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Webinar
Whether you're managing a solo practice or a growing team, you'll walk away with actionable ideas to increase efficiency and deliver even more value to your clients.
Practice Management with Dext: Boost Productivity & Elevate Your Advisory Role
Join Dext and The 6 Figure Bookkeeper for a practical and insightful session designed specifically for bookkeepers looking to streamline their practice and elevate their client relationships. In this webinar, we’ll explore how Dext can help you optimize workflows, improve data health, and uncover key insights that support proactive client conversations. Learn how to move beyond the numbers and into a more strategic, advisory role—without adding hours to your day.Whether you're managing a solo practice or a growing team, you'll walk away with actionable ideas to increase efficiency and deliver even more value to your clients.
Key Takeaways:
- How to build efficient workflows that save time and reduce manual tasks
- Ways to improve data accuracy and health using Dext’s tools
- Techniques for spotting trends and insights to better understand client needs
- Tips on becoming more proactive and stepping confidently into an advisory role
- Best practices for using Dext to manage your practice more effectively
Register today
Speakers
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Katie Hawking
Head of Customer Success, Dext
Katie joined Dext in January 2021 having spent 13 years in practice, specialising in small business development and focusing over the last 5 years on the digital transformation project for the 5 office firm. Katie spear headed the navigation through the app marketplace, developing a tech advisory offering and getting the firm MTD for VAT ready. She then spent 3 years working for one of the worlds largest cloud accounting software platforms as a partner consultant and then practice solutions specialist, supporting and advising a large number of accounting firms across the UK.
Yasmin Carroll
Customer Success Manager, Dext
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.