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Your clients want your

Secret Sauce

Learn how to serve up more than just

Accounting GRITS

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Wednesday October 13, 2021 3pm ET/Noon PT

In this webinar we will cover

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Featuring
Geni Whitehouse, CPA, CITP, CSPM
Countess of Communication

Geni believes there is magic in numbers and she is on a mission to empower more accountants to be magicians, by
forming deeper connections and delivering high-value services to their clients.

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A former CPA firm partner and software company executive, Geni now divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting at EvenANerd.com. She teaches accountants to become advisors, via her newest venture, www.TheImpactfulAdvisor.com which is built on the online Level 5 training system, created by Edi Osborne at MentorPlus.

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To view Geni's full Bio, click here

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Presented by Tanya Hilts, CPB
Cloud Accounting Professional
Impactful Advisor, Level 5 Certified Advisor

As the founder of Cloud Business Services and Tanya's Bookkeepers' Bootcamp, Tanya has a passion for streamlining processes and increasing efficiency and client outcomes.  Tanya has many accolades and certifications that have catapulted her to a top industry thought leader and industry mentor.  Tanya's passion is helping to guide and shape tomorrow's entrepreneurs, SMB's and accounting professionals alike.

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Special Guest

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Sherri-Lee Mathers, CPB
Founder, Balsam Way

  • CPB Canada 2021 Professional Leader of the Year

  • Level 5 Certified Advisor - Mentor Plus  

  • Insightful Accountant Top 100 ProAdvisor, 2018, 2019, 2020, 2021

  • Member, Intuit Trainer / Writer Network

  • Named as Top 21 Semi-Finalist 2018 Top Ten Influencers in Canadian Bookkeeping World

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If you are unable to join us live, you will receive the recording, as long as you registered.

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