National Bookkeeping Week, January 20-24, 2025, 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
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Transform your bookkeeping practice with proven strategies for attracting and retaining high-quality clients. Join Dustin Meneses as he introduces a practical three-step framework — Clarify, Amplify, Convert — designed specifically for you.
Learn how to develop a clear message and value proposition, expand your reach, and convert your efforts into loyal clients. The framework addresses common challenges like pricing strategy, client communication, and effective sales techniques while maintaining professional integrity.
We'll help you:
- Define your unique value proposition
- Build a strong online presence
- Conduct effective discovery calls
- Close deals with confidence
In short, you'll get actionable steps to attract and retain the right clients while building lasting business relationships.
Learning Objectives:
- Common Marketing Challenges for Bookkeepers
- A Proven 3-Step Framework for Marketing
- Success (Clarify, Amplify, Convert)
- Tools and Strategies to Attract and Retain Clients
- Overcoming Common Obstacles
Presenter: Dustin Meneses
Director, Sales & Customer Service - PaymentEvolution
Dustin is a savvy and experienced leader/ sales executive with a positive attitude, a strong work ethic, and a relentless hunger for learning. His strengths lay in coaching, motivating, empowering, and inspecting his team's work. His goal has always been to successfully expand and increase all results within the organization's opportunities through effective communication, leadership, training, customer relations, and proactive managerial skills. He is passionate about technology and loves helping teams leverage technology to solve business challenges. Being entrepreneurial, he brings over 20 years of experience and understanding of business processes/operations, strategy, sales, business development, management, and leadership. He is also an experienced speaker with over 10,000+ hours of presenting under his belt.
