Advanced Bookkeeping for a Selection of Business Profiles

"The course gives you some insight into the unusual aspects of each industry - things that aren't normally taught in school & you wouldn't learn until you had to work in the industries.... It's great to get an introduction to different fields BEFORE you start working on them." S. Day, Winnipeg, MB

"Everything so far has had value to it. These studies have added to my knowledge and skills and I have put this knowledge to use immediately for our clients or I gained new skills which has given me the opportunity to expand our services." William Samplonius, ON

“The variety of business profiles in this program is excellent. It gave me invaluable insight into the operations of other types of business. I will now have the confidence to work in other fields. I am currently working with a not for profit agency and with this particular chapter I was able to immediately utilize the information learned from this chapter. I feel very informed. The skills I have learned from this course are invaluable. I now have a good understanding of how to work within a variety of business. I particularly like all the research assignments on the EverGreen. There was so much to learn.” Wendy Simpson, BC

"Very good course. Perfect for someone like me who is a freelance bookkeeper and needs practical bookkeeping and GST knowledge for different types of businesses. It is difficult to find courses that are beyond basic bookkeeping without entering a long term designation program. Especiallly liked access to EverGreen. Found it to be an excellent resource. Especially liked examples and relevant court cases." Jane Verwey, MB

"Even though you think you know a lot, this course humbled me. Very, very good questions which broadened my knowledge." Maria Cannizzaro Montreal, PQ

"Self-paced, well organized, and very up-to-date information. It gave me a great deal of insight into issues that I thought I knew but I found I knew only a small part of what there really was to know about the issues. Thank you for all the indepth information on so many issues." Vivian Gaulton - AB

Advanced Payroll for Professional Bookkeepers

"I like that the material covered different aspects of payroll from The Payroll Cycle to Year-End Reporting. I also like Evergreen as a research tool in all the courses as it gives in depth knowledge at your fingertips." Alan Pilon, ON

"Yes, the course met my objectives. This is my third course, and I will take others. I have been able to take on more responsibilities for payroll administration in my workplace and have secured some contract work in a small bookkeeping company as a direct result of the courses I have taken from the Knowledge Bureau. " Gail Silvius, AB

Advanced Tax Preparation and Research

"I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary." Robert J. Smith, MB

“I enjoyed the course greatly. Net Tools are great - very easy to move around. It is a very informative course.” Cheryl Cooke AB

Advanced Tax Preparation and Research

"Content is valuable and very practical and will turn any tax preparer and financial consultant into an expert. Really liked the in-depth level of the advanced tax research course. Although I've had practical experience with many of the topics, I've still managed to learn a few new things and get to understand the underlying principles of others. The Practice Exam was particularly useful as an evaluation of my knowledge. The online help from KB staff was very good. Thank you for responding so promptly!" Maryke Leonard-Troskie, BC

Advanced Tax Preparation and Research

"Challenging course! This was my first course through the Knowledge Bureau, and I wasn't sure what to expect. I am pleasantly surprised! Loved doing the case studies and quizzes at my own pace. They were quite challenging and comprehensive enough to ensure you had a full grasp of the course material." Cindy Scott, ON

Advanced Tax Preparation and Research

"The material was organized in a way that was easy to follow. I truly enjoyed the contents in EverGreen. As with the Essential Tax Facts book, I took it with me wherever I went and even did some bed reading. The course was an eye opener to the complexity of the Income Tax Act and it was helpful to be able to read the contents in EverGreen at the same time that I had the reference in case I wanted to research even more." Guillermina Cobian, ON

Advising Family Businesses

"This was an excellent course. The author is very knowledgeable. The material covered was very beneficial to me in my own practice. I learned a great deal of information and would highly recommend this course." Heather McLeod, Dartmouth, NS

Basic Bookkeeping for Business

"Although I already had a good knowledge of bookkeeping, the course taught me things that I did not know or fully comprehend. After completing the course I am more confident in my ability to keep books of account for small businesses and not-for-profit organizations." Ronald Noel, AB

"Very thorough, made you think. I really enjoyed the challenges! Gave me confidence that I can take into the workforce. Loved the Case Studies!" Tanya Thompson, Nova Scotia

"Great course, recommend it to anyone." Don Chorney AB

"I was pleasantly surprised to have someone call me to make sure I received the material and if I had any questions. i like that even though I registered online, there was still a level of personal contact." Roxana Campbell, AB

Basic Bookkeeping for Business

"I would absolutely recommend this course to others regardless of education/experience level. With the wide use and heavy dependence on computers and software it can be confusing to understand what the process for bookkeeping is at a ground zero level. I enjoyed completing this course.” Tobey Bouwkamp, ON

"I found the course very helpful in my bookkeeping business and believe it will be an asset to my clients. I've already used some of what I've learned to answer questions. I'm looking forward to the next course that I already have in my hands." Deanne Rouse, AB

“I just loved this course! Every single component of this course was EXACTLY what I was looking for: totally specific to bookkeeping, all practical, all Canadian. I also really appreciated the EverGreen Explanatory Notes because of the real-life examples and all the very relevant information directly from the source. I just can't say enough about how much I enjoyed this course. I have never taken a better course than this one. I am passionate about my work and I am really looking forward to my next course. Thank you so much!!” Sandy Woods - Invermere,BC

"I enjoyed working on my own schedule and time. I never felt pressured by a classroom situation. I would take another course through The Knowledge Bureau in the future." Lisa Belair, NS

"The course was excellent. It was a great study for me. The information flowed easily, and was easy to follow." Lisa Belair, NS

“I found the final case study and exam to be the most helpful. It allowed me to pull the learning from all the chapters together. I will be enrolling in the next course soon!” Angela Semrick (Barriere, BC)

"I liked the scope of the course, which gave a complete cycle. It was an excellent overview, and the links to other resources were helpful. I found the chapter organizational breakdown to be just the right amount of information to assimilate in one session. I want to highlight how helpful and prompt the staff are in answering my questions, be they technical or study related. I found their service to be outstanding." Gail Silvius - AB

“This course has definitely met my objectives. I have practical experience from my work but craved the theory. I was learning this as I went along from my accountant but love having it in a course package and also in a format I can look up easily for future use. I enjoyed the course particularly because with my practical experience I could get through it in reasonable time and still maintain my business. I look forward to continuing on to the next courses to obtain the DFA designation as a Certified Bookkeeping Specialist.” Wendy Nagtegaal, Winnipeg, MB.

Basic Bookkeeping for Business

"This course met my objectives for a great intro to bookkeeping course. It takes you from beginning to end in the bookkeeping cycle, and leaves me wanting to learn more. Quizzes are great. . .an excellent tool to test your knowledge before writing the exam. You know immediately where you went wrong and where to find that information you've missed. I liked that even though the course quizzes and exam were open book, they were not too easy. You still really have to know your stuff to get a good mark."

Lee Ann Price,
ON

"I found the course to be informative and helpful. As I have been in the bookkeeping field for over 25 years, it provided a bit of background information that I was not aware of."

Barbara Comeau

“The written material was very well laid out and flowed, building on the previous chapter. Loved the binder for inserting reference materials as I went along. Not hard to tell The Knowledge Bureau has been offering continuing education to the tax and financial services sector for a long time.”

Diane Mueller

“Another excellent course but that is what I have come to expect from the Knowledge Bureau. It covers just enough to give a thorough overview yet not overwhelm the student. If I was looking for support staff for our business, I would seriously consider someone who has taken this course as well as the Basic Income Tax course. It will make them very marketable. Kudos to the Knowledge Bureau for another excellent course. ”

Phyllis Mikolajek

“The course content was excellent and well explained. I learned a lot of valuable concepts that I hadn't learned in other bookkeeping courses. I felt that everything was explained in a non-hurried way. The examples given were great and really pulled the ideas together. Every time I had a question, I had a response back very quickly. I liked having all the tools at my finger-tips. The ideas presented gave me alot to think over. This wasn't kindergarten style where everything is fed to you. Having InTRA and Simply Accounting included was really a bonus. InTRA is certainly a very helpful program; it's reassuring to know that if I don't know the answer to a tax law off the top of my head, I can easily look it up. I have used Simply Accounting before, but I learned a few things that I didn't know.”

Cindy Schetterer

This course explains basic bookkeeping activities in an easy to understand format. The order and flow of the course material as it relates to the accounting cycle is excellent. The quizzes and case studies are relevant to the course material and help to "put it all together". I am looking forward to expanding my knowledge with the courses to follow.

Jackie Czerniak

Cross Border Taxation

"Excellent course. well written easy to understand and full of tremendous information.I would recomment this course to other financial planners." Salpy Boghossian, ON

Death of a Taxpayer

“I feel better equipped to deal with questions involving the death of a taxpayer as a result of doing the course. Notwithstanding the fact that I have been doing final returns for about ten years the course gave me some new insights and perspectives. My experience has been exclusively with "closed fact" situations, i.e. a taxpayer dies and his executor brings in his papers to do up a final return and if necessary an estate return. There are a few things that can be done to minimize taxes owing and the course points these out (for example, doing multiple returns might be an option in some cases) but the real value of the course is in setting out some strategies to deal with death before the event occurs.” Martin Hellsten, ON

This is the second of my courses, and I am enjoying not only the format but the content. Very well done - thank you

Brenda Anderson

Prior to this course, I had only limited knowledge about taxation at death, and even less on trusts. This course opened my eyes to explore the possibilities of deferring and/or avoiding taxes so that in the long run, it will be my children (and not the governments) who will benefit from the money my husband and I worked so hard to earn.

Maria Cannizzaro

Financial Literacy: Assessing Risk and Return

"I love how this course brought a richer understanding of market terms and theory. Then topping it off with the tools we need to continue what we have learned to enrich our profession and benefit our clients. A much-needed course for all financial advisors in today's market." Barry Adams, Saint John, NB

Insurance Strategies for the Small Business Owner

“This course dealt with the issues facing business owners today. I will no doubt refer to this material again soon and use as a reference guide.” William Hall, AB

Intermediate Tax Preparation and Research Course

"This is a great course full of valuable information. The format is easy to follow and the research library is very user-friendly."

Deb Shaw

Introduction to Computer-Based Personal Tax Preparation

“Well planned, well delivered, and thought provoking. The Course content is excellent. All aspects covered are certainly used in the Tax Preparation Industry. The text was also well written which made study a pleasure. I feel that the knowledge I gained will be beneficial to my employer, and to the firm I work for. The self study process let me dig in at a pace I can fit into my day and around my family and work environment. Online testing makes this possible which I love. Student support was excellent. I did have the odd question here and there, and I was very pleased with the speed to which a response came. This is the sign of a top notch education supplier! The value to the learning experience is excellent. The depth of information, although this is just an introductory course was right on track with the industry. I did not feel that any of the information I learned would not be of use, and in fact, it made me want to learn more! As well the questions were not too easy, you had to think through them as you entered into the case study work. This is very much the mindset that is needed to work in the Tax Preparation Industry. Every return is like a puzzle to solve.” Karen Shirley, SK

“An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think (this course) has been very helpful and will enable me to start my first year of T1's with my company in a much more effective way.

Bryce Walton

Introduction to Corporate Tax Preparation

"Excellent course, the material is well written, clear and concise. An excellent course for learning and building a foundation for corporate tax. Evergreen is a great tool for finding information and increasing your knowledge on tax. The learning experience of this course for me was excellent as the material was easier to read than anyother tax textbook that I have used. I am able to use the knowledge taken from the course and apply it to my work. Everything was easy to use and find. I like the fact that I was able to print extra material if needed but could read it on the computer." Todd Wright, Calgary, AB

Introduction to Corporate Tax Preparation

“I needed a crash course that would cut to the chase and this course was exactly that. I successfully completed the “Introduction to Corporate Tax Preparation” course in February 2009. That’s right – right smack on time for our tax season. The course was perfect for our immediate business need. For one year I researched courses available that would suit our business needs. The Knowledge Bureau was 100% right for us. I needed to take a crash corporate tax course that would cut to the chase (while operating my business before it’s peak season) and this course was exactly that. The course offered hands on experience and the material was thorough. The support I received was above call and duty. The instructor was consistently patient and flexible, followed up promptly to my many questions and was thorough in explaining areas that were confusing due to my interpretation. The Knowledge Bureau truly cared and was really there to support me. The KB also strongly encouraged me to provide honest “constructive” feedback concerning my key area of difficulty with the course. I am all about honesty and can now confidently offer tax services to my clients. Thank you Knowledge Bureau for being part of the reason why we experienced a very successful tax season and will continue to do so.” Jo-Ann Robert, ON

Introduction to Corporate Tax Preparation and Planning

“This course is really great for a person who is working full-time and trying to upgrade you can work at your own pace and have plenty of time to go back and re-read things if need be.”

Lee Ann Hill

Introduction to Personal Tax Preparation Services

Were your objectives met in the course? Yes, there many things I did not know which can help my clients save money for themselves. Lise Magnan (Ottawa, ON)

"I would recommend this course to others. I will be working for a financial planning firm during tax time this year and feel confident now that I will be of value in what I learned from this course, my ability to manoeuvre through the tax program with more ease, and ability to access info through different venues. Thank you very much." Diane Tucker (Beaconsfield, PQ)

Introduction to Personal Tax Preparation Services

"This course is great for someone with experience looking to reinforce information or clarify issues they may not fully understand. It has given me a whole different perspective on my role as tax planner, especially from a family perspective. Lots of useful hints." Shelley Golon, Saanichton, BC

"This course is great because it allows you to work at your own pace and pause when interruptions happen. It was very comprehensive, and the people are great. I like having access to Evergreen - the reports are really informative." Lynn Hyodo, BC

Introduction to Personal Taxation Services

“An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1's with my company in a much more effective way.”

Bryce Walton

Very thorough information. I thought the case studies were very typical of the majority of our tax prep business. They were well presented with just enough complexity thrown in to be a little challenging…

Phyllis Mikolajek

Living Benefits: Income and Tax Benefits of Critical Illness

"I went back to studying after 30 years and was not sure if I would be able to do the course. But once I started, there was no stopping. I have completed 5 of the 6 courses, but if I had to do 10 I wouldn't have objected. It was fun." Almas Mawani-chatur, Unionville,ON

Managerial Accounting for Business

"I have gained insight into how imperative good management decisions are the success of any business and the methods used to attain information to base those decisions on." Wanda Johnstone (Wells, BC)

Managerial Accounting for Professional Bookkeepers

"I liked the course setup and found all information online easily and quickly. I would recommend this to other bookkeepers who work for a large corporation or retail industry." Kim Appleton, BC

“The course provided excellent content, well planned out and presented. The case studies were very useful, and I thoroughly enjoyed completing them as I could reltate this information to client quite clearly. The exam was very well thought out. Everything I learned can be applied in my work environment.” Karen Shirley, Saskatoon, SK

Portfolio Construction for Real Wealth Management

“This was a challenging course. I learned quite a few new techniques. I can use several ideas in my business. I would recommend this course to any financial advisor who would like to work in the field of Retirement planning.” Maisie Hamlet, PQ

"An essential course for financial advice giving." Maria Kent, AB

"As a Compliance officer for an investment dealer I was very interested in this course because, I too, feel existing questionnaires are woefully lacking in identifying clients' true feelings about risk. I especially liked the explanation on Duration. This is the first time that I have truly understood what Duration is even though I have read about it in other courses." Stella Morrison--Ste. Anne,MB

Retirement Income Planning

Probably one of the most relevant and practical continuing education courses in the market place. Great Job on putting together all the information. The final exam was perfect in the sense that it was not too easy and you had to have a good grasp of the course material in order to pass.

Nigel Smith

The study material provided and online resources are top quality. I am extremely satisfied with your entire program. I do not hesitate to highly recommend your program to anyone interested in quality learning.

Eugene Ivanov CFP, CLU, EPC, DFA, CDFA, CFSB

Retirement Readiness Planning

“This course opened my eyes to the difference of being not just a financial advisor but a holistic advisor to provide a deeper and more personalized planning service for the client.” Siegfried Merten--St Catharines, ON

Tax Planning for the Corporate Owner Manager

"If you are in the business of giving financial advice, this course will round out any gaps in your knowledge on the business owner special planning needs. Excellent integration with previous courses. High relevancy to my practice." Maria Kent, AB

“This was an excellent course, one of the best I have taken in the MFA Designation Program. The course was very challenging and the information contained was valuable to me in my practice. I plan to keep my journal nearby as a reference when required. This is a very valuable course for anyone in private practice.” Heather McLeod, Dartmouth, NS

Tax Planning for the Corporate Owner-Manager

“Course content was outstanding. This is the kind of information that I've been looking for to help me in my tax practice.” Richard Stevenson (London, ON)

“The course was extremely educational. Very pleased. . .excellent customer service was provided with quick responses on any questions that I had sent in. The case studies and quizzes were excellent in testing the knowledge learned.” Siegfried Merten--St Catharines, ON

Tax Planning for the Small Business Owner

“This course provided a very good overview of the issues facing a small business startup and how to ensure they can use the various aspects of our tax system to their advantage.” Erika Penner, BC

This course was very motivating. Ms. Evelyn Jacks writes so well that even taxation can be a very interesting subject. I believe there's information in this course which could benefit a lot of people. Needless to say, I learned a lot. What I appreciated most was the competency and the speed with which my questions were answered to my satisfaction.

Maria Cannizzaro

Tax Preparation for Proprietorships

"This course is very valuable to any financial planner. They will learn material they only 'thought' they knew. Any CFP will learn something valuablke in this course." James Hext, ON

Tax Preparation for Proprietorships

“I appreciated the wide range of topics that the course covered. This course has been very helpful in preparing me for the upcoming tax season and in better serving my clients. It has also helped me with my own plans for my bookkeeping business. The EverGreen notes are so helpful! I appreciated how promptly you have addressed my concerns.” Wendy Miles, Penticton, BC

Tax-Efficient Retirement Income Planning

“I would like to say that this is an outstanding course. I really appreciated the interactions between this course and the tax concepts that are part of my everyday toolkit. Also it is valuable for me to have some knowledge of financial planning so I can steer my tax clients in the right direction and answer planning questions as they arise. There were quite a number of issues that were dealt with in the course that were of immediate use to me. I have had a few clients ask me about whether they should apply for CPP at 60 or wait until 65. Thanks to the course I know exactly what to tell them. Another issue is the recovery of tax on US property sales. It was nice to see the snowbird issues dealt with. These were presented as part of a larger picture but they are also stand-alones that people in my position can make immediate use of whether they are doing comprehensive retirement income planning or not.” Martin Hellsten

Tax-Efficient Retirement Income Planning

"Excellent course, very interesting, most enjoyable, well delivered, extremely useful information, good case studies, very impressed. I highly recommend this course to all advisors. Knowledge Bureau, I think you are excellent at what you do. Thank you." Salpy Boghossian, Ottawa, ON

Tax-Efficient Retirement Income Planning

"The course was well structured and logical in its progression. Every advisor who considers themselves a "planner" should take this course." Maria Kent, AB

"I really liked the question answer pages that a planner can use in practice, the milestone pages, family data sheets are very good.” Bryan Muir, Airdrie, AB

“This course was a great introduction to the process of retirement planning. What I like the most about The Knowledge Bureau courses is that the material is very relevant to the real life situations we encounter. Information in the course has been presented in a concise manner with practicality I mind. There are also many advanced planning techniques tht coincide with the reality of today’s retirement planning.” Bryan Muir, Airdrie, AB

“This is the first course that I've taken that has had an immediate impact on my business. The material is interesting and the introduction to the calculators plus the training on how to use them has been very useful in preparing retirement income plans in my practice--very relevant to today's retirement wave. Thank you for strengthening my business.” “I used to spend a lot of time on Financial Planning software in order to try to figure out what the best tax-wise options were. When I first used the Knowledge Net Tools, I was so impressed. They did a much better job than my long form plus it was very clear and cut the time to calculate incomes and taxes to almost nothing. These calculators are great. I give them an A+!” Marc Ouellet, ON

The Challenge Course 08

“Very complex and interesting case studies. There were teaching points for even seasoned tax professionals with many years of experience. Any tax services firms that could handle these kinds of returns would be a formidable entity.” Martin Hellsten Vermilion Bay, ON

Use of Trusts in Tax and Estate Planning

“The scope of the course is excellent. The level of learning required is high and the usefulness and relevance of the content is in line with the needs of a long time planning practitioner.” Maria Kent, AB

"The real life cases were outstanding. Appreciated the fact that where new information was being gathered this was clearly indicated." Maria Kent, Calgary, AB

"Excellent layout of course mateial. Excellent wirter/lecturer/tutor. Style of explaining and imparting knowledege was very good. All areas covered very clearly. At the end of the course I felt I had learnt and the questions (I had) in my mind were cleared." Almas Mawani-Chatur, Unionville, ON

"This was a great beginning course that taught the basics of all the different types of trusts that are presently out there. I was not aware that there were so many different types of trusts out there. It was more informative than I thought it would be. The quiz made you think a ittle harder than some of the other courses I have taken because you just had to dig down deeper to find the missing link. It was well written - a great challenge." Amanda Jobin