6:00pm - 8:00pm PT
Vancouver Island Brewing
2330 Government St, The Tasting Room, Victoria, BC V8T 5G5
Description:
Unwind after the busy season and join us in Victoria for our first Fireside Chat! We'll be discussing a journey into the cloud with an expert panel of some of Vancouver Island's top cloud accountants. We'll dive into:
Transitioning to cloud accounting
Automation opportunities driven by technology
Process excellence in modern cloud firms
Success metrics for virtual practices
Our Expert Panel
Fabien Gendron, CPA | Business, Tech & Tax Advisor | Duncan & Company
I joined Duncan & Co in 2016 and set out to tweak the traditional CPA firm model towards one goal: make it easier for the Duncan & Co team to make a positive impact on our clients’ lives.
I work mostly with small businesses, and I rely heavily on cloud-based technology for fast processing of and access to information. Part of my initial discussions with new clients is pricing: we agree on a fixed, all-inclusive price up-front which is then paid monthly. Running the business and using technology efficiently impact the daily lives of business owners the greatest, so I put those two things front and center of our services. Tax is usually a quarterly or monthly concern, so that’s included in the package, but doesn’t tend to be the centrepiece.
Those simple tweaks make the difference in the value the Duncan & Co team brings to the table.
Click here to learn more about Fabien and Duncan & Company.
Alexandra Dawes, CPA | Founder & CFO | Virtual CFO Solutions
Alexandra started her accounting career working in public practice in Victoria, BC focusing on Canadian and cross border tax. She eventually moved into a senior role with a virtual accounting firm where she found her passion in helping start-ups while completing her CPA. Since then, Alexandra founded the company, Virtual CFO Solutions, and has been helping tech start-ups and small businesses on a part-time CFO and Controller level. Her focus is on Victoria based businesses but can work with companies across Canada on a remote basis.
Alexandra specializes in implementing efficient processes with cloud-based apps, preparing for financing raises, and developing forecasting tools for companies in need of strategic and financial planning. With the way the world is heading, Alexandra believes there is a huge need for modernized financial systems and processes for small businesses looking to grow and take their business to the next level.
Click here to learn more about Alexandra and Virtual CFO Solutions.
Joe Collins, CPA, CA | Partner | Avalon Accounting
Joe’s enthusiasm for helping entrepreneurs achieve their dreams is written on his sleeve. This is the guy you want to have in your corner when you’re grappling with a tough decision or need a high-five for a big win. He’s also an expert on productivity and focus.
Click here to learn more about Joe and Avalon.
Schedule
6:30 - 7:00: Networking time with drinks and light refreshments.
7:00 - 7:45: Discussion
7:45 - 8:15: Networking & drinks
Xero is beautiful cloud-based accounting software that connects small businesses with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. We’re proud to be helping over 1.6 million subscribers worldwide transform the way they do business.
Click here to learn more about Xero.
Space is limited. So please complete the form and register today.
*This event is intended for accountants and bookkeepers. If you own or work for a small business, please visit us here to learn more about how Xero's online accounting software is designed to make small business easier.
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