Be the one they ask – Making AI part of how you and your clients work together

AI is already changing how accounting firms and their clients work. In this practical session, Kat Bond and Dale Reigate explore how to become the adviser clients ask first; not by chasing every new tool, but by starting with one client, one workflow and one better habit. Through practical Xero examples rather than a product-heavy demo, they’ll show how cleaner data, lighter admin and smarter financial conversations can create more time for advice. You’ll leave with ways to guide clients through AI, keep professional judgement at the centre and build confidence step by step.