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A New Kind of Tax Season: Botkeeper's Rapid Write-up Solution
Computer Software and Applications

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)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
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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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

Radical cpa

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 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.