Workshops & Retreats

At first glance, the topics offered seem geared for just accounting professionals. Although that is the main industry we specialize in, I assure you – there’s something here for everyone. Our wide variety of workshops are jammed-packed with quality content and taught with our trademark entertaining methods. After you attend one of RPM’s workshop or retreats, you just may find yourself coming back for more.

Delivered how you want.

In addition to public presentations at events, you also have the option of having more private sessions for your business.

À la carte

Description: The workshop directory above includes many topics that are often of interest or pain points for business owners and leaders. However, should you have a topic for which you would appreciate a presentation or a facilitator, Jean-Guy would be happy to share what he knows based on his many years in practice.

Jean-Guy only presents on topics on which he has extensive personal experience.. 


Description: RêveNew Practice Management (RPM) hosts retreats on site at the venue of your choice. Our RPM/T&A Training Centre is available for your team of up to 70 as well. All of our retreats are presented in a fun and engaging manner.

The retreat includes any of the following:

  • SWOT analysis
  • The direction of the firm/company
  • Efficiencies
  • Marketing
  • Concentration on employee growth (how they see themselves, what they want for their futures, what they like/dislike etc.)
  • Looking ahead to be a cutting-edge firm

*All retreat content is customizable and is really dependent on a consultation between Jean-Guy/team and the organizer. 

Business 101 Bootcamp

Description: After consultation with the organizer, we can customize a program combining many of our workshops and seminars together. Clients can book RPM for a 1-5 day period to present all of RPM’s workshops to management or the whole team.

Description: A two-day Bootcamp to teach new and existing business owners all the basics of running a business including:

  • The importance of required government filings (sales taxes, payroll taxes, and income taxes)
  • How to organize your bookkeeping and keep it up to date
  • What types of business structures can benefit your business
  • Keys to success including budgeting, finding and hiring good employees, and how to be an effective leader
  • How to market your business, including the importance of following leads and other referrals

Who will benefit: New business owners, or existing business owners who want to take their business to the next level

Section 1 – Business basics

  • Basic, ground-level business information
  • Regular remitting requirements
  • Do I need to collect GST/HST and/or PST?
  • How do I collect GST/HST and/or PST?
  • Filing frequency, due dates, etc.
  • Business number & name
  • Do I need a business number?
  • How do I get a business number?
  • Do I need to register my business name?
  • How do I register my business name?
  • Filing Taxes
  • When are my taxes due?
  • How are my taxes calculated?
  • What is required for my business taxes?
  • Setting aside funds in advance

Section 2 – Proper business recording – Tracking expenses and revenue.

  • Do I need to use bookkeeping software?
  • Is a synoptic (manual or electronic) enough?
  • How do I select the right bookkeeping software for my business?
  • What can be claimed as a business deduction?
  • What are mileage logs and do I need to use them?
  • Can I write off a portion of my home expenses?
  • How long to keep records?
  • What CRA deems acceptable recordkeeping?

Section 3 – Business Structures

  • Corporations vs. partnerships vs. sole-proprietors
  • Should I incorporate?
  • When is it worthwhile to incorporate?
  • How am I taxed – based on each structure?
  • Benefits and drawbacks of each structure

Section 4 – Management Keys – The intangible keys to running a business.

  • How to create an effective budget and how yourself accountable
  • How to reach different goals using a budget (cash flow, debt repayment, etc)
  • Determine where to splurge and where to be sparing
  • Choosing between employees and subcontractors
  • Hiring and firing staff
  • How to effectively motivate your team
  • How to make the most of your reports and financial statements

Section 5 – Customer Service and Marketing

  • Brand recognition and getting your name out there
  • Moving on from word of mouth
  • Understanding the importance of leads
  • Basing advertisements on the clients you are trying to attract
  • Media options available
  • How to make clients cheerleaders
  • How to motivate your staff

Section 6 – Building a rewarding business

  • What is your ‘Why’
  • How to respect your own time
  • How to teach others to respect your time
  • How to avoid burnout