Enhance and Advance Your Bookkeeping Credentials

Busy small business owners in your community are in desperate need of reliable and highly-qualified bookkeeping services to interpret the documentation and assemble it so that they can make smart tax-efficient decisions that focus on the future financial health of the business. Get new skills to enter this in-demand field, or further enhance your existing credentials with important training opportunities from Knowledge Bureau, now available online.

Explore these suggested programming options and take advantage of a special March tuition offer. Until March 31, enrol online using code ‘21LUCK’ and take an Enhanced Certificate Program to improve job entry or business skills.  The tax deductible fee is only  $995 (Save 44% over the single course certificate course option.  This Enhanced Certificate Program is geared to provide the credentials to confidently address the bookkeeping challenges of the small business owner.  Here is an overview of the course content to choose from:

Bookkeeping in a Digital World

This introductory course is ideal for professionals in the bookkeeping tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for bookkeepers who may know how to operate the software, but have not taken a theoretical accounting course.

Course Content:

• Chapter 1 | The Roles and Responsibilities of the Bookkeeper
• Chapter 2 | Types of Organizations, Fiscal Periods and Accounting Cycles
• Chapter 3 | Types of Accounts and the Basic Accounting Equation
• Chapter 4 | Chart of Accounts, General Ledger, Trial Balance & Special Accounts
• Chapter 5 | Journals, Registers and Ledgers - I
• Chapter 6 | Journals, Registers and Ledgers - II
• Chapter 7 | Fundamental Cash-basis Accounting
• Chapter 8 | Fundamentals of Accrual Accounting
• Chapter 9 | Period-end Procedures
• Chapter 10 | Documentation, File Maintenance & Due Dates
• Chapter 11 | Payroll—an Introduction

Advanced Tax & Pandemic Course

Learn how to integrate recent government programs into small business accounting and tax services.

Course Content:

• Lesson 1 | Introduction to T1 Filing and Planning
• Lesson 2  | 2020 T1 Tax Theory Changes
• Lesson 3   | Unique Taxfiler Profiles
• Lesson 4   | Family Filing
• Lesson 5   | Simple Employment Profiles
• Lesson 6   | More Complex Employment Profiles
• Lesson 7   | Senior Profiles
• Lesson 8   | Investor Profiles
• Lesson 9   | The Self-Employed
• Lesson 10 | Principal Residences

Enhance and advance your bookkeeping credentials:

Advanced Payroll for Small Business

An incorrect approach to the technical side of payroll poses a risk to both employers and their employees: it can cost them money, cause them to incur penalties with the Canada Revenue Agency or worse face legal ramifications. Advanced Payroll will help you become a more astute compliance manager that prepares accurate payroll, who understands the necessary requirements of an employer, federally and provincially, and who can meet the demands of an evolving digital workforce.

• Chapter 1 | The Role of the Payroll Department in a Digital World
• Chapter 2 | Compliance Responsibilities: Remittances, Audits and Penalties
• Chapter 3 | The Payroll Cycle and Its Components
• Chapter 4 | Hiring Employees: Employment Standards, Contracts, Required Forms
• Chapter 5 | Paying Employees: Compensation and Benefits
• Chapter 6 | Paying Owner Managers: Salary, Benefits, Dividends, TOSI
• Chapter 7 | Statutory Deductions: CPP, EI and Income Tax
• Chapter 8 | Other Deductions
• Chapter 9 | Taxable and Tax-Free Benefits
• Chapter 10 | Termination and Severance
• Chapter 11 | Year-End Reporting

Advising Family Business

This course addresses a range of areas that might be encountered during the evolution and growth of a company. Topics include organizational structures, consolidated financial statements, foreign exchange, due diligence requirements, and approaches for structuring a business transition. In addition, you will gain an understanding of how to take a leadership role in creating a value-centred department that could help to support the growth and development initiatives that occur over the lifecycle of a business.

• Chapter 1 | Introduction to Organizational Structures
• Chapter 2 |Consolidated and Combined Financial Statements
• Chapter 3 | Foreign Currency Transactions
• Chapter 4 | Purchase of a Business: Due diligence requirements
• Chapter 5 | Sale of a Business: Information buyers want
• Chapter 6 | The Sale of Assets
• Chapter 7 | The Sale of Shares
• Chapter 8 | Business Succession
• Chapter 9 | Tax Planning in Succession
• Chapter 10 | The Role of a Value Centered Accounting Function

Live, Virtual Events: CE Summits - Everything is included for a full, professional training experience!

An additional option for bookkeeping students is to supplement online learning by attending live virtual workshop sessions.  Get  in touch with a national network of like-minded professionals and interesting faculty members who are available to answer your most pressing questions in real time.

September 23, 20201 - Audit Defence: Managing Risk, Compiling Financial Statements, GST & Payroll

This online course and live CE Summit is ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

The Live Virtual session will also put advisors in touch with a national
network of like-minded professionals.

November 18, 2021 - Year-End Tax Planning Focus on Investors and Owner-Managers

Together, our expert instructors have an important message for tax and financial professionals: CRA will be focused on precision in auditing proprietorships and incorporated small businesses post-pandemic. These owner-managers, in turn, will expect the same from the professionals they pay to keep them out of trouble. The good news: you can learn the latest in compliance requirements by taking in this comprehensive virtual live event.

Enrol online using code ‘21LUCK’.

Take the Enhanced Certificate Program (choose 2 courses)  and/or 2 CE Summit workshops;

each for only $995

Offer expires March 31, 2021