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.
The B3 Method Institute
VP of Client Success
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!