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Free cpe webinars
2020 Changed the Rules: Client Services in the Changing Work Environment


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This isn’t your old school technical course- think, strategy. 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, which ultimately increases the value provided to clients. As a result, client relationships are changing as well. With the changes in the process around SBA loans, tax credits, and PPP loans, having an efficient future-ready firm is the only option.

So how can you 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 innovating beyond the scope of standalone accounting.
Learning Objectives:

  • How industry experts are approaching the new (and unfamiliar) client services landscape

  • How to reframe your business mentality and think like a startup

  • How to utilize solutions built for virtual efficiency

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Jody Padar

VP of Strategy
(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 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,

About Our Sponsor

Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.