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Proactive Business Workshop - Calgary

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Proactive Business Workshop - Calgary




Are you a bookkeeper or accountant who is tired of the same old way of doing things?

Are you looking to learn how to be proactive instead of reactive?

Are you on the verge of burnout? 

Are you working too many hours and not earning enough to justify the time spent?

Do you feel that you are stagnant or stuck in your business?

Would you like to improve your business' profitability?


We are offering a two day workshop to help you improve the results you are achieving in your business.  

The workshop is limited to 25 participants.  This will be highly interactive and will focus on:


Clarity - being clear on what you want out of your business

Insight - deeper understanding of your business as it is

Increase profit by leverage pricing methodologies and psychology

Decrease the time you put into your business by identifying and eliminating time wasters

Synergy - learn how to increase profit and decrease time simultaneously


This workshop is for bookkeepers and accountants who are business owners and are serious about implementing immediate changes.  

Agenda:  Day 1


Diagnostic - understand customer portfolio and client ranking

Practice assessment - understand revenue and capacity constraints

Ideal customer

Cost versus value conversation

Our capabilities

Customer needs/wants


Agenda:  Day 2


Recap and review

Minimum pricing - basic strategy

Minimum pricing - advanced strategy

Pricing packages

Action plan

Next steps:  workflow, sales, marketing, etc.


Come with an open mind, you will leave with an actionable plan to see immediate results.



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Map Calgary - Venue TBD, Calgary, Canada
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