6 min read

Why Automation is a Game Changer for Accounting Firms

By Jody Padar on Oct 15, 2020 11:00:00 AM

Automation is reshaping the future of accounting.

There is no denying it. We know it. CPAs know it, even if they’re unsure about what it means or how to implement it. Technology is helping to spur innovation in an industry so often left behind. And while I get that this can be scary, we have no choice but to embrace the shift and find ways to make automation work for us.

Topics: interview accounting automation Botkeeper For Dummies
12 min read

Cybersecurity & COVID-19: What Accounting Firms Should Watch Out For

By Aaron Sullivan on Apr 1, 2020 1:30:00 PM

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.

Topics: interview The Radical CPA coronavirus accounting advice Cybersecurity accounting insights
20 min read

7 Experts Weigh In On the Future of Accounting

By Aaron Sullivan on Nov 5, 2019 2:58:47 PM

Every industry is impacted by the rise of technology and automation, and for many, that can be an overwhelming—possibly even scary—thought. So we set out to get to the bottom of how real accounting experts view this ongoing change to the industry. Our friend Jody Padar, The Radical CPA, conducted a series of interviews with accounting industry thought leaders and influencers, and we pulled together this collection of highlights as they relate to select questions.

Topics: Ebook interview accounting technology CPA insights The Radical CPA Accounting Industry Insights automated accounting
12 min read

How eMoney Advisors Can Help With Financial Planning

By Aaron Sullivan on Oct 29, 2019 12:54:28 PM

Financial planning can be intimidating. But it doesn't have to be, and that's what the Radical CPA Jody Padar covered in her final CPA Insights interview at the AICPA Engage 2019. Her guest was Celeste Revelli, director of financial planning at eMoney Advisors, an online financial planning service. 

Padar and Revelli chatted about all the different features eMoney Advisors has to offer accountants who are starting to dip their toes into financial planning. What lots of accountants don’t know is that you don’t need to be a certified Financial Advisor to start having those types of conversations with your clients. You need the right tools!

That's where eMoney steps in as a tool that helps CPAs see exactly where their clients are spending money so they can better advise them on saving and how to accomplish long-term goals. Padar even uses it in her firm to better serve her clients.

Topics: interview accounting technology CPA insights The Radical CPA
8 min read

Prepare your CPA Firm for the Future

By Aaron Sullivan on Oct 1, 2019 4:50:51 PM

Back at the 2019 AICPA Engage Event, Botkeeper Partner and Radical CPA Jody Padar spoke with Ryan Lazanis, a CPA from Montreal about helping other firm owners adjust to new technology and changes in the profession. 

Lazanis said he thinks we’re finished with the education phase—where firm owners are learning about all the new technology available to them and why it’s important—and we’ve moved onto the implementation phase in which firm owners are just trying to work out how exactly they can change their own processes. And he would know; he started an all-online CPA firm back in 2013 and found some pretty radical success through that adventure.

Topics: interview accounting technology CPA insights The Radical CPA cloud accounting the future of accounting accounting in canada
10 min read

What Kind Of Leader Are You?

By Aaron Sullivan on Sep 24, 2019 3:00:00 PM

As any mentor or leader can tell you, leadership isn’t easy. In fact, it involves having a great deal of self-awareness and a learner’s mindset in order to be effective. That’s what this interview is all about!

Continuing our series of CPA interviews conducted by the Radical CPA Jody Padar at the AICPA Engage event in Las Vegas, the following is a chat with Mike Maksymiw from Marcum LLP, which recently merged with Filomeno & Company. Padar and Maksymiw focused mostly on leadership, especially in the face of a company merger.

Topics: interview CPA insights The Radical CPA AICPA Leadership firm merger
9 min read

Time and Tech Wait for No One

By Aaron Sullivan on Sep 10, 2019 1:30:00 PM

There’s no time like the present, especially when your career and industry depend on your ability to adopt new tech and take advantage of its benefits. That’s part of what Radical CPA Jody Padar and tech implementer and advisor Dustin Wheeler discussed at this year’s AICPA Engage event.

Padar and Wheeler met on social media and have been friends for over a decade. Padar even admits Wheeler was one of the first Radical CPAs!

Padar asked why he enjoys sharing technology with others in his firm, and Wheeler described how he jumps right into technology to learn it, rather than waiting for someone to explain it to him. He prefers to just mess around with the software and figure it out himself, which is great advice for CPAs who might be apprehensive about getting into technology. 

Check out the interview recording below, or read on for an edited version of the transcript.

Topics: interview accounting technology CPA insights accounting consulting social media The Radical CPA
9 min read

The Fourth Industrial Revolution

By Aaron Sullivan on Sep 3, 2019 11:15:00 AM

The printing press. The steam engine. The assembly line. These technologies revolutionized the way we work and set humanity on a different course for productivity. And now Jasen Stine, training leader at Intuit, is drawing attention to what he calls the “fourth industrial revolution.”

Topics: interview Automated Bookkeeping accounting technology CPA insights The Radical CPA
9 min read

Improve Your Accounting Practice With Technology

By Aaron Sullivan on Aug 28, 2019 6:47:11 PM

Adapt or deal with being left behind. There’s no shortage of internet articles about how companies and firms must learn to evolve if they don’t want to get left behind.

Radical CPA Jody Padar covered this exact topic at the AICPA Engage conference in Las Vegas when she sat down with Aaron Berson, CEO and cofounder of Fringe Accounting Company. The two also discussed the balance between being a CPA and a technologist, and what the most exciting new technology is.

Topics: interview Automated Bookkeeping accounting technology CPA insights The Radical CPA
10 min read

Why Technology Is No Longer an Option for CPAs

By Aaron Sullivan on Aug 20, 2019 6:50:04 PM

There’s that saying that we fear what we don’t understand, and for many experienced professionals—like CPAs who have been around since Intuit first hit the scene in the ’80s—technology is very intimidating.

Topics: interview Automated Bookkeeping accounting technology CPA insights The Radical CPA
1 min read

Botkeeper CEO Tells Babson Built Podcast That Accounting Is the Absolute Worst

By Aaron Sullivan on May 3, 2019 10:27:25 AM

In March, Botkeeper founder and CEO Enrico Palmerino sat down and talked with the team at Babson Built, a podcast focusing on entrepreneurship from founder-alumni from Babson College. Enrico is a 2011 alumnus of Babson, having started multiple businesses during his tenure at Babson.

Topics: interview Automated Bookkeeping Babson College Entrepreneurship
8 min read

Bot Spotlight Client Series: Givinga

By Aaron Sullivan on Mar 14, 2019 8:51:00 AM

We recently chatted with Joe Phoenix, one of the cofounders of Givinga, a solution for amplifying the impact of corporate philanthropy. A text version of the interview follows, edited for clarity.

Topics: interview corporate giving tax deductions bot spotlight

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