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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.

Webinar: Mastering Client Experience: Actionable Steps to Delight Clients and Streamline Business

March 12, 2025

3:00 PM - 4:00 PM EDT

Info

Clients may not remember what you did, but they’ll always remember how you made them feel.

In today's business landscape, providing an exceptional client experience is crucial for the success and growth of bookkeeping professionals. The client experience is not merely a transaction; it's a journey from the first encounter through year-end reporting. Ashley-Anne will delve into the transformative power of intentional client experience design. Attendees will gain actionable strategies to transform their bookkeeping practice into a client-centric powerhouse. Empowering them to exceed client expectations and foster client loyalty—without the added headache. It’s time to elevate your client experience and watch as your reputation, revenue, and business longevity soar to new heights.

 

Presenter: Ashley-Anne Schmidt

After earning a business degree and spending 8+ years working in marketing and operations for multiple businesses of all sizes and industries, Ashley-Anne has seen the inside of many companies. Throughout each experience, one truth remained: A high-quality, strategic client experience results in the most noticeable impact and largest ROI.

A corporate marketer turned entrepreneur, Ashley-Anne founded Ashley-Anne & Co. in 2020 and now helps small businesses create irresistible client experiences their clients rave about for life. Ashley-Anne holds a Bachelor of Commerce Degree from the I.H. Asper School of Business and is a speaker, workshop facilitator, marketing strategist, and Beta Gamma Sigma International Business Honour Society inductee.