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National Bookkeeping Week, January 15-19th, 2024, is a time dedicated to recognizing bookkeepers’ invaluable contributions and highlighting their essential role in maintaining the financial health of businesses and organizations. As we delve into the world of numbers, records, and meticulous attention to detail, we invite you to join us in celebrating the unsung heroes who keep the financial engines running smoothly.

Over the 5 days, we will run events, share stories, profiles, and businesses, and elevate and highlight the profession nationwide.

To learn more about National Bookkeeping Week visit bookkeepingweek.ca

Upcoming Events

BC Kootenay Boundary (Interior) - Succession Planning: Why is this important for your clients? - Virtual

Regional Meetings

February 22, 2024

Join us for a session with Kyle from Virtual Lawyers to learn more about succession planning and why it's important for business owners. Learn what the key benefits are, when to start thinking about this and where to get started.
CPD Unit: 1

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RESCHEDULED - 2024 Tax Tune-Up Workshop - Federal/Saskatchewan & Manitoba - February 20 & 22, 2024

Workshops

February 20, 2024 to February 22, 2024

Your client, who has a small business, says, “I renovated the shop this year, and it cost a ton of money. But I can write all that stuff off, can’t I?” This workshop has been moved from Feb 6 & 8 to Feb 20 & 22.
CPD Units: 6

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CANCELLED - 2024 Tax Tune-Up Workshop - Federal/Maritime - February 20 & 22, 2024

Workshops

February 20, 2024 to February 22, 2024

Your client, who has a small business, says, “I renovated the shop this year, and it cost a ton of money. But I can write all that stuff off, can’t I?”
CPD Units: 6

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AB Calgary - Regional Meeting - Using Your Financial Statements to Increase the Profitability of Your Bookkeeping Business - In Person

Regional Meetings

February 26, 2024

Join us for this session on using your financial statements to increase the profitability of your bookkeeping business.
CPD Unit: 1

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2024 Tax Tune-Up Workshop - Federal/Alberta & BC - February 27 & February 29, 2024

Workshops

February 27, 2024 to February 29, 2024

Your client, who has a small business, says, “I renovated the shop this year, and it cost a ton of money. But I can write all that stuff off, can’t I?”
CPD Units: 6

More Details Register Now

Collaboration Corner

Collaboration Corner

March 4, 2024

Join us for Collaboration Corner, an ongoing member-to-member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. Each session will be hosted by 2-3 experienced members.

More Details Register Now

BC Langley/Fraser Valley - Regional Meeting - Optimize your Practice with QuickBooks Online - In Person/ Virtual

Regional Meetings

March 5, 2024

Whether you are considering QuickBooks Online or already using it to support clients, this 1-hour presentation hosted by Tania Franolic, CPB and Sr. Professional Services Consultant at Intuit, will delve into some of the tasks to help you optimize your practice.
CPD Unit: 1

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Webinar: Intro to Mental Fitness for Busy Professionals

Webinars

March 6, 2024

In this session, we will delve into the concept of mindfulness, exploring its potential to not only combat stress but also promote peak performance in all aspects of your life.
CPD Unit: 1

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BC Victoria - Regional Meeting - Optimize your Practice with QuickBooks Online - In Person

Regional Meetings

March 11, 2024

Join the Victoria Regional Network for a presentation hosted by Tania Franolic, CPB and Sr. Professional Services Consultant at Intuit, who will delve into some of the tasks to help you optimize your practice.
CPD Unit: 1

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Webinar: Learn more about Keeper Receipts (Sponsored by Keeper)

Webinars

March 13, 2024

Do you use Keeper, or have you been considering it for 2024? Come check out how their new Receipt Management tools can help make getting receipts from clients a breeze.
CPD Unit: 1

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AB Calgary - Regional Meeting - The Perfect Bookkeeping Year End File - In Person

Regional Meetings

March 18, 2024

Join us for this session on preparing client bookkeeping files that bring the best results year-round and at tax time.
CPD Unit: 1

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

March 20, 2024

Join the Edmonton regional nework for an evening of connection, learning and fun.

More Details Register Now

AB Lethbridge - Regional Meeting - Asking the Right Questions: How to Get the Most of your Client Conversations - In Person

Regional Meetings

March 21, 2024

We are excited to have Kylie Griggs with Spero Financial Group join us to talk about how to ask the right questions to get the right information from our clients.
CPD Unit: 1

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ON Toronto - Regional Meeting - Presentation on AI - In Person

Regional Meetings

March 26, 2024

Join us for an evening of networking and professional development with a presentation by Andrew Wall on AI.
CPD Unit: 1

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NB Moncton - Regional Meeting - Meet & Greet Plus Roundtable Discussion - Virtual

Regional Meetings

March 28, 2024

Join the Moncton Regional Network for their first-ever regional meeting. Held virtually, this meeting will be a general meet & greet and roundtable discussion. (Discussion topics TBD)

More Details Register Now

Collaboration Corner

Collaboration Corner

April 8, 2024

Join us for Collaboration Corner, an ongoing member-to-member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. Each session will be hosted by 2-3 experienced members.

More Details Register Now

AB Calgary - Regional Meeting - Transitioning to Value Pricing – The Process from A-Z - In Person

Regional Meetings

April 15, 2024

Kimme will share how she transitioned from hourly billing to value pricing and more than doubled her revenue with this change. You’ll hear about her personal journey including some bumps in the road, and the process she uses now when pricing new clients.
CPD Unit: 1

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Webinar: How to protect yourself from Revenue Leakage

Webinars

April 17, 2024

In this session, you’ll learn how to fortify your processes and set up a top-notch security system.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Growth Through Talent: Strategies from Hire Growth Consulting - In Person

Regional Meetings

April 17, 2024

Join the Edmonton regional network for an evening of connection, learning and fun. The presentation at this meeting aims to equip participants with the knowledge and tools necessary to navigate the intricacies of employment and human rights regulations in Alberta effectively.
CPD Unit: 1

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ON Hamilton - Regional Meeting - Beyond Borders: A deep dive into the world of offshore accounting and unveiling strategies for success - Virtual

Regional Meetings

April 17, 2024

Join the Hamilton regional network for an evening of learning and networking including a presentation by Muzaffar Butt, Co-founder and CEO Obox Solution Ltd., called Beyond Borders: A deep dive into the world of offshore accounting and unveiling strategies for success.
CPD Units: 1

More Details Register Now

AB Lethbridge - Regional Meeting - Small Business Grants - In Person

Regional Meetings

April 18, 2024

There are so many grants available for not for profit and for profit businesses, but how do you navigate the complexities? We have Aileen Burke, coming to discuss grants and grant writing and how to identify grant opportunities.
CPD Unit: 1

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Webinar: Get in the Cloud and Make it Rain: Serving Nonprofits within the QuickBooks Online Ecosystem

Webinars

May 15, 2024

In this session, we will focus on the QuickBooks Online ecosystem and how we can use it to serve nonprofit organizations with more ease, joy, and (yes!) profitability.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

May 15, 2024

Join the Edmonton regional nework for an evening of connection, learning and fun.

More Details Register Now

ON Toronto - Regional Meeting - TBD - In Person

Regional Meetings

May 28, 2024

Join us for an evening of networking and professional development. Topic TBD.

More Details Register Now

Webinar: How to grow your bookkeeping business

Webinars

June 12, 2024

In this session, Andrew will go through his journey as an entrepreneur, provide stories on the ups and downs of running his business and provide best practices to get your business to be more profitable.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

June 19, 2024

Join the Edmonton regional nework for an evening of connection, learning and fun.

More Details Register Now

GST/HST Seminar Series #1 - Introduction to GST/HST Issues – Charities and Non-Profit Organizations (NPOs)

Workshops

June 20, 2024

Do you know the differences between Charities and Non-Profit Organizations? Do you wonder if you have missed claiming back all eligible GST/HST amounts? Join this session to learn about what is taxable, rebates, credits and much more.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

July 17, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now

GST/HST Seminar Series #2 - GST/HST Introduction - For Profit Sectors

Workshops

July 25, 2024

Did you know that there are different GST/HST rules for different industry sectors? Are you aware of all of your GST/HST entitlements and obligations? Join this session and hear directly from CRA’s GST/HST Headquarters Representative, who has 30+ years of experience working in CRA’s GST/HST programs.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

August 21, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now

GST/HST Seminar Series #3 - Capital Properties & Input Tax Credits (ITCs) For Profits & Not-For-Profits

Workshops

September 17, 2024

Did you know there are different GST/HST - ITC rules for different Capital Properties? Were you aware that entitlements and obligations can change over time? Join this session to hear directly from CRA’s GST/HST Headquarters employee who has 30+ years of experience working in GST/HST programs.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

September 18, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now

Webinar: Dealing with Difficult People: The Seven Simple Steps to Success!

Webinars

October 9, 2024

In this informative and sometimes lighthearted seminar, we’ll examine difficult people, traits, characteristics, and behaviours, and provide useful solutions by utilizing seven common-sense steps.
CPD Unit: 1

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GST/HST Seminar Series #4 - Public Service Bodies’ (PSB) Rebates Charity & Non-profit Organization (NPO)

Workshops

October 15, 2024

Are you aware that there are different PSB Rebate rules for Charities vs. NPOs? Have you ever wondered if you had missed claiming all eligible amounts? Join this session and hear directly from CRA’s GST/HST Headquarters employee who has 30+ years of experience in GST/HST Programs.
CPD Unit: 1.5

More Details Register Now

AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

October 16, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now

GST/HST Seminar Series #5 - GST/HST Audits & Examinations and Books & Records

Workshops

November 12, 2024

Do you want to know more about a GST/HST Audit or Examinations? Do you know how to prepare for and what to expect? Join this session and hear directly from CRA’s GST/HST Headquarters employee who has 30+ years of experience in GST/HST Programs.
CPD Unit: 1.5

More Details Register Now

Webinar: Dave’s 2024 Malware Update and Your Microsoft 365 Security Strategy

Webinars

November 20, 2024

After a very quick review of the current malware threat landscape, Dave will speak directly to Microsoft 365 and discuss things that can be done to improve your data storage, security, and retention within the Microsoft 365 platform.
CPD Unit: 1.5

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AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

November 20, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now

AB Edmonton - Regional Meeting - Topic TBD - In Person

Regional Meetings

December 11, 2024

Join the Edmonton regional network for an evening of connection, learning and fun.

More Details Register Now