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March 27, 2025, 2 pm EST
[Webinar] Discover the formula for bookkeeping success
Join TaxDome and industry experts for a panel discussion on how bookkeepers can enhance the client experience while scaling their business. Learn how to improve client communication, reduce non-billable work, and more.
Register for the webinar
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What you will learn on this webinar
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How bookkeepers can exceed client expectations with a superior experience
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Tips and tricks for improving client communication
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Expert strategies to reduce admin work and focus on what truly matters—scaling your business and streamlining operations
Meet the panelists
Hosted by TaxDome and industry leaders, this webinar takes a deep dive into how bookkeeping companies can streamline operations and deliver an exceptional client experience.
Rob Aquino, CEO at JBS Corp
Rob Aquino has driven 488% growth and helped businesses thrive. A Certified Financial Planner, he’s passionate about financial empowerment and independence. He’ll share insights on strategic financial planning, business growth, and achieving financial freedom.
Matt Bontrager, Managing Partner at TrueBooks
Matt will share insights on how bookkeepers can help business owners and investors manage finances. With experience in banking, Big 4 accounting, and tax strategy, he’ll offer actionable advice on maintaining accurate financials.
Jo Wood, Director at The 6 Figure Bookkeeper
Jo is an award-winning bookkeeper and industry influencer. With experience growing a multi-six-figure practice, she’ll provide bookkeepers with insights on embracing technology and creating a thriving virtual business.
Zoe Whitman, Business Coach and Co-Founder
Zoe, an award-winning bookkeeper and author, will share her expertise in helping business owners set and achieve ambitious financial goals. She’ll provide bookkeepers with practical strategies to boost profitability, improve financial confidence, and more.
Take the first step towards revolutionizing your workflows
Join the webinar to transform your practice
Discover actionable strategies for scaling your bookkeeping firm while delivering a seamless client experience.
Discover how to streamline client communication and minimize delays
Learn how to automate routine tasks and save hours each week
See how technology can help you manage more clients with less stress
