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. ​

About Jo Wood: Jo Wood is an award-winning bookkeeper who sold her multi-six-figure bookkeeping practice in August 2023. She is the founder of The 6 Figure Bookkeeper and co-founder of Hey Monika, an AI-powered work experience simulation for bookkeepers. Jo uses her experience of rapidly building a successful virtual business from home to educate and inspire other bookkeeping professionals.

LinkedIn: https://www.linkedin.com/in/jo-wood-bookkeeper-mentor/

6 Figure Bookkeeper: https://www.6figurebookkeeper.com/

Hey Monika: https://www.heymonika.com/

Register Your Interest for Engager LABS 2026: Don't miss out on future insights and sessions like Jo's. Register your interest for Engager LABS 2026: https://engagerlabs26.eventbrite.co.uk/