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Coming Out of COVID With a Plan for Success: An Accounting Professional’s Guide

COMING OUT OF COVID WITH A PLAN FOR SUCCESS: AN ACCOUNTING PROFESSIONAL'S GUIDE

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As we move through the phases of COVID-19, Accounting Professionals are starting to ask themselves the difficult questions. What happens next? Can I start getting back to growth? Do I have what I need to make that happen? During this informative session, we’ll be focusing on how to come out of the pandemic era with a strategic plan for success. You’ll learn:


  • How successful firms thriving during COVID are thinking about next steps

  • Where to begin when yourself the tough questions

  • Tactics you can put into motion, today

  • The advantages of automation

  • How to use the RnD tax credit as an additional service for your clients AND a new source of cash flow for you

  • The art of combining the right vendors for long term success

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Byron is known nationally as an industry thought leader and is a multi-year recipient of the CPA Practice Advisor’s 40 under 40 award. Additionally, Byron is a frequent speaker at many State and National conferences regarding various topics relating to technology in the accounting industry. He has contributed to many industry publications over the years.

Byron has also been actively involved on a national level with the American Institute of CPA’s. He earned the Certified Information Technology Professional credential in 2006 and is currently a member of AICPA Council, PCPS Executive Committee and was previously a member of the Information Management and Technology Assurance Executive Committee. He has also been a member of the Future of Peer Review task force and is a CPA Ambassador.

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Maggie Crowley

Leyton
Senior R&D Tax Credit Consultant
mcrowley@leyton.com

Leyton

Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.

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Leyton

Brigid is an R&D Tax Consultant with years of experience in federal and state R&D tax incentives, sales and use tax filings, Section 199 Domestic Production Activities Deduction, and IRS examination support. Her areas of expertise include biotechnology, construction, engineering, manufacturing, software, and food & beverage.

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Leyton

Blake is a Senior Tax Attorney with years of experience in providing financial and tax planning advice, technical research, compliance, and federal and state tax incentives. Her areas of expertise include technology, fintech, wineries & more.

About Our Presenter

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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.