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Advising Clients on Strategy and Innovation: How 2020 Has Changed the Rules
Business Management and Organization

ADVISING CLIENTS ON STRATEGY AND INNOVATION: HOW 2020 HAS CHANGED THE RULES

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management -- ultimately increasing the value provided to clients. As a result, client relationships are changing as well.

So how can continue to differentiate your offering, and ensure your clients’ success? During our presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jody Padar

The Radical CPA
Founder and Author
[email protected]
(847) 463-1967

Jody Padar, CPA, is a leading voice of transformation in the accounting profession. Known as The Radical CPA, she pioneered the cloud firm model and has been recognized on Accounting Today’s Top 100 Most Influential People list for over a decade. A three-time author and sought-after advisor, Jody has helped firms modernize through digital transformation, with leadership roles spanning traditional firms, cloud-based practices, and high-growth startups including Botkeeper and April.

Today, Jody is driving the next evolution of the profession through AI-X—an AI-powered firm model that integrates real-time leadership coaching, advisory innovation, and scalable growth strategies. Through AI-X, she is equipping CPA firms to lead confidently in the age of artificial intelligence, transforming how they operate, deliver value, and evolve.

To connect with Jody and explore the future of accounting, follow her on Linkedin, X, Instagram, and Facebook—or visit www.Radical.CPA.

About Our Sponsor

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.