Content Provider
Botkeeperlogo
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
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

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

User-added image

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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Radical cpa

Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession's foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which was just published in May of  2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. 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. 

Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience. 

Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
 

About Our Presenter

Botkeeperlogo
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.