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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.

Webinar: When clients ask for more: Strategies for managing out of scope work (Sponsored by Ignition)

March 29, 2023

3:00 PM - 4:00 PM EDT


Clients regularly ask tax professionals to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!

During this session, you will learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm.More importantly, we’ll discuss strategies to help you with these awkward conversations. Often, it's hard for tax pros to assert their value. Jennie Moore, a successful accounting professional, will guide you through her approach to building confidence to have productive and fair conversations with your clients to ensure you are fairly compensated for your efforts while ensuring your team and clients are happy!

Presenter - Jennie Moore, Partnerships Manager - Ignition

Jennie is Partnerships Manager (AMER) for Ignition, the client engagement and commerce platform. She’s also Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. Jennie is an advocate for social learning to help accounting pros adopt new technologies to scale their practice and better serve their clients. She is regarded as a global FinTech expert and accounting influencer.