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Upcoming Events
Webinar: When clients ask for more: Strategies for managing out of scope work (Sponsored by Ignition)
WebinarsMarch 29, 2023
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!
CPD Unit: 1
Webinar: Canada / US bookkeeping - Differences Bookkeepers Should Know
WebinarsApril 5, 2023
While remote work is blurring borders and minimizing the importance of work location, there still is a very distinct country on the other side of the 49th parallel.
CPD Units: 1.5
Webinar: Challenging 5 Common Assumptions When Selling or Buying A Practice (Sponsored by Poe Group Advisors)
WebinarsMay 3, 2023
Join the Poe Group Advisors Team to learn about 5 common assumptions that sellers and buyers can make when selling or buying a practice.
More Details Register NowWebinar: Graceful Ending - Disengaging Clients
WebinarsMay 17, 2023
It’s time to say goodbye to a client. And no matter the reason for the goodbyes, a graceful ending is always in order.
CPD Units: 1
Webinar: Ethics Part One: Introduction to Ethics and How Ethical Behaviour Is Such An Important Part Of Our Careers!
WebinarsMay 31, 2023
In this webinar, we’ll explore what ethics is all about and how it intertwines with the decisions and choices in our work everyday and even our own personal lives. We’ll be reminded that ethics is always about doing the right thing and sometimes doing the right thing might prove to be challenging.
CPD Units: 1
Webinar: The Importance of Good Work Design to Prevent Injury and Optimize Work
WebinarsJune 14, 2023
Bookkeepers work in many different environments including dedicated offices, moving between multiple offices/locations, working from home or some combination of all these types.
CPD Units: 1
Webinar: Ethics Part Two: What to Do When You Find Yourself Facing An Ethical / Moral Dilemma
WebinarsJune 28, 2023
We’ll look into the potential areas of practice in which you might find yourself facing a moment where you realize an ethical or moral dilemma exists. In this webinar, you'll soon discover that it is always better to be overprepared, attentive, cautious, and judicious in your professional interactions with clients.
CPD Units: 1
Webinar: Basic Blockchain Bookkeeping: Crypto, NFT's, Mining and More
WebinarsJuly 12, 2023
This session will explore basic blockchain bookkeeping issues and questions a bookkeeper may be asked with a focus on Crypto Currencies.
CPD Units: 1.5
Webinar: Non-Profit Bookkeeping: Do You Know The Difference?
WebinarsOctober 11, 2023
There are many nuances to bookkeeping in the non-profit world that makes our jobs interesting!
CPD Units: 1.5
Webinar: Ethics Part Three: What Every Bookkeeper Needs To Know And Take To Heart When It Comes To Ethics
WebinarsOctober 25, 2023
More information coming soon!
CPD Units: 1
Webinar: How to Build Relationships with Accountants & Wow your Accountant
WebinarsNovember 15, 2023
You will hear from two speakers in this webinar on engaging and connecting with accountants.
CPD Units: 1.5
Webinar: Ethics Part Four: Understanding What Lies Behind Unethical Behaviour And The Role Of Eternal Vigilance
WebinarsNovember 29, 2023
More information coming soon!
CPD Units: 1