What You’ll Learn (Benefits & Outcomes)

After this course, you’ll be able to:

  • Understand what the CRA actually expects (and avoid the common traps)

  • Set up and use QuickBooks Online the right way, start to finish

  • Separate business and personal spending (and stay audit-ready)

  • Claim the right expenses, with the proof to back them up

This course is perfect for:

Canadian sole proprietors, partnerships, or corporations

  • New or growing businesses who want to stay out of trouble

    If you're just starting out or growing quickly, this course gives you the foundation you need to stay compliant, avoid common pitfalls, and make smart money moves right from the start.

  • Business Owners Doing Their Own Books — or Overseeing Others

    Whether you’re a hands-on DIYer or reviewing reports from a team member or bookkeeper, this course helps you understand what’s going on behind the numbers — so you can lead with confidence.

  • Anyone Ready to Ditch Confusion and Take Control of Their Business Money

    If you’ve ever felt lost when it comes to taxes, cashflow, or CRA rules, this course simplifies it all. No jargon — just clear, Canadian guidance that makes sense for real businesses like yours.

Running a business in Canada is no joke—but your financial literacy doesn’t have to be painful. This self-paced course combines bookkeeping best practices, CRA compliance, full QuickBooks Online training, and cashflow planning using the Cashflow Canvas method. It’s everything you wish you knew before you started. And it’s here to set you up for success.

Enroll today

This Isn’t Just a QBO Training Course…

It’s a Full-Scale Toolkit for Confident, Compliant, Cash-Smart Business Owners When you enrol, you’re not just learning how to use QuickBooks Online. You're getting real-world, accountant-approved strategies, resources, and systems to take full control of your business finances.

  • 🔓 BONUS #1: 15 Real-World Business Building Modules

    Value: $499

    Go far beyond QBO software. These self-paced, expert-led modules guide you through: 💡 Expense deductions (and what you’ll need to prove) 🧾 Understanding CRA letters & reviews (and how to respond) 🏦 Business banking & credit best practices 📊 Budgeting and cashflow basics using the Cashflow Canvas method 👥 Hiring your back office dream team 🔐 Sales tax code clarity (exempt, zero-rated, out of scope) ✅ Plus: Common business mistakes and how to avoid them …and many more — designed to help you run a smarter, cleaner business.

  • 🔓 BONUS #2: Downloadable Resources You’ll Actually Use

    Value: $735

    Plug-and-play templates, checklists, and logs — ready for CRA audits, contractor onboarding, cashflow planning, and more. Includes: ✅ CRA audit-proof receipt checklists ✅ Vehicle mileage logs ✅ HST number verification tracker ✅ Budgeting worksheets ✅ Contractor vs. employee test toolkits ✅ Post-course action plan for working with a pro

  • 🔓 BONUS #3: Printable Workbook + QBO Student Guides

    Value: $677

    ✅ Course Companion Workbook (Value: $397 CAD) A 60+ page printable workbook that follows all 18 lessons. Includes summaries, mindset shifts, self-checks, and note space to help you apply what you learn. ✔️ Follow along as you go ✔️ Build confidence and clarity ✔️ Print it to take notes as you work ✅ Official QBO Student Guides (Value: $280 CAD) 14 step-by-step PDFs created by Intuit, covering core QuickBooks workflows with screenshots and easy instructions. ✔️ Visual, hands-on learning ✔️ Perfect for real-time use or review ✔️ Great to keep on hand post-course

Need Ongoing Support? We’ve Got You.

Once you’ve completed this course, you’ll know what to look for and what questions to ask. But you don’t have to go it alone. Our trusted network of accounting professionals offer:

  • Consulting – Pick their brain when you need to

  • Annual Deep-Dive Diagnostics – Before year-end, not after

  • Support Plans – Monthly or quarterly reviews + calls

  • Bookkeeping Services – From training to full-service

  • Cashflow Planning – Powered by the Cashflow Canvas method

Course curriculum

    1. Exclusive QBO Discounts & Special File Versions

      FREE PREVIEW

    2. Welcome

    3. About the Course Creator

    4. Terms and Conditions

    5. How to Use This Course in Thinkific

    6. About the QuickBooks Online (QBO) Training in This Course

    7. Who This Is For

    8. Course Companion Workbook

    9. Let’s Get Started

    10. Intro Quiz: Getting Started with Confidence

    1. Table of Contents

    2. Lesson Objectives

    3. Business Structures and What They Mean

    4. Accrual vs. Cash Accounting — What’s the Difference?

    5. Records You Must Keep (and for How Long)

    6. Don’t Mix Personal and Business Funds

    7. You Are Always Responsible (Even If You Outsource)

    8. You Must Report All Your Income

    9. Expense Deductions and What You’ll Need to Prove

    10. Understanding PST/QST

    11. GST/HST — When and How to Register

    12. GST/HST Input Tax Credits – Check the Numbers!!

    13. Understanding Tax Codes (When to use Exempt, Zero-Rated, and Out of Scope in QuickBooks Online)

    14. Payroll, Employees, and Contractors

    15. You Must Pay and Remit Government Taxes on Time

    16. Common Mistakes and How to Avoid Them

    17. Understanding CRA Letters & Reviews (How to respond and stay calm)

    18. Business Banking & Credit Best Practices (Clean separation + borrowing wisely)

    19. Budgeting and Cashflow Basics (Where money goes and how to plan ahead)

    20. Building Your Back Office Team (Hiring pros to support your growth)

    21. Why Working With a Professional Year-Round Protects You

    22. Quiz: Things Every Business Owner Needs to Know

    1. Real-World QBO Practice: Work the Green Tree Landscapes File Like a Pro

    1. Lesson Student Guide

    2. Table of Contents

    3. Lesson Objectives

    4. Setting Up Your Company

    5. Basic Setup Company Steps

    6. How is QuickBooks Built?

    7. Importing Lists

    8. Set Up Users

    9. Add Users

    10. Sales Tax

    11. Best Practice Tips from Accounting Pros

    1. Lesson Student Guide

    2. Table of Contents

    3. Lesson Objectives

    4. Sign In

    5. Dashboards

    6. Navigation Bar

    7. +New Menu

    8. Search

    9. Gear Menu

    10. Transaction Window

    11. Best Practice Tips from Accounting Pros

    12. Quiz: Getting Around QuickBooks Online

    1. Lesson Student Guide

    2. Table of Contents

    3. Lesson Objectives

    4. Setting Up Customers

    5. Setting Up Products and Services

    6. Entering Sales

    7. Sales and Customer Reports

    8. Best Practice Tips from Accounting Pros

    9. Quiz: Customer and Sales Part 1

About this course

  • $699.99
  • 177 lessons
  • 5 Hours Video Content
  • 10 Hours Reading Content
  • 4.5 Hours Practical Exercises & Quizes

Let’s make it happen.

Ready to take control of your business finances once and for all?

👉 Enroll for $699.99 and start today.