Book Now

Training Services

Helping newly hired finance professionals master fundamental accounting and tax knowledge.

Home / Training Services

Training Objectives

Enhancing Professional Competence: Helping newly hired finance professionals master fundamental accounting and tax knowledge. Ensuring employees understand and comply with tax and financial regulations.

Finance & Tax Training: for newly hired finance professionals in businesses.

Offering pre-employment financial and tax training for new hires.

Training Content

Basic Financial Knowledge

  •  Accounting principles and financial statements.

  • Financial software usage (e.g., QuickBooks, SAP).

  • Cost control and budget management.

Basic Tax Knowledge

  • Overview of the Canadian tax system.

  • Personal Income Tax (Income Tax) filing.

  • Corporate Tax (Corporate Tax) filing.

  • GST/HST filing and refunds.

Compliance & Auditing

  • Interpretation of tax and financial regulations.

  • Internal audit processes.

  • Risk management and compliance control.

Practical Training

  • Hands-on training in financial software.

  • Tax filing practice.

  • Financial statement preparation.

Administrative & Clerical Training

  • Offering pre-employment training for clerical staff.

  • Providing onboarding training for corporate administrative and clerical positions, outstanding trainees may receive job recommendations.

Office Software Proficiency

  • Microsoft Office（Word、Excel、PowerPoint）

  • Email and calendar management (Outlook).

  • Document management and archiving.

Communication Skills

  • Written communication (emails, report writing).

  • Verbal communication (phone calls, meeting interactions).

  • Cross-department collaboration and coordination.

Administrative Management

  • Meeting organization and record-keeping.

  • Travel arrangements and expense reimbursements.

  • Office equipment usage and maintenance.

Professionalism & Workplace Etiquette

  • Time management and prioritization.

  • Teamwork and conflict resolution.

  • Professional image and business etiquette.

  • Role-playing exercises to enhance communication and collaboration skills.

Training Objectives

  • Improve office skills – Help administrative employees master office software and communication techniques.
  • Boost work efficiency – Enhance employee productivity through practical training.
  • Develop professional qualities – Foster professionalism and teamwork abilities.

Training Objectives

  • Expert-Led Training – Delivered by finance, tax, and administrative professionals to ensure high-quality and practical content.

  • Customized Programs – Training plans tailored to business needs.

  • Hands-On Learning – Practical exercises to enhance employees' real-world work skills.

Our Core Values

  • Integrity – Providing honest and reliable services based on trust.

  • Expertise – Delivering efficient solutions through industry insights and extensive experience.

  • Collaboration – Growing together with clients and partners, building long-term trust.

en_CAEnglish
zh_CNChinese en_CAEnglish