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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.

Join us today!  

ON Ottawa - Regional Meeting - From Hours to Impact — Mastering Value Pricing for Bookkeepers - Hybrid

September 22, 2025

6:00 PM - 8:30 PM EDT

Info

Are you tired of trading time for money and hearing that you should switch to value pricing—without anyone showing you how?

In this session, we’ll demystify the shift from hourly billing to value-based pricing, giving you the practical tools and mindset needed to make it happen.

You’ll discover:

  • The Truth About Pricing Models: Explore the pros and cons of hourly, fixed, and value pricing—and why value pricing is the future of bookkeeping.
  • Mindset Matters: Engage in a powerful exercise to reframe how you see your worth and the value you bring to your clients.
  • Communicating Your Value: Learn how to position yourself as a strategic partner, not just a service provider, through effective client communication.
  • The 7-Step Blueprint: Walk away with a foolproof, step-by-step method to build your own value-based service packages that drive profitability and client satisfaction.

By the end of this session, you’ll have a clear roadmap to confidently transition your business to value pricing—setting yourself up for sustainable growth, stronger client relationships, and greater financial success.

 

Presenter: Teresa Slack, CPB

Teresa is a Certified Professional Bookkeeper and the co-founder of Financly Inc., an award-winning firm specializing in E-commerce Accounting. She offers her clients the benefit of 35 years of experience in accounting. Teresa is knowledgeable in bookkeeping, accounting and system setup, business management, sales and marketing, customer service, staff training, creating systemized policies/procedures, staff leadership, and mentorship.

Teresa has a passion for Shopify and Amazon Accounting and loves to help business owners and the accounting professionals who love them solve their E-commerce Accounting headaches. E-commerce bookkeeping is complex; Teresa teaches how to make it easier! With such a well-rounded business skill set, Teresa can empower clients with more than just their bookkeeping, but can also consult on their business operations as a whole.

Awards and Accolades:
Professional Leader of the Year 2020
Firm of the Year 2020
Top 100 ProAdvisors North America 2019-2025
Top 50 Women in Accounting worldwide 2019
Top 50 CAS Firm International 2023, 2024, 2025
Trainer for Mark Wickersham International
Accredited member of The Certified Professional Bookkeepers of Canada

Meeting Format:



  • Informal networking and meal service 6:00 pm (each attendee is responsible for their meal tab) - Let's talk shop and get to know each other!
  • Presentation & Zoom call - 7:30 pm to 8:30 pm

In-Person Location: Broadway's (private room) at 1896 Prince of Wales Dr, Nepean, ON, K2C 3J7
Virtual Location: Zoom link will be provided upon registration.

Contacts: Regional Network Chairs - Diandra Whymns, CPB - diandra@cpbcan.ca & Ryan Panchuk, CPB - ryan.panchuk@gmail.com