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.
Info
Are you hesitant to take on clients with Shopify? Feeling overwhelmed and not sure where to even start? Do you want to serve your clients more efficiently and waste less time during your day?
Join Andrew Seguin, Founder of Seguin Financial, Tanya Hilts, Founder of Cloud Business Services & Tanya’s Bookkeepers Bootcamp, Sherri-Lee Mathers, Founder of Balsam Way Bookkeeping & Business Solutions, and Jason Richelson, Co-Founder and CEO of Bookkeep for this informative session that will open you up, even encourage you, to take on Shopify clients with ONE simple and efficient platform (no more asking for passwords!).
In this webinar, they will cover how they solved some of their pain points of:
- How to manage clients using Shopify
- Where to find the right reports in the Shopify platform
- How to recognize the pitfalls of a single sales entry
- Easily and accurately matching deposits to your bank feed
The panel will share stories, pain points, strategies, and tools to help you manage Shopify the right way–to set yourself and your clients up for success.
Presenters
Andrew Seguin: andrew@seguinfinancial.ca
Andrew Seguin is the Founder of Seguin Financial, a cloud-based bookkeeping and tax firm in Cornwall, Ontario. With a team of 6, they service clients all across Canada, with a specialty in eCommerce businesses that sell on Shopify, Amazon, Etsy and WooCommerce.
Tanya Hilts: tanya@mycbs.ca
Tanya Hilts is the founder of Cloud Business Services and Tanya’s Bookkeeper’s Bootcamp. She has a passion for streamlining processes and increasing efficiency and client outcomes. Tanya has many accolades and certifications, such as Intuits Global Firm of the Future for 2018, and in 2019 CPB Canada’s Leader of the year, which have catapulted her to a top industry thought leader and mentor. Tanya is a sitting board member of CPB Canada and Member of Intuit’s Trainer Writer Network.
Sherri-Lee Mathers: sherri-lee@balsamway.ca
Sherri-Lee Mathers is the founder of Balsam Way Bookkeeping & Business Solutions and has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors. She is CPB Canada’s Leader of the Year for 2021 and Member of Intuit’s Trainer Writer Network. Sherri-Lee is known for working with apps on development and specifically betterment for the accounting industry. The difficult & diverse industry niche she works in breweries, wineries and distilleries has given her in depth knowledge of many potential app pitfalls.
Jason Richelson: jason@bookkeep.co
Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason began his career as a PricewaterhouseCoopers systems analyst before launching several companies, including InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep. For each of the companies Jason founded, he personally closed the books. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations.
The expressed views and opinions of this presentation are of the sponsor and the personal views of the presenters themselves and are in no way representative of and should not be attributed to or considered endorsed by CPB Canada – Certified Professional Bookkeepers of Canada, its employees, Directors or stakeholders.