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From Reactive to Proactive: Optimizing your Accounting Firm Post-Pandemic

FROM REACTIVE TO PROACTIVE: OPTIMIZING YOUR ACCOUNTING FIRM POST-PANDEMIC

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 1, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The COVID-19 pandemic has completely changed the business landscape, and likely forever. Accounting professionals have seen the impact firsthand, in their own firms, as well as within their clients’ businesses. But as the “reactive” period starts giving way to the next phase, there is a big unanswered question for a lot of the firms out there - “what the heck happens next?!”

Join virtual veterans Botkeeper and Justworks, as we discuss some of the big looming issues that have started jolting CPAs out of bed - such as “Should I go back to a physical office or stay remote? Did I put tools in place simply to get by during the madness, and are these going to work long term? Am I bringing back furloughed team members, and more importantly, keeping them in the same roles? What about getting back to growth?”

Leaving this webinar you’ll learn:


  • How to start asking the right questions now, to set yourself up beyond the pandemic

  • Ways to evaluate the quality of your solution stack as a firm heading into a new world

  • How to implement the successful tactics being used by veteran remote-based companies, for long term success!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!

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Moses Balian

Justworks
HR Consulting Manager

(888) 534-1711

Justworks

Moses Balian is an HR Consultant at Justworks, the nation’s fastest-growing HR technology company serving small and medium-sized businesses. Having gained years of experience in employee relations, talent management, and corporate policy at the advertising agency Ogilvy, Moses provides HR guidance and solutions that are tailored to the needs of Justworks' customers -- many of whom experience rapid growth and encounter the numerous challenges associated with starting a business. Moses serves Justworks' customers directly as an HR practitioner, exhibiting a mix of client services acumen and extensive knowledge in human resources and employment law. He also publishes monthly articles for Justworks' blog, where he assesses trends in human capital and the future of work. Moses graduated from Yale University with a B.A. in History of Art, and enjoys singing and cycling in his spare time.

About Our Sponsor

Justworks
Justworks makes work and life easier and more fun to navigate. From 24/7 expert support to our simple and friendly platform, we've got your back. Handle benefits, payroll, HR, and compliance — all in one place.