Currently David has created separate full and half-day courses on four of his books - "Smoke and Mirrors", "Enough Bull", "Crushing Debt" and "Cash Cows, Pigs and Jackpots". He personally delivers these courses to CPAs in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Nova Scotia. In addition to personal finance courses based on his books, David and his team can create custom financial courses for your organization.
Financial policies and procedures manuals
Preparation of detailed manuals that are easy to use covering everything including bookkeeping, processing payroll, how to do bank reconciliations, customized monthly financial reporting and preparation for filing income tax returns. Having one for your business can improve efficiency, make staff turnover a lot easier to handle and make increase the value of your business.
Outsourced internal audit services
David and his team have been providing outsourced internal audit and financial analysis and reporting services to the Ontario government since 2002. His accounting firm has been a vendor of record (Category 1) since 2002.
(c) David Trahair, CPA, CA, 2016. All rights reserved.