Bridging the gap - from bookkeeper to trusted advisor


Presented by: Andrea Ramsay

Sponsored by: Receipt Bank

"The trusted advisor is a popular term right now, but what does it actually mean, and how do you make the leap to ""trusted advisor""? It starts with the debits and credits and keeps you where you feel most comfortable - in the numbers. This session will focus on defining the trusted advisor in terms of services you are perfectly positioned to provide, and maybe help you realize some of the services you shouldn't be providing, but instead, partnering with others to make sure your client is taken care of. - Key technology components you need to have in place - How to package and price services - How to start value-added conversations to shift a clients perception "

Go back to 2019 Program

CPB Canada - Logo Design - Full

©2021 by the Certified Professional Bookkeepers of Canada. 

  • Black Facebook Icon
  • Black Twitter Icon
  • Black LinkedIn Icon