LLS Financial Services Inc


Staying current is the key to professional success. Our facilitators are experienced in both training adults and daily accounting/bookkeeping practices, so you can have every confidence that what you learn from them applies to your every day working life. They are also committed to continuing education in their own lives, so they are always up-to-date. Our seminars are not all "chalk and talk". Participants each have their own workstation and training is hands-on. Each session is limited to 4 participants, so there is ample opportunity for one-on-one with the instructor. The small class size encourages sharing between participants and each session is tailored as much as possible to the specific group.

Quickbooks ®

We offer training in QuickBooks® in four distinct areas. All QuickBooks® training is led by a QuickBooks® ProAdvisor.

Introduction to QuickBooks®

2 days - $449.00

We recommend this 2-day seminar for those who are new to QuickBooks® and want a sound base in the fundamentals. Topics include:

  1. Navigation in QuickBooks®
  2. Company Set-up and Preferences
  3. Chart of Accounts and the General Journal
  4. Customers and Vendors
  5. Managing Customers (invoicing, credits, payments, statements)
  6. Managing Vendors (bills, cheques, credit cards)
  7. Banking (Deposits, transfers, reconciliation)
  8. Sales taxes - GST & PST (reporting and remitting)
  9. Recurring entries
  10. Reports

QuickBooks® - Advanced

1 day - $299.00

This seminar is recommended for those who have been using QuickBooks® for at least 6 months or who have completed the Introduction to QuickBooks®. In this one-day session, you will learn to work more efficiently to maximize your productivity. Topics include:

  1. Using and reconciling credit cards
  2. Advanced reporting and exporting to Excel
  3. Advanced Find functions
  4. Managing inventory
  5. Advanced work with Customers and Vendors (purchase orders, discounts, estimates, sales orders)
  6. Budgets and financial reports
  7. Customizing forms and templates
  8. Password protecting QuickBooks®

QuickBooks® - Payroll

1 day - $299.00

We recommend this one-day seminar for those who are responsible for payroll in small- to medium-sized organizations. Topics include:

  1. Setting up employees and payroll items
  2. Tracking time
  3. Processing pay cheques
  4. Source deduction reporting and payment
  5. T4's and T4 Summaries
  6. Records of Employment
  7. Modifying pay cheques
  8. Pay advances

QuickBooks® for Non-Accounting Managers

½ day - $149.00

This session is for managers who are not directly involved in the direct input of data into QuickBooks®. They will see what reports are available to them and how reports can be modified to suit their particular needs. QuickBooks® can be a powerful tool in management decision-making. Topics include:

  1. Off-the-Shelf reports
  2. Budgeting
  3. Modifying reports
  4. Determining what information you need and how to get it out of QuickBooks®

Training Location:

All courses are run out of our office at 550 Lansdowne St. W., Unit 14, Peterborough, ON.

Payment Policies:

Payment must be made at the time of registration to secure one of the limited seats. We accept Visa, MasterCard, or cheques. Cheques should be made payable to LLS Financial Services Inc.

Cancellation Policies:

You may cancel your registration up to 10 business days prior to the seminar date and we will refund your fee less a $25 administration fee. If you need to cancel less than 10 business days prior to the seminar, you may receive a credit for a future course. Please note that if you do not cancel and do not attend, you are still responsible for payment.

For more information, please call Linda Stephens at 705-876-8555.

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