Success in bookkeeping today goes far beyond balancing the books. It’s about adapting to change, embracing technology, and positioning yourself—and the profession—as a strategic partner in business growth.

Join us on January 23, 2026, for an engaging panel discussion sponsored by Sage, where industry experts will explore what it truly takes to build success in the bookkeeping profession.

We’ll dive into questions like:

• How can bookkeepers move from transactional roles to trusted advisors?
• How are client expectations changing, and what does that mean for service delivery?
• How do practices need to evolve to be successful?
• How can the profession collectively advocate for recognition and respect within the small business landscape and the accounting industry?

Expect candid insights, practical tips, and forward-looking perspectives on the trends shaping the industry. Whether you’re just starting out or looking to elevate your practice, this conversation will help you understand where the profession is headed—and how you can thrive in it.

Event Speaker:

Amy Lewis

Amy Lewis, CPB is the Ambassador of Awesome at Sunshine Books, where her small-but-mighty team helps small businesses and non-profits bring clarity and confidence to their finances. Since launching the firm in 2018, she’s built a reputation for pairing smart systems with genuine heart. Named Orillia’s Business Woman of the Year in 2022, Amy is a proud advocate for financial literacy, community, and professional standards in bookkeeping. She believes that strong businesses grow from honest conversations, good data, and just the right amount of organized chaos.

Juliet Aurora

Juliet Aurora is the CEO of AIS Solutions and Co-Founder of the Kninja Knetwork, a training platform that helps bookkeepers and firms move confidently into the cloud—without losing their minds or their weekends. For over 25 years, she has worked with small business owners and bookkeeping teams to turn messy finances into clear, practical systems that actually stick. Juliet’s heartbeat work is the Kninja Foundation and its first initiative, Knina House: a safe haven for women and at-risk female youth escaping domestic violence. Knina House is being built as a launchpad, providing safety, mentorship, and resources so women can rebuild on their own terms. She brings this mission into everything she does, because strong businesses matter—but empowered women change everything. Juliet blends strategy with real talk, helping bookkeepers scale with clarity, adopt tech without overwhelm, and lead teams with both backbone and heart. Expect useful takeaways and a laugh or two—usually at the expense of the idea that anyone has ever “caught up” on bookkeeping.

Suzanne Haynes

Suzanne Haynes is the founder of Bookkeeping Solutions, a fully remote, cloud-based bookkeeping firm specializing in smart, stress-free bookkeeping for churches. With a team of 14 dedicated professionals, Bookkeeping Solutions helps ministries gain clarity, confidence, and stewardship excellence with modern systems and expert support. When she’s not streamlining processes or scaling her rapidly growing firm, Suzanne can be found with her family, enjoying campground life (with air-conditioning, of course) or out on her motorcycle.