Kristy Monahan
Founder + CEO | Front Seat Consulting
Black Diamond, Washington, United States
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Kristy Monahan has served the accounting industry for nearly two decades in various roles. From bookkeeping, controller, and director of CAS and Firm Operations roles, to finding quick and easy ways to automate and make a process more efficient, Kristy's squirrel brain always seems to find the latest and greatest tech to make our lives easier. She loves to innovate the intersection of accounting, technology, and process!
Kristy is the founder of companies Dynamic Bookkeeping and Front Seat Consulting, which is currently serving the Accounting & Tax community with Fractional COO and fintech implementation services. She served on the Xero Partner Advisory Council from 2021-2023 and is an alumni member of Intuit's Trainer/Writer Network.
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Match the Skills to the Steps: AI‑Assisted SOPs that Scale Firm Operations and Client Deliverables
Every firm wants efficient, consistent workflows – but achieving that requires solid Standard Operating Procedures (SOPs). In this session, Kristy Monahan shares how to supercharge your SOPs using AI-driven tools and smart design.
Attendees will learn how to document processes faster with AI (think ChatGPT or step-capture tools like Scribe) while tailoring documentation to different team learning styles (visual, auditory, reading/writing, and kinesthetic) so that everyone on your team can follow along. Kristy will also present strategies for organizing and scaling your firm’s process library so that as your client base grows, your operations stay streamlined. From capturing a simple month-end closing procedure to mapping out complex workflows (for example, incorporating an e-commerce integration like A2X into your bookkeeping SOPs), you’ll see how great documentation leads to happier staff and more reliable client deliverables.
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