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Accounting Software Training

24/7 | VIRTUAL | MOBILE | IN-PERSON
All- In-One Accounting & Business Consulting

Servicing Central and Southern Alberta: Edmonton, Calgary

Servicing Northern Alberta & British Columbia: Grande Prairie, Peace River, Dawson Creek, Fort St. John, Terrace

Software Training
Software Training
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Let's make software your BFF:
(Best Fiscal Friend)

What you can Expect. 

Future Ready – Technology Driven
Safe, secure, and backed by expertise, we offer tailored training and seamless software solutions to boost your business.

  • Confidence in Your Processes: Custom training based on how you learn best.

  • Easy & Intuitive: Our systems are user-friendly and efficient.

  • Expertise: We help you choose and implement the right software, from QuickBooks to Sage and more.

  • Integrations: We specialize in cloud-based and desktop software integrations to enhance efficiency.

  • Project Management: We understand ERP systems and can meet your specific needs.

We don’t just sell products; we help you find the perfect fit for your business at the best cost. Book a free consult to explore your options, or schedule our implementation service if you’re ready to get started.

Our certified team provides top-tier training and implementation for QuickBooks, Sage, and other platforms, ensuring your business is ready to thrive in a cloud-based world.

Our Services include several packages listed below that will be tailored to your unique requirements and business needs. 

Accounting & Implementation Software Partners

We specialize in a wide range of software solutions, including but not limited to:

  • QuickBooks: Desktop and Online: Basic and Advanced that adheres to all current versions and access to Beta for clients

  • Sage: Simply Accounting, Sage 50, Sage One, Sage 3000, and more customized software like Timberline 

  • Other Systems: NetSuite, Xero, Microsoft Dynamics, PeopleSoft, and more

  • Payroll Programs: ADP, Ceridian, Payworks, and others

  • Open Invoicing Platforms: OpenInvoice, ADP, Cortex, Corcentric, Aimsio, Enerplex

We don’t just implement software; we believe in educating our clients on finance and budgeting. Our goal is to ensure every solution we set up is tailored to your business for long-term success.

  • 1 hr Software & Setup, Implementation

    125$
    Assistance in selecting, setting up, and implementing software solutions tailored to your business needs. We ensure a seamless transition and training for your team to maximize software benefits
     
    • 1 hr Virtual Session
    • Personalized Software Selection
    • Seamless Transition
    • Comprehensive Training
    • Ongoing Support
    • Custom Options
    • ($) Hourly Charge for additions as required
  • Add on Software & Setup, Implementation

    150$
    Prefer not to go virtual? Let's connect in person!
     
    • 1 hr In Person Session
    • Virtual Benefits with the in-person interaction
    • ($) Hourly Charge for additions as required
  • 1.5 hr QBO Basic Software Setup

    250$
    This comprehensive setup package is designed to get you started with QuickBooks Online (QBO) efficiently and effectively.
     
    • 1.5 hr Virtual Session
    • Account Configuration
    • Essential Features Overview
    • Data Migration Assistance
    • Initial Setup of Financial Settings
    • Basic Training - How to Navigate
    • Q & A Session
    • ($) Hourly Charge for additions as required
  • Add on 1.5 hr QBO Basic Software Setup

    335$
    Prefer not to go virtual? Let's connect in person!
     
    • 1.5 hr In Person Session
    • Virtual Benefits with the in-person interaction
    • ($) Hourly Charge for additions as required
  • 3 hr Sage Software Setup

    500$
    Comprehensive Software Setup/Implementation Package designed to ensure you hit the ground running
     
    • 3 hr Virtual Session
    • Customized Software Configuration
    • Comprehensive Features Overview
    • Data Migration Support
    • Financial Settings Setup
    • Q & A Session
    • ($) Hourly Charge for additions as required
  • Add on 3 hr Sage Software Setup

    675$
    Prefer not to go virtual? Let's connect in person!
     
    • 3 hr In Person Session
    • Virtual Benefits with the in-person interaction
    • ($) Hourly Charge for additions as required
  • Basic QBO Training for Businesses

    1,170$
    Comprehensive QuickBooks Training & Certification program is an intensive full-day workshop
     
    • 8 hr Virtual Session, ($) per person
    • Hands on Training
    • Software Setup Assistance
    • Feature Overview
    • Data Entry Practices
    • Financial Reporting
    • Q & A Session
    • Certification
    • Optional($) QBO Certificate, PDF Resources
    • Optional($) Customized QBO Certificate, PDF Resources
    • ($) Hourly Charge for additions as required
  • Add on Basic QBO Training for Businesses

    1,500$
    Prefer not to go virtual? Let's connect in person!
     
    • 8 hr In Person, ($) per person
    • Virtual Benefits with the in-person interaction
    • ($) Hourly Charge for additions as required

We are pleased to offer special group pricing for our QuickBooks Training & Certification programs. If you have multiple participants from the same organization or group, please contact us for tailored pricing options. Our goal is to make quality training accessible for teams looking to enhance their financial management skills together. Don’t hesitate to reach out for more details on group rates!

More Info

Group Pricing

Accounting & Implementation Software Partners

​We are highly qualified in a wide range of accounting and implementation software solutions. Our expertise includes, but is not limited to:

  • QuickBooks: Desktop and Online, Certified Advisor

  • Sage: Simply Accounting (Desktop and Online), Sage 50, Sage One, Sage 3000, and more

  • Other Accounting Software's include but are not limited to:

    • Sage-Timberline Accounting

    • Samco Accounting

    • PeopleSoft Integrated

    • Nvision Query Software

    • Reynolds & Reynolds

    • NetSuite

    • Microsoft Dynamics

    • Xero Accounting

    • Protractor Accounting

    • Windward Software (POS, Inventory, Accounting)

  • Job Costing Software: Including Build Tools, UDA, Corecon, and other specific job costing solutions

  • Lightspeed for Mac

  • Online Invoicing Systems: Such as Invoices2go, Wave, Freshbooks

  • Payroll Programs include but are not limited to: Accounting Specific like QBO, Sage, and Payroll specific like ADP, Ceridian, Payweb, Payworks, Humi, Avanti and others tailored to specific needs.

  • HR Management Software including but not limited to: Bright Hr, Bamboo HR, Humi, and Company created specific through our Humorous Resources,

  • Entry Softwares for EFT or CAFT processing, including Banks and add ons like Telpay 

  • Tax Processing Software: For T4, T2200, T5, T4A, T5018, for filing T1 and T2

  • Open Invoicing Programs: For vendors like Open Invoice, ADP, Cortex, formerly (OilDex), Corcentric, Aimsio, Enerplex.

    • Several clients have clients who require entry into these for AR invoicing, These platforms are tailored for industries with complex vendor relationships, field management needs, and high invoice volumes, especially in sectors like oil and gas, energy, and construction. They focus on automating and optimizing invoicing processes to increase efficiency.​

      • OpenInvoice – A widely used platform in the oil and gas industry, enabling suppliers and buyers to manage invoices, automate workflows, and streamline payments.

      • ADP – Primarily known for payroll, ADP also offers invoicing capabilities, especially when integrated with broader business solutions.

      • Cortex (formerly OilDex) – A cloud-based invoicing and e-commerce platform, Cortex helps companies streamline their financial processes, with a focus on the oil and gas industry.

      • Corcentric – A procurement and finance platform that offers e-invoicing and automated payment processing to streamline the procurement-to-payment process.

      • Aimsio – This field management software focuses on job tracking, timesheets, invoicing, and operational efficiencies, primarily serving industries like construction and energy.

      • Enerplex – A cloud-based solution for invoice management and field ticketing, Enerplex helps companies in the energy sector automate their invoicing workflow

If you don’t see the software you’re interested in, just ask! We have experience with many solutions and can help you find the right fit.

We don’t just implement software; we believe in educating and emphasizing the importance of finance and budgeting within the software implementation and want to ensure that this is made for you for success. As Accountants setting this up we also are Operational Accountants so we will help make sure this is exactly as you need it for your business to thrive.

We want every person we meet to feel confident, empowered, and take something valuable away from working with us.

We’re excited to offer what you see above as our starter packages and training Classes and we also host Seminars, Webinars, and a Vlog Series, with working with us you will retain custom videos of your sessions to go back to and PDF copies tailored to your business to create your Operating Procedures and workflows.

Alongside we have other valuable training and resources available for download and affordable options for deeper learning. It’s all part of our mission to help you succeed, while networking and spreading the word.

Our certified team offers top-tier training and implementation for QuickBooks, Sage, and other leading platforms, ensuring your business is ready to prosper in a cloud-based world.

Ongoing Learning & Networking

 

We offer seminars, webinars, vlogs, and custom videos of your sessions, providing valuable ongoing resources. Some content is free, while others are offered at minimal cost. Our mission is to empower you with knowledge and help you connect through networking.

We partner with industry experts—Mortgage Advisors, Financial Advisors, Marketing Gurus, and more—to provide diverse insights that benefit your business strategy and growth.

“Knowledge is Power.” Want to learn today? Book a free consult or check out our upcoming webinars and training sessions.

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  • Forge Accounting & Management Services
  • Forge Accounting & Management Services
  • Forge Accounting & Management Services
  • Forge Accounting & Management Services

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