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Connect and learn with like-minded professionals

We know how important it is to feel supported throughout your career as a bookkeeping professional. CPB Canada has established regional meeting communities across Canada where bookkeepers can share insights, keep up with industry updates and the latest in technology, and make meaningful connections with their peers. Not sure if there’s a meeting in your area? Find a regional meeting community near you.

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BC Sunshine Coast - Regional Meeting - How to Prepare a Year End file for the Accountants - In Person

November 7, 2024

6:00 PM - 8:00 PM PST

Info

How many bookkeepers really understand what the accountants do with their bookkeeping work?  What happens between bookkeeping, the filing of tax returns, and financial statements?  I think understanding each other’s processes would make both of us more efficient and work towards the same goal.

LEARNING OBJECTIVES

  • Gathering appropriate and concise documentation
  • Reconciling accounts – bank, retained earnings, credit cards, payroll expense
  • Analyzing accounts – clearing accounts, GST, PST, corporate tax
  • Recording shareholder loan entries
  • Recording capital assets

Presenter: Catherine Jones

Catherine has been working in the accounting industry for almost 35 years.  She started in public practice in a downtown Vancouver accounting firm, which launched a career primarily in taxation, small business, and, more recently, Trusts and Estates. She has been interacting with bookkeepers and business owners every step of the way and has a broad depth of experience to share.

 

In Person:  James & McIntyre Boardroom, Suite 25A - 5755 Cowrie Street, Sechelt BC, Sechelt, BC, V0N 3A0

Contact: Regional Network Chairs - Rinette Lagace, CPB - Email:  rinette@netbookkeeping.ca & Janet Shimizu, CPB - Email: scbookkeepergroup@gmail.com

 

CANCELLATION POLICY: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you register and are unable to attend, please email your cancellation notice to your local RNC or regionalnetworks@cpbcan.ca, so the event space can be notified accordingly.