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A New Kind of Tax Season: Botkeeper's Rapid Write-up Solution

A NEW KIND OF TAX SEASON: BOTKEEPER'S RAPID WRITE-UP SOLUTION

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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Supercharge tax season and beyond in an automated fashion.

Do you need help getting your client write-up work organized and completed? Do you want to free staff for the higher value, revenue-driving services? Are you looking for ways to save endless hours and be more proactive with write-up services? Do you want a radically different tax season? 

Learning Objectives:


  • Identify firm efficiency and plan for the influx of after-the-fact work during tax season

  • Identify how to become positioned in a more advisory role for your clients by providing proactive insight to clients throughout the year

  • Identify resource allocation through team enablement to do more impactful work at tax time and year-round

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jody Padar

New Vision CPA Group
Head of Tax Strategy
jody@newvisioncpagroup.com
(847) 463-1967

Newvision

Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is VP of Strategy at Botkeeper and CEO and Principal of The Radical CPA, a public accounting firm based in the Chicago area. And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about accountancy and giving it a new purpose. Having transformed her firm into a technologically advanced, paperless work environment, she is now dedicated to educating her colleagues on making the same transition. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discovers new “best practices.” She has just published her first book, The Radical CPA: New Rules for the Future-Ready Firm. Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network. Follow her on Twitter, @JodyPadarCPA, and Facebook, facebook.com/jodypadar.

About Our Presenter

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.