Community Search

CPB Certification   |   Annual Conference   |   Print Page   |   Contact Us   |   Sign In   |   Join IPBC
Sessions: Friday 9:45 AM


Friday September 21, 2012 - 9:45 to 10:45 AM

Track 1  -  Presented by SAGE: The Pros and Cons of Departments vs. Projects 

In this session, you will learn when to use Departmental Accounting, when to use the Projects / Job modules and when to use both! This session gives you practical, real-life examples of how to budget and track revenue and expenses when working with a specific project or customer and what reports to utilize to stay on track!

Track 2 - Presented by INTUIT: Sales & Purchases in QuickBooks

 This seminar teaches you how to manage the day-to-day transactions for all of your clients. Topics include, creating items, creating sales transactions like invoices and sales receipts. You will learn the core purchase transactions like credit card charges, entering bills and paying bills, and writing cheques. Attend this jam-packed session to get the overview you need of sales & purchases.

Track 3 - Presented by Karen Martin - Canada Revenue Agency,  My Business Account - Electronic Service Options for Businesses

The Canada Revenue Agency has many online services. Through Represent a Client for My Business Account on the CRA website , we can access much of the information for Businesses we need on the CRA website rather than having to call them. In addition, more and more returns can be filed electronically. Come learn everything you need to know about how to use the CRA’s electronic services and learn about new upcoming electronic services.

Learn how you can add corporate tax preparation and filing to the services you provide to your clients through partnership with T2Canada. We’ll demonstrate how to upload Simply and Quickbooks files to our website. We’ll explain how we analyze the financial information and prepare the return. Finally, we’ll discuss the documents we send back to you and the part you’ll play in getting the return filed. Come check out how to provide a truly value added service to your clients.

Track 4 - Presented by Jeff MacFarlane - CA T2 Canada, A Demonstration


Learn how you can add corporate tax preparation and filing to the services you provide to your clients through partnership with T2Canada. We’ll demonstrate how to upload Simply and Quickbooks files to our website. We’ll explain how we analyze the financial information and prepare the return. Finally, we’ll discuss the documents we send back to you and the part you’ll play in getting the return filed. Come check out how to provide a truly value added service to your clients.

Track 5 - Presented by Ron Baker:  Measure What Matters to Customers Using Key Predictive Indicators (or Trashing the Time sheet)

Do your firm’s internal measurements give you a competitive advantage in the marketplace? Do they judge the success of your company the same way your clients do? Are they leading indicators that have predictive ability, and correlate with value as defined by your clients? If you get what you measure, what exactly, do your internal metrics get you?





About

Events

Benefits

Join IPBC

Value Pricing

Contact Us

Mission Statement

Webinars

CPB Certification

Overview

Black Swan Project

1-866-616-4722

Board of Directors

Regional Meetings

Member Offers

Who Should Join

Black Swan Blogs 

Membership Inquiries

Code of Conduct

Annual Conference

Benefits

Testimonials

Black Swan Alumni

General Inquiries

Privacy

 Award Ceremonies

Member Links

FAQ


CPB Certification



Resource Links



Code of Ethics Complaints


6 - 6150 Highway 7,- Suite 418, - Woodbridge, ON - L4H 0R6  1-866-616-4722   |   info@ipbc.ca