How AI-native bookkeepers become better advisors

AI has removed the ceiling on what a bookkeeper can do. The question is what you do with the capacity.

Some firms are using it to scale. Kick built its own Research Firm to test the limits, and now serves 300+ businesses per bookkeeper.

Others are using it to become advisors. When AI handles the preparation and you move to reviewing, you get back the hours to help clients understand their numbers, make better decisions, and hit their financial goals.

But for many bookkeepers, the advisory model is new territory, and finding a framework clients actually value is the hard part.

On June 4, Kick and Profit First Professionals are co-hosting a live session to bridge that gap. We'll share the results of Kick's Research Firm - the workflows, team structure, and numbers - to show exactly how that capacity gets unlocked. Then two practitioners will show how to turn it into a high-value advisory business.

Liz Szporn, Profit First Professionals Guide, will walk you through how to build a coaching offering for the 1 million+ entrepreneurs following Profit First who need expert support.

Dave Worden, CEO of Triumph Business Services - a Profit First Professionals member and Kick Accountant Partner - will share what he’s learned using AI to create bookkeeping efficiency and spend more time advising clients.

You'll leave with:

→ How to unlock new capacity through AI-native bookkeeping workflows

→ How to position yourself for higher-value advisory engagements

→ Practical AI experiments you can run tomorrow to improve efficiency and improve your offering

Thursday, June 4 at 2pm ET - live and free.