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Explore expert opinion, insights, news, and updates from the world of bookkeeping.

Introducing our 2021 Business Foundation Workshop

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2020 was one heck of a year. CPB Canada heard from our members that there is a need to help our members strengthen their business's foundation. This strength will be achieved by going back to the basics and strengthening the foundation of your business. We all know we are only as strong as the foundation beneath us.

As a result, we have created the 2021 Business Foundation Workshops - a monthly series of 10, 3-hour workshops that will take place over the course of the rest of this year.  They were created keeping in mind the natural flow of building your business.

You can choose to participate in as many as you wish that are relevant to you building your business. Topics throughout the series are:

1. Developing a Powerful Vision, Mission and Value Statement for your bookkeeping business

2. Ideal Client Profiles & Identifying your product offerings

3. Value Pricing Strategies Part 2

4. Creating workflows and systemizing your business

5. Onboarding your new client systems/Offboarding your clients

6. Customer Service Systems and Strategies to create customer loyalty

7. Marketing Systems & Sales Systems

8. Hiring and onboarding your next Superstar Team member & Training your new team members

9. Business Continuity & Stability Strategies

10. Succession Planning / Exit Strategy

Each workshop is offered at a member price of $49 ($99 for non-members).  These workshops will not be recorded, so don't miss these opportunities to gain valuable insights and concrete takeaways that you can implement in building your business. Our first workshop, Developing a Powerful Vision, Mission and Value Statement for your bookkeeping business, will take place on March 12, 2021. For more details, please follow the link below.

You'll be able to register for those workshops next in the series as their details and dates are finalized, and we'll be sure to advise you of those as they become available to register. Stay tuned!

We look forward to helping you build the foundation of your business and your future!

March 12 Details & Registration

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  • Membership Updates