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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.

AB Calgary - Regional Meeting - Higher Value Bookkeeping Services and Higher Value Clients - In Person - Pre-Registration Required

February 21, 2023

5:30 PM - 8:30 PM MST


Kelvin Gieck, CFA, Co-founder of Helm, is here to present Higher Value Bookkeeping Services and Higher Value Clients

As bookkeeping professionals it's easy to feel overwhelmed. We do client work that we don't like doing every single day. It can leave us tired, stressed, and on the edge of burnout. There is a reason that this happens. We undervalue ourselves and the work we do, and we take on clients that are more than accepting of this. In this session we will talk about flipping that norm so that you can get back to loving what you do, and making more money while doing it. We'll specifically talk about higher value bookkeeping services and higher value clients. What does it all mean? How do you do it? How do you attract people who will love to pay you for it? And to be clear, we won't be getting talking about any "black box" methods or "secret sauce" programs. Just good, practical, real world tips, from a real world practitioner. Thoughts you can use today, to make your bookkeeping business, and your life, better tomorrow.


Meeting Agenda:

  • Informal networking and meal service from Moxies - 5:30pm-6:45pm (each attendee is responsible for their meal tab)
  • CPB Canada announcements and attendee introductions 6:45pm
  • Presentation – 7pm – 8pm
  • Informal networking and meeting adjournment 8pm-8:30pm

Location: Sandman Hotel & Suites Calgary SOUTH (in Deerfoot Meadows)
8001 11 Street SE, Calgary, AB T2H 0B8


Speaker: Kelvin Gieck, CFA

Kelvin is a passionate innovator, advocate and business advisor. He has a long history and deep roots in finance and technology, as the founder and Managing Director of Twenty Eighty, a highly regarded, leading edge, remote bookkeeping, accounting and consulting practice based in Canada, and the founder of Helm, an innovative cash flow planning and forecasting tool that saves small businesses a tremendous amount of time managing one of the most stressful aspects of their business. He fundamentally believes that every small business should have access to an effective, forward looking finance function to help save them time and money, and loves to help other bookkeepers and accountants champion that cause in their own lives and businesses.


For more information, please contact Dawn Ross, Calgary Regional Network Chair, at dross@alltasks.ca