4 ACES TO JUMP START SAVVY ENTREPRENEURS IN 8 DAYS

Diana Read-Miedema, CPB
Financial Coach for New & Sm Biz
(902) 895-6074
[email protected]
www.SageFinancialCoaching.ca
4 ACES TO JUMP START
SAVVY ENTREPRENEURS
IN 8 DAYS USING SAGE 50
Lay Foundation
Install & Design
Cash In & Taxes
Cash Out & Bank
Payroll Ledgers
Payroll & CRA
Inventory
Mgmt & Reports
Sage Centre is in its initial
vision and developmental
stages, and will not be
incorporated until directors
and associates have come
on board to further develop it.
Simply Financials, 20 Willow St, Truro, NS, CA, B2N 4Z4 (Oct. 28)
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Diana Read-Miedema, CPB
20 Willow Street, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
FINANCIAL
COACHING
Diana Read-Miedema, CPB has been a selfemployed accounting & tax consultant since 1988
after being certified by the Canadian School of Tax
Accounting. Diana became a Certified Professional
Bookkeeper with IPBC in 2008.
Diana is the only one living in the Maritimes who is a:
 Sage University Contract Instructor
 Sage Certified Trainer
 Simply Accounting GOLD Certified Consultant
Since 1998 Diana has coached hundreds of start-ups
and users of Sage Simply Accounting/Sage 50 during:
* Installation and Set-Up
* “Database Architecture” & Customization
* Training & Troubleshooting
* Software support (onsite, remote, Truro)
* Non-profit computer labs at BBI and MISA-ISIS
* NSCC Truro evening classes
Diana has copy written many courses and published
Simply Financials-Tax Accounting Handbook 2012
which can be viewed at www.SimplyFinancials.com.
Diana is a member of Truro & Halifax Chambers and
Canadian Tax Foundation, and is a Director of the
Colchester Food Bank.
FINANCIAL
COACHING
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Diana Read-Miedema, CPB
20 Willow St, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
Diana Read-Miedema
has helped to jump start
small businesses since
1998 through one-on-one
customized support as
well as classroom training in
the areas of small business bookkeeping, Sage
Simply Accounting, and Understanding Financial
Statements and Cash Flow. Diana has always added
depth to the material by including advanced tips &
tricks and super tax savings strategies to promote
growth and endurance for the long hard race.
Running a business is a marathon that demands a
strong spirit and a keen eye for trends, markets,
excellence, team players, and the right investors.
Diana helps entrepreneurs keep current with
knowledge concerning governmental compliance of
income tax, payroll & benefits, sales tax, property
tax, building code, zoning, safety, PIPEDA, security,
human resources, insurance, and the 4 “Ps” people,
product, place and price.
Diana coaches clients how to be PROACTIVE with
“DATA: security, privacy & disaster recovery.”
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Diana Read-Miedema, CPB
20 Willow St, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
ACCOUNTING
4 ACES
BASICS
Day 1 LAY FOUNDATION
Dec. 3, Jan. 14
Day 2 INSTALL & DESIGN
Dec. 4, Jan. 15
Day One Instructor-led by PPT with outlines
* Cdn Taxation for small Biz—proprietor vs incorporation
* Accounting Foundation, T- accounts, filing system,
* Chart of Account Groups & Financials are colour-coded!
Assets Liabilities Equity Revenue Expenses
Day Two Hands –On Database Architecture! & Quiz
* Install Sage 50 Cdn & do database architecture
* Enter historical Trial Balance,
* Computerized Balance Sheet, Income Stmt, Journal,
* Analyse and post all sub-ledgers:
* Historical Accounts Receivable & client invoices
* Historical Accounts Payable and vendor invoices
Day 1 CASH IN & SALES TAXES
Dec. 6, Jan. 17
Day 2 CASH OUT & BANK REC
Dec. 7, Jan. 18
Day One Cash In & Sales Taxes
* Setup Sales Taxes for all provinces from NS perspective
* Setup Services. Setup Clients, Accounts Receivable
* Sales Invoices> Quotes > Orders (Use for Contracts)
* Custom Design Invoices, logo, Customer Lists
* HST Report, file/E-file, Payment to CRA
* Extensive exercise for Receivables, Void & Adjust
Day Two Cash Out & Bank & Visa Reconciliation
* Setup Vendors, Accounts Payable, Cheque Designer
* Purchase Invoices, Quotes, Orders, Payments
* Extensive exercise for Payables
* Move “Cash & Cheques to be deposited” to Bank acct
* Move “Visa Receivable” to Bank account
* Reconcile Bank Account & Reconcile Visa Payable
ACCOUNTING
4 ACES
ADVANCED
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Diana Read-Miedema, CPB
20 Willow St, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
Day 1 PAYROLL LEDGERS
Dec. 10, Jan. 21
Day 2 PAYROLL & CRA
Dec. 11, Jan. 22
Day One Hands–on Setup Payroll Ledgers, Links
Setup Employees, Taxable 7 non-taxable benefits
AUTO, Entitlements, Insurance. Examine all TD1 and TD1NS
Ensure signed & accurate SIN, Date of Birth, Name etc
Hands on Exercise covers all regular payroll
Day Two Hands-On Payroll Reporting & CRA
Payroll T4 reporting for CRA is calendar Jan 1—Dec 31
Examine carry forwards from Dec 31
Check for Vacation Payable even though 2013 improved
ROE & E-filing, T4 and T4 Summary & efiling, PIER
Time & Billing , Direct Deposits with EFT/ Beanstream
Time Cards, swipe cards, FOBS, time clocks
Day 1 INVENTORY
Dec. 13, Jan. 24
Day 2 MANAGEMENT & REPORTS
Dec. 14, Jan. 25
Day One Hands On Inventory
Plan Item ID 1st!
Inventory setup, Locations
Categories, Price Lists
Bill of Materials,
Adjustments
Day Two Management
Departments, Budgets
Multi-currency,
Gross margins & Comparisons
Import-Export Reports
Business Intelligence
Best Practices, PIPEDA, Security
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Diana Read-Miedema, CPB
20 Willow St, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
MARKETING
ASSOCIATES
SOCIAL MEDIA
Alpha Social Media Inc., Jeff Brown, President
902-956-2600 www.alphacomputer.com
WEB MASTER
Peter Eastwood, Halifax NS
www.eastwoodddesign.com
WEB DEVELOPMENT, E-COMMERCE, MARKETING
Esther Lysakovsky (nee Miedema), Brantford ON
www.e-storeplus.com 519-774-7227
https://www.facebook.com/#!/pages/E-Storeplus-WebDevelopment-Marketing/148395595187906
PROFESSIONAL
ASSOCIATES
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Diana Read-Miedema, CPB
20 Willow St, Truro, NS, B2N 4Z4
(902) 895-6074
[email protected]
Conference #5 TBA
Networking Accountants &
Small Business Associates
For accounting movers & shakers!
NASBA #1 June 8, 2007, Best Western Truro: “Great to see what
BusinessVision can do for POS & multi-location inventory. Thank-you
for your 2 hr demo of the latest Simply Accounting—I learned a lot.”
NASBA #2 January 17 & 18, 2008, Best Western Truro: “Excellent
RDSP & Medical from Tax Detective . Barrie Reid’s Going Global was
inspiring. Enjoyed the rivalry btn SA & QB! RBC was great.”
NASBA#3 January 9, 2009, Holiday Inn Truro: “Very professional.
Excellent Binders. CRA’s SR&ED info was new. Learned lots from lawyers from Patterson Hunt about liability & selling a business. Needed
IFRS in plain English. Your Simply Tips & What’s new in T1 were great.
NASBA #4 January 15&16, 2010, Hilton Garden HFX Airport Hotel:
“Fabulous! Better location. Exc. food. Thanks for going overboard with
the prizes. Two boxes of QuickBooks-wow! The E-Courier expert, Robert MacKenzie from BC was very informative and now I will change my
email security polices. Having five CAs was already overdrive but to
have the AcSB was incredible...should have had 300 attend not 30 .”
NASBA#4 speakers including five chartered Accountants:
1. PE GAAP: Greg Edwards CA, Principal, AcSB, Project Mgr GAAP
2. Sell Cottage: Henry Visser CA, LLB, TEP;
3. Sell Business: Debi Peverill CA;
4. Paperless, QuickBooks: Peter Budreski CA;
5. Commercial Fraud: Cst Laurie Haines, CA
6. Quicken: Eileen Reppenhagen, CGA, Vanc.
7.The Tax Factor T1-T2: Diana Read-Miedema
8. Simply Accounting: Diana Read-Miedema
9. Identity Theft Prevention: Bk of Can, A. Paquet
Diana Read-Miedema, CPB, Financial Coach
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1980
1988
1988
1990
Accounting: Georgian College Barrie ON
Certified by Cdn School of Tax Accounting
Open “Diana’s Tax & Bookkeeping”
Joined Association of Professional Accounting
& Tax Consultants at Toronto convention
1992 Dalhousie U. Advanced Mgmt. Center-Entrepreneurship
1994 Started free e-newsletters - Tax & Simply Accounting Tips
1997 Passed ACCPAC U exam=Simply Acctg Certified Consultant
1999 NSCC Truro. Wrote and taught Simply Accounting Essentials,
Cash Flow Management, Understanding Financial Statements
2001 Pass Exam-now AAM—Affirmed Accounting Member of the
Association of Professional Accounting & Tax Consultants
2003 May—host The Atlantic Training Ctre for Vertebrae POS
2004 1st Annual Open House to Demo Simply (did until 2010)
2005 TRADEMARK SIMPLY FINANCIALS™
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◊ 2005 May - CRA Halifax “Navigating Simply Accounting
for HST Trust Examiners and Payroll Auditors”
◊ 2006 JUDGE at Dal U. Norman Newman Ctre for Entrepreneurship Work term projects
◊ 2007 NASBA #1 Friday June 8, 2007, BW Truro: BusinessVision,
Computer Networks, Simply Accounting
◊ 2008 NASBA #2 Jan 17-18, 2008 BW Eileen Reppenhagen, CGA
Jan.17: Free to public—Medical Exp, RDSP Grants
Jan.18: Tax, Simply vs QB setups in 30m; Going Global; RBC
◊ 2008 Sept. Diana profiled: Partner Pulse News by Simply Accounting
◊ 2008 Pass IPBC exam. Now a Certified Professional Bookkeeper
◊ 2009 NASBA #3, Friday January 9, 2009, Holiday Inn Truro
* Patterson Law * CRA SR&ED advisors on tax credits
* Diana Read-Miedema: T1-2008, AUTO, Simply Acctg 2009
* Diana RM IFRS vs. GAAP for Bookkeepers
* RBC—Tax Free Savings, * Jeff Brown-Office 2003v2007
◊ 2009 April-Started Sage Accountants Network Partner Meetings
2nd Group in Canada to form! Only one in Atlantic Canada
◊ 2009 1st in Atlantic Canada! GOLD Simply Accounting Certified
Consultant & Sage Certified Trainer, Sage U Mississauga
◊ 2010 NASBA #4, Jan 15 & 16, 2010, Hilton Airport Hotel
Keynote Speaker : Greg Edwards CA, Principal AcSB
& Project Manager for Cdn Private Enterprise GAAP
◊ 2010 “Role Models on Tour” with Black Business Initiative (Page 33)
◊ 2011-12 Sage U Contract Instructor Hfx. 5-city Sage 50 launches!
www.SageFinancialCoaching.ca
Revised Oct 28-12