Upcoming Learnings

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Join us for an exclusive webinar, "From Surviving to Thriving: Strategies for Client Retention and Growth," hosted by Rachel Fisch, CPB and General Manager North America at Dext. Happening on October 16 at 3 PM ET, this session is designed specifically for bookkeepers looking to elevate their practices.

Attracting and retaining clients is becoming more difficult, a challenge we’ve been hearing more and more in our conversations with bookkeepers and accountants. If this sounds familiar, this webinar is your chance to gain valuable insights from an industry expert. Rachel will share practical strategies to help you overcome these hurdles and grow your practice.

Register now to secure your spot!

Presenter: Rachel Fisch, CPB, General Manager - North America at Dext

Rachel is GM for North America at Dext and CEO of RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US-based firm, including the acquisition of two accounting firms. Rachel is known as an accounting technology expert and advocate in North America for predicting where the market is heading. She takes a strategic approach to accounting software and applications and understands how to position their features for a global market.

Presenter: Michelle Felip, CPB, Partner – Jade Consulting Inc.

Michelle is a partner at Jade Consulting Inc., a female-founded, all-female firm serving clients across Canada. As a Certified Professional Bookkeeper (CPB) and an Efficiency Geek, she combines expertise and empathy to provide personalized accounting guidance, empowering entrepreneurs to achieve their goals.

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