The REAL Truth About Record-Keeping & Rules

Tax Insights


Presented by: Eileen Reppenhagen


Are you wondering if getting advice from Facebook groups isn’t a little bit like getting advice on a Friday night at a pub from someone sitting next to you that you’ve never met?

What are you doing to ensure the success of your relationships with your record-keeping clients?  How can you get your clients to see it’s in their best interest to work with you? After all, you know far too much about them.  You have access to private, confidential information such as their customers, suppliers, employees, shareholders, grant funding agencies – plus you know about their transactions in their Accounts, Assets, Liabilities, Equity, Income, Expenses, Cash Flow … and who knows what else!

If you’ve identified one of your client’s biggest pain points is dealing with source documents, paper or electronic files, then there’s your flag!  In this session, Eileen will clarify tips and tools to ensure your work is correct, current, and complete – all of which are requirements of keeping great and proper records!  Some of the tips and tools she will share include:

  • the Initial interview (workbook)

  • securing your client’s documents

  • Source Document Handling Procedures

  • Order of Operations

  • Reconciliation

  • communication, and

  • where to find the rules, consequences, education and resources you need.

View more speakers & sessions...

CPB Canada - Logo Design - Full

©2021 by the Certified Professional Bookkeepers of Canada. 

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