CPAs, with technology you have the power to change your customers' lives. This white paper by Jody Padar in partnership with Fundbox, "The Expanding Role of the CPA: Finding Tools to Fill the Gaps," covers concrete steps you can take to position yourself as a trusted advisor, offer cash flow counseling, and more. Be sure you are a part of your customers' financing decisions.
Identify specific ways that cash flow consulting and cloud-based accounting can help small businesses manage their capital.
Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is CEO and Principal of the New Vision CPA Group, 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 the practice of accountancy and giving it new purpose. Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make 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
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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