Course Calendar
24Apr

(Cancelled) What Your Bookkeeper Isn't Telling You | VICA Victoria

Single-day Course
  • 2018-04-24 10:00:00 | 2018-04-24 12:00:00
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Single-day Event:\n\n
  • 2018-04-24 10:00:00 | 2018-04-24 12:00:00
  • \n
Location Title: VICA - Victoria Training Centre
City: Victoria
Cancellation Period: Course Cancellations & Substitutions: 5 Business Days before the Course: Full Refund of Registration Fee. Less than 5 Business Days before the course/Day of the course: Complimentary substitution of another member of your company/team. No refunds or transfers of registration fee.

*This workshop has been cancelled due to low registrations*

Thanks for your interest! Let us know if you're interested in more courses on this topic. Email our Education Coordinator, Chenelle at education@vicabc.ca

 

 

What Your Bookkeeper Isn’t Telling You: The surprisingly simple path to financial clarity

Who should take this workshop?

This session is for those business owners trapped in the vicious cycle who want out from under the stress of financial literacy cloudiness. Don’t worry, it’s not an accounting lesson! We’ll strip it back to the barebones of business owners’ financial needs: walk away knowing how to evolve from financial frustration (and the screaming headache that comes with it), to setting the stage for the next round of growth.

What will you learn?

As a business owner, you probably don’t love the numbers aspect of your business. You started it without a financial background and kinda (read: totally) ignored accounting early on, passing everything off to your bookkeeper, and why wouldn’t you...accounting sucks. It worked for a while but now you’ve grown and are losing sleep not getting the numbers you need. What’s worse, you may not even know exactly what you need, you just know you’re not getting it. And so the vicious cycle continues. When financial literacy is ignored, a plateau is inevitable.

By the end of this session you will learn:

  • Your financial blind spots as a business owner and why accounting seems so painful to deal with
  • Typical avoidance strategy adopted by most business owners when it comes to their books
  • Understand “accounting hygiene” – accounting basics you need in place to have successful relationships with banks, CRA, business partners, and investors.
  • An “accounting hygiene” tool to walk away with –  gain a crystal clear and simple plan to follow that will get your accounting foundation solidly in place.
  • Difference between “accounting hygiene” and usable, understandable insights. 
  • How to instruct your bookkeeper to deliver information to you in a format you can understand and use.
  • Create an action plan to start moving your business’ financial needle in the right direction.
Course Instructor Information

Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an Entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He provides ridiculously simple accounting and financial insights for businesses on the rise as CEO and Founder of Shift Financial Insights.

 

Spencer has previously owned businesses in manufacturing, construction, cold storage and Real Estate. He has been recognized as winner of the Business in Vancouver’s Top 40 Under 40 awards and finalist for the Surrey Business Excellence Awards. Spencer is an instructor for the Chartered Professional Accountants of B.C. and guest speaker at the University of British Columbia.

 

Spencer is passionate about endurance sport and has completed several marathons, several more ultra-marathons (as far as 162 km), Ironman, distance cycling events, and most recently he completed his first marathon distance swim. Not surprisingly, both endurance sports and building a business require a ton of blood, sweat and tears.

 

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