Accurately manage financial transactions and understand their impact on business operations.

This course provides a comprehensive introduction to the essential principles of bookkeeping, and financial reports, emphasizing the critical role accurate financial information plays in business success. Participants will gain a foundational understanding of how to manage and report financial transactions, enabling organizations to assess their financial health and meet strategic goals. This course is designed for individuals with no prior bookkeeping or accounting experience, making it accessible for anyone looking to enhance their financial management skills.

Through interactive discussions and practical exercises, participants will explore topics such as interpreting the chart of accounts, managing invoices and payroll, and analyzing financial data. By the end of the course, learners will feel more confident in their ability to maintain financial records and communicate financial information effectively as well as present this information confidently and clearly.

Key Learning Outcomes

• Learn an overview of top bookkeeping software and discuss the pros and cons of each.
• Develop the ability to interpret the chart of accounts and its significance in organizing financial data.
• Identify and interpret relevant financial information to support effective decision-making.
• Learn how to accurately enter items such as invoices, revenue, and payroll into the bookkeeping system.
• Gain insight into how financial entries influence the general ledger and overall financial statements.
• Enhance skills in discussing and analyzing financial information confidently and effectively.
• Presenting basic balance sheets and bookkeeping reports to aid in the overall financial success of the company.

Course Duration: 1 day | Continuing Education Contact Hours: 7

Instructor(s)

Krista Lee Hynes

Krista Lee Hynes is a Certified Financial Planner (CFP), entrepreneur, and financial literacy advocate based in St. John’s, Newfoundland. As Co-Founder and Managing Partner of Ignite Financial Solutions, she takes a planning-first approach to wealth management, centering education, clarity, and confidence in every financial decision.

Krista Lee works with professionals and entrepreneurs navigating growth and life transitions, helping them understand their money, build sustainable wealth, and take control of their financial futures. Her private advisory practice focuses on financial literacy, cash flow, taxes, debt education, business planning, and goal-based strategies tailored to real lives and businesses.

Known for her clarity and empowering approach, Krista Lee is a guide and strategic partner who makes complex financial systems feel accessible and empowering.