Cloud
Accounting
Training

Our firm is a pioneer in online accounting.

Having done this for so long has given us an immense amount of experience and positioned us as industry leaders. We want to pass this knowledge along to you and your team, from easily storing all of your bookkeeping online to recording expenses with the simple click of a photo using your phone.

Yes, we'll help make all of your accounting needs easier by moving them online, but we'll also help you make your business better, too.

Topics covered in Cloud Accounting

1 Introduction to cloud accounting tools training

This session will introduce you to what cloud accounting is, how the industry has evolved since cloud accounting was first introduced, tips on what to watch for when looking at cloud accounting software in Alberta, and how cloud accounting can transform your business.

Upon completion of this session, you will understand the importance of cloud accounting and how it will transform your business.

2 QuickBooks Online advanced training

This session will cover how to utilize QuickBooks Online for your business. We will explore all the features of QuickBooks Online and get you comfortable navigating this software.

Upon completion of this session, you will be comfortable navigating QuickBooks Online and utilizing its features for your business.

3 App training Dext Prepare

This session will cover digital receipt capture and how to utilize Dext Prepare for your business. We will explore all the features of Dext and get you comfortable navigating this software.

Upon completion of this session, you will be comfortable navigating Dext Prepare and utilizing its features for your business.

4 App training Plooto, Rewind, Cloud Payroll

This session will cover digital bill pay, backups, and cloud payroll. We will explore all the features of Plooto, Rewind, and several cloud payroll options and get you comfortable navigating these software.

Upon completion of this session, you will be comfortable navigating Plooto, Rewind and the significant cloud accounting payroll applications and utilizing their features for your business.

5 App training MoneyThumb

This session will cover how to digitalize paper records if you don’t already have them in digital format, and how to utilize MoneyThumb for your business. We will explore all the features of MoneyThumb and get you comfortable navigating this software.

Upon completion of this session, you will be comfortable navigating MoneyThumb and utilizing its features for your business.

6 Software integration and navigation training

This session will cover how all the cloud solutions discussed in previous sessions can be integrated together to create a seamless cloud accounting system. We will explore how this is done and get you comfortable integrating cloud accounting solutions together.

Upon completion of this session, you will be comfortable integrating cloud accounting solutions together.

7 Workflow optimization training

This session will summarize all our previous learnings. We will also explore the fact that this is a fundamentals course and how we are just scratching the surface of cloud accounting and how it can be utilized to transform your business. This will include an overview of other business workflows that you can explore once our training program is complete.

Upon completion of this session, you will be comfortable exploring other cloud accounting solutions not covered in this fundamentals course.

Ready to learn about cloud accounting? Let's get started!

Contact us today to schedule a training session or to learn more about our Cloud Accounting training and how we can customize it to meet your team's specific needs.