Practical finance skills for you and your team

Workshops and courses that teach owners, managers and staff the finance and compliance skills they use every week — delivered online or on site.

What's included

Bookkeeping fundamentals: Hands-on QuickBooks or Xero training using your own data.
Payroll and HR compliance: What every manager must know about hiring and paying people.
Reading financial statements: P&L, balance sheet and cash flow, explained with real examples.
Tax basics for owners: Deductions, estimates and recordkeeping that stand up.
Financial literacy: Budgeting, credit and saving workshops for individuals and groups.
Custom programmes: Training designed around your team's tools and gaps.

Step 1
Needs check
Who is attending and what should they be able to do afterwards?
Step 2
Programme design
We tailor the content and format.
Step 3
Delivery
Live online, on site, or self-paced.
Step 4
Follow-up
Materials and a Q&A session after the training.

Often paired with

Do participants get a certificate?

Yes, a certificate of completion is provided for each course.

Can training be delivered in French?

Ask us in the intake — we'll confirm language availability for your session.

Prefer to talk? Call +1 (317) 252-3817.