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.
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.
Note: Due to time and complexity of this topic, Wagepoint products will not be demonstrated during the meeting.
Speaker: Bianca Mueller, CPB, PCP
Bianca Mueller, CPB and PCP, is Wagepoint’s Community Manager and a leading voice in Canadian bookkeeping and payroll. A former cloud bookkeeping practice owner, she’s an award-winning speaker and author recognized for innovation, leadership, and community advocacy.
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 - 7:00 pm to 8:00 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
Eligible for 1 CPD unit.