Podcasts about botkeeper

Em mais um episódio do Contabilizando, Ricardo Rios comenta sobre o sistema Botkeeper e Xero.

Episode 242 FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto CLASS: #AccountingHigh Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of leadership, firm management, and the future of the accounting profession, making it a must-watch for anyone involved in the field.

Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes paying it forward, work-life balance, and the necessity of hiring great people. He also offers valuable advice to Accounting High students.

Blake and David dive into the concerning trend of small CPA firms conducting shoddy audits of large companies and SPACs, raking in big fees while facing minimal consequences for deficient work. They also discuss the latest accounting app funding news, the power of AI for crafting persuasive arguments, and the American Institute of CPAs' puzzling resistance to changes in CPA licensure requirements and touch on the growing importance of client accounting services for public accounting firms.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Uncat - http://accountingpodcast.promo/uncatEarmark - https://earmark.appChapters(00:38) - Blake is back from a conference in Atlanta (03:58) - The truth behind Trump's Truth Social SPAC audit (19:27) - AI startup Fieldguide secures $30 million in Series B funding (22:43) - FundGuard secures $100 million in Series C funding round (24:28) - BotKeeper launches BotKeeper Infinite (30:03) - Scientists find that AI is more persuasive than humans at changing people's opinions (38:15) - Formula 1 team using Excel to track car parts (40:08) - CAS is the fastest-growing service in Accounting Today's annual survey (42:08) - The AICPA warns about losing the 150-hour rule (49:20) - Send us an email and remember you can earn FREE CPE for listening to this podcast!  Show NotesFieldguide Raises $30 Million to Combat CPA Shortage With AIhttps://www.pymnts.com/news/investment-tracker/2024/fieldguide-raises-30-million-to-combat-cpa-shortage-with-ai/AI accounting startup raises $100Mhttps://www.accountingtoday.com/articles/ai-accounting-startup-fundguard-raises-100m-in-new-fundsOn the Conversational Persuasiveness of Large Language Models: A Randomized Controlled Trial (PDF) https://arxiv.org/pdf/2403.14380.pdf?utm_source=www.therundown.ai&utm_medium=newsletter&utm_campaign=nvidia-s-new-ai-chip-competitor The year CAS took overhttps://www.accountingtoday.com/opinion/the-year-cas-took-over-accountingNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsRoyalwise - https://royalwise.com/partnerForwardly - https://www.forwardly.com/ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.

Season 5 Episode 7 FACULTY: Jody Padar CLASS: #TheGuide TITLE: The Art of Radical Conversations In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father's firm. Introducing Jody Padar Jody in High School Early Tax Twitter Peer Group Forward Thinking Taking Over Her Father's Firm Changing Pricing Being a Mother and an Entrepreneur How Jody's Dad Helped Her Passion for Accounting The Art of Conversation Will the AICPA Stick around? CPA vs EA Next Things for Jody Shout Outs: Jason Ackerman's Dad, Nayo Carter-Gray, Jason Blummer, Jason Staats, Ron Baker, Mark Koziel, Tom Hood, Shana Chapman, Michael Hsu, Chris Farmand, Drew Carrick, Anderson Consulting, Engage, Botkeeper, Zappos, Sage, Xero, April, Monday, AICPA --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 79 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services  FACULTY: Ryan Lazanis, CPA CLASS: #GuidePosts TITLE: Systematize your Firm to Gain Perspective on Purpose In this podcast episode, Scott interviews Ryan Lazanis, founder of Future Firm. Scott and Ryan offer valuable insights and strategies for accountants and entrepreneurs looking to find balance, purpose, and success in their professional lives, emphasizing the importance of prioritizing happiness, leveraging time and resources effectively, and embracing progress and innovation to thrive in the accounting industry. Reviewing the ABC Tournament and its impact on productivity and focus. The importance of taking an email detox to reduce distractions and improve mental well-being. Finding a healthy balance between work and home life to prioritize happiness and fulfillment. Identifying the point, purpose, perspective, and prize in one's professional and personal pursuits. Exploring the relationship between time, money, and happiness, and determining the ideal balance. The role of accountability in setting and achieving goals, both personally and professionally. Leveraging higher leverage tasks to maximize productivity and impact. Understanding the two states of an entrepreneur: operating as a solo practitioner or scaling the business. The significance of systematizing your firm to improve efficiency and streamline operations. Repricing strategies and the power of email marketing in attracting and retaining clients. Capacity planning and effectively managing workload to avoid burnout and maintain quality service. Developing a plan of action to transition out of the firm and step into a visionary role. Ryan's personal journey in finding his purpose and being driven by frustration with the accounting profession. Shout Outs: Jason Staats, Blake Oliver, Brandon Poe, Tim Ferris, Enrico Palmerino, Joe Woodard, BotKeeper, Future Firm, Xen Accounting, Thrival --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Jody Padar is the author of the book called The Radical CPA. She has gained recognition as an evangelist for disruption, technology, and change under the moniker "Radical CPA." She aspires to modernize the accounting profession and guide the following generation of accountants toward a better way of life where they may return home on time, provide for their clients more, and nurture their love for the field. Jody joined Trullion as a Truth Advisor in March 2021 because she is passionate about integrating AI and automation to improve our industry. Trullion tackles lease accounting and auditing operations to provide a more open and efficient process. She also serves as an adviser and spokesperson for Botkeeper, an AI-powered automated bookkeeping system that is assisting businesses in changing the way they provide client service. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Season 3 Episode 49 | Recorded July 14, 2022 Enrico Palmerino, CEO of Botkeeper is an automated accounting platform that uses human-assisted machine learning and AI to deliver the fastest, most accurate, and lowest cost bookkeeping available to accounting firms. He is also an investor and advisor to several business venture funds and sits on the Technology Advisory Committee & Board of Corporators at Fidelity Bank. We discuss how regretful situations can blossom into blessings from the ground up. This episode is not short of inspiration and snippets in the life Enrico and how he went from making lighting more efficient and cost-friendly to innovating in the accounting space. 4 - What do you think of Accounting High? 5 - Botkeeper: The cool kids of the Accounting Space 7 - A way to make meetings cool? Have it in the pool! 8 - I'm like my best self and that's myself I'm putting out there, unapologetically, unfiltered 9 - We can all evolve. We're still us at our core, we're never gonna really change who we 12 - Go out, you know, take risks, make changes, make mistakes, just learn from them, but never regret the life Shoutout to Daniel Pink's The Power of Regret 13 - Enrico's lose-a-car, gain-a-family story 14 - The difference on our hosts' need for speed Shoutout to Dawn Brolin, CPA, CFE, ThinkLite 15 - ThinkLite: Enrico's college business turned into a multi-million dollar company 19 - Botkeeper: the back office for accounting firms Shoutout to Byron Patrick, CPA.CITP, CGMA 22 - I was like bored, stiff, and like couldn't sit still. And then was also just feeling like I lost my identity 24 - Think like a lot of entrepreneurs: Your next game is to tackle the problem you had at the prior business 27 - So more businesses demanding accounting, fewer accountants to do it. So I'm like, aha! Light bulb moment 28 - It wasn't to be like we're replacing accountants in the accounting industry. It was that if you make one accountant, do the work of three 35 - It's way easier to sell advisory to the existing clients you have and upsell them than it is to go and find new clients and convince them Shoutout to James Ashford's Untapped 37 - Unknowns are very scary for a lot of us accountants 38 - AI Unchained: Hands-on, sleeves up, get sh*t done conference. This 9/25 - 9/27 in Boston Shoutout to Karbon, Thriveal 42 - If we make firms highly efficient, standardized, next-level cloud, and they're not a Botkeeper user today, they become the best and easiest, like potential users for Botkeeper 44 - We don't necessarily know how to be good owners, managers, CEOs, people Shoutout to Hap Klopp, Brad D. Smith Dark Horse CPAs, AICPA Engage, Joyner Lucas --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 31 | Recorded January 25, 2023 Automate your Simple Tasks! AppStream powered by The GrowthLab Simple Tasks! Music Video Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos. As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession. Scott saved Logan's life Updates at Accounting High Getting older Race to 10k Firm Hard Numbers How did Scott do it? Outsourcing The unlock: an integrator Tracking personal productivity You need to measure to improve Limiting app usage Spending time with family Giving props to the wives Learning more on Twitter Graf paper in Staats class Complementary duo Loud on Twitter, quiet in real life OKR, OK Rapper Graf Paper & Chat GPT Tech in the olden days Learning tax return Accounting High on Youtube Accountants making content What's all this for? How to be happy and grow Inspiration Accounting High, public and private ABC March Appness Delegation is Trust Treat everyone like your dad or grandma AI and execution AppStream All the Shoutouts: Xero, QuickBooks, Ron Baker, Chad Davis, Karbon, Jasper, Blake Oliver, CPA, Jason Staats, CPA, Expensify, Relay, FreshBooks, LiveFlow, Byron Patrick, CPA.CITP I CGMA, Botkeeper, Nikole Mackenzie, Daniel Gertrudes, GrowthLab, AppStream, Dropbox, Slack, Gusto, ADP, Digits, Earmark, Paul Glantz, CPA --- Send in a voice message: https://anchor.fm/accountinghigh/message

In this episode we're talking about ethics in Artificial Intelligence (AI). Rumblings about the future of AI have been surfacing as well as questions about whether human biases are affecting the decisions AIs are making. Those questions are finding their way into our profession. A recent Accounting Today article reports a growing number of accounting service solutions are using AI for a wide range of applications. The accounting profession has spent $1.5 billion on this type of software in 2021 and is projected to spend $53 billion by 2030, according to a report from Acumen Research & Consulting. The Accounting Today article notes that despite this rapid growth, "too little attention has been paid to the ethical considerations that come with it". Sage's CTO, Erin Harris says in a quote, "The current issues are less to do with the accidental creation of a robot overlord and more about the insertion of human biases into the code". The main issue is not the technology in it of itself, it is our human biases impacting the way the technology works. Biometric Update, recently published an article listing the 6 key considerations for ethical AI in financial services:Fairness & biasTrust & transparencyPrivacyAccountabilitySecuritySocial benefitsThe author, Matt Peake, writes, "If just one of these fails, it can have series consequences for individuals and businesses". However, the upside is that there are groups developing AI committed to the betterment of our world. I speak with today's guest, Enrico Palmerino, Founder & CEO of Botkeeper, about the role of ethics in AI, the types of biases in AI, how we can protect ourselves and our clients from these biases, and what the future marriage of AI and human intelligence looks like. ResourcesAccounting Today article, "AI ethics a growing concern", by Chris GaetanoAcumen Research & Consulting report, Artificial Intelligence in Accounting Market Analysis - Global Industry Size, Share, Trends and Forecast 2022 - 2030Biometric Update article, "Six key considerations for ethical AI in financial services", by Matt PeakeBlueprint for an AI Bill of Rights, from the White House "AI for Good" initiative, from the UNBotkeeper, automated bookkeeping solutionEnrico Palmerino, Founder & CEO, Botkeeper, Linkedin profile

Season 3 Episode 24 | Recorded February 11, 2022 We're on a mission to set our own traditions here at Accounting High, and we need your help and feedback to do it. If you have a few minutes to spare, we would so appreciate it if you took our listener survey! https://bit.ly/3NRSAfD Scott's Accounting Firm is hiring, if you're an accountant and you think you might want to work for Scott, we will all pray for you, and you can send your resume to jobs@padgettnc.com The Accounting High Booster Club wants to share a big thanks to Botkeeper for their continued support. Botkeeper - visit https://www.botkeeper.com/ for more information In today's episode, Scott discusses the importance and Impact of Culture in our firms/businesses with Jacob Schroeder, CPA and Marissa Jones. Our host and guests share their own experiences and find out among themselves what components of their businesses made up their companies' culture. Why is it so important that it should even be considered when we pick our clients? Does having a culture that resonates with our team really affect output? How does it help? Find out in this episode how culture has been a proven essential to thrive in the entrepreneurial world 5 - What is Culture? What are we after when we're building culture? 9 - Considering the company culture when hiring 12 - Defining your company's culture 15 - It's important for us to build cultures that compensate and offset our extremes… 17 - You want things to reflect reality, not aspiration Shoutout to Logistis for Designers, Karbon 19 - Is there a way to test the cultural fit of a client before taking them on? 21 - We should have a greater filter level on clients coming in the door than we do on staff 25 - How much does the environment we create reflect our culture? 26 - People at different stages in life are going to interact better with certain cultures 28 - Key components of Culture 31 - The different kinds of cultural frameworks 37 - Key “C words” of Culture Shoutout to Kenji Kuramoto, ClickUp --- Send in a voice message: https://anchor.fm/accountinghigh/message

Today's Tax Tuesday episode is focused on bookkeeping. Toby Mathis hosts with special guest Troy Butler, Executive Manager of our bookkeeping department at Anderson Advisors, and some of the bookkeeping staff from Anderson including Patty, Ander, Matthew, Eliot, Dana, Trisha, Blanca, Landsey, Kiera, and Cindy, are all online today to help answer your questions.  You'll hear our advice on things like what bookkeeping software to use, expense reimbursement and mileage, grouping your businesses using “classes,” and even some detailed information on how you can become an Anderson Advisors client and the services you'll have access to. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: If I request an EIN so I can open up a bank account for my disregarded single member LLC, do I have to file a tax return or can I somehow inform the IRS the EIN is for a disregarded entity? – Any EIN should be on “a” tax return, but doesn't have to have it's own return. If I paid for something on behalf of my C-corp and it didn't have enough funds to reimburse me, how do I account for it? – First of all, if you paid for something on behalf of your corporation, I would make sure that I'm submitting a reimbursement sheet. I would do that monthly where I'm putting together everything I paid for personally, putting it on a sheet, and submitting that to my company for reimbursement. Step 1 - Do it monthly or quarterly. Step 2 - You can have a revolving line of credit.If it's an IOU, it's a loan. It's a liability of the company. It would be an asset to you as the shareholder. What is the best way to record, handle reimbursement for business expenses that were charged on the owner's personal credit card to avoid giving the IRS concerns about the legitimacy of the business?" – Again, you would want to submit those charges that were business related on a reimbursement sheet. What you don't want to do is you don't want to put that credit card that's in my personal name on your company's books. That can be looked at as co-mingling. It's a business expense that you're getting reimbursed for. Can I deduct other courses I take that are general business-type classes, not specific to real estate investing, and if they are for the purpose of helping me build my business? – General business if it's you're improving your current lines of business. I don't see an issue with that. What is the smartest tax advantage way to pay the kids for helping the S-corp? Can I reimburse myself for the payments I have made to them from my personal account? – There are a couple of options here. I am a believer in payroll. The reason for that is if they're on payroll, if they make less than the standard deduction as employees, they're not required to file a tax return. You can also pay them by putting money in their Roth - they'll never pay tax, or do a 1099. How do I not pay taxes at the end of the year?- This is what everyone wants to know!! My reply is, either don't make any money, live on borrowed money, have someone else make the money, or buy real estate as a real estate professional which unlocks passive losses. I have a three-member LLC taxed as a partnership. The members want to take a distribution each of $100,000. How is that taxed and how is it recorded in the books? – That's not a taxable event. It's a distribution. That's an equity transaction. The $100,000 is not a taxable event. The taxable event is the numbers that come on that K-1 and say, you made profit of “X” or you made loss of “X”. How does the Anderson bookkeeping service integrate with the accounting service, et cetera? – We work very closely between teams! …we have full service monthly, or quarterly “virtual” service that uses QuickBooks. Virtual bookkeeping is $995 for a year for the first set of books and then $495 for each additional set of books. Can you please discuss some big-picture strategies to help with bookkeeping automation, AI, we should be considering? Botkeeper is one AI we've learned about. They can't do complex things. It's much cheaper to use a human being right now. Maybe that changes at some point. What is the best way to keep track of miles? MileIQ is an app, it works well and creates good reports. There is also a function within QuickBooks works reasonably well. And Timr is easy to use, but it is $100 a year Best software for doing bookkeeping? There are thousands, and thousands, and thousands of accounting softwares out there. Most of them do a pretty good job. We use QuickBooks online for all Anderson clients. I'm trying to figure out how to property log and transfer friends from the property LLC to the holding LLC and vice versa. (1) how to capture my personal mortgage loan into the property LLC and then to the holding LLC? – It's an investment expense that I'm going to show on my Schedule E, which is going to allow me to take that deduction against my rental income if it's real estate. (2) how to record all transactions from the property LLCs throughout the year and distribute to the holding LLC for tax filing. –Like Toby's saying, for each tax return that you file, you need a set of books. But if you have entities that are disregarded to a holding company, they can be within one set of books. If you have 10 properties, you're going to have 10 classes on one set of books, and it's all going to flow up. Platinum members: Log on to our bookkeeping office hours, Thursdays, 3:00 Pacific Standard Time. We're live and answering all your bookkeeping questions! Resources: Email us at Tax Tuesday taxtuesday@andersonadvisors.com Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors on YouTube https://www.youtube.com/channel/UCaL-wApuVYi2Va5dWzyTYVw

Taylor Wells is the Sr. Director of Demand Gen at Botkeeper, an accounting software company with 300 employees and Series C. Taylor dons B2B SaaS buyers' flip flops to share buying preferences for Marketing + Sales: ✅aware of vendors via peers/referrals/WOM/influencers via content/social/communities/podcast (tks to Marketing + Marketing's influence on peers) ✅learn about vendors via peers and website (tks to Marketing) then Sales to customize complex products/use cases ❌Turn off + tune out: telemarketing, email spam, LinkedIn spam (Sales Development)

Angel Scale Biotech: Learn More AI is coming for the pesky chores of bookkeeping. Enrico Palmerino, founder of VC-backed Botkeeper, relates how machine learning is helping accountants and their clients. Compelling founder with a great story. Sponsored by Purdue University entrepreneurship and Peter Fasse, patent attorney at Fish and Richardson. Sal Daher Introduces Enrico Palmerino What Botkeeper Does Why Efficient Bookkeeping Matters What Sets Botkeeper Apart Growing Clientele “We're venture backed. We've raised a total of about 90 million to date. We just closed our C round...” The AI Revolution The Statistics of Bookkeeping Challenges and How They're Dealt With Adapting to New Technologies Enrico Palmerino Had a Lot of Entrepreneurship in His Family Advice for Starting a Startup Evolving with Your Environment Topics: robotics/Ai, founding story, product

BONUS - Rebroadcast of Episode 65 of The Unique CPA ...and it is “pure vaporware” Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation,” to one of the key tenets of The Unique CPA: The changing face of public accounting, which also happens to be a heavy focus of this show. Check out The Unique CPA Podcast at https://tri-merit.com/podcasts/ About the Guest Scott Scarano is the Owner and President of Padgett Business Services of Raleigh-Durham. He founded the Sons of CPAs podcast in 2021. Scott's “Why” is empowering all growth-minded entrepreneurs in his reach to thrive and prosper by approaching problems from a different perspective and analyzing solutions. Scott earned his B.B.A. in Accounting from Campbell University, graduating Summa Cum Laude. Upon graduation, he spent several years working as a staff accountant at local CPA firms in Durham, NC, when Scott discovered his passion for working with small businesses. He is a licensed Enrolled Agent and a certified QuickBooks ProAdvisor. Meet the Host Randy Crabtree, CPA co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession. Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC). Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies. all the shout outs Randy Crabtree, Nikole Mackenzie, John Garrett, Josh Lance, Kristen Keats, Terrell Turner, Blake Oliver, Jason Ackerman, Xero, Liz Mason, High Rock, Lil Wayne, GKUA, Byron Patrick, Botkeeper, Padgett, Jeff Phillips, Amanda Aguillard, Ignition, GoProposal, James Ashford, Ron Baker, Mike Michalowicz, Jody Grunden, Acuity, Matthew May, Kenji Kuramoto, Scott Scharf, Patti Scharf Important Links Sons of CPAs on Apple and Spotify Scott Scarano on Twitter Scott Scarano on LinkedIn --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Episode 75. In today's interview, "How Accounting & Fintech Are Evolving with Jody Padar." The Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world. Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm, and Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience. Key takeaways from this episode include: ➜ the thinking behind a fintech start up going up against a big spending established accounting software vendor ➜ the origins of the 'Radical CPA' personal brand and what disruption looks like in the accountancy profession ➜ evaluating how accountants and CPAs have dealt with the covid pandemic, and the outlook for those who have fallen short ➜ what accountants have learned about themselves when it comes to handling change and serving their clients better ➜ how accountants and CPAs have been 'doing advisory' for years but just not called it such ➜ the right definition of advisory services that CPAs and accountants should be working towards ➜ tips for accountants who want to have better advisory conversations with their business clients ➜ the critical factors that put accountants and CPAs in the best possible position to be trusted advisors ➜ acknowledging that the way accounting firms operate tomorrow should be different from what they've done historically ➜ the crazy ideas that are coming with financial statements and data that may shock some accountants and CPAs ➜ why accountants and not software vendors are to blame for a being marginalized and losing relevancy with business clients ➜ the magic starting point for accountants, CPAs and accountancy firms who want to differentiate themselves in a noisy marketplace ➜ the difference between social media and social business in offline networking for accountants ➜ how social media levelled the playing field for women in accountancy, fintech and other sectors ➜ how to decide who should be generating and winning new business in accounting firms ➜ what is making social posts more engaging than valuable business content on business platforms like LinkedIn ➜ asking whether accountants and CPAs are into social platforms like TikTok and Instagram ➜ new rules for the future ready accounting firm and how they can best compete ➜ why it's the next gen of younger people that will drive evolution in accounting, not the baby boomers or millennials ➜ the vision for https://www.getapril.com to create a tax engine that will change the world Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody: https://www.linkedin.com/in/jody-padar-18a9711 (https://www.linkedin.com/in/jody-padar-18a9711) Twitter: @JodyPadarCPA ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm/ (https://accountinginfluencers.captivate.fm) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all...

Season 2 Episode 14 | Recorded January 3, 2022 Shout out to our sponsors; Clockwork.ai and Botkeeper Alright, alright, alright ... This week, we're talking to the Matthew McConaughey of Accounting, it's Byron Patrick, CPA. Byron's career started with a cool-ass high-school accounting teacher shout out to HeimLantz CPA, F. Carter Heim and Thomas J. Lantz Byron has branded himself, literally, with a CPA tattoo You can't talk about the Maryland Association of CPAs without talking about Tom Hood, and the AICPA, and Kimberly Ellison-Taylor and Anoop N. Mehta, CPA, CGMA Shout out to all of our listeners in Washington, VA ... we love you. Hiring TIP – It's not the question; it's the person answering it! The benefits of hanging out in the hallway (or being an industry rat) Simplified Innovations was the Citrix partner of the year; as Byron puts it, a Great f&%king company, but bad biz partner decision Woulda, shoulda, coulda – the things Byron would do differently with a second chance... and The Botkeeper experience, Shout out to Jody Padar, and Enrico Palmerino! and all the rest of the apps and people shout outs; Scott Scharf, Spark Hire, CCH ProSystem, Lacerte, QuickBooks, Right Networks, Brannon Poe, Liz Mason, Xero, Relay, Pilot, Bill.com, Expensify, FloQast Studios, PBC, Twyla Verhelst, Ed Mendlowitz, Gusto, FieldGuide, Jin Chang, and Marc Montpas --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Thank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/win LiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmark Sign up to get free CPE for listening to this podcast: https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin.com/in/danielgertrudesTwitter: https://twitter.com/dangertrudesLearn more about GrowthLab:Website: https://www.growthlabfinancial.com/Connect with Blake Oliver, CPA:LinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Enrico Palmerino is the Founder and CEO of Botkeeper, an accounting automation platform. Using a combination of accountants, machine learning, and AI, Botkeeper provides businesses with 24/7 bookkeeping, insightful dashboards, and accurate reporting. The company has been recognized as an industry leader by Gartner, Accounting Today, CEOWORLD MAGAZINE, Patch, Red Herring, Bostinno, and has earned a Stevie Award. Before starting Botkeeper, Enrico's background was in automation, decision trees, and accounting, and he has a triple major from Babson College in quantitative methods, entrepreneurship, and strategic management. In this episode… Many entrepreneurs choose to bootstrap their startup businesses. The thought of relinquishing control can be daunting and may prevent them from getting venture capital funding altogether. As much as Enrico Palmerino likes to control his own destiny, his company's rapid growth meant he needed the type of financing required to continue to scale. He had a vision for the company's future and realized that being bootstrapped would hold him back and limit his growth. His desire to build the brand was the primary factor in his decision to get venture capital funding. In this episode of the Skunkworks Podcast, Eric Bourget interviews Enrico Palmerino, the Founder and CEO of Botkeeper, about the value of getting venture capital funding. They also talk about the influence of leadership styles, the difference between being a visionary versus an integrator, and the right time to transition to venture capital funding.

SponsorsKeeper: https://cloudaccountingpodcast.promo/keeperSynder: https://cloudaccountingpodcast.promo/synderScribe https://cloudaccountingpodcast.promo/scribeNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsRoyalwise: learn.royalwise.comFuture Firm: https://futurefirmaccelerate.com/Oh My Fraud: A True Crime Podcast for Accountants: ohmyfraud.comWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Thank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin.com/in/danielgertrudesTwitter: https://twitter.com/dangertrudesLearn more about GrowthLab:Website: https://www.growthlabfinancial.com/Connect with Blake Oliver, CPA:LinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Episode 58. In today's interview, "Accountants vz Software Vendors with Radical CPA Jody Padar." Sometimes called the Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world. Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm, and Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience. Key takeaways from this episode include: ➜ why automation, AI, machine learning and bots are already here for accountants and CPAs, and those who wait will lose ➜ what disruption really looks like for the accounting profession and how AI is changing things ➜ how tax software hasn't really changed in 30 years, meaning the tech industry in accounting is ripe for disruption ➜ why being a CPA or accountant helps in developing software for the accounting profession ➜ the origins of April www.getapril.com in the tax world and its unique value proposition ➜ what accountants need to know about what's new in the movement of money in the tax software ecosystem ➜ how the neo banks and challenger banks have set the precedent for tax software and accounting firms for how businesses handle money ➜ how changes in tax software and automation will enable accountants and CPAs to deliver better advisory services ➜ the single biggest reason why so much money is coming into the accounting space from vendors, venture capitalists and private equity ➜ why not every manager in an accounting firm has to consider the promotion or partner route - there are other ways to career fulfilment ➜ what accounting firms must do to compete and become more valuable in today's rapidly changing world ➜ the two major factors that are driving change in accountancy practices ➜ why the fintech and software vendors really want to help accounting firms improve but sometimes accountants have to ask ➜ the extent to which software vendors engage CPAs and practitioners in the research and development process for new software products Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody: https://www.linkedin.com/in/jody-padar-18a9711 (https://www.linkedin.com/in/jody-padar-18a9711) Twitter: @JodyPadarCPA ━━━━━━━━━▼━━━━━━━━━ We'd love to get to know you! Join, follow, subscribe, like, share and engage with the Accounting Influencers Communities on any of these platforms: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.captivate.fm (https://accountinginfluencers.captivate.fm) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as...

Thank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin.com/in/danielgertrudesTwitter: https://twitter.com/dangertrudesLearn more about GrowthLab:Website: https://www.growthlabfinancial.com/Connect with Blake Oliver, CPA:LinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

On the PreSales Podcast, James Kaikis and Bonnie Alexander connect on the topic "Increasing Your Visibility". Bonnie, PreSales Manager, talks about the importance of building your brand internally and external. As PSC continues to discuss elevating the role of PreSales, Bonnie provides guidance to PreSales professionals to get the recognition they deserve!

Enrico Palmerino is the CEO and Founder of Botkeeper, a platform that provides accountants with an automated bookkeeping practice using human-assisted machine learning and Artificial Intelligence. In this episode, Enrico and Stuart share their thoughts on the development of the accounting industry and how tech firms enable it to evolve. Learn what it takes to build a successful tech firm, the importance of choosing the right investment partner, and how watching sports can help you close a deal. Together they discuss: What the start of the year looks like for the Botkeeper team (1:50) The genesis of Botkeeper (5:20) State of the accounting industry (8:40) VC experience and raised funds at Botkeeper (11:30) Enabling the accounting industry (16:20) Adaptation of the accounting industry (17:20) Different regions pushing fintech (20:40) Technology adoption in Canada (24:00) Enrico's background and sports in Massachusets (26:00) Going to a Patriots game with an investor (28:50)  What is next for Botkeeper (30:00) The Botkeeper operating system (31:00) Number of staff and geographical strategy (33:10) Benefits of Botkeeper (36:00) Clients creatively using Botkeeper (38:30) Holiday plans (41:10)

How many slides should be in a PowerPoint presentation? What are some steps to ensure your presentation has a consistent format? Byron Patrick, CPA/CITP, CGMA, has answers to these questions. He's one of the Journal of Accountancy's Technology Q&A authors, the general manager at Botkeeper, and someone always looking to improve presentation skills. In this podcast episode, Patrick expands on some of his advanced PowerPoint tips from the November issue of the JofA and discusses ways to avoid common PowerPoint mistakes.

Sign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appClient Data Security: Best Practices to Protect Your Firm from Serious Threats  https://rb.gy/jh6guzConnect with Our Guest, Byron PatrickLinkedIn: https://www.linkedin.com/in/byronpatrick/Twitter: https://twitter.com/byron_cpaLearn more about BotkeeperWebsite: https://www.botkeeper.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Sons of CPAs Podcast S02E05 | Shameless Edutainment (feat. Michael Kravshik, CPA and CA) | Co-Founder of LumiQ | lumiqlearn.com | Recorded November 1, 2021 Shout out to our sponsors this week: Botkeeper and Reach Reporting Some Notes: the amalgamation of CA CMA and CGA in Canada (sup Brian Clare) impressive vs. weird vs. unique CPAs, Jews, doctors, lawyers, and auditors financial auditors and tax auditors “you need financial statements to be free of material misstatement” MK a cow and a bag of onions as a recurring expense for a uranium mine the word versatile was tattooed on Scott's arm (was) a Master's Degree in counter-terrorism, not Japanese History (sup Peter Wen) Japan vs NYC cultures - equally great with food, not so much with manners “history is the only thing that actually happened” MK “only fools learn from their own mistakes, the wise learn from the mistakes of others” OVB electromyography as it relates to the ŌURA Ring and its “BS technology” per Dr MK the impetus to LumiQ (sup Adam Bercovici) is Luminary a worthy word to get tattooed on your arm? “people don't actively look for work until they're extremely miserable in their job” MK lessons learned through all of the early iterations of LumiQ that eventually led to CPE and CPD for accountants through podcasting and an easy to use mobile platform do you remember when HQ Trivia game was all the rage 3 years ago? the importance of pivoting and emotionally letting go of sunk costs after dedicating a lot of time and money towards an idea that ultimately doesn't pan out having a vision and seeing a path towards something much more meaningful in the midst of chaos “i hope that we have created a slightly better world for accountants” MK “a lot of times school can ruin learning and i felt like we can make learning fun and interesting…when we launched our tagline was enjoy CPE” MK two key components to LumiQ Ease of Use: an entire app ecosystem (Android, iOS, Web) with builtin quizzing, docs, and content Edutainment: content that is actually entertaining and educational “what's in-between the ears of very successful professionals is a lot more valuable than what's in-between the covers of textbooks” MK shout out to some guests that have been featured on LumiQ Allen Shim, CFA | CFO of Slack Russ Jones | former CFO of Shopify Ken Goldman | former CFO Yahoo! Rob Krolik | former CFO Yelp William Tunstall-Pedoe | the creator of Amazon Alexa Jim Balsille | co-founder of RIM, Blackberry "the creative constraints that Ethics courses pose...a lot of times the way ethics is taught is very black and white, but what's really interesting about Ethics are the gray areas, that's what makes it a compelling and difficult and challenging topic" MK if you listen to a one-hour course at 2x speed, do you get half an hour of CPE or an hour? is Blake Oliver of EarmarkCPE your Arch-Rival? is there anyone else that does what you guys do? Edutainment: media designed to educate through entertainment. if you could tattoo one word on your arm, what would it be? “Shamelessness is the key to running a startup, you just gotta forget what other people are telling you... and make waves. how do you get guests on a podcast? how do you make an impression on people? it's by doing things that other people won't do” MK “Welcome to Winnipeg, we were born here, what's your excuse?” The Simpsons --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Ryan Lazanis joins Stuart on the Accounting Leaders Podcast for an inspiring chat around the future of the accounting profession, the model for a scalable, systematic accounting firm, and how to build a firm that can give you the life you want. Ryan founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, he started Future Firm to provide content and coaching to help other accountants fast-track their own firm.Ryan and Stuart discuss: Founding Xen Accounting in 2013 (1:30) How Ryan got into accounting and was exposed to entrepreneurship from a young age (3:00) Creating a new kind of model for accounting (6:20) How the accounting industry has evolved (8:00) The decision to sell Xen Accounting (10:20) Establishing Future Firm to help accountants grow a scalable, systematic firm that they love (12:20) Accountants have never been taught to run a business (14:30) Why more is not better for a firm's tech stack (15:50) The model for creating a scalable, systematic accounting firm (17:00) The future of Future Firm (20:00) The differences (and similarities) between a software company and a service company (22:00) The freedom and flexibility that comes with leading Future Firm (27:10) Pilot, Botkeeper and the future of accounting technology (29:40) How to learn more from Ryan (33:00)

SponsorsPractice Ignition: https://cloudaccountingpodcast.promo/piCenterCard:  https://cloudaccountingpodcast.promo/centerClient Hub: https://cloudaccountingpodcast.promo/clienthubNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: https://futurefirmaccelerate.com/Accounting Podcast Network: https://accountingpodcastnetwork.com/Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info.Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Most accountants are so busy they barely have time to live their lives. If you run a remote accounting or bookkeeping practice, one reason you started that endeavor may have been because you wanted to strike a better work-life balance. Now, you have so much busywork to do, including filing reports, data entry, and filling out tax returns, that you are still working nearly 80 hours a week -- without much to show for it. Our advice? Let a machine help you. In the dawning age of artificial intelligence (AI), this innovative technology has its place in accounting, especially in the Cannabis accounting niche where you have enough to worry about while trying to keep your clients compliant amid so many changing rules and regulations. In episode 77 of The Cannabis Accounting Podcast, DOPE CFO founder Andrew Hunzicker, CPA sits down with Jody Padar, CPA and VP of strategy at Botkeeper, a full-suite AI accounting solutions company. She discusses the growing importance of adopting AI to innovate and transform bookkeeping or accounting operations and how removing this “grunt work” is the key to living your best life. Key points Andrew and Jody discuss include: How artificial intelligence (AI) can transform your Cannabis accounting practice and free up your life: whether you run a solo remote Cannabis accounting practice or a larger firm that serves many industries, AI can streamline your processes and help you focus on strategic advisory services or other high-level offerings (allowing you to strike more of a work-life balance while earning higher rates) The benefits of Botkeeper: Botkeeper is an AI and machine learning technology solution for bookkeepers and accountants that fully automates reporting and data entry to innovate your workday (as VP of strategy at Botkeeper, Jody talks about how Botkeeper will make life easier for both you and your clients) Why AI and Cannabis are a perfect match: people working in or with Cannabis and AI are early adopters, the pioneers who see greatness in budding markets (we'll talk about how Cannabis accountants entering the space can 10x their business goals with AI solutions) For more info on Botkeeper and how it can revolutionize the way you run your accounting firm or remote practice, check outhttps://www.botkeeper.com/. For more information about DOPE CFO visit DOPECFO.com or download your FREE "Accountants Guide to Managing Your Client's Cannabis Accounting Needs" at bit.ly/2GUnpPr Listen to 'The Dope CFO Podcast': https://anchor.fm/dopecfo Join our DOPE CFO FB Group: https://www.facebook.com/groups/dopecfo Say HEY On Social: LinkedIn: https://www.linkedin.com/company/dopecfo Facebook: https://www.facebook.com/dopecfo Instagram: https://www.instagram.com/dopecfo Twitter: https://twitter.com/dopecfo --- Send in a voice message: https://anchor.fm/dopecfo/message

Today, I'm joined by Jordan Fliegel. An experienced entrepreneur and investor, we talk about Jordan's role at Techstars Sports, his investment fund, Founders First, and his time as founder of CoachUp and co-CEO of Draft.com.    The conversation also covers emerging opportunities in the Sports Tech category, as well as Jordan's framework for evaluating companies and founders.     More from Jordan   Jordan Fliegel (born 1986) is an American tech entrepreneur and investor, focused on the sports industry.    Techstars Sports - Fliegel is currently Managing Director of the Techstars Sports Accelerator, which he launched in 2019. Techstars Sports invests $120k/company in 10 startups annually and provides mentorship, office space and hands-on support. The consortium of strategic partners backing the accelerator includes the Next Level Fund, Pacers Sports & Entertainment, NCAA, Indiana Sports Corp, Indianapolis Colts, and Indianapolis Motor Speedway/IndyCar. The accelerator has 30 portfolio companies, including Ergatta, which raised $30M at a $200M valuation in 2021.    Founders First - Fliegel is an investor in over 150 startups as Co-Founder and Managing Partner of Founders First, a vertical-agnostic early-stage angel fund and syndicate. Portfolio companies include Carta, Dapper Labs, Ramp, Fight Camp, MMHMM, Mparticle, Digits, Botkeeper, Merit, HqO, etc)  Draft.com - Fliegel was previously co-CEO of Draft.com ("DRAFT"), a venture-backed fantasy sports company headquartered in NYC. In 2017, he sold DRAFT for $48M to Paddy Power Betfair.    CoachUp.com - Fliegel was Founder and CEO (now Chairman) of CoachUp.com, the leading sports coaching platform with over 20,000 coaches, backed by $14M in venture capital and headquartered in Boston. NBA MVP Stephen Curry is Fliegel's partner and the lead spokesman at CoachUp.    Pro Basketball – Fliegel played professional basketball in the Israeli Premier League, Israeli National League and EuroCup league, and in 2018 led a group that bought a double-digit minority stake in the ANBL 4X Champion New Zealand Breakers.    Author - Fliegel writes and lectures on entrepreneurship, investing, and leadership and is the author of "Coaching Up!" (Wiley & Sons, 2016, with a foreword by NBA Champion Shane Battier).    Awards - Fliegel and his companies were named Inc “30 under 30”, Forbes "30 under 30", BBJ “40 under 40”, and Finalist for Ernst & Young “New England Entrepreneur of the Year”.    Personal: Fliegel grew up in Cambridge, Massachusetts. He earned a B.A. in Philosophy & Government from Bowdoin College, and an M.B.A. from Tel Aviv University.    More from Fitt Insider    Fitt Insider is a platform for entrepreneurs, executives, and investors redefining the business of fitness and wellness.   From our newsletter and podcast to our industry-specific jobs board, we create content and resources to drive the industry forward. We also invest in early-stage health and fitness companies.   For more, visit: https://insider.fitt.co/

“Technology: it's just oxygen. It's the tools that are available to us and some of us breathe it better than others.” Listen as Byron Patrick, CPA and Manager with Botkeeper shares his take on technology in public accounting and what you can do as a small firm to stay in the know. Resources mentioned: 2021 Top Issues commentary: Familiar challenges in extraordinary times Resources to address CPA firm top issues Digitally Speaking with Roman H. Kepczyk, Director of Firm Technology Strategy at Right Networks.   To learn more about Byron, follow him on Twitter or connect with him on LinkedIn.  Find out more about Botkeeper at www.botkeeper.com. This episode is brought to you by the AICPA's Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, visit aicpa.org/pcps or email pcps@aicpa.org for a free web tour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.  

Jody Padar, the Vice President of Strategy at Botkeeper and Author of “The Radical CPA”, joins Rob and Rory in their discussion about how firms can implement technology in their business model. Botkeeper uses artificial intelligence and machine learning to provide bookkeeping and pre-accounting solutions for accounting firms. In this episode, Jody talks about the evolution of the accounting industry and how many firms have included the use of the cloud in their services. She also touches on future predictions for the industry, emphasizing the significant role AI will play in the years to come as a solution for the repetitive, time-consuming work of an accountant. Additionally, Jody adds to the conversation of CPA firms transitioning to and monetizing advisory services. With 700,000 followers on social media, Jody explains the key to branding yourself to get exposure in the competitive marketplace - authenticity. Think you know what the future accounting industry looks like? Could Amazon be selling CPA services soon? Think again as Jody spills all her insights about what to expect in the next five or ten years. Listen now!

Serial entrepreneur Enrico Palmerino wanted to be a CEO for as early as he can remember. In this episode, he speaks about his history in the business world leading him to create Botkeeper, the first automated bookkeeping platform of its kind. • Two...

Serial entrepreneur Enrico Palmerino wanted to be a CEO for as early as he can remember. In this episode, he speaks about his history in the business world leading him to create Botkeeper, the first automated bookkeeping platform of its kind. • Two skills necessary for a start-up—selling and problem solving. • Solving problems is how you find niches. • How he found the #1 entrepreneur college in the world. • Graduated from Babson College with a triple major. TIME-STAMPED SHOW NOTES: [1:15] ThinkLite. [10:15] His fundamental principles. [13:15] Babson College.

When it comes to tax and technology, our understanding of the implementation often ends at, “My clients upload their data to the cloud.” But there's so much more to technology in finance than just “the cloud.” There are many ways people in the tax profession can benefit from embracing today's revolutionary accounting technology. Sometimes tax professionals can be resistant to change, but embracing accounting technology doesn't have to be scary.   On today's episode of the Taxgirl podcast, Kelly is joined by Jody Padar to talk about technology and what it can bring to the tax profession. Jody was the CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area, for 14 years. Now, she is Vice President of Strategy at Botkeeper. She is a highly sought-after speaker and thought leader in the tax and accounting profession. She is the author of The Radical CPA: New Rules for the Future-Ready Firm, a book that sparked a movement within the accounting profession focusing on four tenets: cloud technology, social business, value pricing, and process. She has also recently authored a new book, Botkeeper for Dummies. Listen to Kelly and Jody talk about tax and technology: Some folks in the tax profession are more resistant to change than others. What is Jody excited about in regards to today's technology? Why embracing technology, especially during tax season, benefits clients as much as it does tax professionals. How technology can help tax professionals save time and become more organized. Do machine learning and artificial intelligence threaten job security in the industry? What might a career as a tax professional look like in ten years as accounting technology continues to evolve? The impact of encouraging small and medium sized firms to learn and use new financial technology tools.  How to introduce technology into your practice with research, collaboration, and experimentation. Dealing with the feeling of “giving up” control of a task to a technology tool. How tax software can help tax professionals guide their clients to be more proactive. Tax programs can scan for outliers in decades of previous returns, preparing tax professionals and their clients for more informed financial conversations. Evolving technology in the finance world frees up young professionals from doing “grunt work” and allows them to truly begin their career in the field. Tax and accounting software is coaxing professionals to approach tax and financial statements in the context of data and projection. Do new accounting graduates have the skills they need in the changing industry? How to make all the new accounting technology feel less intimidating.  More about Kelly Phillips Erb: Kelly is the creator and host of the Taxgirl podcast series. Kelly is a practicing tax attorney with considerable experience and knowledge. She works with taxpayers like you every day. One of the things that she does is help folks out of tax jams, and hopefully, keep others from getting into them. Links mentioned: Kelly's Website – TaxgirlJody Padar -- LinkedInJody Padar -- Twitter

Hot dog stands, energy drink distribution, custom ping-pong balls—Enrico Palmerino has run about every kind of business you can imagine. His ventures attracted him to data analysis, which eventually led him to found his current tech startup, Botkeeper, an automatic bookkeeping solution for accounting firms, powered by AI and machine learning. On this edition of Founders Journey, Enrico tells us about his early beginnings and how he ended up creating a lighting company in college that pulled in over $8 million in revenue by his senior year.

New technologies, such as cloud computing, have made entrepreneurship more possible than ever. But as more and more people are becoming CEOs and developers, fewer and fewer are becoming accountants—services that are sorely needed to make operations function. Enrico Palmerino encountered this problem with his own startup. “Our accounting department just couldn't keep up with the growth or the complexities of the business,” Enrico says. He eventually discovered a large part of the problem was the lack of technology solutions in this field. This led him to found Botkeeper, an automated bookkeeping service for accounting firms powered by AI and machine learning. On this edition of UpTech Report, Enrico discusses how he's using this advanced technology to give the accountants more time to focus on their clients.

Many factors contribute to the constant change in the accounting profession: technological innovation, evolving regulations and standards, and, yes, our current global pandemic. It is especially important for CPA firms to be prepared for change and be ready to manage it when the need for evolution comes. To discuss how best to handle change, we reached out to “The Radical CPA” Jody Padar, vice president of strategy at Botkeeper. To read the full transcript click here.

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Jason Shuman has been working in New York as a VC for the past six years, and is currently a Partner at Primary Venture Partners, where he focuses his investing activities on marketplace startups, consumer tech, and prosumer acquisition models. In college, Jason launched a direct-to-consumer footwear company that sold hand-sewn boat shoes and driving moccasins. He later went on to work at New York-based seed fund Corigin Ventures, where he invested in several companies including the recently public enterprise smart lock company, Latch. Most recently, Jason was the Chief of Staff to Gerson Lehrman Group (GLG) Co-Founder Mark Gerson, where he managed all venture and LP investments for Gerson’s family office. There, Shuman invested in companies including Botkeeper, The Guild and Bunker. His other responsibilities included corporate development, partnerships and strategy at Julius, a venture-backed influencer marketing software company. Jason is passionate about working with founders that impact consumer behavior and daily living. He earned his BBA in entrepreneurship and marketing from the University of Miami. In 2019, he was named Forbes 30 Under 30 in Venture Capital and was listed by the Venture Capital Journal as one of Venture Capital's 40 rising stars. Some of the Topics Covered by Jason Shuman in this Episode Where Primary Venture Partners is focusing its efforts How Jason became a founder and got into VC at a young age and how it aligns with his life mission Jason's experience sourcing deals while working as an Uber driver Jason's time at Corigin Ventures (now Alpaca VC) as an early hire How to spot potential in marketplace startups Where Jason is focusing his investments and why he is passionate about democratizing access Jason's diligence process for evaluating a company How to evaluate a founder's sense of urgency, speed of learning, resourcefulness, and ability to sell What sets Primary Venture Partners apart as a VC firm The importance of having a highly skilled portfolio impact team How Jason's deal-sourcing process has changed over the years How Primary Venture Partners is sourcing deals and supporting founders How they're approach using content and marketing to help the firm How COVID and the move online has changed how Jason accesses deals and why he prefers in-person meetings How Jason invests in his own learning, structures his time and optimizes his calendar Playing the long game and investing time in future founders Insight into Jason's decision-making process The challenge of turning down a deal and how Jason does it The benefits of working with a coach Jason's meditation and journaling practice Jason's advice for founders Sign up for The Grind, for actionable insights and stories from successful entrepreneurs delivered to your inbox once per week: https://www.justgogrind.com/newsletter/ Listen to all episodes of the Just Go Grind Podcast: https://www.justgogrind.com/podcast/ Follow Justin Gordon on Twitter: https://twitter.com/justingordon212 Follow Justin Gordon on Instagram: https://www.instagram.com/justingordon8/

Every company will say they desire strong leaders. Few are willing to do the work or invest in their people to make that happen. Strong leaders do more than execute. They develop the people around them. Today’s guest is Enrico Palmerino, CEO at Botkeeper. Inc Magazine ranked his company #850 on the 2020 Inc 5000 list. Botkeeper is one of the fastest growth bookkeeping companies on the list. They leverage technology to keep your books straight. Enrico has built another company that made the Inc 5000 list that he started from his dorm room and exited it. Enrico shares wisdom on how to create strong leaders. We look beyond the typical messages on leadership. Strong leaders can engage people the right way. Get the show notes for Strong Leaders Bring Courage and Confidence to All Things with Enrico Palmerino at Botkeeper Click to Tweet: Listening to a fantastic episode on Growth Think Tank featuring #EnricoPalmerino with your host @GeneHammett http://bit.ly/gttEnricoPalmerino  #StrongLeaders #GeneHammettPodcast #Leadership #GHepisode725 #GTTepisodes #Podcasts Give Growth Think Tank a review on iTunes!

Jody Padar, known as the radical CPA, began her “radical journey” 13 years ago. Jody was at an old-school firm with seven partners. As a young staff member, Jody was working an insane number of hours. When she became a mother, Jody knew the culture of the firm was just not right for her.  That's when she decided to join her dad's firm. One of the first things he said to her was, “this is my practice, and you'll need to go find your own customers.” And that was the best advice he ever gave Jody.  Today, Jody Padar is vice president of strategy at Botkeeper, Inc., an accounting software firm based in the Chicago area. As one of the profession's visionary thought leaders, Jody has redefined the business model of an accounting practice.  Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner.

https://www.linkedin.com/in/enricopalmerino botkeeper.com

Your host, Timmy Bauer, speaks with Enrico Palmerino of BotKeeper on how the supply and demand for bookkeepers is out of balance and he believes he can help.

In this age of steep competition, it can be so easy to fall too deep into our work that we forget how to live the other equally important aspects of our lives. Maintaining the balance of the three-legged stool that is work, family, and health, Amy Vetter interviews Enrico Palmerino, CEO of BotKeeper. Here, Enrico shares his entrepreneurial journey that began with his grandparents that instilled in him the hard work and perseverance to create a successful business, as well as his insight along the way of not letting his aspirations take time away from what is most important in life. He then lets us know what they are doing at BotKeeper and how they are helping accountants with hassle-free and low-cost bookkeeping.Love the show? Subscribe, rate, review, and share!Here’s How » Join the Breaking Beliefs community today:amyvetter.com/breakingbeliefspodcastAmy Vetter's FacebookAmy Vetter's InstagramAmy Vetter's LinkedInAmy Vetter's TwitterBreaking Beliefs YouTube

You might have a great idea, a lot or a few decent customers, but scaling your business to another level is spine-chilling. It requires you to automate most of the business to grow at a faster speed. Automation technology can streamline mundane tasks, consolidates resources, and gives you the ability to focus your time, energy, and money on high-returning tasks that allow you to scale in an efficient manner. For startups or businesses, automation is the key ingredient to success.  The point is that I know that you're a hustler and exactly that's why you deserve to know that if you miss on automation, you miss on scaling your business forward. It might require your immense effort, but you cannot overlook the power it comes with. Hence, in today's episode of “The Hustlepost Podcast”, I will share with you  5 things you need to automate in your business to grow and scale faster in the right direction. Major takeaways from this episode: Automation technology has the power to make or break your business. Most of the startups don't fail because of the terrible idea. They fail due to lack of planning and automation. They fail because of not being able to use their time to grow business and instead of wasting it on things which can be automated. The most basic automation you can use in your business right away is welcoming your new customers. Your customers spent their money and it's your duty to tell them that you've noticed their action. Let them feel precious through your welcome or thank you email/message when they make a purchase. Your business must not require you to sit for hours every day and create fresh content. That's where the automation in content creation comes into play. For content curation, use apps and websites like Stackla, keyword planner, Ubersuggest to find ideas which are trending. Or use Instagram hashtags to see what people are creating around your niche.  For content creation, purchase Canva templates through websites like creativemarket.com and then create posts for your Instagram for the whole month in one go. For content scheduling, use tools like Buffer and get rid of the habit of devoting a few minutes every day to posting on your feed. Once you've figured out where you get customers from, you can then think about automating the process required to get customers. For example, Facebook,  Google ads, Email marketing or a combination of all. Create an automated funnel, test it for a few days and keep it running on automation. Automate the tracking of your team performance. Who is doing “what and when” is something you should know. This will help you to assign the right roles to the right people when your business grows.  Accounting is often one of the most feared parts of running a business. Hence, never miss on the relevance of automating it. It just seems to send business owners into a panicked frenzy. You can use tools like Xero, Botkeeper, etc. to keep a record of your daily expenses. But if you're still afraid, to begin with, automation, start slow and go step by step. As you become familiar with one tool, consider adding another. 

In this episode of Connection Loop, Dubb founder Ruben Dua sits down with Jody Padar. Ruben and Jody discuss Jody’s journey on LinkedIn and how she has amassed a huge following as “the Radical CPA.” Insights shared in this episode include the following: Seemingly “boring” topics or domains can attract huge audiences. While accounting on the surface may not seem like the most exciting field, Jody’s work shows that there is a large audience for it. Therefore, don’t let your “boring” field get in the way of leveraging social media to grow your business. Any type of business should anticipate new technological trends. Jody foresaw the rise of cloud computing and now believes that artificial intelligence and machine learning are increasingly important for CPA firms. Anticipating these trends can help you stay ahead of the curve and deliver more value to your customers. You must know your numbers. While it may seem boring or intimidating to you, knowing the numbers of your business can help you develop a better plan for business growth. Forecasts are also excellent tools for any business. They are connected to your P&L and balance sheet and can help you anticipate obstacles and opportunities ahead. Data feeds can be helpful, but you need to verify that data. Starting with good data means that you will get the most out of these helpful resources. Ultimately, this is a great conversation for business owners, entrepreneurs, managers, and those looking to learn more about accounting or entrepreneurship. We hope you enjoy the conversation! Jody Padar is the vice president of strategy at Botkeeper.com. Before that, she was the CEO and principal of the New Vision CPA Group, which is an accounting firm that is based in the Chicagoland area. She joined her father’s CPA firm about one decade ago and has added immense value through her expertise in areas like taxation, QuickBooks, and small business accounting. Along with her accounting expertise, Jody has been an early adopter of social media, generating large followings on platforms like Twitter and LinkedIn and even writing three books. Today, she has hundreds of thousands of followers and uses that platform to discuss the new ways of running a CPA firm. Want to learn more from Jody about growing your follower count on LinkedIn? The story continues at dubb.com. Learn more about Dubb at https://dubb.it/up5c --- Send in a voice message: https://anchor.fm/connection-loop-dubb/message

Byron Patrick is a chameleon of sorts, changing his specialty with the times and staying ahead of the curve. He’s a good friend of our host, Bill Sheridan, who met him in 2006 as the Director of IT for KatzAbosch in Maryland. He had just created a virtual office for the firm in an online virtual world called Second Life. Virtual space is a great place to teach and learn, and other platforms have come along since then and proved it right. Byron was thinking about this concept long before anyone else in the profession. He went on to co-found an organization that focused on remote work technologies and solutions in 2008, also well before remote work became a popular idea. He joined the Board of Directors for the Maryland Association of CPAs and eventually chaired that board during the 2013-14 fiscal year, becoming one of the youngest MACPA chairs ever in the process. In 2019, he joined the team at Botkeeper, which provides automated bookkeeping and accounting solutions for firms, as their director of pre-sales and solutions. In this conversation, he talks about automation, A.I., and what they allow firms to do that they can’t or haven’t thought about before. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.botkeeper.com/ (botkeeper.com) https://www.linkedin.com/in/byronpatrick (linkedin.com/in/byronpatrick) Future-Proof is a production of http://crate.media (Crate Media)

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. See the full video here: https://dojo.nearsoft.com/interviews/accounting-artificial-intelligence-enrico-palmerino-botkeeper/

Enrico Palmerino is the founder, CEO of Botkeeper - an automated accounting platform that has raised $50M, and serves 1000s of customers globally. Enrico was #2 on Forbes 25 under 25 and took his first startup from the dorm to #46 on Inc. 500. He is on Fidelity Bank's board and widely recognized amongst the Top 100 Most Influential People in Accounting. Enrico Palmerino "Our platform gives accountants 70-90% of their time back, increases their efficiency from 85-95% to 99.97%, and the speed of processing down from monthly to daily and maybe by the minute. With this additional time, they can acquire new business or do work that is more meaningful to them such as advisory, consulting, and analytical work." --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/theindustryshow/support

Meet Enrico Palmerino, the Founder and CEO of Botkeeper. With the combination of accountants, machine learning and AI, Botkeeper's platform revolutionizes the way bookkeeping gets done in the 21st century. Enrico shares his inspiration for creating Botkeeper and how he turns ideas into reality. He gets real about the struggles of entrepreneurship. Despite his massive success, his humility and vulnerability make him super relatable. Whether you're a leader or entrepreneur, Enrico's story will inspire you to create impact for generations to come.

It is human nature to crave certainty in life, but why waste a life full of possibilities and opportunities just because we fear the unknown up ahead? Showing that the universe has many great plans for us, provided that we freely extend our arms to what it plans to give, Amy Vetter speaks with Byron Patrick, the VP of Growth & Success at Botkeeper. Byron is one who never feared the next chapter, and he shares with us his unique accounting path that has pivoted throughout his career—from public accounting to technology, to running his own business and now working as an executive in a high growth tech start-up. Throughout his rollercoaster journey, Byron has learned about our ability to influence and bring change, to continue growing, and to take on risks. Follow along in this great conversation as Byron inspires you to look forward to what’s next instead of fear it, because, after all, it’s the only way we can grow.

Listen as Jody Padar, CPA and Vice President of Strategy at Botkeeper, talks about how to have a winning tax season through the use of technology and streamlined practice management.

This podcast interview focuses on product innovation that has the power to solve the demand/supply gap in the accounting industry. My guest is Enrico Palmerino, CEO of Botkeeper.Enrico’s background has been in automation, decision trees, and accounting with a triple major from Babson College in Quantitative Methods, Entrepreneurship, and Strategic Management. While in college he co-founded ThinkLite which automated lighting analysis, design, and manufacturing. ThinkLite grew from dorm room to 46 on Inc's 500 List. A a result of that, Enrico was ranked 2nd among America's Top 25 Entrepreneurs Under 25 by Bloomberg Businessweek. After successfully exiting ThinkLite, he invested in a small accounting firm, joining as the company's Managing Director, and helped grow it from 7 to 40 people in the 3 years. Beyond this he advises, consults and invests in several startups.Botkeeper caught my eye by its claim to create the future of bookkeeping, and this triggered me to invite Enrico to my podcast. We explore what’s inhibiting the accounting industry to transform, and why the combo of blending tech and people in the right way is the secret to a better future. We also discuss Enrico’s vision to what it takes to build a remarkable software business.Here are some of his quotes:There are two big problems that we're trying to solve in the accounting space:The one being, just there's a major shortage of people to do the work.The huge supply demand gap and by the numbers, at least in the US, you got exponentially more businesses forming year over year.And then if that wasn't bad enough, the other challenge you have is in many industries there's been this over amplification of all these little micro niche apps for the accounting sector. All those apps don't talk to each other, which means more siloed data sets that require more manual entry, and an unpleasant experience.So the big problem we're trying to solve is two things. It's, how do we automate as much of the basic pre accounting or compliance accounting and bookkeeping work? And then how do we consolidate the app stack [to] free up the limited supply of accountants that are out there, to do more critical thinking, consulting, advisory, and complex accounting.During this interview, you will learn three things:How, by looking at the big picture “app-stack” of our ideal customers we can find major opportunities for remarkable productivity improvementsThat to solve the shrinking workforce problem we see in many industries we need to approach the problem from a different angle to really solve it.How to orchestrate 3x growth in a market of “Late Adopters” by creating a pull effect. See acast.com/privacy for privacy and opt-out information.

Can artificial intelligence enhance your accounting practice? It absolutely can. Jody Padar is the VP of Strategy with Botkeeper, a company that combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a full suite of bookkeeping and pre-accounting solutions to accounting firms and their clients. She’s also the author of “The Radical CPA: New Rules for the Future-Ready Firm,” a book that sparked a movement within the accounting profession focused on four tenets: cloud technology, social business, value pricing, and process. We talk about what the future of accounting is going to look like when bots enter the mix, why that’s a good thing, and how you can prepare yourself for the future of the industry. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Learn more: https://theradicalcpa.com LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711 Facebook: https://www.facebook.com/theradicalcpa Twitter: https://twitter.com/theradicalCPA Read: “The Radical CPA: New Rules for the Future-Ready Firm” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Jody Padar, CPA, is vice president of strategy at Botkeeper.com. She is featured on the Accounting Today Top 100 Influential People List. Jody has led the transition of next-generation public accounting firms through open collaboration and change management. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm. After venturing out of a traditional firm and achieving 13 years of successful growth as CEO of New Vision CPA Group, her new challenge is leading Botkeeper as vice president of strategy, helping to evolve CPAs, now and in the future.

Bots are the name of the game this week. They are all the rage, and they’re setting their sights on the accounting and finance world. No one knows that more than our guest this week. Jody Padar built her “Radical CPA” brand as chief executive officer of New Vision CPA Group near Chicago. But then, in January she was named vice president of strategy for Botkeeper. We ask Jody about the potential of bots to transform this profession. As a future-focused accounting and finance professional, this is a conversation you need to pay attention to. To learn more, and for the complete show notes, visit blionline.org/blog (https://blionline.org/blog) . Resources: Learn more: www.botkeeper.com (https://www.botkeeper.com/) LinkedIn: www.linkedin.com/in/jody-padar-18a9711/ (https://www.linkedin.com/in/jody-padar-18a9711/) Start mastering these Future-Ready skills now by visiting MACPA.org/future-learning-framework (http://macpa.org/future-learning-framework) Future-Proof is a production of (http://crate.media)

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike).I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCASTPhil Yaeger interviews Jody Padar, CPA about her successful bot keeping accounting firm, BotKeeper. They discuss the role AI is playing in accounting and how the CPA license and exam will need to keep up. Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfmContact the Yaeger Office (301) 874-4900Contact us podcast@yaegercpareview.comCPA Review & More on the Web https://yaegercpareview.com/podcast.cfmTop 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/Need help with your writing? https://grammarly.go2cloud.org/SH1YlGet paid to listen to podcasts with the Podcoin app, use code YAEGER to receive 300 bonus PC when you sign up!Music provided by https://www.free-stock-music.com/fsm-team-stay-positive.html

Virtual bookkeeping may actually make you feel more human. Host Jared Correia chats with Louie Balasny about how modern law firms can leverage virtual bookkeeping software. They address the typical concerns lawyers may have when considering making the switch and share the many advantages including increased security, efficiency, and support. They also touch on how automated bookkeeping helps lawyers better understand their finances through dashboards and reports. Louie Balasny is the cofounder and vice president of strategic accounts at Botkeeper, a virtual bookkeeping service. Special thanks to our sponsors Scorpion, Nexa, and TimeSolv.

What is artificial intelligence? The question everyone has a different answer to. Turns out, AI is more than what the IBM commercials have told you. In Part 1 of this edition of South Pod live from the 2019 DIG SOUTH Tech Summit, host Jon Yarian sits down with Jon Morgan, Product Manager at Google and Enrico Palmerino, Founder and CEO of botkeeper as they discuss how to incorporate AI and machine learning into your strategic planning and other processes to grow your company.      

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Byron Patrick, a CPA whose career has been built in technology, joined us for this episode of Life In Accounting, a podcast production of Where Accountants Go. Learning Accounting through Monopoly! Byron's was initially influenced to pursue accounting as a profession like many of us were – by taking a high school level accounting course.   He also tells the story of one of his earliest memories regarding accounting – playing a game of Monopoly and actually creating financial statements as a part of the game.  Through this experience, as well as becoming involved with Future Business Leaders of America, he realized he had a definite interest in the profession. Becoming the IT guy Byron's career was just starting in the late 1990's when computer systems were becoming more than just a single machine that was used for basic computations.  Systems were being connected and integrated, and he had a natural talent for being able to troubleshoot office computer issues as well as understand how to structure those early networks.  As he got more and more involved in systems work, it left less time for the core audit work that he had initially been hired for.  Through a transition to a new firm, and that firm recognizing both his talent and their need, he became the full-time IT Director at a regional CPA practice. The Early Cloud Byron's interest in systems led him to co-found a business called Simplified Innovations where they focused on installing systems in other accounting firms.  Over an 8-year period, they grew the business to be servicing over 650 end users with only four internal staff members.  The infrastructure they built to do this was a predecessor to what we refer to as the cloud in today's terminology. Botkeeper and The Future After a great run with his own firm, he decided to sell his interest to his partner and move on to new challenges.  Most recently, Byron has joined botkeeper, a fast-growing accounting technology company that just received additional funding from the Google organization.  One of the items you need to make sure you listen closely for in the audio interview is our discussion of what the future accountant looks like from a day-to-day perspective.  Our profession definitely isn't going away by any stretch of the imagination.  In fact, we are becoming more and more important as businesses need individuals not to just prepare the numbers, but to help interpret them as well.   We are becoming more of the translators, or advisors, that we all strive to be in the first place, as opposed to having to handle the more mundane duties such as data entry and other similar tasks.  It is a great and exciting time to be in the profession. And if that wasn't enough, we also get into a short discussion of Byron's CPA tattoo…  that was a first for the show! If you enjoy this episode, make sure you also check out:  Jody Padar and Donny Shimamoto To listen in, please click on the player below:

Jody Padar, author of “The Radical CPA” publications and founder of New Visions CPA Group, was our guest for this episode of Life In Accounting, a podcast production of Where Accountants Go! Ice Cream and Taxes Jody was influenced to pursue accounting in the same manner as many accountants – she had family in the industry.  Her father had a tax practice, and she helped him out from a very early age.  He knew how to motivate as well… every trip to get the returns processed at Computax meant a trip for ice cream as well!  The reward at the end of the work was a strong influencer early in life, and so accounting was a career interest for Jody from early on. Unfortunate Circumstances Lead to Joy As her career progressed in public accounting during her first few years, she found that she enjoyed and was talented in the tech side of accounting.  She was doing well pursuing a career with CPA firms, when she unfortunately got laid off from a firm due to needing to be out during busy season for the birth of her child.  Obviously this didn't sit well with Jody, so she became determined to start her own practice and run it in a decidedly different manner.  It's interesting how life turns out… it was exactly that difficult situation that helped propel her to the success she enjoys today. Life for The Radical CPA Currently Jody spends her time in many endeavors.  She still owns the New Vision CPA Group, but due to having a solid team she has been able to pursue other ventures as well.  She is the author of “The Radical CPA” books, hosts a podcast, and has just joined Botkeeper as an outsourced executive focused on helping them continuing to grow.  She's definitely busy, but you can tell she thoroughly enjoys the mix and variety.  Her happiness and excitement about her career comes through clearly in this podcast interview.  We had a great time recording it. Other interviews you may enjoy:   Donny Shimamoto and Sandi Smith Leyva To listen in on our interview with Jody Padar, please click on the player below:

In this episode we chat with Enrico Palmerino, founder of BotKeeper, an automated bookkeeping software powered by artificial intelligence (AI). At the time of recording, BotKeeper had recently raised an $18 million round from Greycroft and Gradient Ventures, Google's investment arm! David Finger and Palmerino chat about serial entrepreneurship, leadership, effective sleep, and creating a platform around Palmerino's least favorite topic, accounting.

We held a Facebook Live with special guest "The Radical CPA" Jody L. Padar. She talks about AI in the accounting world and her journey to becoming a CPA. We also take a few questions from listeners while we were live on the air!Learn more about AI at https://www.botkeeper.com/jody-padar-radicalYaeger CPA Review: http://yaegercpareview.comContact us: podcast@yaegercpareview.com

This bonus episode of the Cloud Accounting Podcast features an extended interview with Enrico Palmerino, CEO of Botkeeper, and his technical director Justin DoBosh. The interview was recorded via Facebook Live on Friday, March 1. It was organized by Cloud Accounting Podcast co-host David Leary to address outstanding questions from our previous coverage of Botkeeper on this podcast as well as an article Blake Oliver published entitled “It’s not a bot — the truth about Botkeeper, the Google-funded, AI-powered “bookkeeper replacement.”

Hector talks with special guest Brian Clare with Blueprint Accounting & Ryan Balfe with CubePros about their favorite Botkeeper, their favorite apps, AI and Zapier. https://www.facebook.com/hectorgarciacpa/videos/10219251247059948/?lst=1472338004%3A1472338004%3A1566702681

We dig into the Botkeeper website, press coverage about the firm, the CEO’s public statements, and review sites to try and figure out what exactly Botkeeper claims to be, and how significantly that differs from the reality, which includes a team of offshore accountants in the Philippines doing much of the work. Also, a discussion of Intuit’s earnings, Avalara’s latest AI acquisition, new limits in QuickBooks Online, and more cloud accounting news.

In November 2018, Botkeeper raised $18 million to use AI and machine learning to automate bookkeeping. Following the round, founder and CEO Enrico Palmerino said that Botkeeper is “a full bookkeeper replacement; it’s a robo-bookkeeper.” Yet according to new information, Botkeeper may not be quite as robotic as it claims. Listen in for all the details.

Enrico Palmerino's entrepreneurial success paved the way for his latest work as the CEO of Botkeeper, a new automated accounting software using a combination of accountant, machine learning and AI to provide businesses with 24/7 bookkeeping. While video production keeps the creative side of our work fresh, fun and provocative, budgeting properly for your company and video projects will keep you in business. Enrico shares why he developed botkeeper and how it can help creatives like us.

Today’s guest on the show is Justin DoBosh, who is the Technology Director at botkeeper. Using a combination of accountants, machine learning and Artificial Intelligence, botkeeper provides businesses with 24/7 bookkeeping, insightful dashboards and accurate reporting at a 50% savings compared to alternatives. botkeeper is the fastest growing accounting firm in the Northeast thanks to its revolutionary automated accounting software. Justin has several years of experience building, managing, and scaling mission-critical applications for companies of all sizes. He has built systems to automate the email newsletter program for the largest newspaper in North & South Carolina, co-developed a system to automate the scheduling, delivery and processing of educational content delivered via sms to third world countries and he also built systems to analyze and visualize network traffic. In the show today, Justin will tell you about: Who are botkeeper Automating the bookkeeping and accounting process Using Machine Learning to gain customer feedback Where the future of Customer Service is heading How Natural Language Processing enhances the customer experience

Produced by Foundersuite.com, "How I Raised It" goes behind the scenes with startup founders who have raised capital. This episode is with Enrico Palmerino, CEO of Botkeeper.com. Botkeeper makes automated bookkeeping software that uses machine learning and artificial intelligence to reduce cost and improve accuracy. Botkeeper recently raised $4.5 million of seed funding in a deal led by Ignition Venture Partners with participation from Bridge Boys, Dolik Ventures, 500 Startups, Correlation Ventures, US Investment Partners, Yozell Associates and 7 angel investors. In this tip-filled episode, Enrico talks about "getting vulnerable" with VCs, how to signal interest and create FOMO among investors, questions to ask to find out what VCs are really looking for, how to control the timeline during fundraising, the importance of finding a deal champion, and so much more.

Enrico Palmerino founded botkeeper to focus on the software solution for bookkeeping by using artificial intelligence. Enrico started his first company ThinkLite while attending college at Babson. ThinkLite is a lighting designer, manufacturer, and installer that allows customers to pay for lighting solutions as a percentage of their savings with no upfront costs. After ThinkLite, Enrico was co-owner and managing director at SmartBooks and eventually founded botkeeper. In 2011, Bloomberg Businessweek named him second in the Top 25 Entrepreneurs Under 25 and he has also had both of his previous companies named to The Inc. 5000 and The Inc. 500, respectively.   In this episode, Enrico talks about:   Artificial intelligence: what scares him the most for its future, what excites him the most for its future, and resources for people who are new to artificial intelligence and machine learning.   Lessons he learned at his previous companies that he’s applied at botkeeper   What drives him and what he believes makes an entrepreneur successful   Why you shouldn’t be nervous to have a bot handle your company’s books   Links from today’s episode:   Enrico Palmerino   Email Enrico   ThinkLite   SmartBooks   botkeeper   MarketMuse   Talla   Bill.com   Trello   Expensify   QuickBooks   The Checklist Manifesto The Fish That Ate the Whale   If you liked this episode:   Follow the podcast on Twitter   Subscribe on iTunes or your podcast app and write a review   Get in touch with feedback, ideas, or to say hi: nic {AT} startupbostonpodcast [DOT] com   Music by: Broke For Free

Sam Saltis moved to Boston from Australia to start his second company, Core dna. Sam spent over ten years working for one of Australia’s largest banks before getting his MBA and deciding soon after, in 2000, that he was going to start his own business. It started off as a consulting business that then morphed into building websites for businesses. That company, bwired, continues in Australia as CoreDNA was started as a separate company in Boston after seeing the demand for the product getting larger than the services business, and the ability for the SaaS product to scale. Core dna allows you to manage all of your digital properties and applications from one dashboard that is production ready and without the need to re-platform in the future.     In this episode, Sam shares amongst other things:   Why he chose Boston to start Core dna   What he calls startup 1.0   How he got through those moments of self-doubt   The benefits of SaaS   The effects of dynamic content   The risks of over designing the UX   His advice to first-time founders   What makes the Boston startup scene unique   Links from this episode:   Botkeeper   SaaStr   Shopify   Snapchat   WeWork   If you liked this episode:   Follow the podcast on Twitter   Subscribe on iTunes or your podcast app and write a review   Get in touch with feedback, ideas, or to say hi: nic {AT} startupbostonpodcast [DOT] com   Music by: Broke For Free