Workshops
CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
Info
Are you a bookkeeper looking to reduce repetitive work, avoid costly mistakes, and spend more time on the tasks that add real value? Join Dext and Max Whiteley, Product Domain Expert at Dext, for a practical webinar all about streamlining your processes and building standardized systems that let you grow without burnout.
You’ll learn how to identify inefficiencies in your workflow, build reliable templates and repeatable steps, and embed standardization into your everyday tools so that every client engagement runs smoothly. Walk away equipped with strategies you can implement immediately, saving you time, increasing consistency, and allowing you to scale with more confidence.
You’ll learn how to:
- Identify and fix workflow inefficiencies
- Create templates and repeatable processes
- Automate tasks with tools like Dext
- Maintain quality and consistency as you scale
- Measure the impact on time, profit, and client satisfaction
Speaker: Max Whiteley, Product Domain Expert, Dext
Max Whiteley brings many years of experience helping bookkeeping and accounting teams optimize their operations. As Product Domain Expert at Dext, Max works at the intersection of product design, user experience, and workflow efficiency. He understands the daily challenges bookkeepers face, manual data entry, inconsistent client setups, duplicated tasks and he’s passionate about building practical solutions that reduce friction. Whether it’s through streamlined templates, smart automation, or better tools integrations, Max makes it his mission to help firms work smarter, not harder.