Next Level – Investment Bookkeeping

Wednesday, September 21, 2022

10:30 AM - 11:30 AM


Are your clients holding cash and have added an investment account within the business? Do those statements go straight to the accountant to do the recordkeeping? This is the session for you, we have a template that we use for bookkeeping investments in Canadian and other currencies, we will go through the template and how it works and then you will receive a copy that you can use for your clients. You will walk out of this session with another solution in your toolbelt.

Managing Bookkeeping
1.0 CPD unit
Location Name
Plaza 5
Virtual Access