Cleaner files, fewer compliance risks, and a workflow that scales
Join Australia Bookkeeper Network's Kelvin Deer and Dext for a practical session designed for bookkeepers who want to finish the year with cleaner files, fewer compliance risks, and a workflow that scales. We’ll break down the most common EOFY bottlenecks, the red flags that create rework, and the workflow steps that help you get ahead earlier in the year.
We’ll also explore how AI can support bookkeepers by improving consistency and reducing repetitive work - all whilst ensuring transparency and professional judgement remain front and centre.
Key Takeaways:
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The most common EOFY bottlenecks and how to prevent them
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How to use AI to improve consistency and efficiency
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Practical ways to collect documents faster and set clearer client expectations
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How to use EOFY insights to reduce scope creep and price smarter next year
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Speakers
Kelvin Deer
Director at Australian Bookkeepers Network (ABN)
Kelvin is one of the founding principals of Australian Bookkeepers Network (ABN) and has been a Certified Practicing Accountant for over 25 years. Kelvin is passionate about business development and providing innovative learning and training to the bookkeeping industry. He plays an active role in ABN research, events and the provision of technical resources. Kelvin is also the architect behind ABN’s acclaimed Pillars of Public Practice, the Bookkeepers Business Benchmarking Survey and Bookkeeper Radio videocasts. He enjoys seeing bookkeepers develop their businesses into profitable enterprises.
Glenn Castle
Senior Product Expert, Dext
Glenn is a Chartered Accountant who has spent over 20 years in the Tax and Accounting space. 5 years in Practice, before making the move into technology where he has spent the past 15 years implementing software into accounting practices of all sizes and as a product manager. Glenn has looked after the design and development of various accounting software solutions and enjoys solving problems through the use of technology.