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.
Info
Join the Prince George regional network for an evening of networking and explore essential strategies for creating a smooth and effective client onboarding process! This presentation will focus on how to set clear expectations, build rapport, and personalize the onboarding experience to meet each client's unique needs. You’ll walk away with practical tips to ensure your clients feel welcomed, supported, and set up for long-term success from day one.
Presenter: Rachel Devine, CPB
- Owner of On Track Bookkeeping Solutions Ltd, a full cycle bookkeeping and payroll firm in Mission, BC
- Certified ProAdvisor, QuickBooks Online & Desktop
- CPB Canada - Director & Regional Network Chair, Fraser Valley/Langley
- Life enjoyments include good coffee, cooking, hiking with my dog, camping, and quality family time.
Rachel is a dedicated bookkeeper passionate about accuracy and maintaining impeccable financial records. She advocates for elevating the profession through certification and compliance, believing certified bookkeepers bring unmatched value to businesses. Rachel’s mission is to empower fellow bookkeepers to achieve certification and uphold high ethical standards.
In Person: 582 George Street, Prince George, BC
Virtual: Zoom link will be provided upon registration.
Contact: Regional Network Chair: Kristin Thompson, CPB Email: kristin@envisionbusinessservices.com