Who We Serve
About Us... About You...
LEARN * GROW * PROSPER | LEARN * DO * DELEGATE
About Your Instructor - Jacqueline Bernal, CPB
Jacqueline started her accounting training so many years ago in Toronto through the CMA Program (Certified Management Accountant). When she returned home to Edmonton, she continued her studies through the U of A, & Athabasca University. She never completed her University degree, opting instead to marry, have children and focus on volunteer activites, while working part time in the accounting industry.
In 2001, she and her husband bought a piece of property which a powerful group of people, including the municipal government, tried to take a year later. Those people lost, but it was a complex, long, and difficult time, taking several years to finalize.
During that time, Jacqueline read and studied various pieces of legislation, including the Canadian Charter of Rights and municipal law. While her lawyer handled the legal case on the land, she handled a second case against the municipality herself.
A few years later, as a member of the Board of Directors of the IPBC (now called CPB Canada - Certified Professional Bookkeepers of Canada), she would use these skills to review the provincial legislations across Canada that regulated "accountants" and contributed to revisions of the by-laws for the organization.
In 2003, Jacqueline started her bookkeeping business and thanks to an accountant friend who referred a client to her, as well as networking and referrals, the bookkeeping business grew. During Covid, in an effort to help her clients reduce their bookkeeping costs, Jacqueline focused more on training clients' staff on bookkeeping rules, regulations, and processes.
Today, Jacqueline continues to bring that dedication in knowing rules and regulations to her business endeavours in many ways. One comment she often makes is that business owners need to "delegate...not abdicate" the bookkeeping role. Knowing how to make sense of your financial statements, and look for obvious descripancies in the details helps to protect your business from fraud and poor decision making.
Jacqueline splits her time between the training business (JB Training Services Inc) and the bookkeeping business (Bernal Business Services Inc), where she is able to coach, mentor, and train business owners, their staff, and other bookkeepers to do the high level bookkeeping work which helps businesses... Learn * Grow * Prosper.
For more information on our courses or bookkeeping services
call us at 780 - 966 - 9675
- Former Instructor at the Business Link, Metro Contuining Education, Anderson Career Training Institute (ACTI)
- Sat on the Board of Directors twice, for CPB Canada: Certified Professional Bookkeepers of Canada (formerly IPBC)
- 1st President of OLPH Conderence, Society of St Vincent de Paul - Sherwood Park
- Speaker at the 1998 National Conference - Canadian Council on Inner City Education (re: Parental involvement and teh importance of community building at the school level)
- Chair, Norwood Child and Family Resource Centre, 1998-1999 (I know... that was a lifetime ago)
- Other volunteer activities (so long ago when my children were young) included: started the Cromdate Jr. Forest Warden Program, Volunteer Steward - Natural AReas Program, Action for Health Communities.
- Education Summary over the past 30 yearsincludes: accounting and business courses through the U of A and Athabasca University, Canadian Investment Funds Course, Life insurance course, Volunteer Leadership Development Boyle-McCauley Community HUB, Nobody's Perfect Faciliator Training, various courses on volunteer and board development
We've got answers...!
If you have questions reach out to us. You can...
It's About You...
Perhaps you're a new business owner that needs to get a handle on your bookkeeping. Or maybe you've had your business for a while but the financial statements are a mess or don't make sense. Or perhaps you look at the reports each month, but don't get any useful information out of them.
You wonder if you're paying to much income tax, why your profit isn't higher, why there are inconsistancies across the months, in payroll or other amounts, and other things that just don't make sense. Or perhaps you wonder why there are still Receivables or Payables on the books that you know have already been taken care of !
And perhaps you spend evenings and weekends catching up on bookkeeping and other things, instead of having fun with your family or friends. When was the last time you had a "just-me (or us)" get-away?
If some of this rings true for you you're not alone. It's not uncommon in many businesses whether your're just starting out, or have been around for a while. There's a pesky little devil called "ignorance" who tries it's hardest to keep you from change. It uses fear to hold you down, confusion to disable you, and frustration to limit your growth.
IT'S NOT YOUR FAULT !
This pesky little devil tries hard to fight change and maintain the status-quo. It focuses on what could go wrong, instead of what could go right! It whispers that change will "cost to much" or "take to much time", or - worse of all, that you "can't do it" !
BUT WHAT IF YOU COULD?
What would it look like if your bookkeeping were up to date? What would it look like if you understood the Power and Magic hidden within your financial statements? What would it look like if you could serve the needs of more clients and customers, and be rewarded for that service?
Your clients and customers depend on you. And you depend on your "books" and other aspects of your business, to provide the products and services that make their life easier. Those items that have your special touch.
You shouldn't have to say "NO" to customers & clients as demand for your products & services grows. The world shouldn't have to "do-with-out" because you struggle to get the bookkeeping done and don't have the financial information you need to grow as demand for your products and services grows.
As a business owner, you should never have to experiance doubt and confusion when looking at your financial statements. You should be able to count on the reliability of your Profit & Loss Statement and Balance Sheet as you make decisions that help your business grow.
As your business grows, so will you. Perhaps you'll grow to the point where you want to delegate all or some of the bookkeeping to someone else. Someone you can depend on, or maybe you're an employee looking to master your bookkeeping and QuickBooks Online skills. Knowing how to make sense of your Financial Statements will help protect you from bookkeeping errors, government penalties, and even bookkeeper theft (yes, it does happen - watch for my upcoming Blog on theft by bookkeepers)..
AND THAT'S WHERE WE COME IN...
I understand the dislike for bookkeeping, that most people have. It's like changing the oil in my car - I would much rather have someone else take care of it. That's why I go to the professionals (or a close friend that I KNOW is fully capable and willing). People like us: Experianced. Capable. And more than willing ! With excellent references !
We can help identify your goals and objectives, and discuss whether learning QuickBooks Online with our formatted courses or customizied training are a right fit for you. We can train you, your staff, or a family member who wants to take on the bookkeeping for your business. And with our different training programs you (or someone else) can Learn * Grow * Prosper as the bookkeeping for your business gets done with our learn how to use QuickBooks programs.
Imagine what it will be like, when you can sit down each month (or even every week), look at your financial statments and other reports, and know that you are on track towards achieving your goals... or that a business challenge might be coming up, but you now have opportunites to succesfully deal with them.
Business is about serving others, personal growth, and an awsome adventure. Let us make sure you have the financial understand you need on this exciting "Entreprenurial Journey".
