ImmiBooks:

A DIY Bookkeeping Course for RCICs 

Presented by: Diandra Whymns, RCIC-IRB, Director of ImmiKeeper, Payroll Compliance Practitioner, Certified Professional Bookkeeper and Olena Weber, RCIC & Business Mentor

 

JOIN US NOW!
 

You don’t need to become a bookkeeper. But you do need to understand your books if you want to be a confident CEO

  • You feel unsure about your bookkeeping and what actually needs to be tracked
  • You worry about staying compliant with the College and avoiding penalties.
  • You’ve been avoiding your finances because you don’t know where to start.
  • You’re tired of guessing and just want to feel confident your books are done right.
  • You think bookkeeping doesn’t apply to you yet because you’re not making “big money.”

Well, You Are not Alone

A lot of RCICs think bookkeeping only matters once you start making big money.
Or they assume they can just deal with it at tax time.

But if you don’t have a handle on this now, you're setting yourself up for stress, missed deadlines, penalties, and even compliance issues with the College. That fear of messing up or not knowing what you don’t know is real, and it keeps a lot of consultants stuck.

One of the biggest pieces of bad advice we hear is, "I’ll deal with bookkeeping at tax time."

But by the time tax time comes, it's often too late to clean up the mess without stress or penalties. You could miss your filing deadline and rack up interest. And you're out of compliance with the College because we’re supposed to have our books up to date and audit-ready year-round.

Another one is, "I’m not making much money yet, so I don’t need to worry about it."
But if you're not tracking things now, you don’t actually know how your business is doing. That mindset can really hold you back.

After working with dozens of RCICs and seeing the same stress, confusion, and gaps in knowledge pop up again and again,

✨ we knew we needed something that was built specifically for our industry ✨


Most bookkeepers don’t understand our compliance requirements, not to mention how to handle a client account properly.

 

MEET YOUR INSTRUCTORS

 

 
NICE TO MEET YOU

I'm Diandra Whymns

 

I’m a Certified Professional Bookkeeper and RCIC-IRB, and I built this course from the ground up to help our community understand the basics, stay compliant, and feel confident.

I’ve spent over 15 years in the bookkeeping profession and hold designations as a Certified Professional Bookkeeper with CPB Canada and a Payroll Compliance Practitioner with the National Payroll Institute.

I’m also a Xero Advisor and QBO Advanced Pro Advisor, total fintech nerd 🤓

I’m the founder of ImmiKeeper: Bookkeeping for RCICs.

But most importantly? I’m one of you 💜

 

NICE TO MEET YOU

I'm Olena Weber

I’m an RCIC and business mentor, and I’ve been running my immigration practice for nearly 10 years. Bookkeeping has always been the part I struggled with most.

Even with a CPA and a professional bookkeeper, things fell apart in 2021 and 2022 😞. My taxes were a mess, my books were out of date, and I felt completely overwhelmed. That’s when I realized it’s not enough to outsource.

Until I understood the basics myself, I couldn’t manage my business or personal finances with confidence.

✨That’s why I teamed up with Diandra to create this course✨

I’ve helped hundreds of RCICs grow and scale to high six figures. But making money is just one part. You also need to know how to keep it.

That’s what this course is here to teach you!

 

INTRODUCING

ImmiBooks:

A DIY Bookkeeping Course for RCICs

Video Poster Image

A course designed for immigration consultants who want to keep accurate, compliant books and manage their bookkeeping with ease. It helps you set up your financial systems properly, so you can stop dreading CRA emails or tax season.

  • 6 intense weeks of learning weeks, 6 self-paced modules, 6 Take-home templates
  • Access to the group of RCICs taking this course with you! So you can learn and discuss together
  • Daily answers to your questions in the group!
  •  LIVE Q&A calls with Diandra

The course is 100% online, so you can learn on your schedule. It includes step-by-step video lessons, templates, and real examples from immigration businesses.

I WANT TO JOIN

What's Included?

MODULE 1

Bookkeeping Basics & CICC Compliance Essentials

  • Bookkeeping fundamentals for service-based businesses 

  • Overview of the CICC Code of Professional Conduct (financial obligations)

  • Recordkeeping rules: trust accounts, document retention, reconciliation frequency
  •  The importance of clean books for audits and renewal
MODULE 2

Setting Up Your Books in QuickBooks Online

  •  Choosing the right QBO subscription 
  • Creating your RCIC-friendly chart of accounts (with downloadable template) 
  • Setting up your client trust account and liability tracking 
  • Basic QBO navigation, invoicing, and security settings
  • Take-home: QBO Chart of Accounts Template for RCIC Businesses 
MODULE 3

GST/HST Setup, Tracking & Filing in QBO

  •  Setting up tax rates in QBO and applying them to services (GST/HST for consultations vs service agreements)
  • Collecting vs. remitting/paying: how to handle payments held in trust 
  • Preparing QBO’s tax reports and reconciling them to the CRA return
  •  Filing options (manual vs. integrated tools) and common filing errors
  •  Take-home: GST/HST Rate Cheat Sheet
MODULE 4

Day-to-Day Bookkeeping Essentials

  • Invoicing and receiving payments
  • Tracking expenses (with/without receipts)
  • Automating regular transactions
  •  Matching transactions to bank feeds
  •  Bank and credit card reconciliation 
  •  Take-home: Cheat Sheet – Where to categorise common expense transactions 
MODULE 5

Managing & Reconciling the Client Account (CICC-Compliant) 

  • When to use the client trust account (and when not to)
  • Recording initial deposits and tracking by client using QBO 
  • Moving funds from trust to operating when revenue is earned
  •  Attaching documents to transactions (retainers, payment authorisations)
  •  Bi-weekly/Monthly trust account reconciliation process
  •  Ensuring your trust liability account matches your trust bank balance
  • Tips for maintaining a clean audit trail
  • Take-home: Client Account Reconciliation Workflow Visual  
MODULE 6

Reports, Year-End & Working with Your Tax Accountant

  • Understanding and running key reports (P&L, Balance Sheet, Cash Flow, Trust Summary)
  •  Spotting red flags in your financial statements and how to correct them
  •  What to do at month-end and year-end
  •  What your accountant needs and when to reach out (or What to give your accountant—and what to ask)
  •  Avoiding common year-end mistakes 
  •  Take-home: Month & Year-end bookkeeping checklists  

BONUSES

When you enroll, you’ll also get:

Bonus 1: Chart of Accounts Template for RCICs

  • Know exactly how to set up your books with the correct categories
  • Designed specifically for immigration consultants

Bonus 2: GST and HST Quick Reference Guide

  • When to charge, when to file, how to stay compliant
  • No more second-guessing what’s taxable and what’s not

Bonus 3: Client Account Workflow Cheat Sheet

  • Step-by-step on how to handle retainers, unearned fees, and transfers to income
  • Keeps you in line with both CRA and College rules

WE START ON SEPTEMBER 8, 2025!

$850+HST

  • 6 intense weeks of learning weeks
  • 6 modules with 30+ lessons
  • Take-home templates
  • Access to the group of RCICs taking this course with you! So you can learn and discuss together
  • Daily answers to your questions in the group!
  •  LIVE Q&A calls with Diandra
WAITLIST

Turn Your Bookkeeping Stress into CEO-Level Confidence 

If you take this course, you’ll finally feel confident. You’ll know what’s going on in your business. You’ll stop avoiding your CRA portal. You’ll be able to spot red flags and fix things before they become a problem. You’ll be in compliance with the College and you’ll feel like a real CEO.

If you don’t take it, nothing changes. You’ll keep waiting for tax time and dreading what’s coming. And you’ll still be wondering if that client account is being handled right.

You don’t need to do this alone. You just need the right system and someone who gets our world. 

Diandra & Olena 💜

I AM IN!