DFA-Bookkeeping Services Specialist™
Who Should Take This Program?
Especially in light of family business tax changes; and new technology advancements at CRA, a financial intermediary who can integrate advice on all aspects of a financial transaction – from banking to tax reporting - will be well positioned to help both new market entrants and older clients with tax problems it’s high value advice that crosses all demographics.
Competencies and Proficiency:
The DFA-Bookkeeping Services Specialist possesses the knowledge and skills to assist the family/small business owner with accurate data processing based on accounting principles and tax compliance throughout the evolving lifecycle of a business, with a heavy emphasis on tax planning for payroll, owner-manager compensation, GST/HST, managerial accounting, budgeting, cash flow and debt management and a strategic focus on analyzing the numbers for growth and eventual high-value transition.
An important option is attendance at the CE Summits, a one-day instructor-led workshop held in November, January and May. It is of particular benefit to students who seek in-person, peer-to-peer learning.
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.