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Webinar
Beyond the Books: How Bookkeepers Can Confidently Step Into Advisory with AI powered Tech
By attending this session, you’ll learn:
Beyond the Books: How Bookkeepers Can Confidently Step Into Advisory with AI powered Tech
Join Max Whiteley from Dext and the Six Figure Bookkeepers for a practical session on how AI and automation are reshaping the advisory landscape. We will explore how to use emerging tools—like AI agents, automated workflows, and real-time insights—to create more meaningful client conversations and deliver advisory services with greater confidence and scale. Whether you’re already offering advisory or looking to expand, this session will give you clear, actionable steps to elevate your client relationships and unlock new revenue potential.
By attending this session, you’ll learn:
1. Identify where AI and automation can free capacity
2. Use AI-driven insights to strengthen client conversations.
3. Position yourself as a strategic partner, not just a service provider. Develop a communication approach that blends technology with human expertise to deepen trust and relevance.
4. Build a scalable advisory model. Discover how to structure workflows, pricing, and client engagement so that advisory becomes a repeatable, profitable offering.
2. Use AI-driven insights to strengthen client conversations.
3. Position yourself as a strategic partner, not just a service provider. Develop a communication approach that blends technology with human expertise to deepen trust and relevance.
4. Build a scalable advisory model. Discover how to structure workflows, pricing, and client engagement so that advisory becomes a repeatable, profitable offering.
Available On Demand
Speakers
Max Whiteley
Product Domain Expert, Dext
Max Whiteley has a passion to improve the accounting industry and the lives of business owners. With 12 years of experience working in practice, Max specialised in digital transformation and cloud accounting.
Max is a two time Xero 'Large firm of the year' winner, and provides valuable insight to DEXT to ensure the product meets the needs of the industry in his role as Product Domain Expert.
Zoe Whitman FCCA
6FB Founder
As a business coach and accountant, Zoe Whitman FCCA MAAT is passionate about helping her clients raise their profiles, charge their worth, and build businesses that give them the flexibility they need.
Juggling business around family means Zoe is obsessed with helping you manage your time, and holding your accountable to achieving the goals you set yourself in business.
But it’s more than that. Zoe’s on a mission to get 1,000,000 children out of poverty by training their parents to be successful business owners. Starting with bookkeepers.
6FB Founder
As a business coach and accountant, Zoe Whitman FCCA MAAT is passionate about helping her clients raise their profiles, charge their worth, and build businesses that give them the flexibility they need.Juggling business around family means Zoe is obsessed with helping you manage your time, and holding your accountable to achieving the goals you set yourself in business.
But it’s more than that. Zoe’s on a mission to get 1,000,000 children out of poverty by training their parents to be successful business owners. Starting with bookkeepers.
Jo Wood MICB PM.Dip
Jo’s goal is to give the children of self-employed parents, happy, fulfilling childhoods and she’s on a mission to share financial education.
Jo has been recognised as one of the Top 50 Women in Accounting for 2021 and, in the same year, won the LUCA award for Large Practice of the Year. Most recently, she was awarded Companion status from the ICB—a testament to her dedication to the industry.
6FB Founder
Jo Wood MICB PM.Dip MAAT is an accomplished business coach and bookkeeper. In 2023 she sold the multi-six figure practice she built from her kitchen table, Jo Wood Virtual FD Ltd.Jo’s goal is to give the children of self-employed parents, happy, fulfilling childhoods and she’s on a mission to share financial education.
Jo has been recognised as one of the Top 50 Women in Accounting for 2021 and, in the same year, won the LUCA award for Large Practice of the Year. Most recently, she was awarded Companion status from the ICB—a testament to her dedication to the industry.