Connect and learn with like-minded professionals
We know how important it is to feel supported throughout your career as a bookkeeping professional. CPB Canada has established regional meeting communities across Canada where bookkeepers can share insights, keep up with industry updates and the latest in technology, and make meaningful connections with their peers. Not sure if there’s a meeting in your area? Find a regional meeting community near you.
Info
In today’s fast-paced business environment, payroll service providers must navigate intricate regulations while proving their indispensable value to clients. The reality is, “Clients don’t know what they don’t know”—until it’s too late and CRA comes knocking. This interactive roundtable session will explore strategies for identifying and addressing client payroll knowledge gaps, showcasing your expertise and preventing "client payroll panics" before they arise. By bridging these gaps, you can strengthen client relationships and elevate your professional reputation.
Note: Due to the time and complexity of this topic, Wagepoint products will not be demonstrated during the meeting.
Learning Objectives
- Identify common client knowledge gaps: Learn how to recognize the most prevalent areas where clients lack understanding of payroll processes, compliance, and responsibilities.
- Develop strategies to educate and empower clients: Gain insights into effective ways to communicate complex payroll topics in a clear and actionable manner, fostering informed decision-making.
- Showcase your expertise and value: Discover methods to position yourself as a trusted advisor by bridging knowledge gaps, improving client relationships, and reinforcing the importance of your role in their success.
Presenter: Bianca Mueller, CPB, Community Manager
Bianca Mueller is Wagepoint’s Community Manager and an award-winning Certified Professional Bookkeeper with 14 years of experience as a respected thought leader and social influencer in the Canadian Bookkeeping Industry.
Previous to being Wagepoint's Community Manager, Bianca was a full-cycle bookkeeper who specialized in workflow process management and cloud software implementation serving small business clients across British Columbia.
Virtual: Teams (Link will be provided upon registration)
Contact: Regional Network Chair - Kim Westervelt, CPB - email: kimwestervelt@balncd.ca