Winning More Clients as a Bookkeeper: Using AI to Attract and Retain Clients

image of a man sitting down on his laptop - distributed workforce

Shape

6th May, 2025

Shape

11:00am NZST

What can you expect?

Are you a bookkeeper looking to attract, retain, and engage more clients? The bookkeeping landscape is changing, and AI is no longer a futuristic concept—it’s a necessity in order to maintain competitive advantage and scale smartly.

Learn how Employment Hero integrates seamlessly with your bookkeeping workflow to enhance your AI capabilities and provide a holistic solution for clients. We’ll cover practical strategies for attracting new clients through AI-driven insights, as well as ways to engage and retain them through leveraging the power of automation.

In this webinar, Ankur Baggan (NZ Partnerships Manager at Employment Hero) and Kim Hamill (Founder at Nimba) will cover:

  • AI in the context of bookkeeping
  • Strategies to attract new clients using AI
  • Ways to engage and retain clients through data-driven insights
  • Real-life examples of successful AI use by a bookkeeper – in action

The interactive session will run for 45 minutes, with an opportunity at the end to ask any questions you may have. Even if you can’t make the session, a copy of the recording and slides will be sent out to all registered attendees.

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