Making Change Achievable - Resources

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Jennifer Bauldic CPFP launched Jetstream Administration Inc. in 2008 with a passion for ‘Giving yourbusiness a lift’ because running a business should be fun, profitable and put your life first.

She is dedicated to working with business owners and the self-employed to navigate the many changes needed on the journey to achieving their goals. When her clients had difficulty sourcing and hiring, sheacquired the Qualified Bookkeepers Program, which focusses on recruiting Canadian bookkeepers to serve Canadian businesses.

Jennifer is a Certified Profit First Professional (CPFP), Top 100 ProAdvisor, Certified Fix This Next

Advisor, Top 50 Cloud Accountant, Top 20 Intuit Global Firm of the Future and is an active member of the Intuit Trainer/Writer Network (TWN).

In 2020, Jennifer returned to her hometown of Winnipeg. In her spare time, if she is not eating dessert or training with her dogs and cat, you may find her online sharing ways to improve your work-life-cash balance.

Client Onboarding begins with your marketing style and concludes approximately 100 days into the active engagement. That’s a long time!! And it contains plenty of opportunity to both WOW and not-WOW your client.

In this session, we will identify ways to include your client on the journey so that you can hear both what they are and are not saying. Add that to your solid onboarding system and you will pave the way towards ensuring long-term client loyalty and satisfaction. We will also explore an important bridge of activities to create an engaging welcome while transitioning to a solid day-to-day working experience.

Learning Objectives:

• Learning to identify potential Favourite and Not-so-Favourite clients

• Creating seamless transitions from Sales > Onboarding > Ongoing

• Identifying pitfalls and turning them into opportunities

Hiring has always been a challenging task and the degree of difficulty has increased now with a slew of new acronyms, including:

• WFH – Work from Home

• Hybrid – Work location is part WFH and  in-office

• PTZ – Preferred Time Zone

Recruiting has turned into a feast or famine situation. Either you receive too many resumes or too few and each result creates its own set of challenges. In this session, we will focus exclusively on recruiting and hiring remote Canadian workers and explore the steps you can take to improve the quality of candidates you screen, and ultimately the one you select to hire.

Learning Objectives:

• To create a job and a system to attract quality candidates

• To follow a recruiting checklist to ensure you hire the RIGHT candidate

• What important activities you need to schedule after the start date

Attention to detail is a highly valued skill.  

Many employers ask for it. How do you prove that you do?

Take our Attention to Detail Quiz.

Comprised of 12 multiple choice questions with varying difficult. And to add an element of tension, we have added a 10-minute time limit.

Click below to launch the assessment. Your score will be emailed to you upon completion.

Managing Accounts Receivable is an important responsibility for the financial team. 

Some businesses require a team of individuals to manage their AR. For others, it is barely a part-time responsibility.

Test your general knowledge with these 20 questions, a combination of multiple choice and short answers.  Time limit is 1-hour

Click below to launch the assessment. Your results will be emailed to you upon evaluation.