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Recording of all transactions
HST/GST/QST remittance
Payroll processing
Reconciling of bank & credit card statements
Tracking customer invoices & vendor bills
Home office & personal vehicle deductions
Scanning of all receipts & invoices
Financial reporting
Setup assistance & training
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Corporate (T2) & personal (T1) tax returns
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Year end financial statements
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The instructor was very patient in answering my questions. The payroll section was very helpful. A set of workbooks would be nice.

Shauna, QuickBooks Level 2, Edmonton, AB, Nov 14

We Have 25 Years of Experience in Bookkeeping

Crystal Books provides a full range of bookkeeping & taxation services to small and medium sized businesses. Whether your company’s books are still done manually, or you are using the latest computerized online system, we can help to make your books crystal clear.

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We are Trusted by Over 2,000 clients in North America

Some of our clients have decided to give us a call after their previous bookkeeping provider became too busy, became ill or decided to retire. We can remove the headache of having to find a replacement bookkeeping provider every time the previous bookkeeper suddenly decides to move on.

Instructor was well prepared for teaching the class, very professional with the presentation of materials and knowledgeable of materials presented. Level 1 was as expected, beginner level but learned a few things despite.

The instructor did get ahead of the class but when made aware of it he was very good at backing it up. Several people near me were not vocal when the fell behind which made it hard to tell. Overall, the 2 days have been extremely valuable. I’ve learned a lot that will help me in my job. Overall, I feel the value of the past 2 days have been excellent.

Awesome course – So happy that I took it. After working with Sage 50 for 4 years doing things the long way. This course will simply make my job easier. After I get back to the office & retain our CMA.

The training is a great help to my current work. I will be able to use and explore more functions on Excel. Thanks for the additional knowledge on financial and business concerns. Great job! Please send me a certificate on this address.

I came into class with no expectations. I know very little about Excel. Jeff was awesome. He was a great answering my questions and helping me figure out where I was going wrong. Jeff was great by making me understand at a no-knowledge level.

Jeff is great!! Easy to understand & follow along. Definitely felt at ease with asking questions & Repeats. Thank you for taking the time after class to figure out the things I didn’t understand. I would like to mention that there should be a different class just for Non-profit sector.

Very Good. Would have been better if there were some materials to take away a manual because if you are not using the feature everyday it will be forgotten. Possibly provide something or even web references. Jeff did refer some info on YouTube which were helpful. Jeff was excellent – very friendly and interested in answering questions. Well worth the cost of the training. Thanks!

I enjoyed the course; I think the materials were suited to a basic beginner using Excel 2010. I enjoyed the macro section as well as the graphs. I create multiple types of spreadsheets and bookkeeping items and all the review was applicable to this. I think everyone has different background levels with Excel skillset and Jeff did a really good job explaining each section, he was patient and took the time to answer individual questions. I would like to come back for Level 2 soon. Great intro course for someone in my work or someone who creates or uses spreadsheets on a regular basis.

Always like hearing trainer’s experiences in his or her work to give real examples. Sometimes a new user can take a long time to find the “simple way”. He was respectful of questions and always answered with demonstrations. I like to finish on time, but appreciate taking the time to answer questions. Thanks.

I like how the instructor uses their real like experiences during the class. I like how the instructor researched questions that he didn’t know the answer initially. It was a good class.

Excellent class- Instructor was very motivating & in tune with all students in different places. Content covered well.

The class was Excellent with lots of helpful tips and hints.

Excellent instructor, great Participation. Loved the class. Learned many new points to apply to daily work. Really enjoyed the class.

Overall, very glad I attended the training class; however, second day was too fast. The instructor was very helpful and pleasant who knows the QuickBooks program very well. Very glad I attended this QuickBooks class.

The instructor was great, encouraged class participation. Answered all questions, gave great examples, I really enjoyed the class. Room was to hot but the class was informative and her gave lots of tips to take back to the office.

I didn’t figure going through setting up a new company. Thought I was starting a computer and processing a day’s work. But it was very informative. Thanks!

The instructor’s voice was really soothing. I was drowned into this program last year and have learned a lot from here. The instructor helped me with my problems specific to my project management. Thanks a lot for the help.

I liked that the instructor was very passionate about the subject he was teaching. I liked his time management because the class was very intense in the short amount of time but he was able to cover a lot. He took the time to help everyone along the way. He was very easy to deal with and very easy to understand. At times it felt that his explanations were a bit fast, but if you’re fully paying attention and listening, you wouldn’t be missing much. I learned a lot in the two days I attended this class and I had zero previous experience with Sage 50.

We spent a lot of time on budgeting, not everyone was getting it. I would have liked to see different scenarios. More work on setting up spreadsheets/formulas etc.. There should be more for advanced Excel users in management positions.

I have used QB from 2008, this was a good refresher for me to look into different features available in new QuickBooks.

My work does not include some of the topics covered, but I knew that coming into the course. I did get instruction and information in the areas I was looking for/ expecting. Not a criticism of course – course cannot be all things to all people. Thank you.

Slightly lower level than expecting. Would have preferred a more in depth course with an instructor who had more hands on daily working knowledge of Sage. Instructor has a good working knowledge of the functions.

In my line of work, I use QuickBooks to input data, all purchases and matching bank statements to the purchases. My hope for this program was to have a better understanding of the program I am working with. The course met with my expectations and allows me less intimidation of the program. Thank you for your time and effort.

Teaching shortcuts (i.e.: ctrl-a or auto fills) while demonstrating would be more helpful. Friendly, open instructor. Simplifies things for students who were having trouble, without being condescending, Knowledge of QuickBooks was great. I enjoyed the class, didn’t learn as much as I had hoped but his content and delivery was good.

Hard to follow without text book but hands on is always great

Great class, great instructor, very easy to understand. Step by step.

Excellent work, I received exactly what I expected at my level of comprehension”

Course explanation online should be more detailed. I thought I did not know enough for level 1 but I did! I still learned a lot of helpful tips, so the day was not a waste! I will be back for level 2!

Great overview, could have been less review to start earlier and earlier (However it is Sage 50 1, so people might not understand) Instructor was very good. Explained in great detail. Great detail to refresh memory. Enjoyed the hands on part the most!

The classroom was very hot but overall met my expectations. Instructor was very knowledgeable and helpful. I will give her a 10 on 10.

I wish we could have covered more advanced examples but I understand that we only have so much time to cover specific functions of Excel.

A handout take away would be helpful & basic “How to record a payment” or “how to set up direct deposits” would be great for level 1. Although, I am leaving with a much better understanding of the program.

I found Level 2 much more appropriate for what I’m doing. I’m leaving with a much better understanding of how to set up and run payroll.

Showing the formulas on the spreadsheets helped allow people to progress at a faster learning rate.

Enjoyed the class. Instructor was interesting and made it relevant to my business requirements. I would suggest that if someone is booking QB2, it is verified that they have an understanding of QB1. One class member was not in QB1, but in QB2 and they left. That class member held things up. I would also suggest giving the ability to change the mouse to left hand. I ached after using it right handed for 2 days.

When Jeff didn’t know something he found out or admitted he didn’t know. Glad there were no computer glitches today as Jeff did R8 update to fix the bugs.

Helpful, liked the chart view. I had had experience so I did know some things. Nice to learn more and learn how to use it properly.

Instructor was Knowledgeable & pleasant.

Very good pace – Teacher/Instructor moved quickly and kept you awake

The instructor was awesome. Very friendly and easy to approach. Did his best to answer company specific questions and provided a solution to long standing issues we’ve been having in QB. We only deal with AR side of things therefor the AP info seems waste of time for us at least those who attended from my company.

Computers could have been better but at least they worked. Class size was on the large side. The instructor was really helpful and kept class on track, spoke well and has a sense of humor.

Russell is extremely well organized, very helpful and approachable. He provided excellent helpful hints and shortcuts, and amused all of my questions. He is an excellent instructor! I was sad to hear my classes were rescheduled but at least I was able to take them down the road. Refreshments would have been nice

I feel that Russell offered us a quality course. Provided a variety of options to get the results one is looking for. He was patient, thorough & engaging.

The instructor provided good examples of how things could go wrong to help us be able to trouble shoot. Good class.

Course was very detailed and covered a lot of things. Instructor was helpful, Patient and could help even us “older” users that can remember using carbon paper on manual type writers. Thank you!

Instructor was very patient and personal. Took great effort to satisfy all questions, struggled a few times to find needed features, but didn’t give up.

I gained a lot of helpful tools and knowledge through this class and look forward to level 2.

The course was very informative. In my position, we do not use some functions, but it was nice to learn what other functions are available. The instructor was clear, understandable in his voice & instructions.

Unfortunately, I should have skipped the first class and went right into level 2 but it was a great refresher. The instructor was thorough and explained things really well. Looking forward to next class.

Class was great! I would like to be notified of any upcoming courses as well. Only suggestion is we spent a lot of time on purchase orders etc… So I felt rushed when it came to accountants copies. I would have liked more time on Accountant features.

Great information. Instructor kept the class moving forward and he covered all of the topics outlines. Content was more business corporate sector while I am in a non-profit charity, but can be adapted.

My only struggle with the class is that my small business has only 1 employee, no inventory, etc. so everything taught in the class did not pertain to me personally otherwise the instructor did a great job. Also, I wish we spent time on reports and reconciliations.

Thank you for this course. I found it challenging through provoking and enlightening. I received many tips that I will use in my business.

This was a great class but I should have gone right to QB level 2 – My bad! The instructor was wonderful- very encouraging on asking questions which helped many trying students. Very Knowledgeable and friendly. All in all it was worth the 4 hour drive and getting up at 4 am.

The instructor was a very knowledgeable instructor. He was approachable and answered all questions that were asked. Always went to the person to help them. Much, much better than the previous class that I had taken. Easy to understand and approach.

Course was very helpful with the navigation of the software. Spent a little too much time on certain criteria that was no use to me because we already had other resources for our payroll and our point of sale software looks after our inventory.

We have a program that most of the stuff is done in and then it’s posted to QuickBooks, so most of the options we not of use to us. I learned a few things like payroll, it was nice to learn but we don’t use most of it. All accounting reports mostly are my side of this program. Thanks.

Thanks to the instructor. I learned a lot from the course and I’ve been using Sage 50 for quite some time.

Instructor slowed down when requested & watched to ensure the group was staying on track.

I am a new learner to Excel, what I learned today has already taught me many useful things I can take back to my workplace. The instructor was great and very helpful with his students.

Found it was great to have a computer to follow along with. I took the course a few years ago in Vancouver and you didn’t have computers and you had more students per class.

Level one was a good introductory class. It moved at a good pace allowing adequate time for thorough discussion of each aspect of the software as well as answering any questions that came up. I especially liked the ability to have access to the internet so if I was already familiar with a function that was being discussed. I could access my e-mails and business documents on line. The instructor was very helpful in addressing questions at lunch and at breaks and further explained alternative ways of processing things specific to my business. I thoroughly enjoyed the class and look forward to level 2 tomorrow!

Instructor is knowledgeable in the material and is very experienced in the presentation. She was very confident and easy to follow.

It was a good general over view. The short cut keys were a new thing for me. I know only the tab key. Payroll review was fun as I never used the features! So easy.

The instructor was good. It was a very interactive class. He was focused on student needs and questions. He dealt with specific questions and concerns. He took a very practical approach, clear instructor. He was able to provide “tricks and practical tips”

The instructor encouraged questions and participation. She called us all by our names. I didn’t know inventory very well and it was something I needed. The instructor went at a good pace.

Classes were very helpful to our family business. The instructor was excellent and very patient with our questions and concerns.

I found I learned a lot with QuickBooks Level 2 that pertains to my everyday work. The instructor went into depth with her presentation and explained questions in detail. I would highly recommend the instructor as a trainer as she has been a pleasure ti have teaching me the last few days.

Awesome, Awesome, Awesome. I have never been to a class where I actually enjoyed, stayed awake and taught in a very long time. The instructor was a very entertaining, funny, educated, smart, happy, helpful instruction. I enjoyed every minute of this class. I hope if I ever attend another course threw Crystal Training, I am lucky enough to have this instructor again. It’s such a joy going to spend a day learning something new. Not only did I learn I had an enjoyable time doing it. Thanks.

Obviously not every type of business can be addressed in class so I did appreciate instructors “side bars” of things relevant to specific companies – in my case construction. Well worth the time! Thank you.

Thank you for helping me learn about QuickBooks and your willingness to help me with my problems.

Great work! It was very informative and helpful. My only suggestion would be to make the screen longer. Thank you for your time!

Do not regret spending two days, learned a lot. The instructor was very informative and extremely patient. Well worth the time from the office.

It was a very basic course, I should have signed up for the second level, but it went well. Questions were welcome and answered, explanations and details were given when requested/required. And I certainly know more than when I got here this morning. Thank you!

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Crystal Books is a professional bookkeeping firm based in Ottawa, Ontario. We are dedicated to providing reliable, efficient, and personalized services to businesses across Canada.

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