Collaboration Corner is an ongoing peer-to-peer member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. 2-3 experienced members will host each session.

CPB Canada encourages both experienced members and new members to use this platform to create community and ongoing support around a range of bookkeeping and related practice matters.

Webinar: Mastering Client Experience: Actionable Steps to Delight Clients and Streamline Business

March 12, 2025

3:00 PM - 4:00 PM EDT

Info

Clients may not remember what you did, but they’ll always remember how you made them feel.

In today's business landscape, providing an exceptional client experience is crucial for the success and growth of bookkeeping professionals. The client experience is not merely a transaction; it's a journey from the first encounter through year-end reporting. Ashley-Anne will delve into the transformative power of intentional client experience design. Attendees will gain actionable strategies to transform their bookkeeping practice into a client-centric powerhouse. Empowering them to exceed client expectations and foster client loyalty—without the added headache. It’s time to elevate your client experience and watch as your reputation, revenue, and business longevity soar to new heights.

 

Presenter: Ashley-Anne Schmidt

After earning a business degree and spending 8+ years working in marketing and operations for multiple businesses of all sizes and industries, Ashley-Anne has seen the inside of many companies. Throughout each experience, one truth remained: A high-quality, strategic client experience results in the most noticeable impact and largest ROI.

A corporate marketer turned entrepreneur, Ashley-Anne founded Ashley-Anne & Co. in 2020 and now helps small businesses create irresistible client experiences their clients rave about for life. Ashley-Anne holds a Bachelor of Commerce Degree from the I.H. Asper School of Business and is a speaker, workshop facilitator, marketing strategist, and Beta Gamma Sigma International Business Honour Society inductee.