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SUMMARY:Offboarding - get it right!
DESCRIPTION:Ending a client relationship doesn’t have to be awkward – or risky. \nThinking about ending a client relationship – and unsure what is required for compliance\, privacy obligations and maintaining your reputation? Join us for our tutorial designed to cover the compliance essentials and communication strategies to ensure a smooth and professional offboarding process. \nPresented by Master Bookkeeper Leaine Jones\, founder of Jones Business Solutions and Smart Books\, this tutorial explores the essential steps for professionally ending client engagements – as well as meeting NZ compliance requirements. \n\nLeaine will guide you through: \n\nIRD record retention and handover requirements\nPrivacy Act essentials for secure data transfer\nCommunication processes that maintain goodwill and protect your reputation.\n\nWhether you’re managing your own client transitions or supporting businesses through offboarding\, this session will help you structure the process and reduce compliance risk. \nReserve your spot and take the stress out of client offboarding.
URL:https://stage.smartbookscourses.com/event/offboarding-get-it-right/
LOCATION:Online\, Online\, New Zealand
CATEGORIES:Tuesday Tutorial,Webinar
ATTACH;FMTTYPE=image/jpeg:https://stage.smartbookscourses.com/wp-content/uploads/2026/01/Ticket-image.jpg
ORGANIZER;CN="Leaine Jones":MAILTO:hello@smartbookscourses.com
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DTSTART;TZID=Pacific/Auckland:20260609T093000
DTEND;TZID=Pacific/Auckland:20260609T101500
DTSTAMP:20260517T112652
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LAST-MODIFIED:20260415T192242Z
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SUMMARY:Price increases - with integrity
DESCRIPTION:Raising fees can feel daunting – but it’s essential for sustainability. \nWanting (or needing) to increase prices and feeling hesitant? Join us for our tutorial to learn how to increase prices while confidently staying compliant with NZ law and maintaining client trust. \nPresented by Master Bookkeeper Leaine Jones\, founder of Jones Business Solutions and Smart Books\, this tutorial explores the key actions to take when reviewing business pricing and implementing and communicating price increases. \n\nLeaine will guide you through: \n\nFair Trading Act essentials for transparent pricing\nHow to time and price your price reviews\nCommunication processes so that fee change notices feel professional and fair.\n\nWhether you’re reviewing your own fees or advising clients on pricing strategies\, this tutorial will help you structure your approach and strengthen your confidence.\nReserve your spot and take the first step towards sustainable and compliant pricing.
URL:https://stage.smartbookscourses.com/event/price-increases-with-integrity/
LOCATION:Online\, Online\, New Zealand
CATEGORIES:Tuesday Tutorial,Webinar
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ORGANIZER;CN="Leaine Jones":MAILTO:hello@smartbookscourses.com
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DTSTART;TZID=Pacific/Auckland:20260723T130000
DTEND;TZID=Pacific/Auckland:20260723T163000
DTSTAMP:20260517T112652
CREATED:20260412T231254Z
LAST-MODIFIED:20260508T041135Z
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SUMMARY:Mastering difficult business conversations
DESCRIPTION:If you’ve ever avoided a conversation\, replayed one in your head\, or want to feel more confident the next time it really matters – this workshop is for you. \nDifficult conversations are part of business – with clients\, colleagues\, and teams. This in‑person workshop will help you approach those conversations with confidence\, calm\, and clarity\, rather than avoidance or reaction. \nFacilitated by Leaine Jones (Smart Books | Jones Business Solutions)\, this workshop is practical and interactive\, using a guided workbook to explore communication styles\, personal triggers\, listening skills\, and staying calm under pressure. \nThe afternoon concludes with a lively panel discussion\, featuring Mel Morris (bookkeeping industry leader) and Frances Manwaring (communications expert)\, unpacking real‑world ‘difficult conversation’ scenarios from different perspectives. \nIncludes lunch from 1.00–1.30 pm \n📍 Thursday 23 July | 1.00–4.30 pm\n📍 Oldershaw & Co\, Ahuriri\, Napier\n🎟 Limited spaces available \n\nWho This Workshop Is For \n\nBookkeepers and practice owners\nBusiness owners and managers\nAnyone who regularly navigates client\, team\, or professional conversations\n\nNo prior training required — just a willingness to reflect and participate.
URL:https://stage.smartbookscourses.com/event/mastering-difficult-business-conversations/
LOCATION:Oldershaw & Co\, 36 Bridge Street\, Ahuriri\, Napier\, Hawke's Bay\, New Zealand
CATEGORIES:Workshop
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ORGANIZER;CN="Leaine Jones":MAILTO:hello@smartbookscourses.com
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