These are the thoughts, events and happenings from the Jazzit Team

  • Home
    Home This is where you can find all the blog posts throughout the site.
  • Categories
    Categories Displays a list of categories from this blog.
  • Tags
    Tags Displays a list of tags that have been used in the blog.
  • Bloggers
    Bloggers Search for your favorite blogger from this site.
  • Team Blogs
    Team Blogs Find your favorite team blogs here.
  • Login
    Login Login form
Posted by on in Training

a1sx2_Original1_Training-Webinars-Outline.png

NEW WEBINARS have been added for 2017.

Book your session soon while there's space available:

Preparing Not for Profit Statements using Jazzit

January 18 - 10am - 3pm MST
PD = 5 hours
$230

This course will show clients how to prepare Not for Profit statements using CaseWare and Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTNFP3

* Limited to one registrant per firm

Basic Jazzit Fundamentals for Jazzit Administrators

January 25 - 10am - 3pm MST
PD = 5 hours
$230

After this session you will be familiar with the basic tasks of a Jazzit Administrator.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTADMB2

* Limited to one registrant per firm

Preparing financial statements for a review or audit engagement

January 31 - February 1 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to complete a draft set of financial statements for a review or audit engagement using Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTRA2

* Limited to one registrant per firm

Preparing financial statements for a Notice to Reader engagement using Jazzit

February 14-15 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to prepare a draft set of financial statements for a Notice to Reader engagement using Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTNTR3

* Limited to one registrant per firm

Advanced Jazzit Fundamentals for Jazzit Administrators

February 22 - 10am - 3pm MST
PD = 4 hours
$230

This course is aimed at Jazzit Administrators and advanced Jazzit users and will explore the more advanced features of CaseView and Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTAMA2

* Limited to one registrant per firm

View full list of available Webinars
Posted by on in Training

Final edit - September 23, 2016

Both the September 30 and October 28 What's New webinars are now fully booked!

Thank you to everyone who registered to attend and we look forward to showing you some great improvements to the Jazzit Fundamentals package we made this year.

If you have no registered in time for the webinar, please stay tuned for further announcements after the second webinar.

Updated post - September 22, 2016

Due to overwhelming demand, the What's New webinar for September 30 is now full! However we will be hosting another FREE What's New webinar on October 28, which you can register by clicking this link.

Please note: If you have already registered for the September 30 webinar, do not register for the October 28 webinar as the content covered will be the same.

Original post - September 21, 2016

FREE Jazzit What's New webinar - September 30, 2016

I invite you to take a one hour break from your busy schedule and see what great features we've added to Jazzit Fundamentals in 2016. These updates are based on your feedback and are designed to help make your practice more efficient. From key performance graphs, to nine column generic schedules, client focused account analysis working paper, and support for PSAB financial statements, we have added over 115 new features to the package since January of this year, and we will be covering some of the most exciting and beneficial of them in this webinar.

Click here to register for this FREE webinar and reserve your place now!

Also, be sure to check out our other upcoming training webinars:

Setting up a Notice to Reader using Jazzit

Preparing Not for Profit Statements using Jazzit

Basic Jazzit Fundamentals Administrator

Preparing PSAB Statements using Jazzit

Posted by on in Training

JAN. 20 - Introduction to Jazzit Fundamentals

This course will guide you through the steps to bring Jazzit Fundamentals into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. We also walk through the home menu settings within the financial statements to ensure client defaults are set properly.  This course is designed to get the new user up and running with Jazzit quickly.


JAN. 21 - Advanced Jazzit Fundamentals

This course is intended for people who have been preparing files using Jazzit for some time and want to see what's new with Fundamentals. We look at the 9 column financial statements, not-for-profit statements, interim statements, copying a note from a different client financial statement, specified foreign property, loan/lease calculator, and much more.


JAN. 22 - Jazzit Fundamentals Administrator

If you are responsible for keeping your firm's Jazzit Fundamentals up to date, or making changes to the Jazzit templates (including letterhead), this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2015 Calgary registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.

Seminar fees:  $495+GST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend. 
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Coast Plaza Hotel
     1316 33rd Street NE, Calgary, AB
     (403) 248-8888 Toll-free: 1 (800) 716-6199

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.

 

 

Posted by on in Training

DEC. 2 - Introduction to Jazzit

This course will guide you through the steps to bring Jazzit into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. This course is designed to get the new user up and running with Jazzit quickly.


DEC. 3 - Advanced Jazzit

This course is intended for people who have been preparing files using Jazzit for some time and have been wondering “Am I using all that’s available in these templates?”. We look at using schedules, the statement of cash flows, notes to financial statements and much more.


DEC. 4 - Jazzit Administrator

If you are responsible for updating Jazzit from our website, or making changes to the Jazzit templates, this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2014 Edmonton registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.
- As the venue is downtown, parking at the hotel is available at a cost to $26/day.

Seminar fees:  $495+HST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend.
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Delta Toronto East
     2035 Kennedy Road, Toronto, ON
     Tel: (888) 890-3222

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.

Posted by on in Training

OCTOBER 27 - Introduction to Jazzit

This course will guide you through the steps to bring Jazzit into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. This course is designed to get the new user up and running with Jazzit quickly.


OCTOBER 28 - Advanced Jazzit

This course is intended for people who have been preparing files using Jazzit for some time and have been wondering “Am I using all that’s available in these templates?”. We look at using schedules, the statement of cash flows, notes to financial statements and much more.


OCTOBER 29 - Jazzit Administrator

If you are responsible for updating Jazzit from our website, or making changes to the Jazzit templates, this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2014 Edmonton registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.
- As the venue is downtown, parking at the hotel is available at a cost to $26/day.

Seminar fees:  $495+GST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend.
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Matrix Hotel
     10640 – 100th Avenue, Edmonton, AB
     Tel: (780) 429-2861

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.