Happy Clients, Smooth Compliance

How proactive communication can transform your practice.

AI
Communication
Bookkeepers
Confidence
In this session, Jo Wood explores how great communication is essential for every modern practice. Jo covers how AI is reshaping compliance, and why this is an opportunity. Bookkeepers can now focus on what truly matters: helping your clients achieve their goals! Transitioning from bookkeeper to confident business leader who can talk about goals can be daunting, especially if you’re new to the industry or new to certain services. AI-powered tools like Hey Monika enhance bookkeepers’ confidence, accelerating this journey, giving bookkeepers the time to build strong, enduring client connections. In this session, Jo will outline the key steps for effective communication at every stage—from attracting prospects to nurturing long-term relationships. Giving clients the best chance of achieving their goals, and giving practices the best chance of standing out from the competition.

A Deep Dive on Jo

Jo is an award-winning bookkeeper and sold her multi-six figure bookkeeping practice in August 2023. Jo is the founder of The 6 Figure Bookkeeper and co-founder of Hey Monika an AI powered work experience simulation for bookkeepers.
Hey Monika is an AI powered work experience simulation for bookkeepers. Hey Monika gives bookkeepers the confidence to complete compliance activities in situations where work experience hasn’t been possible. Find out more at heymonika.com