Learning that matters to our members

CPB Canada provides industry-specific learning to keep you informed about industry updates, business best practices, accounting practices, and more! Take a look at our upcoming events below.

Business Foundation Workshop Series: Creating an ideal client profile to drive your business model and service offerings

April 9, 2021

12:00 PM - 3:30 PM EDT

Info

Do you really want to spend your day with clients who don't fit?  
Who don't value you?  
Who don't pay you enough?  
Who you don't get along with?  
And how about the drudgery of doing tasks and work you loathe?  

No thank you.

This is not a session all about the theory of "The Ideal Client".  
We are going to create a real live, actionable Ideal Client Profile.
Let's map this out right now - what the elements an Ideal Client include (or don't include) and get that Profile locked down.
Let's get you moving on honing your service offerings, streamlining workflows - spending the day doing work you love with profitable clients you enjoy.

About the Facilitator:

Kellie Parks, CPB

I am a relentless organizer and believe cloud financial technology is key to organization.

I am an ardent devotee of Quick Books Online and love all the apps that make your cloud accounting package specifically suited to your business. I adopted cloud financial technology for my own business in 2012, as soon as it came to Canada and have migrated all of my clients to it now.

I love introducing QBO and the app partner programs to accountants and their clients. I now spend much of my day educating accounting firms and SMBs, but love keeping my head firmly in my bookkeeping client’s day-to-day accounting needs as well.

Cloud accounting technology has made it possible for me to enjoy working from out-of-country locations for the majority of the winter and maintain my education, coaching and bookkeeping business seamlessly.

My husband Jeff, a Fly Fishing Guide, and I have 3 grown kids and live with 2 unruly Australian Shepards in a 100-year-old lakeside cabin (that is chronically under renovation).

I am an avid runner, water & snow skier and live music fan.