BEGIN:VCALENDAR VERSION:2.0 PRODID:ADNA Events System X-WR-TIMEZONE:America/Toronto BEGIN:VTIMEZONE TZID:America/Toronto X-LIC-LOCATION:America/Toronto BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0500 DTSTART:19810329T020000 RRULE:FREQ=YEARLY;INTERVAL=1;BYMONTH=3;BYDAY=-1SU END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT UID:6605cd986b63c DTSTART;TZID=America/Toronto:20220216T150000 SEQUENCE:0 TRANSP:OPAQUE DTEND;TZID=America/Toronto:20220216T160000 URL:https://cpbcan.ca/events-learning/event-listings.html/event-info/detail s/id/144 SUMMARY:Webinar: Streamlining Client Cleanup Projects with QBO and Liscio ( Sponsored by Liscio) CLASS:PUBLIC DESCRIPTION:Small business owners need your help in getting their books acc urate so they can file their taxes and manage their businesses properly. T hey may have been “going it alone” last year to save money and now the y can’t trust their balances. \n\nhttps://cpbcan.ca/events-learning/eve nt-listings.html/event-info/details/id/144 X-ALT-DESC;FMTTYPE=text/html:
Small busi ness owners need your help in getting their books accurate so they can fil e their taxes and manage their businesses properly. They may have been &ld quo\;going it alone&rdquo\; last year to save money and now they can&rsquo \;t trust their balances. \; Or\, they may be a referral from a tax fi rm who asks you to clean up and verify the balances so they can proceed wi th the tax return. Either way\, you need a process to manage this work tha t results in a great experience for your staff\, and for the client. \ ;
\n\nCome and learn practical tips designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm. \; \; span>
\n\nNote: this is not a train ing session on how to use QBO or Liscio. However Michelle will use QBO as the example when accounting software is referenced\, and Liscio will be re ferenced to show how clients can be made an important part of the producti vity team in a way that is delightful to them. Therefore\, if you use Xero or another accounting software package\, this webinar will still be very relevant for you because of the principles being shared. \; \;
\n\nLearn ing Objectives:
\n\nHosts / Instructors: Michelle Vilms
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\n\nMichelle Vilms\, President\, Vilms Consul
ting
Vilom Consulting is based in Bosto n\, MA. The 100% remote team handles Accounting Services\, Training and Ad visory\, and they LOVE cleanup projects.
\ n\nA few things about Michelle personally:
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\n\nThe expressed views and opinions o f this presentation are of the sponsor and the personal views of the prese nters themselves and are in no way representative of and should not be att ributed to or considered endorsed by CPB Canada &ndash\; Certified Profess ional Bookkeepers of Canada\, its employees\, Directors or stakeholders. p>\n DTSTAMP:20240328T160544Z END:VEVENT END:VCALENDAR