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These Practical Leadership Skills Will Keep Your Team from Burnout
Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know,...
Find an event or happening made for you! Botkeeper is committed to uniting accounting professionals across the globe by featuring inspirational content, networking opportunities, and high-octane events.
We've compiled a list of webinars, tradeshows, round tables, and continuing education opportunities from both Botkeeper, as well as some of our top-notch partners and colleagues. Broaden your network, and drive your natural curiosity for learning forward within our ever-changing field.
Each event delivers an exceptional experience, filled with lightbulb moments and a deeper understanding of the work you do every day.
Botkeeper offers an assortment of enlightening webinars through CPA Academy where Accounting Professionals are able to earn CPE credits. Interested in attending one of our CPE events? Visit our CPA Academy page to sign up!
Join the Q4 Tech Talk with Ryan Lazanis, CPA and Founder of Future Firm. Ryan will review 'Future of Accounting: The 2022 Annual Guide,' and share practical tips to future proof your firm in 2022.
Learning Objectives for this session:
1. What the future of accounting firms will look like and key areas of change.
2. How the interconnectedness of third-party software vendors and your firm's accounting system allows data to flow seamlessly.
3. How Artificial Intelligence is being used to quickly augment an accountant’s skills in automation.
A panel discussion will take place to bring more about these tips to light.
Ryan Lazanis, CPA is Founder of Future Firm. Future Firm is a place for Ryan to share knowledge and teachings of his experience crafting a modern, automated, online accounting firm that provides customers with an exceptional customer journey and team members with a modern work environment.
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The Positive Impacts of AI ML and the Technology Solution Services Focus
Join Deneen Dias, VP of Strategic Partnerships and Victor Amaya, Director of Partner Fulfillment, both at Botkeeper. Join them as they discuss technology as an enhancer of services, which will help CPAs focus on being trusted advisors.
Prior to joining Botkeeper Victor owned and ran ClearPath Advisors,an accounting firm geared toward providing small business advisory and tax services, and financial interpretation to drive strategy and growth for their business.
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Automations and Artificial Intelligence may feel like the new kids on the block for accounting firms, but it is transforming the personal and professional lives of people across the world. To compete in this fast-paced and tech-driven economy, you must understand how game-changing technologies such as AI can benefit the different practice areas and processes in your firm. Gain a high-level overview of AI/ML technologies including, capabilities and limitations while understanding its methods for bookkeeping and CAS applications.
Botkeeper is excited to participate in the DigitalNow Conference and to be a Technology Showcase Awardee. Join us at the conference for action-based strategies, transformative technologies and to interact with +a community of innovators. More information about the Technology Showcase Awards.
As title sponsor of the Accounting & Finance Show, Botkeeper invites you to join us for the Keynote Presentation: Future of Technology & AI at 9am ET, Dec. 7. Great sessions will take place over the two days with firms and cloud solution providers who will be sharing insights, trends and best practices. Register Today!
Now in its 10th year, the 2021 Digital CPA conference will be exploring insights and strategies for today’s complex world. Onsite in Nashville or virtually, visit with Botkeeper to chat with us about Bots, Bookkeepers & Machine Learning. Learn more about how Botkeeper can automate the back office bookkeeping to free up time for your firm to have the capacity to move into advisory services.
Join us at #FutureForward2022 for the session “Disruptive Technologies to Embrace in 2022” on Dec 2nd at 11am ET. Enrico Palmerino, CEO of Botkeeper joins a panel of thought leaders to provide insights on top new technologies and trends that are reshaping the accounting profession. Get ready for the future now!
What Got Us Here, Won't Get Us There!
We are all seeing the effects of the 'Great Resignation' and the 'War for Talent.' Join Deneen Dias, VP of Strategic Partnerships and her guest Jennifer Wilson, ConvergenceCoaching, LLC as they discuss the talent topic. Jennifer will share insights of what she has learned through the lens of her business. As we head toward the end of 2021 and focus on building our plans and strategy for 2022, this is a discussion you will want to hear.
Jennifer Wilson is the co-founder and a partner with ConvergenceCoaching, LLC, a national consulting firm for CPAs. She inspires better leadership and management in others as she works to better herself. Jennifer's specialties include: Leadership development, driving change, Next Gen, succession planning, strategic planning, leadership, management consulting, talent development, training and development, coaching, consulting, distance learning, marketing, social media, business development, and organizational development for CPA and IT firms and the channel-based organizations who support CPA and IT firms.
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Are you a Firm that has the small business struggling to scale and are supporting your firm and client base with client talent? The trend continues to build toward remote workers. How do you stay compliant with the regulatory requirements, while working to add advisory to it all?
Join Jody Padar, CPA and VP of Partner Development and Strategy at Botkeeper, along with Matt Redler, CEO of Panther.co as they take a look at culture management, remote tools, go-to-market strategy and opening up the addressable market by changing the face of talent.
During this session you will hear and learn:
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Is tax season already here and staying? Has it turned into a never-ending mundane time and expense to your firm? Has the ‘great resignation’ brought about capacity issues? Are you struggling to keep your head above water month after month? You Don’t Need to!
Join Byron Patrick, CPA, General Manager and Jody Padar, CPA, VP of Partner Development & Strategy at Botkeeper, as they define key areas that CAN be fixed to have a successful year-round tax season. In this session, they will focus on the following key areas: capacity; process and standardization; pricing; talent and technology.
From this session, you will learn:
We know that firms are embracing cloud technology and have started to build an integrated tech stack. Adding Artificial Intelligence (AI) into your firm technology strategy can seem overwhelming and time-consuming. It doesn’t need to be.
Now is the time to embrace automation to free up time and increase productivity. Join us to learn from top AI technologies how you can easily bring AI into your firm. One of the most important steps you take all year to ensure future success!
The Positive Impacts of AI ML and the Technology Solution Focus
Our guest for today’s “On the Edge” is Kacee Johnson, Senior Director of Strategy & Innovation at CPA.com.
As the Senior Director of Strategy and Innovation at CPA.com, Kacee manages the technology ecosystem to identify emerging trends that are driving change in the profession. Kacee works collaboratively with the vendor and thought-leader community to develop thought leadership content, and organizes key high-level events for C-suite leaders. She is a speaker on topics including business development growth strategies, technology and innovation at Accounting, Business, and FinTech conferences across the country.
Kacee is recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting, is recognized as one of the Top 25 Thought Leaders by CPA Practice Advisor, and is listed among the Most Powerful Women in Accounting.
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Kacee Johnson as they discuss technology transformation within the profession. Hear insights that you can incorporate within your firm to free up time and talent to build your growth strategy.
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AI/ML Insights and CAS trends from Influencers in the Accounting Profession
Join Deneen Dias, Botkeeper's VP of Strategic Partnerships and Jennifer Glassmoyer, CPA and Manager, Outsourced Accounting with Kerkering Barberio as they discuss building a successful and sustainable CAS practice. Hear from Jennifer as she shares strategies Kerkering Barberio determined to further FIRM growth.
Jennifer enjoys utilizing her financial and management skills obtained from 20 years of experience in the private and public accounting sectors to lead the Nonprofit Outsourced Group at Kerkering, Barberio & Co. (KB). Jennifer works with several nonprofit and faith-based organizations providing guidance and support in a variety of projects and ongoing functions.
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The Integration of Vic.ai into the Botkeeper Operating System
Join Deneen Dias, VP of Strategic Partnerships with guests: Enrico Palmerino, CEO and Co-founder of Botkeeper, and Todd Robinson, Head of Strategic Accounts at Vic.ai, Inc.
Listen as Deneen, Enrico and Todd discuss the integration of Vic.ai into the Botkeeper Operating System. The integration provides accountants with enhanced autonomous invoice processing and real-time insights. The combination of Botkeeper and Vic.ai brings the largest source of data together in a progressively smarter platform, removing onerous and manual tasks from an accountant’s day-to-day activities.
The most comprehensive Client Advisory Services (CAS) management platform will be formed, with enhanced machine learning, artificial intelligence and skilled accountants, which will be transformative for accounting firms throughout the United States.
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Oni Anderson - Envision Business Management Group
Jose Gonzalez - GNO Tax & Business Center, LLC
Javier Rodriguez, CPA - J A Rodriguez CPA, LLC
Get ready to hear from them on how they've built their business model based on defining their specialized services and their industry focus! You’ll learn how to define your firm's area of specialization, provide technology to better serve your clients, and how to be client advisory focused.
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AI/ML Insights and CAS trends from Influencers in the Accounting Profession
Our guest for today’s “On the Edge” is Jenni Huotari, CPA, Partner-in-Charge of Business Outsourcing & Strategy, Eide Bailly.
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Jenni Huotari, CPA as they discuss building a successful and sustainable CAS practice. Hear from Jenni as she shares strategies Eide Bailly determined to further FIRM growth.
Jenni Huotari is a 'numbers nerd' specializing in helping small and mid-sized businesses grow. She has a personal goal of helping each company become comfortable with their financial information. Jenni was a former co-chair of Eide Bailly's women's initiative, First Focus. She believes, 'Diversity of leadership is a game-changer, diversity of thought is critical.'
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AI/ML Insights and CAS trends from Influencers in the Accounting Profession
Our guest for today’s “On the Edge” is Donny Shimamoto, CPA, CITP, CGMA; Intraprise TechKnowlogies LLC's (ITK), USA
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Donny Shimamoto as they discuss leveraging automation and outsourcing to improve firm profitability.
Donny Shimamoto has a diverse career experience from IT governance, project management, financial and systems auditing, knowledge management and business process design. These experiences have helped him develop effective tools to help business owners streamline their business systems and to learn effective organizational design.
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The Positive Impacts of AI ML and the Technology Solution Services Focus
Our guest for today’s “On the Edge” is Amanda Wilkie, PMP, Consultant, Boomer Consulting, Inc.
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Amanda Wilkie, PMP as they discuss the topic of how firms look at defining and building Client Advisory Services within their firm.
Amanda’s forte is combining fact-finding skills with a follow-through talent for seeing themes. She invests her energy in figuring out the background of a problem and the steps necessary to solve it. With these unique abilities she helps meet the growing needs of CPA firms by leveraging experience to provide strategic technology assessments, planning, visioning and coaching.
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Join Jody Padar, CPA, and VP of Strategy at Botkeeper, along with Parag Mamnani, Founder and CEO of Webgility to learn how to build and grow your eCommerce Consulting Niche with the help of the latest technology!
Learning Objectives:
1. Find out how the eCommerce industry is growing exponentially, and why it's a consulting area that will differentiate your practice.
2. Learn more about innovative technology that will help you build and optimize your performance and capacity in this market.
3. Discuss this approach from the firm's perspective.
** In order to qualify to receive the CPE credits, you will need to attend and stay on the live seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.
AI/ML Insights and CAS trends from Influencers in the Accounting Profession
Our guest for today’s “On the Edge” is Byron Patrick, CPA, GM at Botkeeper, and Blake Oliver, CPA and co-host of the Cloud Accounting Podcast
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and guests Byron Patrick, CPA, and Blake Oliver, CPA as they discuss the latest trends in CAS, and how firms are marketing CAS today.
Blake is an entrepreneurial accountant and writer specializing in cloud accounting technology and is a co-host of the Cloud Accounting Podcast a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession.
Byron Patrick's personal mission is to help CPAs to leverage technology for their success. He has been recognized as an industry leader on technology topics impacting CPA’s.
Registration HERE!
The Positive Impacts of AI ML and the Technology Solution Services Focus
Join us live at ENGAGE 2021! Deneen Dias, VP of Strategic Alliances at Botkeeper will be joined by guest Enrico Palmerino, CEO of Botkeeper.
Enrico Palmerino has run every kind of business you can think of, from hot dog stands, energy drink distribution, custom ping-pong balls and a lighting company. His ventures then attracted him to data analysis, which led him to found the current tech startup, Botkeeper.
Hear from Deneen and Enrico as they discuss the technology transformation that continues to take place in the profession. Hear insights from them on how to incorporate automation and advisory into your FIRMS growth strategy.
The Positive Impacts of AI ML and the Technology Solution Services Focus
The accounting profession continues through another transformative year. What does that transformation mean and what does it look like for technology solution partners?
Our guest for today’s “On the Edge” is Amy Vetter, CPA and CEO of B3 Method Institute. Amy is a motivational keynote speaker and author. She offers a unique perspective as a CPA and yogi who specializes in technology innovation to inspire business professionals to transform their work and lives.
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Amy Vetter of B3 Method Institute, as they discuss the technology transformation that is taking place in the profession. Hear insights from on how to incorporate technology into your FIRMS growth strategy.
The Positive Impacts of AI ML and the Technology Solution Services Focus
Over the past 1 1/2 yrs., the accounting profession has been impacted in ways we did not foresee happening until 2025 and beyond. What does that transformation mean for your firm?
Our guest for today’s “On the Edge” is David Emmerman, Xero Head of Enterprise. David has 18 years experience in public accounting and running a firm. He then shifted to working with some of the largest firms in the world as an accounting technology partner helping them develop next generation solutions to help their clients.
Join Deneen Dias, Botkeeper's VP of Strategic Alliances and David Emmerman with Xero, as they discuss technology transformation within the profession. Hear how Botkeeper and Xero have collaborated to bring solutions and insights that you can incorporate within your firm to free up time and talent to grow.
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Registration HERE!
Join Jody Padar, CPA, and VP of Strategy at Botkeeper, along with Michael Warady, CFP at Source Advisors & Riki R. Shah, CPA, and Tax Principal with CDH to learn more about how to build and grow your technology startup niche. This session will identify tips, tools, and strategies to help serve your clients better.
Learning Objectives:
1. Tools to help you build and optimize performance and capacity
2. R&D to help differentiate yourself
3. Approach from a Firm Perspective
** In order to qualify to receive the CPE credits you will need to attend and stay on the live seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.
The Positive Impacts of AI ML and the Technology Solution Services Focus
The Positive Impacts of AI ML and the Technology Solution Services Focus
Our guest for today’s “On the Edge” is Mark Koziel, CPA, CGMA, President and CEO of Allinial Global. Mark's industry knowledge, commitment to bettering the profession, and continued advocacy for CPA firms has been seen as his career spanned 14 years at AICPA before joining Allinial Global in August 2020 to build on the association's momentum.
With 2021 continuing to be a transformative year Allinial Global Members have been 'Named Best of Accounting Winners and recognized in 'Accounting Today's 2021 Top 100 Firms' and 'Top Regional Firms.'
Join Deneen Dias, Botkeeper's VP of Strategic Alliances, and Mark Koziel, as they discuss the technology transformation that is taking place in the accounting profession. Hear insights on how FIRMS are incorporating technology into their growth strategy.
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The Positive Impacts of AI ML and the Technology Solution Services Focus
2020 was a transformative year! RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that transformation mean and what does it look like for technology solution partners?
Our guest for today’s “On the Edge” is Pete Potsos, CPA, Strategic Account Manager & Client Accounting Services Strategic Advisor at Bill.com. Join Deneen Dias, Botkeeper and Pete as they discuss insights and innovation that enable Bill.com to scale. Hear how the Bill.com technology solution fits into a Firms tech stack to help them become more efficient.
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The Positive Impacts of AI ML and the Technology Solution Services Focus
2020 was a transformative year! The accounting profession was impacted in ways we did not foresee happening until 2025 and beyond. What does that transformation mean and what does it look like for technology solution partners?
Our guest for today’s “On the Edge” is Gale Crosley, CPA, CGMA, owner of Crosley and Company. Gale is an award-winning growth consultant who partners with mid-market CPA and accounting firms to unlock a firm's unique growth potential. Join Deneen Dias, Botkeeper's VP of Strategic Alliances and Gale as they discuss the technology transformation that is taking place in the profession. Hear insights from Gale on how to incorporate technology into your FIRMS growth strategy.
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The Positive Impacts of AI ML as Firms
Focus on Client Advisory Services
RPA, AI and ML have impacted the accounting profession in ways we did not foresee happening until 2025 and beyond! What does that mean and what does it look like for your Firm?
Our guest for today’s “On the Edge” is John R. Pace, CPA, CVA, Partner and Director, Outsourced Accounting & Advisory Services, GRF CPAs & Advisors. Join Deneen Dias, Botkeeper and John as they discuss insights and innovation that enabled GRF CPAs & Advisors to grow, become more efficient and precise. Hear what impact CAS and technology solution decisions have had on their CPA Firm.
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The Positive Impacts of AI ML as Firms Focus on Client Advisory Services.
Register HERE!
Your timesheet data is a treasure trove of information that can be harnessed to improve your firm’s margins. In those numbers is a blueprint for how to improve your profitability by growing your advisory services - reallocating hours away from managers and onto staffers and restructuring your firm to be ready to meet a future of demand that will be largely niche advisory, supported by strong MLAI software that will automate much of your pre-accounting needs. There are immediate actions to take to reclaim valuable capacity that you can dedicate to growing an advisory service line, reinvest in the firm, or maybe, just maybe, go home early.
The Positive Impacts of AI ML as Firms Focus on Client Advisory Services
We have all lived through a transformative year. RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that mean and what does it look like for your Firm?
My guests for today’s first airing of “On the Edge” are Jim Bourke and Nina Chmura, Partners with Withum. Jim and Nina will share insights and innovation that enabled their Firm to grow, become more efficient and precise. Join us to hear what impact CAS and technology solution decisions have had on their CPA Firm.
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Register HERE!
In this one hour CPE session hear about:
Evolving trends in the accounting profession, choosing the right payroll strategy that aligns with your firms’ goals for the future, evaluating potential exit plans regarding your payroll client base, and outsourced bookkeeping technology that’s scalable, affordable and accurate.
The Positive Impacts of AI ML as Firms Focus on Client Advisory Services
2020 was a transformative year! RPA, AI and ML impacted the accounting profession in ways we did not foresee happening until 2025 and beyond. What does that mean and what does it look like for your Firm?
Our guest for today’s “On the Edge” is John Yeager with Bennett Thrasher. Join Deneen Dias, Botkeeper and John as they discuss insights and innovation that enabled Bennett Thrasher to grow, become more efficient and precise. Hear what impact CAS and technology solution decisions have had on their CPA Firm.
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Register HERE!
The Spark Technology Conference is designed for firms who are ready to embrace newer technologies capable of keeping them competitive in today’s environment. Spark speakers will share real-life examples of how current technology has streamlined processes, reduced risk, created new lines of revenue, and enabled better collaboration and communication between staff and clients.
Are you ready to ignite new ideas and business opportunities into your organization? Join us for Spark and find inspiration to light your way.
Register HERE!
Digital CPA is for practitioners curious about technology and its impact on the accounting landscape. Together we’re challenging business models, transforming practice areas and driving innovation across the profession.
Join us online for Digital CPA 2020 to get in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve. You'll earn up to 9 CPE, network with peers, and get the content you need to be future ready.
Register HERE!
Join in Nashville this December for some long overdue in-person interaction. This two-day event will help you fine-tune your growth blueprints going into 2021. Sessions will focus on the latest profession and industry updates, best practices, and innovative ideas for continued success.
Register HERE!
Change was moving fast before the pandemic — and it’s moving even faster now. We have reimagined our CPA Innovation Summit as an exciting and interactive virtual event that will help the CPA profession redefine and reinvent our path forward — and accelerate us in a post-COVID-19 world.
Register HERE!
Over the coming year, the focus of Scaling New Heights 2020 (and our new year-round Woodard Empowerment Package) turns to action…to provide you with the tools and training you need to build highly effective, wealth-generating relationships with your clients.
Register HERE!
Imagine what you could with some extra time back in your day-the great conversations you could have with clients advising them on the issues that are most pressing for them, the advisory services you can provide while the issue is hot, not to mention fewer hours in the office for you. It’s possible!
Firms can gain more time during tax season and beyond while delivering better reviewed, organized, and prepared financial reports. By demystifying the world of bots, artificial intelligence (AI), and machine learning (ML), you will understand how accounting and back-office services help you streamline your accounting processes.
Come see how firms are using bots to provide more effective value-added client services and leave with a thorough understanding of how:
Bots, AI and ML are being applied to client services processes; Smaller firms can utilize the power of bots AI and ML; Bots are game-changers; Increased effectiveness, efficiency, time management, and client clarity are realized.
Register HERE!
Firms can gain more time during tax season and beyond while delivering better reviewed, organized and prepared financial reports. By demystify the world of bots, artificial intelligence (AI) and machine learning (ML), you will understand how accounting and back-office services help you streamline your accounting processes. In this webinar you will learn how firms are using bots to provide more effective value-added client services and leave with a thorough understanding of how:
Bots, AI and ML are being applied to client services processes; Smaller firms can utilize the power of bots AI and ML; Bots are game changers; Increased effectiveness, efficiency, time management and client clarity are realized.
Registration HERE!
The USA's largest free accounting & finance conference and exhibition.
Registration HERE!
The conference is focused on converging knowledge and behaviors to deepen client relationships and will be attended by hundreds of client service leaders from across our 130 RSM Alliance and Firm Foundation organizations, plus prospective members that are invited. They expect 1,200+ attendees. The content streams will focus on Solving Business Issues; Deepening Industry Expertise; Strengthening Advisory Behaviors.
As an Accounting Professional, you know just how critical it is to be smart about where you're spending your valuable time and resources. Is your firm optimizing resources and making the most out of every hour? During this presentation, you'll learn how you can optimize AI/ML and cloud technology to differentiate your offering with better data and insights. This pivotal presentation is for Accounting Professionals who are aiming to transform and evolve their practices.
Join the Botkeeper team for an empowering talk in celebration of the new must-read debut, "Botkeeper For Dummies". Our authors Jody Padar, CPA, Chris Mahl, and Byron Patrick, CPA will be joined by industry specialists for our interactive panel and launch party!
Check out the recording HERE!
Register HERE!
Addresses the unique technical and professional challenges of the CPAs working in these sectors. This annual, one-day event puts a special emphasis on the skills and insight that CPAs can immediately implement.
Listen to Live Podcast HERE!
Take a deep dive into how accountants are supporting 65% more clients with AI. Enrico Palmerino launched his first startup, ThinkLite, from his dorm room which grew to $8.5M ARR before he graduated. He then invested in SmartBooks joining as their Managing Director and helped grow the tech-enabled accounting solution from 6-40 employees in 3 years before exiting. In 2015 Enrico founded Botkeeper which built an automated accounting platform using human-assisted machine learning and AI.
Register HERE!
2020 has been a doozy for all of us in the industry. Accounting firms have the opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success - if accountants and bookkeepers take what happened as a wake-up call to revisit client advisory services. In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.
Register HERE!
As a follow-up to the June virtual conference, this two-hour virtual workshop will provide a check-in on progress and facilitated discussions around barriers faced and results achieved. Subject-matter experts on key topics will provide guidance to help keep you on track.
Register HERE!
The Boomer Technology Circles™ Virtual Summit brings together Firm Management professional, IT professional, Lean Six Sigma firm leader, and Green Belt Alumni from all over the country to share knowledge, best practices and learn about the latest technologies and innovations.
Register HERE!
The CPA’s journey into technology has been the hottest topic in the accounting profession over the last five years—and the pace of change isn't slowing down. More than ever, enabling your firm with the right technology has become a survival tactic, but for those strategic firms, it has become a differentiator for rapid growth. Technology is becoming the foundation of accounting firms and CPAs are beginning to build their firms around technology rather than build technology into their firm. But what happens when the building blocks of your firm’s technology don’t quite fit together and the lack of perfect harmony results in increasing headaches with IT, software management, and integration? How should you think about assembling your “tech stack” vs. assembling a comprehensive and cohesive solution? During this presentation, you’ll get insight into how some of the most successful firms coming out of the COVID-19 era are approaching modern-day, technology-driven solutions in their firms, optimizing their operations and ultimately redefining SaaS in the accounting industry.
As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning. With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin?? During this presentation, you’ll hear some of our strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.
A Deep Dive into How to Maximize The Botkeeper Experience! If you’re a small business owner or startup entrepreneur, your bookkeeping is crucial to your success. In this exclusive webinar, we’re giving out our top tips and tricks to level-up your Botkeeper user experience and maximize your ROI. Whether you're a seasoned user, or just beginning to evaluate the platform, we've got some great content to share with you. Join us for this 1-hour session, where Byron Patrick and Randy Latona will be walking through the Botkeeper Financial Hub, taking a deep dive into some of our most impactful services (and how to best use them), and providing a sneak peek into our 2021 product roadmap!
The relationship between the business owner and CPA is changing with progress, transformation, and massive strides being made in technology allowing CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management – ultimately increasing the value provided to clients resulting in client relationships also changing. During this presentation, we’ll focus on how you can continue to differentiate your offering, ensure your clients’ success, and advise your clients on overall business strategy and innovation beyond the scope of accounting alone.
Watch it here
For Accounting Professionals, the time for saying “change is coming” has passed- change is already here! AI and machine learning are a massive part of this change in the world of accounting and finance, affecting various parts of today’s accounting operation. The only question that matters: How is your firm going to do what's required to adapt to the new world?
Register HERE!
Join virtual veterans Botkeeper and Justworks, as we discuss some of the big looming issues that have started jolting CPAs out of bed - such as “Should I go back to a physical office or stay remote? Did I put tools in place simply to get by during the madness, and are these going to work long term? Am I bringing back furloughed team members, and more importantly, keeping them in the same roles? What about getting back to growth?”
Register HERE!
As we move through the phases of COVID-19, Accounting Professionals are starting to ask themselves the difficult questions. What happens next? Can I start getting back to growth? Do I have what I need to make that happen? During this informative session, we’ll be focusing on how to come out of the pandemic era with a strategic plan for success. You’ll learn: How successful firms thriving during COVID are thinking about next steps, where to begin when yourself the tough questions, tactics you can put into motion today, the advantages of automation, how to use the RnD tax credit as an additional service for your clients AND a new source of cash flow for you, and the art of combi ning the right vendors for long term success.
You have a lot of clients today that you touch one time a year, and during the BUSIEST time of year when your priority clients need the most attention. There’s a ton of opportunity to be more proactive with those write-up services and potentially create more revenue- in an automated fashion, without taking any additional time away from your high priority work. You’ll discover the challenges that exist in the space of traditional tax write up work, how leveraging automation can not only solve those problems- but also reduce workload while improving cash flow with a recurring revenue model. Plus, how to leverage up to date write up financials to generate additional tax planning advisory revenue.
Learn more here
As we move farther into 2020 and the unprecedented COVID-19 era, accounting professionals are now able to regroup and start planning for the future. But what does this new future look like? How will firm operations change? How will client relationships evolve? What are the most meaningful ways to propel your firm forward? In this 1 hour webinar, the Botkeeper and Brex teams are teaming up to discuss some of the latest trends, tactics, and successes that can help advance the accounting industry into this new reality. You get to hear: How to realign your mindset, what successful firms thriving during COVID are doing to maintain growth, what fast-growing and tech-enabled business owners are asking for, the advantages of practical automation, and tactics you can put into motion, today.
Watch Here
With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin? During this presentation, you’ll hear some of the strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.
Learn more
Is the office of the future even an office at all? Yes. No. Maybe? For some companies, the office of the future looks like a collection of former kitchen tables, turned makeshift offices. For others, it looks like the offices we left behind a few months ago with the addition of plexiglass room dividers and hand sanitizer. For most, it’s some combination of all of the above. Regardless of which category your organization falls into, all businesses are ultimately striving for the same thing: A near-seamless production of work, free from technical disruption, and business risk. In this session, CEO of Botkeeper, Enrico Palmerino together with executive leadership from Electric, Newscred, ADPS, and Eden will drive discussion around how to achieve that: Maintaining productivity with remote teams for the long-term, How to avoid technical disruption and minimize burnout, Mitigating business risk when working from ‘Anywhere, and Answers to all of your questions!
WATCH THE PRESENTATION HERE!
The Accounting Industry is one of the few spaces that has successfully withstood the test of time, heavily built on long-term client relationships, deep trust, and traditional customer service. For years, CPA firms were largely untouched by some of the technological overhauls seen in other areas of business. But the evolution of new technology and new operational practices is starting to change the way accounting firms are managed. So how do you launch your own evolution? During this presentation, we’ll be discussing the portrait of the future CPA firm, what this means for the firm dynamic, and how to prepare for the future, without negatively disrupting your business leveraging the Radical approach. Our speaker Jody Padar will walk us through these exciting topics!
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The continuing pandemic, rising concerns around social justice, and economic uncertainty are driving firms to pivot their talent management strategies. Years of effort cultivating trust, engagement, motivation, and retention could be undone if your tone or actions don't hit the right chord during this challenging period. Attend this session to explore various methods of critical talent considerations to protect your firm's investment, and lock in your high-potential team members for the long-term.
We're all ears! Reach out to marketing@botkeeper.com you to start the conversation and learn more about our solution today!
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