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What's Happening to Firm Capacity and How to Address it Before Tax Season

WHAT'S HAPPENING TO FIRM CAPACITY AND HOW TO ADDRESS IT BEFORE TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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? It can be different! 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.

Learning Objectives:


  • Determine if you have enough talent to do the work you did last year

  • Practice how to approach standardizing your practice on the tax and/or accounting side

  • Justify price increases for the year

  • Recall how to analyze technology for process and efficiencies to transform your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!

About Our Presenter

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.