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Sessions: Saturday 9:15 AM


Saturday September 22, 2012 - 9:15 to 10:15AM

Track 1 - Presented by SAGE: 2013 Product Line-up and Future Road Map

 A rose by any other name would smell as sweet. Come hear the Product Management team discuss what stays the same and what changes in the 2013 release of Sage Simply Accounting/Sage 50 Canadian Edition.

Track 2 - Presented by INTUIT: Tips & Tricks Part 1

Attend this seminar to learn about tips & tricks to manage your bookkeeping client files. Topics include using Classes in QuickBooks, managing customers who are also vendors, handling bounced cheques, creating reports for missing invoices, locking users out of previous periods. These are just a few of the tips you will learn in this informative session.

Track 3 - Presented By Gordon Holley, CA Director, Small Business Services, H&R Block Canada, Inc. - Grow your bookkeeping practice though referrals from H&R Block

  You have known H&R Block for personal income tax returns. We also prepare small business tax returns (both self-employed and incorporated). We expect to have significantly more clients across Canada asking for bookkeeping in 2013 and we will want to outsource most of that work to independent bookkeepers like you. If you are interested in growing your practice, come to this session and find out how to get on our referral list and how you can grow your practice without advertising or marketing.


Track 4 - Presented by Eric Gold, E Courier: Using e-mail or file sharing software can promote identity theft

Your clients trust you to safeguard their sensitive information and comply with electronic privacy laws such as PIPEDA. Using e-mail is just like sending a postcard over the Internet. Sensitive information such as a client`s SIN#, birthdate and financial information can easily be intercepted and cause serious harm such as identity theft and ruin your reputation.

Track 5 - Presented by Ron Baker: Don’t Pollute Your River: Client Selection/De-selection

You know it when you feel it. The client on the other end of the phone is simply toxic. Nothing is right with the relationship. Not their projects. Not their respect for your services. Not their attitude towards your team members. Not your level of service. Payments are late and invoices are frequently challenged. Their projects are the last to be started and finished late. You simply regret the day they ever walked into your office. You know in your heart you should be professional and terminate the relationship. We’ll detail how to do this professionally while illustrating the Adaptive Capacity Model to assist in developing a Value Proposition for the firm. Best Practices and tools from other firms will be included.

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