Are you nervous and tongue-tied at business and social events? Are you so distracted by which fork to use that you can only think to ask, "What do you do?" Do you spend all your time at business events hanging out at the bar or shrimp tree? You aren't alone.

Competent, talented, intelligent people from all walks of life need assistance in developing conversation, networking, social, and dining skills.

Boost your social intelligence with training in the art of conversation and hands on cocktail etiquette. Learn how to market yourself, gain the confidence to join a group, avoid awkward silences, start conversations even when you have nothing to say, improve your listening skills, exit conversations gracefully and turn every social or business event into an opportunity for success.

Knowing the rules for dining and having the ability to consistently practice the technical skills related to eating will allow you to feel more comfortable in dining situations. If you are more comfortable, you can make others more comfortable, which is really what good manners are all about.

Learn styles of eating, formal table setting, silverware savvy, navigating the place setting, dining dos and don'ts, managing difficult foods, manners at the table, restaurant manners, finessing the buffet, invitations, entertaining etiquette, host and guest duties, and much more.

This program includes a four course fine dining experience.

Date: Saturday August 29, 2009

Time: 9AM to 2PM

Location: Verity Club - Queen Richmond Centre

111d Queen Street East Toronto, ON

To Register contact: louise@etiquetteladies.com or pay online

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Louise Fox, Canada's Etiquette Expert

JP National Media Award Winner 2008 Nominated for RBC Entrepreneur of the Year 2009

Etiquette Ladies http://www.etiquetteladies.com

The Etiquette Leader http://www.etiquetteleader.com

IPBC is proud to promote two new bookkeeping seminars at Small Business BC.

Small Business BC is British Columbia's key resource centre for business information and services for small business startup and growth; they offer seminars assisting new small business owners in the structure and growth of their small business.

The Education Centre at Small Business BC supports over 40 regional BC cities through the use of video conference and presents over 90 different seminars including the newly developed First Year in Business and Managing Your Balance Sheet. These seminars were developed by Dianne Mueller, Certified Professional Bookkeeper (http://www.simplysoma.com) and IPBC co-founder.

The First Year in Business series introduces new small business owners to the financial statements that you as a professional bookkeeper provide. Managing Your Balance sheet will teach how to read and understand financial statements, along with emphasis on the importance of maintaining a relationship with a professional bookkeeper.

The program extends both the IPBC and Small Business BC services to communities throughout BC; our goal is to increase exposure to IPBC members and increase seminar attendance.

Other courses offered by Small Business cover a wide variety of subjects, and many of them would be excellent for your own continuing education credits.

Upcoming seminar information can be found at http://www.smallbusinessbc.ca/seminars

From The Executive Director's Desk

Imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice . . . to being a certified professional bookkeeper (CPB) . . . and to receiving greater professional recognition inside and outside of this network. Regional Meetings are a vital part of that formula for success.

They're a unique chance to combine learning - a guest speaker shares expertise that's sure to make your work a bit easier - with fun and powerful networking. Every meeting is free to attend.

Meeting Details

EDMONTON, AB

Date: August 20th, 2009

Time: 6PM to 8:30PM

Location: The ABC Country Restaurant

12707- 140 Ave, N.W., Edmonton, AB

Facilitator: Lynn Magnaye

Topic: How to Market Your Practice

Speaker: Matthew Peterson from Accounting Cycle

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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COBOURG, ON

Date: August 26th, 2009

Time: Arrival: 6PM

Presentation Time: 7PM to 7:45PM

Location:

The Mill Restaurant

990 Ontario St, Cobourg, ON

Facilitator: Denise Franklin, CPB

Speaker: Mark L. Hendrikx , Chartered Accountant

Topic: What Accountants need for yearend tax returns

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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GRANDE PRAIRIE, AB

Date: September 9th, 2009

Time: 6:15PM to 8:30PM

Location:

Stanford Inn

11401 -100 Ave, Grande Prairie, AB

Facilitator: Lisa Butler, CPB

Speaker: Jason Payne, TD Canada Trust

Topic: How to do a comprehensive business proposal

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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OTTAWA, ON

Date: Tuesday, September 15th, 2009

Time: 6PM to 8:30PM

Location: Ottawa Public Library, North Gloucester Branch, 2036 Ogilvie, Ottawa, ON

Facilitator: Gayle Young, CPB

Topic: "Get Growing Your Business"

Guest Speaker: Tracy Badham, Account Manager-Small Business Scotiabank

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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CALGARY, AB

Date: September 16th 2009

Time: Dinner & Networking start at 6PM

Meeting starts at 7PM

Location:

ABC Country Restaurant

11520- 24 Street, SE, Calgary, AB

Speaker: Cidnee Stephen of Strategies for Success

Topic: 7 Steps to Successful Business Marketing

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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HALIFAX, ON

Date: Thursday, September 17th, 2009

Time: 6PM to 8PM

Location: Quality Inn Dartmouth, 313 Prince Albert Road

Regional Developer: Angela Franklin

Topics:

-How to brainstorm and use thoughtful planning

-Getting buy in from all stakeholders through consultation

-How to use change to the benefit of the business and all involved

-CRA Clearance Certificates

Space is limited! Register early! Send an email to leslee@ipbc.ca

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WINNIPEG, MB

Date: September 21st, 2009

Time: 6PM to 8:30PM

Location:

Smitty's Restaurant

Polo Park, 1017 St James ( Corner of Ellice and St. James)

Facilitator: Charlene Hiebert, CPB

Speaker: Ken Dammerman of Third Millennium Designs (www.ThirdMillenniumDesigns.ca)

Topic: Dos and Don'ts of backing up your data

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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VICTORIA, BC

Date: Tuesday September 22nd, 2009

Time:: 6:30PM to 8:30PM

Location: Christ Community Church

3897 Holland Avenue, Victoria, BC

Facilitator: Wendy Willis, CPB

Speakers: Nancy Davy of Grant Thornton

Topics: What Accountants Require at Year End

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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KELOWNA, BC

Date: Tuesday September 29th, 2009

(Please note: August meeting has been cancelled)

Time: 6PM to 7:30PM

Location: Perkins, 2170 Harvey Avenue

Regional Developer: Judy Rheault, CPB

Presenter: Yvonne McCreary, from the CRA

Topics: Books and Records for New Business Owners

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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TORONTO/MISSISSAUGA, ON

Date: September 28th 2009

Time: 6PM to 8PM

Location:

Lone Star Texas Grill (upstairs meeting room), 930 Dixon Road, Toronto

Speaker: Canada Revenue Agency

Topic: Taxable Benefits

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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GUELPH, ON

Date: Wednesday September 30th, 2009

Time: 7PM - 9:15PM (meeting starts and ends precisely on schedule)

Location: 11 Foster Ave, Guelph, ON

Facilitator: Maria Chovaz, CPB

Topic: Round table discussion of challenges we face as small business owners

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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VANCOUVER, BC

IPBC is proud to announce that EPR Coquitlam will be hosting the September and October meetings. Each meeting will include a buffet dinner. Cost is free.

Date: Thursday September 10th, 2009

**Please RSVP by September 2nd

Location: Coquitlam Best Western Inn, 319 North Road, Coquitlam

Space is limited to 100 reservations, reserve your spot now at info@ipbc.ca

Topic 1: Adding Value to Your Clients (Ken Richardson)

How to control that entrepreneur in your life

· Shareholder/partnerships - why shareholder/partnership agreements are essential

· How to spot opportunities for improving your client's bottom line

· Corporate reorganizations - Why, When, Where, and How

Topic 2: Managing the Fraud Risk (Ken Richardson & Sheralynne Merritt)

· Warning Signals

· Steps you can take to reduce the risk of fraud

· Steps you can take if you suspect fraud

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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VANCOUVER, BC

Date: Thursday October 15th, 2009

**Please RSVP by Oct 9th

Topic 1: The Dreaded Audit (Ken Richardson- 30 min + Q&A)

What to do if the Auditor comes knocking Preparing for a CRA audit - pre and post audit steps

Voluntary Disclosures

Topic 2: SR&ED Tax Credits for businesses (Trevor Sutherland - 15 minutes + Q&A)

Your clients could be missing thousands of dollars in unclaimed credits. What qualifies - how to recognize eligible scientific research & development activities

The SR&ED Application process

Topic 3: Taxation for Non-residents (Sheralynne Merritt - 15 minutes + Q&A)

Tax rules for Canadian property owned by Non-Residents

-Annual filings, remittances and filing deadlines

What to do when a Canadian property owned by a Non-resident is sold

- CRA Clearance Certificates

Space is limited to 100 reservations, reserve your spot now at info@ipbc.ca

Non members are welcome to attend two meetings to evaluate IPBC.

To register for this meeting, contact us at info@ipbc.ca

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UPCOMING MEETINGS

Sudbury Sept. 23rd-TBA

Prince George Sept 24th - TBA

Bridgewater Sept. 29th - TBA

St. Catharines late Sept - TBA

Chatham late Sept - TBA

Schedule for the National Phone Conferences

August 19th - CRA speaking on 3rd party liability and preparing for an audit

September 16th - Miles Sweeney, CA, speaking on what accountants want from bookkeepers at year end

October 21 - Robert MacKenzie, from e-Courier, presenting new tools for transferring highly confidential files electronically. Professionals today have a responsibility to care about protecting their clients confidential information. Attend this information packed meeting to learn how to take advantage of this new technology.

November 18th - Esmail Bharwani, Lawyer, speaking on the CRA's Voluntary Disclosure Program

If you are interested in facilitating a meeting in your area, email info@ipbc.ca for an information package. Please include your full contact details.

The August 19th National Phone Conference will feature David Paradis & Tania Litman, representatives from Canada Revenue Agency (CRA).

Topics:"Third Party Civil Penalties" & "The Audit Process"

The representatives will provide two presentations during the conference. The first presentation will focus on Third Party Civil Penalties and will include information such as administrative guidelines, penalty amounts, and culpable conduct.

The second presentation will focus on the audit process and will include information on how files are selected, how audits are conducted, keeping good books and records, alternate assessing techniques in situations where records are inadequate, and audit efficiency. Responsibilities of taxpayers and the roles of their representatives will also be discussed.

Additional information regarding online services and other initiatives of CRA that will be of interest to the members will also be briefly discussed during the presentation.

About the presenters

David Paradis is an Aggressive Tax Planning Auditor. He is both a Certified General Accountant and a Chartered Accountant. Prior to joining the CRA in 2005, he worked in public practice as a tax manager for two local CA firms.

Tania Litman is an Income Tax/Excise Tax auditor. She is a Certified General Accountant and holds a Bachelor's Degree from the University of Manitoba. Tania joined the Canada Revenue Agency (CRA) in 2002 as a collections officer and joined the audit division in 2003. Since then she has also worked as a Real Time Quality Assurance auditor, ensuring audit files meet CRA's quality standards, and has held a position as a Finance Officer in the Finance & Administration department of CRA.

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To make a reservation for this event please please send your complete contact info to info@ipbc.ca

Name: Marion Giles and Cheryl Stapleton

What is your company name?

Clearline Books

Where is your business located?

Winnipeg, Manitoba

How long have you been a member?

Marion: Since July 24th, 2009.

Cheryl: Since July 11th of this year.

Are you Certified?

Marion: Yes. I became certified on July 30th, 2009.

Cheryl: I became certified on July 20th.

What do you enjoy the most about your IPBC membership?

Marion: I joined this organization for many different reasons, the main ones being that it strictly enforces ethical behavior of its members, helps to distinguish who is qualified to perform bookkeeping service, and mandates a certain amount of professional development hours that must be performed in order to maintain the membership.

I also believe that certification of independent bookkeepers should be legally enforced in order for them to be in business.

Cheryl: I have worked in a Chartered Accountant's office for more than 20 years and have seen every type of bookkeeper imaginable. I have always wished that there was a reputable organization that skilled bookkeepers could belong to that would set them apart from the bookkeeper wannabes.

I believe that IPBC is that organization and I look forward to the day when we can legislate our bookkeeping industry into a professional recognizable industry that companies can trust.

--Thanks for sharing with us, Marion and Cheryl!

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If you are interested in being featured in the Member Profile section, send us the following:

Company Name

City and province

Are you certified?

How long have you been a bookkeeper?

What do enjoy the most about your IPBC membership?

A picture of yourself

Our services include: Bindery Services, Black and White Copying, Color Copying, Design Services, Digital Printing, Finishing Services, Offset Printing.

Our mission is to exceed client expectations by providing the highest-quality product possible in a timely manner. We create long-lasting, prosperous relationships with our client partners in order to help them reach their goals and objectives.

www.minutemansurrey.com

doug@minutemansurrey.com

By Eileen Reppenhagen, Tsawwassen, British Columbia

Invoices leave a lasting impression. Does your invoice say "I am a professional" to your clients? Here are the ingredients of a professional invoice.

Date

The invoice should be issued promptly and dated as of delivery of goods or services. Delays in billing can indicate poor cash management skills.

Invoice number

Invoice numbers are issued sequentially for numerical control. Often consultants do not number their invoices, or the number includes the year as part of the number.

GST number

Registration is required when sales in any four consecutive calendar quarters equal $30,000. Sales include reimbursement of expenses such as travel. Lack of GST number can indicate the consultant is new, not very successful or not reporting his or her income.

Your legal description

Include your full name, postal address, telephone and fax numbers and your email or website address. I have seen many invoices with creative proprietorship names, no contact name, some sort of address and no phone number or email address.

Customer's legal description

Customers will appreciate your use of their legal description. Besides, without their legal description, if they default on payment, you cannot file in small claims court.

Location of sale

If you sell goods & services to customers in other provinces or countries, you will need your location for tax purposes.

Reference number

Your customers appreciate references to contracts, purchase orders, contact names. Keep this paper work in alphabetical customer or job files.

Shipped via

There are practical reasons for knowing how the product was delivered. For instance, it is important for tax on out-of-province shipments. Was it picked up or delivered from the printer to your customer by courier? Which courier? When it was delivered? Was it prepaid or sent collect?

Payment terms

Do you expect to be paid in advance, when invoiced, or 30 days? Will you grant discounts for early payment? Will you charge interest at, for example, 2% per month? If you do not include payment terms, you lose the right to charge later.

Description

Customers appreciate a clear description of the goods, services, and expenses including date, quantity, description, and price.

Taxes: GST/HST

Charge GST/HST to Canadian customers for goods, services and reimbursement of expenses. Charge GST/HST on the PST for reimbursed expenses.

Charge GST/HST on the contract price on completion, not on deposits. Keep copies of expenses reimbursed to claim the expense and GST Refund.

Taxes: PST

You are responsible for PST on most non-book products. Refer to each provincial finance website for their rules.

Total

The total refers to the goods, services, or reimbursements plus taxes. The purpose of an invoice is for the seller to record a sale and for the purchaser to record a purchase. Do not include payment information or try to turn your invoice into a statement of account. Issue a separate statement of account to summarize transactions.

E. & O. E.

This is short for 'Errors and Omissions Excepted'. This gives you the right to add missed charges or correct mistakes.

Thank you

Be grateful. If you want repeat business, say it.

Policies and Procedures

State your return policy clearly.

Presentation

Customize your invoice's layout and design. Add a logo. Ensure that the font size is large. You want to get paid, so make it easy to read. Remember that convincing, fraudulent invoices get paid. Con artists put a lot of work into their invoices to make sure all the ingredients are convincing. If your invoice does not look at least as good as theirs, how can you hope to get paid?

Storage

Invoices should be in triplicate. Give your customer the top copy. File the second copy in numerical order for accounting. File the third copy in alphabetical order in your customer file along with contracts and correspondence.

Invoicing - be proud and prompt. Make your last impression as good as your first!

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Eileen Reppenhagen, CGA, lives in Tsawwassen, BC and can be reached at (604)943-7414 or eileen@taxdetective.ca

Eileen coaches, trains, and speaks about record keeping; taxation; cash management; budgets and planning; Quickbooks and Quicken.

Nothing will work unless you do.

--Maya Angelou

The purpose of the IPBC newsletter is to assist Canadian bookkeepers with tools, ideas, and resources to make your business efforts easier, and to help your business grow by delivering timely and thoughtful information. Do you have a story to share? Words of wisdom? Pass them along to us.

Email karenl@ipbc.ca

If you are an IPBC member, you should proudly be displaying the IPBC logo along with a link, so your visitor can learn a little about your professional association. Membership in IPBC gives you an edge over your competition.

Show the world that you belong to a professional association for professional bookkeepers by adding a short informational video about IPBC to your signature line in your email program. The link, entitled 'View this short informational video about IPBC' is found below.

In Outlook, click 'Tools', followed by 'Options', 'Mail format', 'Signatures', and 'New' or 'Edit', depending if you already have a signature. Then copy and paste the link, "View this short informational video about IPBC", into this spot. Click OK.

Feel free to contact us at info@ipbc.ca with any questions.

View this short informational video about IPBC