Build, Grow, Succeed (Your Way) Workshops

Step away from the daily grind and invest a day in your future. This isn’t a sit-back conference — it’s a high-energy, hands-on workshop designed specifically for bookkeepers and small accounting firms who want practical tools, real strategies, and immediate results.

What you’ll gain:

• Start Smart: Build a business that fits your lifestyle with the right structure, practice management, and KPIs — plus stay on top of the latest Code of Conduct changes.
• Reduce Risk, Raise Standards: Spot hidden risks in your practice and learn proven ways to manage them.
• Scale with Confidence: Price for profit, attract and retain great clients, and harness tech + AI to drive efficiency.
• Plan Your Exit: Understand what your business is worth, prepare for sale or succession, and build a legacy you’re proud of.
• Exclusive MYOB insights: Learn how to maximise efficiency, leverage technology, and prepare for the future of bookkeeping.

You’ll also hear from a line-up of amazing speakers — leading experts and industry voices who will share real-world insights, stories, and strategies you can apply straight away.

Alongside expert-led workshops, you’ll gain peer-powered learning, networking opportunities, and actionable takeaways that deliver real ROI — making this one of the smartest business investments you’ll make all year. Plus, you’ll receive 6 CPD hours, keeping you on track with your professional requirements.

Dates & Venues

• October 28 – Christchurch — Rydges, 30 Latimer Square, Christchurch Central City, Christchurch
• October 30 – Auckland — Generator, 12 Madden Street, Auckland Central, Auckland

Tickets $288 (full day of workshops + catering)
Spaces are limited — secure your seat today and future-proof your business.

Agenda (Draft)

View the agenda here. (8.00 am – 3.00 pm)

Speakers

• Di Crawford-Errington (ICNZB)
  Di is a Master Bookkeeper, NZPPA Certified Payroll Leader, and President of the Institute of Certified NZ Bookkeepers. She founded Ontrack Bookkeeping over 23 years ago to support small businesses with practical, real-world financial guidance. Through Ontrack and the Small Business Training Hub, Di shares tools and insights that help entrepreneurs understand their numbers and build businesses they love.
• Sonya Prosper (MYOB)
  Sonya is a Partner Engagement Manager at MYOB, connecting and supporting partners such as bookkeepers, accountants, and small businesses. She brings a wealth of experience from her own bookkeeping practice and is passionate about empowering the bookkeeping community through connection, innovation, and technology. Sonya authored the latest edition of “MYOB for Dummies,” providing essential learning for users to optimise their use of MYOB. Sonya’s passion for education and bookkeeping shines through her work. Sonya is dedicated to empowering accountants and bookkeepers, fostering excellence, and driving small business success.
• Jo McLeay (ICNZB)
  Jo is a Master Bookkeeper and Treasurer of the Institute of Certified NZ Bookkeepers. She holds a Diploma in Business and several software certifications. Jo has been bookkeeping since 2006, leaving her accounting firm role to start a small business while raising her family. After selling her first business in 2012, she launched Balance Up in 2015, which is celebrating its 10th anniversary this month. Jo loves helping clients, serving her community, and balancing business with family life.

To find out more and to book, click here.