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Edmonton Regional Meeting: Helping Bookkeepers Identify and Approach Accountants for Cross Referral
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 Export to Your Calendar 3/21/2018
When: Wednesday, March 21, 2018
5:30 PM to 8:30 PM
Where: Map this event »
White Spot Restaurant
Four Points, Sheraton
10010 12 Ave SW
Edmonton, Alberta  T6X 0P9
Canada
Contact: John Zottola
866-616-4722


Online registration is available until: 3/21/2018
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Helping Bookkeepers Identify and Approach Accountants for Cross Referrals

Presented by: Jeff Borschowa

Join us for dinner and networking prior to the speaker beginning at 7:00 p.m.

We will also spend some time on building a niche and creating a sample file.

Speaker's Bio:

Jeff Borschowa is an author, educator, coach, mentor, and curator of all things related to accounting efficiency and technology.  Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises.  Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm.  The focus in Jeff’s career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

Jeff’s journey has been unique in that he has met some very innovative accountants and mentors in his career. Jeff has been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best.

Jeff would like nothing more than to free accountants from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.

Jeff’s overall goal is to reduce the hours worked by accountants and increase overall profitability.  In Jeff’s experience, almost every accountant that can tell you how much their gross revenue is, but very few accountants know what their actual costs are.  Jeff challenges you to learn more about your practice so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.

Jeff has recently joined the Intuit team and is excited to be helping accounting professionals as they grow their businesses.

Regional Developer: Connie Sparks, CPB

Cost is free - You are responsible for your own meal and beverage

Dining out with food allergies can be a challenge, but it can be done safely. The best way to stay safe is by being informed and communicating your needs.

Before you go: ‘Be Informed and Inform’. We recommend contacting the restaurant ahead of time and talking to the restaurant manager or Kitchen manager.

At the Restaurant: ‘Communicate’. Talk to the server upon arriving and also to the IPBC regional network chair and explain your food allergies.

Block out time on your calendar for this event right now. Why? Just 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.

Attending this meeting qualifies for one Professional Development Credit

Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non-members are welcome to attend two meetings to evaluate IPBC. Afterwards, you must join to participate in Regional Meetings.

Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed.

We look forward to seeing you there!

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