Bookkeeping Bootcamp
The Bookkeeping Bootcamp is a FREE professional development course. The course is designed for business owners and managers who want to better understand the finances of their company. This course will teach you the basics of bookkeeping, and how you can use this information to make financial decisions for your company.
Julie Walters, the owner of Pathfinder Bookkeeping & Profit Strategies, is a certified workplace education instructor with the Province of Nova Scotia. Julie loves to teach! She brings her energy and enthusiasm to teach business owners the ropes of getting a bookkeeping routine in place.
Each workshop includes a mixture of bookkeeping theory, hands-on training and an individual assessment.
CBDCs, Chambers of Commerce, tourism associations and trade associations are encouraged to contact Pathfinder directly for more information on each workshop, and to book Julie to deliver some informative and engaging training for your group!
Key details about the Bookkeeping Bootcamp:
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Classes take place on Tuesday afternoons between Oct 3 - Dec 5, 2023.
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Each class is in person. Classes are held at Ignite Labs in Yarmouth, Nova Scotia.
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Classes are 4 hours per week (1 - 5pm).
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The course is 10 weeks long.
Participants are expected to attend a minimum of 80% of all sessions. Attendance is limited to 12 participants. Participants must either own a business or be in a management position.
The course is supported by Nova Scotia Workplace Education, Yarmouth CBDC and Ignite Labs. The instructor is Julie Walters, owner of Pathfinder Bookkeeping & Tax. Pathfinder’s mission is to: provide knowledge and support to small businesses in rural Atlantic Canada, allowing you to grow and spread wealth.
Financial Statements
Workshop Length: One Day
What on earth is a financial statement and why is it important? This workshop introduces attendees to the two main financial reports they will see in their business: the balance sheet and the income statement. Attendees will learn why these are important, what information the reports contain, and how to analyze the reports.
Software
Workshop Length: One Day
Yikes! You know you need to do bookkeeping, but where to start? Should you keep paper records, or use computer software? This workshop reviews the pros and cons of each option, and introduces the major software programs available in Canada. Attendees will evaluate their options, and make a decision for their business based upon their individual needs and budget.
Bookkeeping Basics
Workshop Length: One - Two Days (can be customized)
What are the elements of a good bookkeeping routine? This workshop introduces walks attendees through what is needed in order to produce healthy bookkeeping records. Accounts payable and receivables, bank reconciliations, payroll and source deductions and HST calculations; each topic is discussed and dissected. Attendees learn how to improve their own bookkeeping records in measurable steps.
Automation
Workshop Length: One Day
What technology tools can you use to make your bookkeeping more manageable? This workshop includes a review of the current options available for Canadian businesses, and helps attendees assess whether they are a fit for their business. An implementation plan is also introduced. Each attendee is required to bring a laptop.
Tax Returns
Workshop Length: One Day
What taxes do businesses need to file, and when do they need to be filed? This workshop gives a high-level overview of the various tax obligations encountered by most businesses in Atlantic Canada. Personal tax returns (T1s), focusing on sole-proprietors, rental income and fishing income is given particular attention. Attendees learn what to do in order to prepare to file taxes, and the pitfalls to avoid.