7 min read
8 Tips for Getting Your Firm Acquired
There are lots of reasons why a CPA firm might be ready for acquisition. Business climate changes, firm growth, or...
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.
Weekly Presentations: Botkeeper for Accountants. Your accounting processes are crucial to your success- and yet thousands of CPAs are finding themselves bogged down by a number of issues. In these presentations, we’ll walk you through how firms can achieve their goals, and overcome their obstacles by leveraging artificial intelligence and machine learning-powered bookkeeping, purpose-built for accounting firms. Check it out!
Continuing Education for CPAs. 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!
Botkeeper's Accounting Community. Coming soon! We'll be launching a variety of community forums on social media, and Facebook is our first stop! Jump in to connect, experience new learnings collectively, and participate collaboratively with fellow Accounting Professionals. Your voice would be a wonderful addition!
May 13, 2020, 2:00 PM EST — Botkeeper / Wolters Kluwer Webinar | "The Zero-touch Tax Return: How the Bridge to the Cloud Changes the Game”. Join Byron Patrick, VP of Growth and Success - Botkeeper and Joel Ortner, Senior Technology Product Manager for Wolters Kluwer Accounting and Audit Solutions as they will talk about "The Zero-touch tax return" and will demonstrate how to utilize cloud financial prep and tax software to help tax season run smoothly (from writeup to tax and how artificial intelligence changes the game). For more information click HERE!
June 2-3, 9:30 AM - 4:30 PM EST - Botkeeper / Wolters Kluwer WEBINAR | "Audit Talks LIVE - Spring 2020”. Join VP of Strategy Jody Padar & WK. This complimentary 2-day virtual conference brings together the brightest industry insiders and product experts to help you learn how to elevate and evolve your firm, both now and in the future. Register HERE!
June 8-12, Engage Digital 2020 | ENGAGE 2020 Digital Kickoff (JUN 8-12; 1:00-4:00 pm ET). Register HERE!
June 10, CPA Leadership Institute | Best Practices in Strategic Planning for the CPA Firm. Register HERE!
June 17, 2020, 1:00 PM - 2:00 PM EDT - A Q & A Session with Jody Padar | The Bridge to the Cloud with Wolters Kluwer and Botkeeper.
Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping and write-up work to higher-level advisory and wealth management—ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can you continue to differentiate your offering, and ensure your clients’ success? How do you adopt new technologies and new processes that can help us live in the “new normal”? Now is your chance to ask the experts! Join us for a live QA session with Jody Padar, VP of Strategy at Botkeeper, and The Radical CPA who has successfully achieved the "No-Touch Tax Return" to get those questions answered! Register HERE!
June 22, 2020, 11:00 AM - 12:00 PM EDT | Portrait of the Future CPA Firm—A Radical Approach.
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. Register HERE!
June 25-26, 2020, Rainmaker SuperConference | Virtual Conference.
This conference will kick off a keynote from Micahel Platt exploring current trends in the Profession, followed by industry-specific breakout sessions focusing on issues impacting specific niche practices. The day will be wrapped up with a virtual happy hour to give attendees the opportunity to connect further. Register HERE!
July 1, 2020, 2:00 PM EDT | From Reactive To Proactive: Optimizing Your Accounting Firm Post-pandemic.
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!
July 10, 2020, 2:00 PM - 3:00 PM EDT | Coming out of COVID with a Strategic Plan for Success | An Accounting Professional’s Guide.
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 combining the right vendors for long term success. Register HERE!
July 16, 2020, 2:30 PM - 3:30 PM EDT | Automating the Tax Write Up Client: New Solutions for a New World.
July 17, 2020, 2:00 PM - 3:00 PM EDT | How leading firms have pivoted to meet the changing circumstance of COVID.
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.
July 21, 2020, 11:00 AM - 12:00 PM | Best Practices in Strategic Planning for the CPA Firm.
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.
July 21, 2020, 1:00 PM EST | CEOs & CFOs on the Office of the Future.
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!
July 23, 2020, MACPA Webinar | "Portrait of the Future CPA Firm—A Radical Approach".
Join VP of Strategy Jody Padar. Registration coming soon!
July 29, 2020, 2:00 PM | Rebuild: Evaluating Skills and Staff Your Firm Will Need Post COVID-19.
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.
August 9-12 | 2020 Boomer Technology Circles Summit.
The Annual BTC Summit is a unique opportunity to meet and build relationships from some of the most forward-thinking people in our profession. Register HERE!
August 11, 4:00 - 6:05 PM | MSCPA Emerging Leaders Summit.
August 18, 11:00 AM - 12:00 PM | Best Practices in Strategic Planning for the CPA Firm.
August 24, 1:00 - 2:00 PM | Botkeeper University | 5 Things You Didn’t Know Botkeeper Could Help With.
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!
August 25 | Advising Clients on Strategy and Innovation | How 2020 has Changed the Rules.
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. Register HERE!
August 26 | Practical Automation with Machine Learning: Expectations vs. Reality.
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?
September 17, 8:00 AM - 5:00 PM EDT | 2020 Government and Not-for-Profit Conference. 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. Register HERE!
September 24, 2020 - Rainmaker SuperConferencee | Virtual Workshop.
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!
October 20 - 21 | The Accounting & Finance Show USA Virtual 2020.
Registration coming soon!
December 9-10, 2020 - Rainmaker SuperConferencee | In-Person Conference
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!
We're all ears! Reach out to email@example.com you to start the conversation and learn more about our solution today!
There are lots of reasons why a CPA firm might be ready for acquisition. Business climate changes, firm growth, or...
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