approved for the Quick Method, not everyone qualifies.
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Reimbursements, Jobs Time & Mileage
aka Cash is King
Reimbursements are complicated. Depending on who you are, and why you're being reimbursed, the rules differ. Employees, partners, volunteers; self-employed, partnerships, lawyers, insurance, ... different rules.
As agent, not as agent, what does it all mean?
Reimbursements are taxable supplies, so they factor into the $30,000 threshold for registration for GST/HST.
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| Conversion |
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Conversion to Corporate from Proprietor
Your client has closed their sole proprietorship, and incorporated a new business. This webinar considers the entries necessary for both books, to close one set of books, and to open the new corporate books.
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Conversion Part 1/2
Set up comparatives, use Open Bal Equity account and Items, reconcile Trial balances
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Conversion Part 2/2
How to adjust accounts, using forms, and other adjusting methods, focus on reconciliation of registers
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Conversion Strategies
Click to see the Agenda, then purchase below, using Add to Cart
Get the inside track on how to scale up your conversions with design, implementation and reconciliation. Expand your versatility, push the range of services you offer; learn what questions to ask.
When the books and records are a mess, reports don’t provide answers, finances are out of control, conversion may be your best, and sometimes your only option.
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| Best Practices |
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Best Practices for Bookkeepers
Four part series recorded in May/June 2015
Visit my Vimeo Video's on Demand for details.
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Communicating with CRA (free sample webinar)
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Electronic Filer Responsibilities
Review RC4018 Electronic Filers Manual, Third Party Civil Penalties and FINTRAC requirements to report suspicious transactions.
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Internal Controls
Can you spot a fraud?
Will you be liable if it occurs on your watch?
Red flags - what can bookkeepers do to protect themselves?
Discover how internal controls can keep bookkeepers safe and contribute to the success of a business.
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Jumpstart your bookkeeping business
Tools that can jump start your business planning process - recorded to answer queries from a bookkeeper struggling with getting her bookkeeping business up and running.
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Keeping Records - Self-employment
Completion of Form T2125, for the T1 personal tax return. How to keep records to manage finances and the business; Business assets, Capital Cost Allowance; Home office & Meals; Correcting the past; Vehicles.
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Managing Business Finances
Up your game, using communication, reconciliation and reporting; expand your value added services and push your range of skills.
Learn how I managed real life cash flow crunches, how to soothe bankers, handle supplier calls, collect from customers and guide business owners to monitor bottom line.
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Microsoft OneNote software training
Family holiday in the making? is everyone already tied to their mobile devices? Microsoft OneNote software can be used to collaborate online, before, during, after the trip to share memories; create procedure manuals, user guides, project planning...
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Procedure manuals
Use the Microsoft Office software "Ribbon" tools to create interesting, organized procedure manuals.
Use SnagIt to add pictures or video to your Procedure Manual process.
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Disclaimer: This website does not research or endorse any product or service appearing in links or advertisements anywhere on this site.
I consider requests to update a particular page if there's an error or new information worth adding.
If someone were to make an offer to purchase the rights to TaxDetective (Trademarked in Canada), I'm open to offers.
Please do NOT rely on or use the information on this website as a basis for a course of action without obtaining appropriate professional advice, in writing.
All Intuit®, QuickBooks® Software,Quicken® Software and Profile® Software trademarks remain the property of their respective holders, and are used only to describe the products discussed on this website.
Any usage of the above-mentioned marks anywhere in this website in no way indicates any relationship, endorsement, or affiliation with the holders of said trademarks other than specifically stated, for example, Certified QuickBooks ProAdvisor.
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