Beat the Busy Season: 5-Step Readiness Guide for Accountants & Bookkeepers 

Tax season puts enormous pressure on small firms — long hours, unpredictable workflows, and constant client demands can quickly overwhelm even the most prepared teams. But with the right systems in place, busy season doesn’t have to mean burnout.

Join CPA and firm-building expert Ryan Lazanis of Future Firm, alongside host Roger Pierce, for a practical, fast-paced session designed specifically for Canadian accountants and bookkeepers. Together, they’ll walk through a proven five-step readiness framework to help you reduce stress, streamline document intake, and handle higher volumes of work with confidence.

In this session, you’ll learn how to:

• Spot early bottlenecks and address them before peak busy season hits
• Set clear client expectations to keep workflows running smoothly
• Reduce non-billable admin time by standardizing intake and review

A Growing Firm’s Guide to Leveraging Automation

Growing a firm doesn’t have to mean longer hours, heavier admin work, or losing control of your processes. With the right approach to automation, small firms can scale sustainably — without sacrificing client experience or team well-being.

Join Sara Gibb, founder of Flow Works Bookkeeping & Consulting, for an inside look at how she grew her practice from a solo operation into a thriving remote team serving 90+ clients. In this practical, real-world session, Sara shares how Canadian accounting and bookkeeping firms can overcome resistance to change, adopt cloud technology with confidence, and build workflows that support long-term growth.

In this session, you’ll learn how to:

• Transition confidently from manual processes to native cloud tools
• Automate key workflows to save time and reduce administrative burden
• Build a scalable practice without adding unnecessary complexity

Simplifying 2025 Year-End Payroll: How to Prepare & Save Time

Join Roger Pierce, one of North America’s top small business experts, and Daryl Ching, CFA, Managing Partner at Vistance Accounting, for a webinar designed exclusively for Canadian accountants and bookkeepers who refuse to let year-end payroll derail their December (again).

Staying Ahead of Payroll Compliance in 2025

Join one of Canada’s leading payroll legislation experts, Steven Van Alstine, Vice President of Professional Standards and Education at the National Payroll Institute, for a live, insights-packed webinar. He’ll decode recent legislative changes and share practical tips for staying ahead of the compliance curve.