Episode Description
Be honest: have you set up automation… but not really adopted it?
In this episode of our Leadership Series, Paul Lodder (VP of Accounting & Product Strategy at Dext) breaks down how to use Dext automation to create capacity, improve real-time reporting, and move clients from reactive to in control.
Download Dext's Compliance to Advisory Guide, here: https://info.dext.com/compliance-to-advisory-guide?UTM_source=6fb
Paul shares what he saw moving from practice to product: most firms sign up to tools but don’t adopt features deeply enough to get the outcome. You’ll hear what “real-time bookkeeping” actually means, why regularity matters, and how to structure people, processes and products so automation sticks.
What you’ll learn:
- Spot why firms “go digital” but still don’t get full tool value (feature adoption is the gap).
- Build a Dext champion role that improves automation performance across your client base.
- Shift clients from quarterly compliance to real-time bookkeeping and decision-making.
- Use automation and regularity to unlock dashboards, insights, and proactive conversations.
- Understand where AI helps (proactivity and capacity) and where it won’t replace you (relationships and empathy).
Try Dext as a partner: https://dext.com/uk/partner?utm_source=6fb and explore how automation creates capacity.
This episode is for bookkeepers and accounting firms who want to stop chasing paperwork, reduce admin, and deliver real-time value, without adding headcount.
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About us
We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective
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Promotion
This video contains paid promotion.
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Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of our Leadership Series, Paul Lodder (VP of Accounting & Product Strategy at Dext) breaks down how to use Dext automation to create capacity, improve real-time reporting, and move clients from reactive to in control.
Download Dext's Compliance to Advisory Guide, here: https://info.dext.com/compliance-to-advisory-guide?UTM_source=6fb
Paul shares what he saw moving from practice to product: most firms sign up to tools but don’t adopt features deeply enough to get the outcome. You’ll hear what “real-time bookkeeping” actually means, why regularity matters, and how to structure people, processes and products so automation sticks.
What you’ll learn:
- Spot why firms “go digital” but still don’t get full tool value (feature adoption is the gap).
- Build a Dext champion role that improves automation performance across your client base.
- Shift clients from quarterly compliance to real-time bookkeeping and decision-making.
- Use automation and regularity to unlock dashboards, insights, and proactive conversations.
- Understand where AI helps (proactivity and capacity) and where it won’t replace you (relationships and empathy).
Try Dext as a partner: https://dext.com/uk/partner?utm_source=6fb and explore how automation creates capacity.
This episode is for bookkeepers and accounting firms who want to stop chasing paperwork, reduce admin, and deliver real-time value, without adding headcount.
-----------------------------------------------
About us
We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective
-----------------------------------------------
Promotion
This video contains paid promotion.
-----------------------------------------------
Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.