Bookkeeping 1.0

With Quickbooks Desktop & Quickbooks Online

Whether you are planning on starting your own bookkeeping business or want to be adept at preparing the books for your own business, Bookkeeping 1.0 has been designed just for you

Morning Course

Afternoon Course

Evening Course

Times

No availabilities at this time

Tuesdays & Thursdays

9am – 12pm

$957.00

Location

#204, 339 Bernard Ave

Kelowna, BC

view on map

Times

Feb 20 – Mar 22
Apr 10 – May 10
May 29 – Jun 28

Tuesdays & Thursdays

1:00 pm – 4:00 pm

$957.00

Location

#204, 339 Bernard Ave

Kelowna, BC

view on map

Times

No availabilities at this time

Tuesdays & Thursdays

5:30 pm – 8:30 pm

$957.00

Location

#204, 339 Bernard Ave

Kelowna, BC

view on map

Workshops

All workshops are on Saturdays from 10:00 AM to 4:00 PM

$247.00

For payment options, please contact us.

Course Details

Gain Useful Skills From Industry Professionals

Proven Approach

Caddick & Co offers a proven approach to bookkeeping. Based on over 25 years of experience running a successful bookkeeping business, Robin Caddick has been able to create a comprehensive course that is designed for small business owners or individuals wishing to start their own bookkeeping business. Caddick’s approach is unlike any others and focuses on the aspects of bookkeeping that are practical and necessary in a real business application, while omitting extraneous information often taught.

Efficient Curriculum

Bookkeeping 1.0 offers a realistic (real life) approach to bookkeeping that teaches the concepts necessary to proficiently perform bookkeeping using QuickBooks. Caddick & Co combines Bookkeeping skills and QuickBooks in one complete course. This approach enables the academy to deliver a more efficient curriculum and reduces the need (time and money) to complete additional courses.

Requirements

+ Microsoft Windows based laptop (with Windows 7 or later) that can connect to the internet through our wireless network

+ Licensed copy of QuickBooks 2016 or later (Students get 30% off any QuickBooks version or can download a free 30-day trial)

Have Questions? We Can Help.

Course Outcome

Upon completion of Bookkeeping 1.0, you will be able to confidently offer basic bookkeeping services to your own clients or perform bookkeeping tasks in your own small business including:

Understand the Basic Accounting Principals

Create a Company File with Quickbooks Desktop & Quickbooks Online

Understanding Financial Statements

Set up Customers, Invoicing, Manage Accounts Receivable

Set up Vendors, Bills and Bill payments, Manage Accounts Payable

Bank and Credit Card Reconciliations

GST and PST Reporting

Manage Shareholder Loans

Manage Fixed Assets, CCA and Depreciation

Learn Time and Money Saving Skills to prepare transactions for data entry

Bookkeeping as a business

Start Your New Bookkeeping Career. Register Today!

Additional Courses and Workshops

Additional Upcoming Courses and Workshops Offered By Caddick and Co. Bookkeeping Academy
Job Costing and Project Management

10:00 am – 4:00 pm
$247.00
Click Learn More for Dates

Payroll, T4’s, Worksafe and PHSP

10:00 am – 4:00 pm
$247.00
Click Learn More for Dates

Small Business
Workshop

10:00 am – 4:00 pm
$247.00
Click Learn More for Dates

Contact Us

For more information and enrollment – please contact either of the following:

Robin Caddick and Dawn Vollhoffer Kelowna

Bookkeeping 1.0 Evening Course

Times

Oct 3th – Nov 2nd

Tuesdays & Thursdays

9am – 12pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Register Now

Please call or e-mail us for more information and to secure your spot for the Bookkeeping 1.0 Course offered by Caddick & Co.

Dates
Oct 24 – Nov 23
Tues and Thurs
5:30pm – 8:30pm

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Bookkeeping 1.0 Afternoon Course

Times

Tuesday & Thursday

9:00 am – 12:00 pm
1:00 pm – 4:00 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Register Now

Please find the available dates below and call or e-mail to register and secure your spot for the Bookkeeping 1.0 Afternoon Course offered by Caddick & Co.

Dates
Feb 20 – Mar 22, 2018
Apr 10 – May 10, 2018
May 29 – Jun 28, 2018
1:00pm – 4:00pm

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Job Costing and Project Management Workshop

Dates
May 12th 2018
Time

10:00 am – 4:00 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Register Now

Please call or e-mail to register and secure your spot for the Job Costing and Project Management Workshop offered by Caddick & Co.

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

JOB COSTING WITH QUICKBOOKS PREMIER DESKTOP

 

Job costing is accounting which tracks the costs and revenues by “job” and enables standardized reporting of profitability by job. (Wikipedia)

 

The key words in this definition are Reports and Profitability! The number one pain point we hear from business owners is the lack of useful reporting. With Contractors, Homebuilders and even bookkeepers, we need to track time and material that we charge to a project or client. Construction usually provides an estimate to the client and proper reporting would tell the contractor if he made or lost money on the project.

 

Quickbooks has amazing job costing/project management capabilities but you must set it up properly from the very beginning – I am sure you have heard the expression; garbage in = garbage out. This is especially true for job-costing. We will show you how to maximize your Quickbooks file to create accurate reports and increase profitability.

 

In this One-Day workshop we will cover:

 

  1. Introduction to Job Costing
  2. Set Up your Quickbooks file for Job Costing
  3. Tracking Labor and Material Costs
  4. Timesheets
  5. Invoicing
  6. Reporting
  7. Job Costing vs Class Tracking
  8. Top 10 Biggest Job Costing Mistakes.

 

You should have a strong knowledge of Quickbooks Premier Desktop

PAYROLL, T4’S, WORKSAFE AND PHSP Workshop

Dates
Feb 17 2018 Sat 10-4pm
OR
Mar 17 2018 Sat 10-4pm
OR
Apr 21 2018 Sat 10-4pm
Time

10:00 am – 4:00 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Register Now
Quickbooks Desktop with Payroll

Bookkeeping is a rewarding career choice and the more services you can provide your clients –  the more valuable you become. We realize that there are bookkeepers and business owners that are looking to add just one more specific skill to assist them in managing the more complex and demanding tasks required in their growing businesses. Therefore, we created this One-Day Payroll Workshop.

This workshop focuses on Payroll using Quickbooks Desktop and you should already be using or be familiar with Quickbooks for this workshop.

Quickbooks Desktop with Payroll makes your important payroll activities easy:

  1. Pay your employees easily
  2. Report and pay your payroll remittances monthly
  3. File tax forms annually

In addition to learning how to use Quickbooks for your payroll needs, we also cover the following topics:

  • Quickbooks Payroll Set up with Checklist
  • Set up and Manage Payroll
  • ROE and ROE Web
  • Worksafe BC Reporting
  • Wages and Deductions from Wages
  • Statutory Holiday Pay Rules and Requirements
  • Annual Vacation and Vacation Pay
  • Contractor or Employee?
  • Termination of Employment
  • Third Party Payroll Providers such as Payworks
  • PHSP – Benefits and Set Up
Computer Hardware and Software Specifications:

Although most of the class is Instructional, we encourage you to bring your own Payroll if you have one and we can work through it together. If you do not have an active payroll, you can bring in your laptop and create a sample file with us. You will require Quickbooks Desktop with Payroll.

Please feel free to call us to discuss what would work best for you.

Please call or e-mail to register and secure your spot for the Payroll, T4’s, Worksafe and PHSP Workshop offered by Caddick & Co.

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Small Business Workshop

Dates
March 3rd 2018
OR
April 7th 2018
OR
May 5th 2018
OR
June 2nd 2018
Time

10:00 am – 4:00 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Register Now

Please call or e-mail to register and secure your spot for the Small Business Workshop offered by Caddick & Co.

SMALL BUSINESS WORKSHOP

 

Are you a business owner that thinks; I don’t know where to start? What do I need for my taxes? I can’t take this to my accountant like this!!!

 

We take that nightmare shoebox of receipts and get you organized using our proven system’s! You will become super organized and create a bookkeeping file that you can take with you and follow for years to come!

 

This is a hands-on workshop designed to organize and prepare your statements and receipts for data entry. Our casual environment allows you to bring your paper piles to our classroom and we work with you to take the overwhelm out of the bookkeeping process.

 

We will send you a Pre-Workshop Checklist that you will be required to have complete for this workshop to be successful. The best part of this workshop is not just the tools and systems we give you, but the support provided to push through the day and get it done with someone by your side to assist and answer any questions that may come up.

 

Additionally, we welcome our graduates of Bookkeeping 1.0 to join us for this workshop and get started on their own bookkeeping or begin a new bookkeeping file for their clients.

 

Please feel free to contact us if you have any questions regarding this workshop.

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Bookkeeping 1.0 Course

Afternoon Course

Please call or e-mail us for more information and to secure your spot for the Bookkeeping 1.0 Course offered by Caddick & Co.

Times

Tuesdays & Thursdays
9am – 12pm

Tuesday & Thursday
1:00 pm – 4:00 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Dates
Oct 3th – Nov 2nd
Tuesdays & Thursdays
9am – 12pm
OR
Nov. 14th – Dec. 14th
Tues and Thurs
1:00pm – 4:00pm
Evening Course

Please call or e-mail us for more information and to secure your spot for the Bookkeeping 1.0 Course offered by Caddick & Co.

Times

Tuesday & Thursday
5:30 pm – 8:30 pm

Location

#204 – 339 Bernard Ave Kelowna, BC

Dates
Oct 24 – Nov 23
Tues and Thurs
5:30 – 8:30

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Caddick & Co Academy Location

For more payment options please contact us.

REFUND POLICY: Registration payments are nonrefundable but are transferable to other courses offered.

Contact Us