How to serve 10x more clients without hiring

The average bookkeeper manages 20 to 30 clients. Kick's internal research firm runs 300+ per bookkeeper, and the firms replicating that model are doing it without adding headcount. Instead they are rethinking their workflows and tech stack.

On May 28, Kick and Relay are breaking down exactly how it works.

We'll walk through Kick's research firm live - the actual workflows, how AI handles the work, how bookkeepers shift from doing to reviewing, and how having the right banking foundation makes the whole model possible.

We'll also hear from Matt Plumer, who built his firm on this model from day one in early 2026 and is already scaling faster than he expected.

You'll leave with:

• A clear picture of what an AI-native bookkeeping workflow actually looks like in practice
• The process changes that let you take on more clients without sacrificing quality
• Why your banking stack is the highest-leverage decision you'll make for client capacity
• A look at what Kick and Relay are building to support firms like yours

Thursday, May 28 at 3pm ET Live and online. Free to attend.