Autumn Tax Primer

Get ready for tax season with expert insights

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Your Essential Tax Season Prep

The Autumn Tax Primer brought together bookkeepers and tax professionals from across the country for a day of learning, growth, and preparation. Designed to equip attendees with the latest updates, practical strategies, and actionable insights, this one-day virtual event serves as an essential stepping stone for navigating the upcoming tax season.

With industry-leading experts sharing their knowledge and attendees actively engaging in discussions, the event was a resounding success.

Event Highlights

Expert-Led Keynote

Arnaud Franco from BDC shared an insightful keynote on Canada’s Economic Outlook, providing attendees with valuable context on how economic trends could impact their work this tax season.

Practical Sessions

From updates on tax policy and legislation to actionable strategies for onboarding clients and balancing tax preparation with bookkeeping, sessions were packed with practical advice to help attendees hit the ground running. Plus, attendees had the opportunity to earn 6 Continuing Professional Development (CPD) credits, making the event even more valuable for their professional growth.

What Attendees Gained

Up-to-date Tax Knowledge

Key updates on tax policies and legislation to stay ahead.

Actionable Strategies

Tips for efficient client onboarding and management.

Best Practices

Practical approaches to balancing tax prep with bookkeeping.

Service Expansion Insights

Understanding the value of offering tax solutions to clients.

Workflow Optimization

Expert advice on streamlining processes for a smoother tax season.

Attendee Testimonials

Here’s what some of our attendees had to say about the event

Rated 5 out of 5
"The Autumn Tax Primer was exactly what I needed to kickstart my preparation for the upcoming tax season. The sessions were practical and to the point."
Sarah L.
Bookkeeper
Rated 5 out of 5
"The keynote by Arnaud Franco was eye-opening and provided great context for understanding the economic trends. I feel so much better prepared now."
James P.
Tax Professional
Rated 5 out of 5
"The strategies shared during the sessions were immediately applicable to my practice. I’ve already started implementing them, and the results are promising"
Priya R.
Accountant
Rated 5 out of 5
"I loved the community discussions and the opportunity to learn from industry leaders. Can’t wait for next year!"
Emily T.
Financial Consultant

Thank You to Our Sponsors

We extend our gratitude to our sponsors for their support in making this event a success:

Principal Sponsor

Contributing Sponsor

Looking Ahead

Missed this year’s Autumn Tax Primer? Don’t worry—there’s always next year! Stay tuned for details about future events and opportunities to enhance your skills, grow your expertise, and connect with a community of professionals.


Thank you to everyone who joined us this year. Here’s to a productive and stress-free tax season ahead!