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What's Happening to Firm Capacity and How to Address it Before Tax Season


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Is tax season already here and staying? Has it turned into a never-ending mundane time and expense to your firm? Has the ‘great resignation’ brought about capacity issues? Are you struggling to keep your head above water month after month? It can be different! Join Byron Patrick, CPA, General Manager, and Jody Padar, CPA, VP of Partner Development & Strategy at Botkeeper, as they define key areas that CAN be fixed to have a successful year-round tax season.

Learning Objectives:

  • Determine if you have enough talent to do the work you did last year

  • Practice how to approach standardizing your practice on the tax and/or accounting side

  • Justify price increases for the year

  • Recall how to analyze technology for process and efficiencies to transform your firm

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Byron K Patrick, CPA.CITP, CGMA, CCA, MCSE started his career in 1999 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 mid-sized CPA firm in 2004. Later, in July of 2008, Byron established Simplified Innovations Inc to focus on servicing the technology needs of CPA Firms, which he sold in 2016. In 2019, Byron joined Botkeeper to revolutionize accounting automation and is currently the Chief of Customer Success, where he works with various teams to help bridge the knowledge gap between accounting and technology.

Byron is known nationally as an accounting technology leader. Additionally, Byron is a regular speaker at State and National conferences regarding various topics relating to accounting technology. He has contributed to many industry publications over the years in addition to being the co-writer of the Journal of Accountancy Tech Q&A section.

Byron has been an active member of the Maryland Association of CPA’s since the beginning of his career. He is one of the founding members and past Chair of the MACPA’s New/Young Professionals Network (NYPN). Byron was the Chairman of the Board of Directors for the MACPA in 2013. In addition, Byron is a member of the innovation task force and has participated in a number of other initiatives over the years. Byron credits much of his professional success to the support and mentorship from the MACPA.

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

About Our Presenter

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.