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How Leading Firms Have Pivoted to Meet the Changing Circumstance of COVID-19

HOW LEADING FIRMS HAVE PIVOTED TO MEET THE CHANGING CIRCUMSTANCE OF COVID-19

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As we move farther into 2020 and the unprecedented COVID-19 era, accounting professionals are now able to regroup and start planning for the future. But what does this new future look like? How will firm operations change? How will client relationships evolve? What are the most meaningful ways to propel your firm forward? 

In this 1-hour webinar, the Botkeeper and Brex teams are teaming up to discuss some of the latest trends, tactics, and successes that can help advance the accounting industry into this new reality. You get to hear:


  • How to realign your mindset

  • What successful firms thriving during COVID are doing to maintain growth

  • What fast-growing and tech-enabled business owners are asking for

  • The advantages of practical automation

  • Tactics you can put into motion, today

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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!

About Our Presenter

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.