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Self-Study CPE
INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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QUICKBOOKS ONLINE PAYROLL: PART 1
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Free cpe webinars
A New Kind of Tax Season: Botkeeper's Rapid Write-up Solution

A NEW KIND OF TAX SEASON: BOTKEEPER'S RAPID WRITE-UP SOLUTION

Available Date(s)
Wednesday, March 03, 2021: 1:00PM EST
Wednesday, March 10, 2021: 1:00PM EST
Wednesday, March 17, 2021: 1:00PM EDT
Wednesday, March 24, 2021: 1:00PM EDT
Wednesday, March 31, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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Supercharge tax season and beyond in an automated fashion.

Do you need help getting your client write-up work organized and completed? Do you want to free staff for the higher value, revenue-driving services? Are you looking for ways to save endless hours and be more proactive with write-up services? Do you want a radically different tax season? 

Learning Objectives:


  • Identify firm efficiency and plan for the influx of after-the-fact work during tax season

  • Identify how to become positioned in a more advisory role for your clients by providing proactive insight to clients throughout the year

  • Identify resource allocation through team enablement to do more impactful work at tax time and year-round

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Jody Padar

Botkeeper
VP of Strategy
jody@newvisioncpagroup.com
(847) 463-1967

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Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is VP of Strategy at Botkeeper and CEO and Principal of The Radical CPA, a public accounting firm based in the Chicago area. And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about accountancy and giving it a new purpose. Having successfully transformed her firm into a technologically advanced, paperless work environment, she is now dedicated to educating her colleagues on making the same transition. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discovers new “best practices.” She has just published her first book, The Radical CPA: New Rules for the Future-Ready Firm. Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network. Follow her on Twitter, @JodyPadarCPA, and Facebook, facebook.com/jodypadar.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.