Stories We Work In: Using Narrative to Create Better Client Experiences

Date & Time
Friday, September 12, 2025, 11:30 AM - 12:30 PM
Description

Every client relationship tells a story—whether we’re intentional about it or not.   In this session, Paul Vieira—CXO at Telpay and showrunner of Double Entry—shares how the same five elements that make stories compelling can also be used to shape more thoughtful, human client experiences.   Through interviews with real bookkeepers and small business owners (the inspiration behind the upcoming mockumentary Double Entry), Paul explores how the narrative elements of setting, characters, conflict, theme, and plot show up in everyday work—and how bookkeepers can use them to build trust, reduce friction, and create client journeys that actually make sense.   Part storytelling masterclass, part behind-the-scenes reveal, this session will help you reframe the way you approach your practice—not just as a set of services, but as a story you and your clients are writing together.

Track
Managing Bookkeeping
Virtual Access
Live only
CE
1.00 CPD Unit
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