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CPB Canada webinars are presented by industry experts and thought leaders from the world of business and accounting. Register to join our upcoming live webinars or view on-demand webinars anytime - designed with you in mind.
Clients regularly ask tax professionals to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!
During this session, you will learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm.More importantly, we’ll discuss strategies to help you with these awkward conversations. Often, it's hard for tax pros to assert their value. Jennie Moore, a successful accounting professional, will guide you through her approach to building confidence to have productive and fair conversations with your clients to ensure you are fairly compensated for your efforts while ensuring your team and clients are happy!
Presenter - Jennie Moore, Partnerships Manager - Ignition
Jennie is Partnerships Manager (AMER) for Ignition, the client engagement and commerce platform. She’s also Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. Jennie is an advocate for social learning to help accounting pros adopt new technologies to scale their practice and better serve their clients. She is regarded as a global FinTech expert and accounting influencer.