I cannot see very far out into the future, but I know how to put one foot in front of the Next. — Gretchen Pisano
Gretchen Pisano sat down, metaphorically, with Botkeeper’s Jody Padar to examine uncertainty as it relates to the intimate relationship between CPA and client. At this stage in the COVID-19 trajectory, fear and anxiety are transforming otherwise level-headed decision makers into erratic, uncertain, paralyzed citizens.
We’re in a new era of work in America, and like all periods of swift change that came before this one, there’s no guidebook to reference.
However, there are plenty of experts to offer their takes on the best steps forward. Two of those experts are CPA Jody Padar and Botkeeper Chief Technology Officer Justin Whitehead. Recently, the two met virtually to talk about ongoing cyberthreats facing remote workers, in particular remote accounting firms.
As your accounting firm makes adjustments and settles into a new normal—at least for the next few weeks while COVID-19 remains a serious threat—it can be hard for firm leaders and managers to maintain status quo. You’re used to face-to-face meetings, casual chats around the water cooler or coffee pot, and impromptu Q&A when complex client issues arise.
But all that’s changed, which means your leadership style will likely need to change, too.
If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’ finances, make recommendations for cost-saving and growth opportunities, and they ultimately provide their clients with advisory services on how their businesses can and should grow in the future.
Botkeeper provides bookkeeping to businesses using a powerful combination of skilled accountants and automated data entry through the use of machine learning and AI.
