The bookkeeping profession is changing quickly. The bookkeepers who are ready to adapt will have an opportunity to work more efficiently, provide greater value to their clients, and become even more essential to the businesses they support.

The 2026 Levelling Up for Excellence Bookkeepers Conference is a practical, in-person working conference created for Canadian bookkeepers who want to strengthen their businesses, build meaningful professional relationships, and confidently explore how AI can support the work they already do so well.

This year’s theme is:

The AI-Empowered Bookkeeper: Build Smarter. Earn More. Stay Indispensable.

The conference will bring together approximately 100 bookkeepers, bookkeeping business owners, industry leaders, trusted service providers, and members of the local business community for a full day of practical learning, connection, and momentum.

This is not a conference where you will simply sit, listen, and leave with pages of notes you never use. Each session is designed to help you think differently, participate in the conversation, and identify practical next steps you can begin applying in your own business.

Throughout the day, attendees will explore how to:

• Use AI in practical, responsible, and approachable ways
• Create a more intentional client onboarding experience
• Build systems that save time and support business growth
• Move away from relying solely on hourly billing
• Strengthen pricing and profitability
• Build trusted relationships and attract aligned clients
• Maintain the human connection, professionalism, and integrity that excellent bookkeeping requires

You will learn from experienced speakers who understand the realities of running and growing a bookkeeping practice. The day will also include interactive learning, meaningful networking, conversations with carefully selected Industry Partners, and opportunities to connect with other professionals who understand the challenges and responsibilities of your work.

Whether you are a new bookkeeper establishing your foundation, an early-stage business owner looking for direction, or an experienced professional ready to evolve with the industry, you will leave with greater clarity, practical ideas, valuable relationships, and renewed confidence in the role you play. Past attendees have even found contract opportunities.

Bookkeepers are an essential part of the small-business ecosystem. When bookkeepers have stronger systems, better tools, deeper knowledge, and a supportive professional community, they are better equipped to help entrepreneurs understand their financial information and make more confident business decisions.

Come ready to learn.

Come ready to connect.

Come ready to build the next level of your bookkeeping business.

Registration opens at 8:30 a.m.

Advance registration is required. Reserve your seat and join a growing community committed to strengthening the future of bookkeeping in Canada.

This event is not affiliated with Invest Ottawa and is independently organized by a third party.