Why a CPB?

A CPB is trained to record your year-end adjustments and prepare your adjusted trial balance - the last step before the financial statements and tax return are prepared. Your financial statements and tax returns are only as good as the company books that you give to your Accountant​

Our training is based on the belief that every bookkeeper has the ability to learn more efficient ways to use the software.


Over the past fifteen years, our staff has helped more than 700 bookkeepers improve their accounting skills, habits, comprehension, and bookkeeping skills. As a result, these bookkeepers have earned better recognition in their jobs, and have grown in self-esteem and confidence. We love celebrating those victories with our customers.  Many customers recommend new clients to us.


  • QuickBooks 
  • PayDirt Payroll
  • Accountedge for the Mac 
  • Simply Accounting  

Popular Programs

About Us


"I was always challenged with bookkeeping until I moved to QuickBooks for my accounting.. I took a few courses, but I still needed to get a handle on setting up certain things to make my business run better, and to get better reporting. Now with all the memorized transactions and report it is so much easier, and our business has grown tremendously. Thanks for working with me."


"I was impressed with how quickly Wendy was able to find out where the problems were, and how to fix them. I struggled with these issues for quite some time. and should have called her earlier.  I'm glad a friend recommended her."


QuickBooks Consulting & Bookkeeping

Integrated Business Management Group Inc.

QuickBooks Online 

  • Apps for your smartphone
  • Import your receipts from your cell
  • Attach scans, go paperless

Training, Consulting

QuickBooks Bookkeeping training and support

Wendy Willis 

Phone : 250-882-1680