BookSmarts

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

Peak season exposes whether your bookkeeping system was built properly.If your QuickBooks™ file wasn’t set up around how...
06/15/2026

Peak season exposes whether your bookkeeping system was built properly.

If your QuickBooks™ file wasn’t set up around how your business actually runs, busy periods usually turn into messy categories, unclear reports, and extra cleanup later.

BookSmarts setup services for QuickBooks™ are designed to build a structure that matches your business so that your accounts, bank feeds, tax settings, and workflows are easier to manage when things get busy.

A strong bookkeeping foundation isn’t about doing more work, it’s about doing it right from the start.

https://pulse.ly/unryqdx3q9

“I was avoiding doing my books because I didn't know where to start. After meeting with Michele, I now have the knowledg...
06/13/2026

“I was avoiding doing my books because I didn't know where to start. After meeting with Michele, I now have the knowledge and ability to complete my books with confidence…”

Does this sound familiar? If you’re someone who avoids doing their books because it doesn’t come naturally, or you’re just not familiar with the program, then BookSmarts is perfect for you. With our guidance and training, you’ll become a bookkeeping pro!

Book a discovery call today, your future self will thank you. 🙏

https://pulse.ly/jw9hiwzd8y

QuickBooks™ does a lot, but it is not automatically tailored to your business the moment you sign up.A proper setup make...
06/11/2026

QuickBooks™ does a lot, but it is not automatically tailored to your business the moment you sign up.

A proper setup makes sure your chart of accounts, tax settings, bank feeds, reports, and workflows are built around the way your business actually runs.

That structure makes day-to-day bookkeeping easier to manage and helps keep your records cleaner from the start.

BookSmarts helps small businesses set up QuickBooks™ properly so the system supports the work instead of creating more of it.

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06/09/2026

If you buy from the same suppliers repeatedly, you don’t need to code those transactions manually each time.

Bank Rules in QuickBooks™ can help identify recurring purchases and automatically apply the same details, saving time and keeping your books more consistent.

In this tip, we’re showing how one supplier purchase can become a rule that handles future transactions for you.

Want to learn more useful QuickBooks™ tips like this?

Book a free discovery call with BookSmarts.

https://pulse.ly/qcykffzgap

Summer has a way of revealing where the gaps are. If invoices, receipts, bank feed reviews, reports, or GST/HST tasks ha...
06/07/2026

Summer has a way of revealing where the gaps are. If invoices, receipts, bank feed reviews, reports, or GST/HST tasks have to wait for one specific person, your bookkeeping process may be too dependent on memory.

BookSmarts group training helps admin teams and staff use QuickBooks™ consistently, with clear workflows for the tasks they handle regularly.

Keep the books moving, even when someone is away.

Book a free discovery call to ask about QuickBooks™ group training.

https://pulse.ly/n2pzg4sias

If bookkeeping is taking longer than it should, there may be time-saving features in QuickBooks™ you aren’t using yet.Ba...
06/03/2026

If bookkeeping is taking longer than it should, there may be time-saving features in QuickBooks™ you aren’t using yet.

Bank rules, recurring transactions, receipt capture, reports, and better review habits can all make the day-to-day work smoother.

BookSmarts training in QuickBooks™ helps you learn the tools and shortcuts that actually save time, so your bookkeeping process works better for your business.

https://pulse.ly/tzuud0p6te

Two weeks away should not mean two weeks of catch-up.Summer gets busy, and bookkeeping is often one of the first things ...
06/01/2026

Two weeks away should not mean two weeks of catch-up.

Summer gets busy, and bookkeeping is often one of the first things to fall behind. A proper QuickBooks™ setup can make the routine work easier to maintain, even when your schedule changes.

BookSmarts™ can help set up the pieces that keep your books running more smoothly, including bank feeds, recurring transactions, organized accounts, and GST/HST settings.

Vacation-proof your bookkeeping before summer gets away from you.

https://pulse.ly/avccycrseo

If you’re planning a team session or conference, your accounting segment doesn’t have to be the part where everyone zone...
05/29/2026

If you’re planning a team session or conference, your accounting segment doesn’t have to be the part where everyone zones out.

We deliver live QuickBooks™ presentations that are practical, relevant, and actually hold people’s attention. No heavy jargon, no generic slides, just clear, useful takeaways your audience can apply right away.

Each session is tailored to your group, whether that’s a team learning the basics or an industry audience looking for better ways to manage their books.

If you’re organizing an event and want something your audience will actually get value from, BookSmarts is here to give a presentation they’ll remember.

https://pulse.ly/cjtvpcs7to

QuickBooks™ should help you answer the questions that matter in your business.What came in?What’s still owed?What expens...
05/27/2026

QuickBooks™ should help you answer the questions that matter in your business.

What came in?

What’s still owed?

What expenses are coming up?

What needs attention?

Those answers are much easier to find when your QuickBooks™ file is set up around the way your business actually runs.

A thoughtful setup helps organize your accounts, bank feeds, tax settings, and workflows so your books are easier to manage from the start.

When the system is built properly, the answers are easier to find. Book a discovery call and we can discuss how BookSmarts can help.

https://pulse.ly/pktxwdnlmt

05/25/2026

We’ve all seen them: uncategorized transactions, reports that don’t quite make sense, reconciling “eventually,” and hoping the bank feed magically knows what to do.

The good news? Most bookkeeping chaos can be cleaned up with better systems, clearer processes, and proper support.

If your QuickBooks™ file is giving red flag energy, let’s get it back on track.

Book a free discovery call with BookSmarts™ and let’s talk about what needs fixing.

https://pulse.ly/vdvfo4hukx

Address

Barrie, ON

Opening Hours

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

Telephone

+17057966979

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