QuickBooks for Canadian Small Businesses/Self Employed Owners

When I started my accounting business, over 10 years ago, I quickly adopted QuickBooks as my go to accounting software. I have since used QuickBooks Desktop and QuickBooks Online extensively helping numerous clients to set up, organize and optimize their accounting. I am a certified QuickBooks Pro Advisor and take great pleasure in solving problems and training small business owners to use QuickBooks to its maximum potential. Below are the ways in which I can help:


Free QuickBooks Resources

QuickBooks Online Setup Checklist

Are you planning to start using QuickBooks Online? If so, my checklist helps you navigate the process by giving you a step by step overview of what you should do to ensure a seamless setup.

Download the QBO Checklist

QBO Articles and qBO tutorials

I also have a variety of QuickBooks related articles and tutorials.

Comprehensive Beginner’s Guide to Working with QuickBooks Online

QuickStart Your QuickBooks is designed to transform you from a beginner to a proficient intermediate user, on your own schedule. The step-by-step instructions ensure you progress at a comfortable pace, clarifying typical issues encountered by many QBO users. The best part? You don't need any previous accounting know-how to get started. Every section is presented in clear, simple language, accompanied by illustrative screenshots to ensure you always stay on track. It includes over 250 pages of tips, tricks, and actionable steps you can implement immediately.

Learn More

QuickBooks Consulting Services

If you are feeling bit lost, have specific questions or want to improve your proficiency with QuickBooks, I also provide consultations. I can help you:

  • Understand specific features of QuickBooks

  • Fix an ongoing issue with QBO including bank reconciliations, incorrect account allocations, reflecting accountant entries or review transactions that seem incorrect

  • Determine how to set up items, products, chart of accounts, reports etc. to help improve analysis and get the most out of your data.

  • And almost any other questions that you might have/

    Learn More


Quickbooks Articles