When:
December 3, 2019 @ 9:00 am – 4:00 pm
2019-12-03T09:00:00-04:00
2019-12-03T16:00:00-04:00
Where:
Ignite Labs Inc
208 Main Street
Cost:
Free
Bookkeeping Bootcamp [Southwestern Region] @ Ignite Labs Inc

Pathfinder

is a bookkeeping & tax firm serving Western Nova Scotia. We specialize in helping business owners know their numbers to grow their profit. Our office is located in Yarmouth, Nova Scotia, Canada.

Our mission is: to empower business owners around their finances by removing confusion, fear and uncertainty and replacing it with clarity, freedom and control.

The services we offer include:

– Bookkeeping Health Check

– Ongoing Bookkeeping

– Start-up Business bookkeeping plans

– Clean up and rescue bookkeeping

– Hospitality and bookkeeping training

– Personal tax return filing

– Training and Speaking

Our core values are:

  • Clarity
  • Competence
  • Communication
  • Passion for Service
  • Professionalism

Hey there, I’m Julie Walters.

Most days you can find me balancing growing my business against raising my son and spending time with my husband.

People often refer to me as Julie or Jule, but my legal name is Julia…I don’t often go by it, and if you call me Julia, it most likely means we met in grade primary.

I love serving the world by helping businesses grow. When businesses prosper, a community prospers, and so do its residents.

I work with people who desire to grow their business and make more money. I am lucky to show them how their expenses, revenue and cash flow all relate to their profit. It is a great day when you can help someone figure out their breakeven point, monthly sales targets, and develop a strategy to see more money deposited into their bank account more quickly.

When I’m not busy working on bookkeeping and personal tax returns, you can catch me camping with my family or planning our next vacation. We tented for fifteen years but in 2019 we finally upgraded to a camper. What a luxury!

If you’re dying to hear more, here are five things you might not know about me:

  • I am a Certified Quick Books Online Pro Advisor.
  • I love to dress up for Halloween. My husband and I are the reigning champions at our friend’s epic Halloween parties.
  • I was an exchange student with Rotary International in 1998-1999, and lived in St Gallen, Switzerland.
  • I hate scary movies.
  • I love to go four-wheeling.

Still here? Let’s connect! Send me an email or give me a call!

Workshop 1:

Financial Statements

What on earth is a financial statement and why is it important? This workshop introduces attendees to the two main financial reports they will see in their business: the balance sheet and the income statement. Attendees will learn why these are important, what information the reports contain, and how to analyze the reports.

Workshop 2:

Bookkeeping Basics

What are the elements of a good bookkeeping routine? This workshop introduces walks attendees through what is needed in order to produce healthy bookkeeping records. Accounts payable and receivables, bank reconciliations, payroll, source deductions and HST calculations; each topic is discussed and dissected. Attendees learn how to improve their own bookkeeping records in measurable steps.

Workshop 3

Tax Returns

What taxes do businesses need to file, and when do they need to be filed? This workshop gives a high-level overview of the various tax obligations encountered by most businesses in Nova Scotia. Personal tax returns (T1s), focusing on sole-proprietors, rental income and fishing income are given particular attention. Attendees learn what to do in order to prepare to file taxes, and the pitfalls to avoid.

Workshop 4

Software

Yikes! You know you need to do bookkeeping, but where to start? Should you keep paper records, or use computer software? This workshop reviews the pros and cons of each option, and introduces the major software programs available in Canada. Attendees will evaluate their options, and make a decision for their business based upon their individual needs and budget.

Workshop 5

Automation

What technology tools can you use to make your bookkeeping more manageable? This workshop includes a review of the current options available for Canadian businesses, and helps attendees assess whether they are a fit for their business. A implementation plan is also introduced.