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BookSmarts

Name: BookSmarts
Address: Barrie, ON, CA
Telephone: +17057966979

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Barrie, ON
BookSmarts

Setup, training and consulting in Quickbooks for business owners and bookkeepers Training in Quickbooks for business owners and bookkeepers.

Starting up a new business and need to set up an accounting system from scratch? Experiencing growth and need to upgrade your current business accounting system? Whatever your needs, setting up a bookkeeping system for your business doesn’t have to be difficult. Even if you or your staff aren’t comfortable working with numbers or software, BookSmarts’ approach takes you step by step through the pr

ocess. Hands-on training and real life examples walk you through each step with ease.

**Business Accounting Software Setup**
From setting up your QuickBooks accounting system, to showing you effective HST and payroll tracking solutions that are easy to use, BookSmarts custom tailors systems to meet your business’s needs. With setup performed at your home office or place of business, you end up with a practical and self-sufficient bookkeeping system that you or your staff can manage moving forward. All training packages include onsite training at your office, a detailed, customized and easy to follow bookkeeping process document, and three months support.

**Business Accounting Software Training**
You or your bookkeeper will receive hands-on data entry training as you catch up on your bookkeeping. You will learn simple ways to track inventory, manage cash flow and calculate government remittances. BookSmarts’ unique collaborative approach to training means faster learning and improved retention. All training packages include live one-on-one video and screen share training sessions; a detailed, customized and easy to follow bookkeeping process document; and three months support. Serving businesses across Ontario

09/02/2026

Nobody starts a business because they love tracking expenses, but bookkeeping is one of those things that's a lot easier to set up at the beginning than to untangle later.

These are some basic things you need to get started:

1. Open a separate business bank account – mixing personal and business spending is the #1 source of bookkeeping headaches.

2. Start tracking income and expenses from day one, even if it's simple.

3. Turn on GST/HST tracking in QuickBooks as soon as you register with CRA.

4. Use the QuickBooks Accounting app to scan your receipts so they will be ready to convert to Expenses in your books.

5. Get QuickBooks™ set up around your actual business, not just the default template.

The setup decisions you make in month one follow you for years. Getting them right early saves a lot of cleanup later.

https://pulse.ly/ugwjgnyhtm

08/31/2026

The dog ate your bookkeeping? Nice try. 🐶

September isn't just for back-to-school—it's the ultimate time for a quick business reset before the Q4 rush hits. Before year end sneaks up on you, take 15 minutes to run through these basics:

✏️ Reconcile your bank accounts so your numbers match your actual cash flow;

📖 Review your Q3 P&L statement to see where your profits stand;

🧾 Catch up on expense categorization and follow up on unpaid invoices.

Don't have a fast system to do this without feeling like you’re chasing your tail? We teach business owners how to master QuickBooks™ with ease. Let’s discuss how training in QuickBooks™ can save you from doing hours of ‘homework’ a week.

https://pulse.ly/84k1kjlrxm

08/28/2026

Another review we're proud of. ⭐

If this sounds like what your bookkeeping situation needs, a free discovery call is a great place to start.

https://pulse.ly/5vxsrbqr3v

08/27/2026

Something in QuickBooks™ hasn't looked right for a while, and you've been putting off dealing with it.

We hear this a lot. A number that doesn't quite add up. A report that's off by something you can't explain. A transaction that's been sitting uncategorized because you're not sure where it belongs.

Left alone, small issues like these tend to compound. Overstated cash flow, invoices that never get followed up on, and expenses tracked in the wrong place, are some of the most common, and avoidable, accounting mistakes we see.

BookSmarts troubleshooting sessions are built for exactly this. A focused, virtual session where you bring the problem and we help you sort it out. No lecture, no big commitment, just help getting it sorted.

Book a discovery call today and let’s get you set up.

https://pulse.ly/9ooibrjvlf

08/25/2026

If you rent to students, your bookkeeping has its own set of rules.

August means move-in season for a lot of off-campus and student housing landlords. New leases, security deposits, maintenance costs, maybe a property manager fee if you're not handling it yourself.

All of that needs to land in the right place in QuickBooks™, and rental income has its own quirks. Deposits aren't income until they're used. Repairs and improvements get tracked differently than everyday expenses. HST can apply depending on how the property is held.

A lot of landlords manage this in a spreadsheet, or lump it in with their other business finances, and end up with a tax season that's harder than it needs to be.

If your rental bookkeeping could use a proper setup, book a free discovery call to see how BookSmarts can help.

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08/21/2026

Myth: you need to be good at math to do your own bookkeeping.

We hear this one constantly and it's just not true.

QuickBooks™ does the calculations. What actually matters is knowing where things go: which category an expense belongs in, how to read a report once it's generated, and how to keep your file organized as you go.

That's a completely different skill than math and it's one that can absolutely be learned.

Got another bookkeeping myth you've heard? Tell us in the comments, we might feature it next.

08/19/2026

Still using QuickBooks™ Desktop? 🖥️ The clock is ticking.

Intuit is phasing out Desktop products across Canada, which means security updates, payroll features, and technical support are coming to an end for older versions.

If you’ve been delaying the move to QuickBooks™ Online, the time has come.
Are you wondering:

❌ Will my historical data transfer correctly?

❌ Will my team know how to use the new system?

❌ Which QBO plan actually fits my business needs?

You don't have to guess your way through it. We specialize in custom QuickBooks™ training and setup, ensuring your move to the cloud is seamless and stress-free.

Book a discovery call today and let’s get you set up.

https://pulse.ly/cyvmgqmygx

08/17/2026

Client love we had to share. 💛

Thank you, Becky, this is exactly the kind of result we love seeing. If your bookkeeping situation could use this kind of turnaround, let's talk.

https://pulse.ly/yqdedfx4po

08/16/2026

What actually happens during a QuickBooks™ Desktop to Online transition?

If you're making the switch, here's how our BookSmarts QuickBooks™ Desktop to Online transition program works.

We start by reviewing your current file: chart of accounts, open invoices, vendor and customer lists, and historical data. From there, we map everything over to Online, set up your bank feeds, and rebuild any automation or rules you were relying on in Desktop.

Once the new file is ready, we walk you through it so you know exactly where everything lives and how your day-to-day workflow changes, usually for the better.

Most transitions take a few sessions from start to finish, depending on how much history needs to move over.

Ready to make the switch? Book a free discovery call and let’s get started.

https://pulse.ly/b05ca1br4o

08/13/2026

How far behind are your books right now? No judgment, just curious.

We ask business owners this question all the time, and the answers usually surprise people, in a good way.

Up to date? A few weeks behind? A few months behind? Or somewhere you'd rather not admit out loud?

Wherever you land, we can help you get caught up and organized by showing you how to use QuickBooks for your bookkeeping. That's what we do all day.

Reach out to book a free discovery call today!

https://pulse.ly/hk5qanzpqa

Address

Barrie, ON

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Telephone

+17057966979

Website

http://www.booksmarts.ca/

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