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The Botkeeper Blog

Bookkeeping, accounting, and business resources to help you become a finance guru. 

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.

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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.

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