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
In today’s fast-paced business environment, payroll service providers must navigate intricate regulations while proving their indispensable value to clients. The reality is, “Clients don’t know what they don’t know”—until it’s too late and CRA comes knocking. This interactive roundtable session will explore strategies for identifying and addressing client payroll knowledge gaps, showcasing your expertise and preventing "client payroll panics" before they arise. By bridging these gaps, you can strengthen client relationships and elevate your professional reputation.
Learning objectives:
- Identify common client knowledge gaps: Learn how to recognize the most prevalent areas where clients lack understanding of payroll processes, compliance, and responsibilities.
- Develop strategies to educate and empower clients: Gain insights into effective ways to communicate complex payroll topics in a clear and actionable manner, fostering informed decision-making.
- Showcase your expertise and value: Discover methods to position yourself as a trusted advisor by bridging knowledge gaps, improving client relationships, and reinforcing the importance of your role in their success.
Note: Due to time and complexity of this topic, Wagepoint products will not be demonstrated during the meeting.
Speaker: Bianca Mueller, CPB PCP
Bianca Mueller is a Certified Professional Bookkeeper (CPB) & Payroll Compliance Professional (PCP) | Fintech Community Builder | Award-Winning Thought Leader
As the Community Manager at Wagepoint, Bianca Mueller, CPB, PCL strives to elevate the importance of education and compliance around payroll to set the bar for bookkeepers and accounting service providers across Canada. She is on a mission to build stronger fintech communities. Empowering accounting service providers to grow their practice by embracing a digital-first mindset.
Location: Unit 25A - 5755 Cowrie Street, In the Trail Bay Mall, Sechelt, BC, V0N 3A0
Contact: Regional Network Chairs - Rinette Lagace, CPB - Email: rinette@netbookkeeping.ca & Janet Shimizu, CPB - Email: scbookkeepergroup@gmail.com
Eligible for 1 CPD unit.
CANCELLATION: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you have registered and are unable to attend, please email your cancellation notice to your local RNC or regionalnetworks@cpbcan.ca so the event space can be notified accordingly.