BUILDING CONFIDENCE and JOY in your BUSINESS FINANCES
BOOKKEEPING TRAINING QUICKBOOKS TRAINING
Meet your Instructor:
Jacqueline Bernal, CPB
- Certified Professional Bookkeeper
- Certified QuickBooks ProAdvisor
- Experienced Instructor
- Canada-Alberta Job Grant Recognizied
- Great Client Reviews
- Author and Adventurer
Learn QuickBooks
Or expand your training to become an
"Intuit Certified Bookkeeping Professional"
Is Your Business Healthy? Do Your Financial Statements Make Sense? Do You Want to Save Time?
As a business owner or bookkeeping specialist, you know that bookkeeping has to be done. Taxes have to be paid. But there is so much more to it! There is Magic and Power hidden within your Financial Statements.
Software programs such as QuickBooks Online are essential for financial success, but you may not have the time or expertise to manage them effectively. That's where Jacqueline Bernal and JB Training Services Inc comes in.
With over 30 years of industry experience, and one of the first users of QuickBooks Online in Canada, we provide customized bookkeeping and QuickBooks training solutions to help you demystify the process, delegate confidently, and free up your time to focus on growing your business.
Jacqueline has taught for many years and at prestigious locations such as the Business Link, Metro Continuing Education, and Anderson Career Training Institute (ACTI). She has also taught group and private students in business ranging from 1 person start-ups, to businesses with over 100 employees.
Students may also apply for government funding via the Canada-Alberta Job Grant program (CAJG).
Click here to see what previous students have to say.
Check out our courses below. Customizied training is also available.
QBO Gold Bookkeeping For Your Business
All of QBO Silver plus 54 hours of class sessions and 6 hours of one-on-one (max 8 students)
QBO Platinum Accelerated Bookkeeping Course
Earn your "Intuit Certified Bookkeeping Professional" certification with our QBO Advanced Bookkeeping Course. 108 hours of class sessions and 8 hours of one-on-one. (max 8 students)
Do You Need QuickBooks Training?
When a person starts a new business, they often focus on creating great products and services, as well as marketing. These, we are told, are the pillars of a business. Without them... your business will fail. And that's true!
Bookkeeping and human resources are often given just a cursory thought. Bookkeeping gets done because taxes have to be paid, and it's nice to see whether we are making a profit or taking a loss. Sometimes what happens is that as long as there is money in the bank, we focus on sales and marketing - the urgent, rather than the important.
However, this is short-term thinking. It might carry you through week to week, or month to month, and as long as there is money in the bank to pay the bills, you're fine. But what happens if the unexpected hits? What happens if a major client can't pay their bill? What happens if a competitor comes along whose "Google rankings" are higher than your own? What happens if your "supplies" are stuck at the border and you don't get them in time? What happens if you are working 60 hours a week and start to burn out? What happens if Covid, or floods, or washed-out bridges, or your home/business/town burns down?
What happens when you're stressed out and realize that you are working for $20.00/hr when you want to make $100/hr... after taxes?
This is only the beginning of the questions you can ask when it comes to "Bookkeeping". EVERYTHING... in business has a price! That may be a dollar value or it may be a time value. Bookkeeping questions can include:
- do I make more sales with social media postings, or do I make more sales by networking in person?
- do I get more sales on FaceBook or Google Ads?
- how many times does a potential client have to see my page before they buy?
- which products or services make the most profit?
- does it cost more to buy local, if available, or have it made and shipped from China?
- why do I have Accounts Receivables or Payables showing that I know have been paid?
- do I know what every account represents on the Income Statement and Balance Sheet?
- do I know what my taxes and GST/HST payable might be? Do i have plans in place to pay them when due?
- when do I need to register for GST/HST? Do I need to charge PST? And what about US sales tax if I sell to the States?
- where do I spend my time? How much is spent on marketing, production, sales, bookkeeping, social media, etc?
- where am I more profitable? What is my R.O.T (return on time) spent in each of these areas?
- how much in sales am I missing, by doing my own bookkeeping or social media marketing?
- what is the dollar value I need in sales, to delegate my less profitable time to someone else?
- how much "personal time" do I need to re-energize me and increase my profitability?
- and so many more quiestions.... everything has a time or dollar value. And time - ALWAYS - has a dollar value.
Learning how to properly do bookkeeping with QuickBooks Online has so many benefits. These include being able to set goals and measure outcomes. Understand and use the financial statements you look at each month. Knowing how bookkeeping works and understanding how YOUR financial statements should look, provide an opportunity to delegate (not abdicate) the bookkeeping tasks to others so you can focus on your area of expertise.
QuickBooks training for the business owner can focus on just the high-level things you need to be aware of to make use of your financial statements while protecting your business from bookkeeper theft and errors.
A far deeper dive into learning how to use QuickBooks Online can also teach you or your staff, everything you need to know for the do-it-yourselfer.
Our training programs range from independent self-study with an instructor you can ask for help, to small group study, and the deep dive into QuickBooks Online, Government Rules & Regualtions, and proper bookkeeping systems. We also provide customizied training.
Click the link below to find out more about our courses.
Books and Articles
Is Your Business Healthy? 7 Reasons Why You May Need QuickBooks Training
Money is the bank is not the same as a healthy Balance Sheet or Income Statement. You may have outstanding Receivables or Payables still showing on your reports - but you KNOW they were paid. Do you know the tax cost of this? Do you have negative amounts in the liability section of your Balance Sheet or inconsistancies in your Income Statement? Here are 7 areas to be aware of.
Bookkeeping & Beyond: The Simple 7-Step System to Access the Financial Power of Your Business
Most business owners start a business without fully understanding that "bookkeeping" is one of the foundational pillars of any business. At the very least, bookkeeping needs to be done and taxes need to be paid. However, if you don't understand how bookkeeping works, or what the government rules and regualtions are, you could be paying to much in taxes, run the risk of financial loss, or make business decisions based on faulty information. This is the one book every Canadian business owner should read before they start a business. This book and it's topics are part of the curriculum in QBO Platinum, but you can buy it on Kindle as well.
Finding Your Freedom: Eliminating the Stress of Bookkeeping for Small Businesses
Bookkeeping isn't for everyone! It can be messy, complex, confusing... and downright irritating at times. If you find bookkeeping to be a major "pain in the b**t", this book will provide tips and techniques to give you the confidence that you can master the skill yourself, or learn enough to delegate - not abdicate - the job to someone else. Take the stress out of bookkeeping. Find joy in the statements they produce.
What our clients say...
Whether you're in the service industry....
- "I was very lucky to have Jackie as a teacher & mentor. She has a passion for teaching & loves what she does. She is always available to help and explains things thoroughly. Thanks to her patience, knowledge and amazing training abilities, I have taken on new challenges & have grown more confident in my abilities. Thanks Jackie!."
Nicole FLood
Office Manager/ Executive Assistant - "Jackie is awesome! I have been using her bookkeeping services for the last 7 or 8 years. Jackie is extremely knowledgeable, efficient and friendly, takes the time to answer any questions that I may have and keeps me up to date on any changes in bookkeeping practices."
Holly Stambaug
Alberta Laser Therapy - "Jacqueline (Jackie) Bernal is a very knowledgeable, experienced, professional and qualified Bookkeeper. Jackie has both extensive theoretical and practical experience in bookkeeping and training. In addition, Jackie has an extensive professional network and knowledge of Alberta business ecosystem, which put her in a great position to refer her clients to trusted professionals and resources in the event that she can't help them directly. I recommend Jackie without hesitation.."
Jean Jacques Mitakaro, CMgr
Business/Non-profit/Charity Consultant. Business Strategist at Business Link
... the trades...
- "I have had the pleasure of working with Jacqueline, I am a welder by trade and thru her teaching and training I am quickly learning how to do data entry in both Quick Quickbooks and Excel .."
Stuart Paul
- "Very knowledgeable, Great experience. I had 0 experience with bookkeeping and after completing the coarse I feel I’m ready to take it on with the training I received.. Highly recommended if interested in learning Book keeping!."
Jason Rebalkin
Team Lead - Outside Maintenance Solutions - Jackie's teaching methods are great. I found her to be very clear and concise, with a straightforward approach.The course can be tailored to your specific personal or company needs (using your own books), which is such an asset, and really sets this course apart from other, generic or overcrowded bookkeeping courses that lack Jackie's personal approach. I highly recommend Jackie, and this course to anyone looking to begin bookkeeping, or to further their knowledge
Lynse Moisey
Office Manager - ABBA Group of Companies
... or exploring new opportunities ...
- "I took a training session with Jackie on Quickbooks. She is very highly skilled and knowledgeable, patient, listens and explain everything really well. I would highly recommend Jackie for all your training needs. Thank you Jackie"
Phillip Jacob
Office manager of a church - "Jackie (Jacqueline Bernal) is one of best instructors / educator I have had come across. She knows what she talks about, concise, to the point, yet elaborative when needed. Most importantly, she is a good listener, takes time to explain with examples. I am pretty sure that many will benefit from taking courses from this great instructor."
Alamgir Hossain
Business Owner - I have been working with Jackie and her team for 4 years now, and highly recommend JB Training for all your bookkeeping or accounting needs. Their fast friendly team offers great customer service and a quick turn around on all requests.
Billie Jo
Consultant
... our clients have great things to say about us!
- "Jackie went from doing our books to training our in house bookkeeper. She is passionate about helping small businesses learn how to keep their books up to date, manage their cash flow and ultimately grow their business. We have greatly appreciated Jackie's experience and expertise over the years!."
Heather Jesperson
Retail - I took Jackie's 2 day crash course on bookkeeping and accounting through a self employment program, and I sincerely recommend her services to anyone. She is extremely knowledgeable, and the course was broken up in to very manageable portions. Its set up so well, I believe it could be used for a high school curriculum with great success. The only downside: She had to speed through it to get it done, but she still managed to expertly get the information across.
Brody R
Business Owner - I have been working with Jackie for more years than I can remember. Great service and reasonable prices keep me a loyal customer.
Chris Stambaugh, MPA, SPA, HLM
Burwell School of Photography & ImagineThat Photographics
10180 101 Street, 3400 Manulife Place, Edmonton, AB, T5J 3S4