Kristy Monahan
Accounting + Finance AI Transformation Advisor | Echo Park Consulting
Black Diamond, Washington, United States
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Kristy Monahan is the Financial and Accounting AI Transformation Advisor at Echo Park Consulting, bringing more than 20 years of experience across accounting, fractional controllership and CFO work, cloud technology, and operations. She has founded two cloud-based accounting and consulting businesses, served on the Xero Partner Advisory Council from 2021–2023, belongs to Woodard's Instructor Writer Coalition, and is an alumna of Intuit’s Trainer Writer Network.
Part Sherlock Holmes, part MacGyver, Kristy excels in helping accounting, finance, and small business leaders find where their financial systems and processes break. From there, she builds practical, innovative fixes that reduce manual work and create much needed relief.
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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.
Kristy Monahan
Accounting + Finance AI Transformation Advisor | Echo Park Consulting
Black Diamond, Washington, United States
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