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Newvision
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Presentation Slides
Free cpe webinars
Advising Clients on Strategy and Innovation: How 2020 Has Changed the Rules

ADVISING CLIENTS ON STRATEGY AND INNOVATION: HOW 2020 HAS CHANGED THE RULES

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management -- ultimately increasing the value provided to clients. As a result, client relationships are changing as well.

So how can continue to differentiate your offering, and ensure your clients’ success? During our presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jody Padar

Botkeeper
VP of Strategy
jody@newvisioncpagroup.com
(847) 463-1967

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 the practice of accountancy and giving it a 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

About Our Sponsor

Botkeeperlogo
Botkeeper was founded by a team of entrepreneurs who suffered the same bookkeeping challenges experienced by most small and midsize businesses. They realized the primary issue with bookkeeping was the humans in the middle tasked with doing the work: tedious, manual, and repetitive data entry combined with visualization and analytics of that data. Human error, unexpected life events, a need to sleep, and a lack of scalability make humans very inefficient at bookkeeping. Alternatively, software is excellent at automating data entry accurately, 24/7, and is also great at following rules and accounting policies consistently and precisely, while visually rendering unlimited reports, dashboards, and charts. Botkeeper's Partner Program is for CPAs, accountants, CFOs and bookkeeping firms that want to grow their businesses by providing exceptional service to their clients. Our partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services.