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

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.

Meet the speakers:

ANKUR BAGGAN | Employment Hero

Ankur is an experienced sales and partnerships professional who is based in Auckland, New Zealand. Previously at Xero for 8 years in various sales leadership roles, Ankur is now at Employment Hero as our NZ Partnerships Manager. Ankur is focused on developing strategic partnerships with enterprises, supporting partners through alleviating employment and payroll-related pain points, and encouraging digitisation amongst Kiwi businesses.

KIM HAMILL | Nimba

Kim founded Nimba in 2009, when the online future of accounting was just beginning. Kim saw Xero in action and immediately signed up, recognising its potential to transform the industry. Employment Hero is offering the same opportunity to the payroll industry. She believes that data entry is a thing of the past – technology and AI are now essential tools for NZ businesses. By embracing these innovations, business owners can spend less time on paperwork and compliance and more time focusing on what truly matters—growing their business and doing what they love!