Podcast appearances and mentions of jody padar

Building a successful firm requires more than just number-crunching; it demands foresight, adaptability, and a willingness to innovate.For the Radical CPA, Jody Padar, embracing the ever-changing landscape of accounting has been crucial. From pioneering cloud accounting to mentoring others in adopting technology, Jody's career is a testament to transformative leadership. She has discovered that accounting is about more than transactions, and that they're more  about making meaningful impacts in clients' lives through strategic, outcome-based approaches.In this episode, Jody explores her journey from launching her firm to becoming a leader in AI integration for accounting. Her passion for technology has been her driving motivation, and believes aligning technology with business problems is essential. Whether you're an accounting professional or an entrepreneur in any field, you'll find her expertise on growth, technology adoption, and redefining business models invaluable.In this episode, you'll learn:Why adopting a growth mindset is crucial: Adaptability is key for accountants facing rapid technological change. Embracing unknowns can lead to growth. The importance of aligning technology with business needs: Successful firm transformation starts by identifying business problems before choosing technology solutions. How AI can elevate strategic advisory roles: AI is not replacing accountants, rather freeing them to become the strategic advisors clients need.Jump into the conversation:(00:00) Meet Jody Padar(02:13) Pioneering the cloud business model in accounting(05:10) Defining the AI-first firm and preparing for 2030(08:59) The necessity of a growth mindset for navigating change(12:06) Leveraging personal agency in career development(17:38) Intentional work-life balance design in accounting(26:11) Productization and business model shifts in firms(36:33) Enhancing advisory roles through AI-driven insights(44:59) The evolving role of accountants with AI integration(47:29) Embracing change, applying tech, and the future of accounting

In this best of episode, Rory highlights standout conversations from 2024, featuring industry leaders and innovators. Discover insights from Allan Koltin on the future of accounting, including the rise of private equity and potential IPOs for accounting firms. Hear Chris Tabb break down the three key assessments every business owner should consider for value acceleration: attractiveness, owner readiness, and financial preparedness. Learn how Robert Kirk leverages behavioral data to personalize client communications and how Jody Padar envisions the CPA firm of 2030 evolving with private equity and AI. This episode also features moments from Nate Hoskins, Trevor Greenway, and others, exploring how storytelling, data-driven decisions, and leadership development are reshaping how we work with clients. Are you curious about how emerging technologies and trends are redefining professional services? Want actionable strategies to navigate the evolving landscape of accounting and wealth management? Find out the answers to these questions and more in this best-of compilation 2024.

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomDo you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

Your pricing isn't aligned with the future, and neither is your business model. Plus: 18 more takeaways.The Disruptors  With Liz Farr  Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. Padar maintains that combining pricing with standardization and productization drives firm profitability.  FULL show notes here | MORE Disruptors here  |  MORE PODCASTS and VIDEOS: Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | This handbook isn't just about “putting pricing on something,” Padar says. “That's putting lipstick on a pig.” Many firms that have tried value pricing say it doesn't work, but Padar says that's because their business model isn't aligned with their pricing. “If you leave the old school model and just put pricing on top of it, you're going to struggle,” she says. Radical Pricing walks readers through a process of standardizing and productizing services, defining the ideal customer, developing pricing, and even explaining how to bring legacy customers on board.  

Jody Padar is one of the most disruptive and impactful pioneers in the accounting industry. An early adopter of technology and social media, Jody's been shaking things up for decades now, shepherding our industry forward through her conception of the “New Firm.” There's a reason she's known as The Radical CPA.   This episode is packed with thoughtful insight, delivered with Jody's inimitable wit and energy:   Why social media is really social business How to fully leverage technology while retaining the personal touch The reason that value-based pricing is the key to success as firms evolve What Jody predicts our industry will look like in 10 years - and how to avoid behind left behind   Jody's most recent book, Radical Pricing: How to Optimize Profits, Delight Customers and Build a Top Value Firm is available at cpatrendlines.com, where you can also read excerpts and download a free bonus toolkit. You can also reach out to Jody directly at Jody@TheRadicalCPA.com or visit her website at theradicalcpa.com.  

Episode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need for accountants to embrace these new technologies with the end goal being a happier profession with a healthier work-life balance. Get the full show notes and more resources at TheUniqueCPA.com

In this episode, Sasha sits down with Jody Padar, the Radical CPA, 3x author, to discuss the incentive misalignment in accounting firms, and how radical pricing can solve it. Jody shares her insights on the evolving landscape of accounting, discussing the need for firms to adapt to new technologies, embrace value-based pricing, and shift from traditional hourly billing models. She emphasizes the importance of redefining the accountant-client relationship in the digital age, advocating for a more advisory-focused approach. Jody also addresses the challenges facing the accounting profession, including talent shortages and the impact of automation, while offering her vision for the future of accounting firms. --

In this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the critical need for firms to adapt their pricing models and business practices in response to new technologies like AI. Jody also shares insights on how firms can improve customer experiences and optimize operations to stay competitive in the "One Click" world that we live in. Learn how identifying personas like "Construction Chuck," "Seller Sara," and "Journalist Jody" can help you tailor services to meet specific client needs. Are you interested to hear how private equity and fintech are disrupting the status quo? Do you want to know how you can prepare for a future where AI will do most of the knowledge work? Find out the answers to these questions and more in this episode with "The Radical CPA" Jody Padar.

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from private equity and venture capital firms.The discussion highlights the importance of embracing change, prioritizing culture and purpose, upskilling in areas like technology and advisory services, and positioning accountants as trusted business advisors rather than mere compliance providers.As the dialogue progresses, the guests underscore the immense potential for accountants to thrive in the evolving business landscape by embracing innovation, redefining their value proposition, and becoming trusted advisors to their clients.Key Takeaways:The accounting profession is at a crossroads, with firms facing an existential crisis due to outdated business models and a talent shortage. (00:05:00)Money pouring into the industry from private equity and venture capital firms is forcing change and disrupting traditional firm structures. (00:18:00)The ability to work with technology, including AI, will be more important than accounting experience or subject matter knowledge in the near future. (00:40:00)Firms must prioritize culture, purpose, and agency for their employees to attract and retain top talent in the face of better career alternatives. (00:27:00)Referrals alone will no longer be sufficient for acquiring new business; firms must embrace transparency and deliver remarkable client experiences. (00:36:00)Quotes:"There are some real pioneers in this space who are doing things differently, who are trying things differently, sometimes not always working, but I think we should support them and encourage them because if we have those pioneers, other people will follow and ultimately do things differently and innovate." - Arun Mehra (00:44:00)"The best accountants are going to be more technologists than classic accountants." - Chase Birky (00:40:00 - 00:41:00)"We're going to self-serve a lot more of this relationship with a lot more visibility into the steps that are happening behind the scenes." - Eric Gregg (00:45:00)"The technology that's here today, and the technology that's coming in the future, is going to allow us to be more human and help our clients better and faster, and still get to go home on time." - Jody Padar (00:52:00 - 00:53:00)View this episode in video on YouTube here:https://youtu.be/PF0h65LzTAY◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on...

Did you think accounting was all about crunching numbers and taxes? Think again. "Beyond the Office"  host Bill Keller is joined by Jody Padar, the Radical CPA. Together they unravel the future of accounting in the tech era. This episode is a must-listen for forward-thinking professionals who are ready to step into the next evolution of their industry, revolutionize their practices, and not just keep up but write the next chapter in accounting.  Here are five key takeaways: 1. **Embrace Mistakes**: Learn the importance of making mistakes and the value of learning from errors to fuel your innovation journey. 2. **Automation is Your Friend**: As automation takes over repetitive tasks, CPAs are free to focus more on advisory roles requiring interpretation skills, empathy, and effective communication. Discover how automating mundane tasks can lead to quick gains and free up time for more strategic endeavors. 3. **Master Remote Work**:  Learn how mid to small-sized firms can integrate innovation through existing software solutions, using automation for quick wins, and why aligning technology with strategic business goals is crucial. 4. **Tech & Strategy Alignment**: Hear how aligning your technology with business goals is more crucial than ever. Jody shares how technology companies and fintechs like Pilot, Zeni, and even giants like Amazon are beginning to edge into traditional accounting services. 5. **Evolution of Accounting**: Explore the transition from time-based billing to focusing on delivering measurable results, and how this can significantly impact client satisfaction and firm profitability. Resources: Jody Padar, The Radical CPA, Connect with Jody. Bill Keller, Staffing Global https://staffingdifferent.com Recommended Reading:  Radical Pricing (Just Released—Spring 2024). Click here.

In this episode, listen to a conversation with Jody Padar, the Radical CPA, about the evolving role of CPAs in the face of technological advancements. Jody emphasizes the need for proactive communication, year-round tax planning, and restructuring business models to prioritize client needs so that CPAs can maintain their relevance in the accounting industry. To learn more about Jody and her new book coming out soon, please visit her website.   AICPA resources Reimagining your tax practice — Tackle today's top practice management issues with insights and tips from pioneers in the tax community. Transforming Your Business Model — “Transform” indicates a dynamic but collaborative change that our business models will support. This concept invites firms to join the discussion and explore their businesses through the lens of the five focus areas. For a full transcript, see Tax Section Odyssey on the AICPA & CIMA website.

Season 5 Episode 26 FACULTY: Ed Mendlowitz & Ron Baker CLASS: #TheGuide In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or if they are the cancer of the profession. Chapters: 00:04:51 Introductions 00:06:24 Setting the Stage 00:07:50 Opening Remarks: Ed Mendlowitz 00:09:34 Ron's Rebuttal 00:12:53 Counter Argument by Ed 00:14:38 Timesheets Create an Artificial Ceiling 00:15:26 The Problem with Cost + Pricing 00:17:00 You Can't Manage People 00:18:49 Other Professions Who Bill by the Hour 00:21:22 Can Ed Go Without Timesheets? 00:23:24 Ron Argues that Timesheets aren't Necessary for Management 00:29:19 The Future of Accounting is Being Different 00:34:12 Inspiring your Employees 00:37:17 Inspiring the Next Generation Shout Outs: Jody Grunden, Jody Padar, Jody Thompson, Jason Blumer Tags: timesheets, time tracking, value pricing, subscription model, accounting firm management, CPA firm leadership, mentorship, managing people, client relationships, advisory services, specialization, talent retention, systems, processes, fixed fees, automation, AI, ChatGPT, organic growth, professional development, mindset shift, inspiring employees --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Warning: The future of Accounting is on a thrilling ride. Discover a world where technology is shaking the very foundations of old-school number crunching! In this episode, we dive headfirst into the whirlwind of change gripping the accounting profession. Whether you're a CPA, C-Suite executive, business owner, or aspiring accountant, after listening to this episode, you might be reeling from the burst of knowledge bombs Jody Padar and Bill Keller drop.  Here are a few takeaways that'll get you thinking about AI, the future of accounting, and those coveted soft skills. 1. AI and automation are more than just buzzwords; they're the new rivals in the accounting arena. 2. The seismic shift in pricing models - every figure and forecast is under the microscope. 3. Think AI and Automation will eliminate staffing shortages? Think again! 3. Adapting to change isn't just a survival tactic; it's a competitive sport in which only the most agile contestants win and competition pops up in the most unexpected ways.   3 Ledger Lines to Ponder: - "Rethink, retool, reprice – it's the accountant's new mantra." – Jody Padar - "Technology is the symphony, but people are still the composers." – Bill Keller - "Forget what we know, the future of finance is a brand new show." – Ira S Wolfe   Resources: Jody Padar, The Radical CPA, https://www.linkedin.com/in/jody-padar-18a9711/ Bill Keller, Staffing Global https://staffingdifferent.com   Recommended Reading:  Radical Pricing (Keep an eye out for Jody Padar's upcoming book—Spring 2024) The World Is Flat, https://www.amazon.com/World-Flat-3-0-History-Twenty-first/dp/0312425074/ref=sr_1_1 The 4-Day Workweek,  https://www.amazon.com/4-Hour-Workweek-Expanded-Updated-Cutting-Edge-ebook/dp/B002WE46UW/ref=sr_1_1 The Goal, https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951/ref=sr_1_1

In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about how AI is revolutionizing professional services. Discover why attorney and legacy planner Matthew McClintock thinks there is potential for a dawn of a new era in Bitcoin. You'll hear John Fenton discuss the power of discovering your "Why" to better connect with colleagues and clients. Hear from Dr. Kristy Archuleta discuss how we can use a more holistic approach when working with clients and why the "Sassy Septuagenarian," Keena Pettijohn believes we can all become more Sympathetic, Memorable, and Empathetic. Join us as we revisit the most impactful episodes of 2023.

How is the rise of AI and advanced technology reshaping the landscape of accounting? In this episode, Damien and Penny sit down with Jody Padar. Sharing her journey, Jody detailed her transition from joining her father's traditional firm to establishing her brand, "the Radical CPA", leveraging cutting-edge tech. She talks about April, an AI-powered tax software aiming to streamline the tax process by melding human expertise with AI's efficiency. While technology, especially AI, may seem intimidating, it stands as an aid rather than a threat. Professionals are encouraged to view AI as a tool for efficiency, much like how marketers have adapted to social media. Tune into this episode to uncover the nuances of AI in accounting and grasp the transformative impact of technology on modern accounting practices.[00:00 - 08:37] The Transitioning from Traditional to Cloud-based AccountingAccounting and bookkeeping professionals need to build practices with intention. This means taking a proactive approach to avoid common pitfalls and mistakes in the industry.Jodie shares her experience and early adaptation to technological shifts. Though initially seen as 'radical', her proactive embrace of cloud technology paved the way for her firm's success and influenced the broader accounting industry.[08:38 - 19:56] How April is Revolutionizing the Landscape of Tax FilingJody talks about how April represents the shift towards integrating AI in tax filing, making the process more efficient.April is primarily aimed at consumers but does so through a B2B2C model, highlighting the changing paradigms in software distribution.The use of AI allows GetApril to swiftly adapt to tax law changes, a vital aspect in the fast-paced tax environment.By automating mundane tasks, GetApril gives CPAs the chance to focus on providing more valuable advisory services to clients.[19:57 - 29:29] How is AI will Impact the Traditional Roles and Responsibilities of CPAsAI should be seen as an enabler, assisting in making tasks more efficient, not as a replacement for human jobs.Technology expenses should be seen as operational necessities, aligning them with labor costs for more effective financial management.Embracing AI can address the existing shortage in the accounting industry, offering solutions to high work demands.Firms have a choice in how they want to evolve – they can grow extensively or intensively.[29:30 - 40:52] How is AI will Impact the Traditional Roles and Responsibilities of CPAsHow middle managers justify productivity and efficiency over billable hoursTechnology in accounting is not about reducing billable hours but increasing overall efficiency and client reach.Successful adaptation to technological advances requires a shift in mindset, not necessarily in age.Humanizing the tax preparation process by using relatable language can enhance client engagement.The value of a CPA is not just in tax prep but also in advisory roles that tech cannot replace.Closing up! Connect with Jody Padar on LinkedIn Visit: https://www.getapril.comRead Jody's Book! The Radical CPAVisit: https://theradicalcpa.com Tweetable Quotes"One of the things that we're trying to do is help business owners,...

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

The DisruptorsWith Liz FarrCPA Trendlines Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by supply and demand. “You only have so many people doing the work. And what are you going to do? You can't make the work up. It's got to get done," Padar said. More here: https://cpatrendlines.com/?p=113007 The old business model was taking whoever walked in and billing by the hour. But today, we don't have the capacity. “There's so much work out there," she explained.  "I have not heard any accountants say that they are looking for work. They're all saying, ‘Stop, go away. I don't have the resources to serve you.'”She encourages firm leaders to prioritize time to think about what kind of firm they want. “It's really about having a practice that works for you instead of you working for it, right? It's about making sure that you spend time focused on your business and not in your business,” she explained.

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

In this episode, Rory speaks with Jody Padar, The Radical CPA and Head of Tax Strategy & Evangelism at April to talk about the latest developments in AI. In this episode, Jody talks about how April is leveraging AI to both read the tax code and write computer code. Jody shares her background as a pioneer in the accounting profession and how she continues to push boundaries in her work. Discover why Jody believes AI will enhance, rather than replace, the work of accounting professionals. Learn about the 2023 American Taxpayer Study findings and personality profiles of taxpayers like "The Stubborn DIY" and the "Household CFO." Do you want to know what skills will be valuable in an AI world? Should you be learning how to ask ChatGPT questions? Find out the answer to these questions and more in the Radical CPA episode with Jody Padar.

Season 4 Episode 28 | Recorded December 4, 2022 Thank you to FreshBooks for making all of this possible, we love you. In today's episode, Scott sat down with Brian Streig, CPA for a lively conversation about his backstory and how he got into the accounting space. They talk about the super firms and navigated the peculiarities of Texas laws and discussed the differences between bookkeepers, accountants, and CPAs. They also discussed bleeding-edge tech, focusing on employees over clients, and how to "wow" clients with a great client experience. They also dove into the world of Tax Twitter and the shifting demographics of the industry. Lastly, Brian shared some valuable advice for firm owners and, to cap it all off, Scott even drops a rap so be sure not to miss this one. Brian gets into the accounting mess Brian's Backstory Condensing the Super Firms Austin during the great recession Bleeding edge tech Texas laws and peculiarities; Bookkeeper VS Accountant VS CPA All tax, all day, everyday Firm hard numbers BDO alliance The insurance niche Structure of the firm Vision and goals Focusing on employees rather than clients Twitter Tax Twitter: The decentralized water cooler Being popular on #TaxTwitter Big egos Being gay in the industry Shifting diversity and demographics in the industry Outsourcing Tax Software FreshBooks and change FreshBooks is so fresh, so easy FreshBooks is for small businesses Complexity in business nowadays Most important aspects of running a firm It's the people AI Tax Client experience in the firm Wow-ing the client Shoutout to the listeners and advice to firm owners FreshBooks rap All the Shoutouts: The Digital CPA conference, FreshBooks Partner Meetups, PwC, Chase, Indeed, BDO Alliance, Jody Padar, Byron Patrick, CPA.CITP I CGMA, CCH Axcess, UltraTax, Ghost Systems, Trello, Notion, Blake Oliver, CPA, Eakmark, Xero, QuickBooks, Twyla Verhelst, CPA, Sage, TurboTax --- Send in a voice message: https://anchor.fm/accountinghigh/message

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.The two objective of these panels areTo inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.In today's episode 20, "Inspirational Women Leaders in Accounting Panel 4" featuresGorana Stojanovic Executive Director at PrimeGlobal https://www.linkedin.com/in/gorana-stojanovic-52310892/Jody Padar author of The Radical CPA https://www.linkedin.com/in/jody-padar-18a9711/Orla Collins President and Chair of Board at ACCA https://www.linkedin.com/in/collinsorla/Nicola MacAuley Partner at Creaseys https://www.linkedin.com/in/nicola-macaulay-952a18a5/Topics addressed in these panels:1. OPENING REMARKSWhat makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)2. YOUR OWN CAREERWhat pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)3. LEADERSHIP STYLEWho have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?4. CULTUREWhat works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?5. CLOSING REMARKSWhat are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?You can also watch this on youtube here: https://youtu.be/gAhOEh-j-pMWatch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.◣━━━━━━━━━━━━━━━━━━━━◢A reminder of 5 great shows in the Accounting Influencers Podcast Network:❶ Success in

How soon should a startup start thinking about using thought leadership?    Startups usually focus on customer acquisition, building their brand, and traditional marketing, believing that thought leadership is something that would be nice to have down the road —but not a must-have out of the gate. Turns out, that's not the best way to forge a business. Investing in thought leadership early can propel a brand to great heights. To explore the concept, we've invited Jody Padar to join us. Jody is known as "The Radical CPA," and is one of the few CPAs that has built a personal brand. She is currently the Head of Tax Strategy and Evangelism at April, a new tax program going to market through banks. We explore how Jody built The Radical CPA brand, starting 15 years ago when accounting, as a field, was going through major changes. She felt the tools she needed were not available, so she started blogging and writing to try to understand the changes taking place. She quickly gained a following that agreed with her thinking, accepting her non-standard methods and innovative techniques. Plus, Jody shares her difficulties with criticism, and how being open-minded allowed her ideas to sharpen and grow. Now that Jody is with April, we learn how her personal brand works to bring a deeper level of authority and expertise to April, defying all the expectations of a startup. In addition, her high profile plays well with potential investors, who trust Jody as the face of a new brand. This is an excellent conversation that illuminates personal thought leadership brands, and the power they can have when they partner with new (or experienced!) organizations. Three Key Takeaways: • It is never too early to share your opinion, take a unique stance, and start creating your own thought leadership. • Having an established thought leadership brand can allow you to justify higher fees and the ability to demand a premium when being acquired. • Thought leadership practitioners need tough skin when it comes to critics, and it is in their benefit to be open-minded and use criticism to refine their ideas.

“The world won't stop changing, and so tax law will become more complex and will have to evolve together with it”, says Jody Padar, Head of Tax Strategy and Evangelism at April.Tune in to this episode of Disruption Talks to hear more about Jody's strategy on making the taxation processes a more pleasant experience.Hit the play button and share the episode with your friends!

Season 2 Episode 17 | Recorded January 17, 2022 this episode is sponsored by Xero. beautiful business. The Sons are honored and privileged to have THE Ron Baker on our podcast today. Scott can now drop his mic and slowly back away. Getting into the “spirit” of things, Ron talks about the real soul of enterprise, the spiritual v. physical, why timesheets are not useful, how Ron found his footing in the CPA world, and his grand unifying theory of everything. * The four defenses of timesheets – except for “The Lord doesn't want me to throw them out ...” * CPAs are just historians with really shitty memories. * Better measures – turnaround time, keeping promises, HSDs, the NPS and value gaps * The three KPIs of every major airline in the world, except North Korea's * Why Ron thinks airlines have gone too far with their nickel-and-diming * The awesomeness of being first in line * How CPA firms can be better pricers * How to replace timesheets * Flipping the script – measure the customer * Relationships aren't efficient – they either grow or die * To be innovative is the antithesis of efficiency * The sin of running a firm at full capacity * The birth of fixed pricing c. 1989 * Scientism (not related to Scientology ...) * Why are futurists charlatans? * Refining your client-selection criteria * Riches are in the nitches, bitches! * Satisficing – the art of doing “good enough” * Next time – subscriptions! Check out Ron's latest tome: Implementing Value Pricing: A Radical Business Model for Professional Firms https://amzn.to/39Pfe8y Listen to The Soul of Enterprise - https://www.thesoulofenterprise.com/ Shoutouts – Thomas Sowell, George Gilder, and “The Spirit of Enterprise,” Joshua Bell, Benjamin Franklin, Toyota, Frederick Winslow Taylor, Coincident indicators, FedEx, Amazon, Apple, Disney, Reginald Heber Smith, Google stuff, all of it, Kabuki, McDonald's uniforms, Hydras, Socrates, Columbo, Paul Kennedy, and O'Byrne and Kennedy, Charlie Brown, Snoopy, Linus, Pisenti & Brinker, Sparky, Ed Kless, Harvard Business Review, all the non-Zuckerberg, non-Bezos, and non-Branson types, Jody Padar, and everyone else we forgot to mention! Time Shits - https://www.youtube.com/watch?v=u8RSBwSGlp8 --- 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...

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "A Big Fintech Acquisition - Implications for Accountants." ➜ Wednesday: "Wisdom from 20 Years in Accounting with Darren Glanville." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants When Budgets Are Small." ➜ Friday: "How Accounting & Fintech Is Evolving with Jody Padar." ➜ Saturday: a short bonus episode in a new series to help accountants price better and win more business - "The Price Is Right Part 3 - Gleaning Pricing Intel." ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. ━━━━━━━━━▼━━━━━━━━━ 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 standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 22,000 unique listeners in 150 countries around the world. If you like the show and listen to multiple episodes, we'd really appreciate your appreciation with a review or rating. As most of our listeners tune in via Apple podcasts... How to leave a review on Apple Podcasts ① Open the Podcasts app on your iPhone, iPad, or Mac. ② Navigate to the page of the Accounting Influencers Podcast. ③ Scroll down to find the subhead titled "Ratings & Reviews." ④ Under one of the highlighted reviews, select "Write a Review." Anything about the style of the show, the...

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

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...

Sons of CPAs Podcast Season 2 Episode 9 | Recorded November 22, 2021 Real Life in the Accounting Profession (feat. Rita Keller) Shout out to our sponsors this week: Xero and Gusto Some of Rita's Wonderful Quotes: “I blog about CPA firm management, I've blogged every business day for nearly 17 years. The content out there is, and then I've got it, you know, by category.” “our partners, I think did it the right way. They let us manage the firm. And they took care of clients.” “I think that's right too many cooks in the kitchen, I always say. if you're going to have a managing partner, give him some power, and that's basically how we grew.” “We opened an office cold, which I do not recommend, never opened an office cold, cause it takes a long time to build up your visibility and your reputation.” “I don't know how many headaches I see with billing and collection, which to me that's a foundational issue that shouldn't be, nobody should be worrying about that.” “I think smaller firms like yours, what I've seen over the years are much more progressive than the larger firms” “you have to build that brand is what I tell my clients that on the college campus and in the community, you know, you want that brand to attract clients and who attracts employees.” “you should show your clients by example, how to run a good business. When it comes to billing collection, all that sort of stuff. They look to you to set the example and to tell them, but a lot of CPAs don't clearly define the expectation for clients. They just want to keep them happy.” shout out to: Gary Shamin, Mark Rosenberg, Chris Frederiksen, August Aquila, Allan Koltin, Gary Adamson, Jody Padar, and Shayna Chapman --- Send in a voice message: https://anchor.fm/sonsofcpas/message

With so much change happening so quickly when it comes to automation in the tech space, it can be hard to keep up.  But keeping up is a minimum requirement. Here today to talk with me about tech and automation innovation is my guest, Jody Padar. Jody is known as the Radical CPA, and enjoys disrupting the profession with innovative best practices for processes and technology. She also pioneered business solutions that would later become known as Advisory.  Jody brings her expertise in AI and automation to her latest endeavor as head of tax strategy and evangelism at the recently launched company named APRIL.   Highlights: — “April is a new technology company designed to disrupt the tax space. We're creating tax software that's going to be distributed through banks.” — “I don't think our software is ever going to replace the value of an accounting professional.”  — “CPAs need to be aware that their job is going to change in the near future. So they have to figure out who they want to serve, how they want to serve them and how they can put the human back to serving them.” — “You have to figure out the value you're delivering and how you help your clients understand that there is value in what you're delivering because otherwise, they could just go to an automated service.” — “Accounting is ripe for automation because nobody's done anything in it in the last 50 years.”  ***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Connect with JODI: LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/   About April: https://www.getapril.com/ https://www.linkedin.com/feed/update/urn:li:activity:6889238594121158657/

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

Loreal Jiles, the new VP of Research & Thought Leadership with the Institute of Management Accountants, joins us for this very interesting episode of Where Accountants Go, the Accounting Careers Podcast. In this episode, we discuss the technological transformation that has happened, is happening, and will continue to happen within the accounting profession.  Loreal has spent many years working in this space, both in her current role with the IMA as well as with the large multi-national organization BP.  However, in addition to the technological discussion, we also take significant time during this interview to delve deeply into Loreal's very successful 14 years with BP.  It's rare we see individuals move up that quickly and over such an extended period of time as Loreal, so that part of the interview has several gems of advice as well. If you are looking to build your career with a large organization, or have an interest in technology and how it will continue to transform our profession, this is an ideal episode for you. Other episodes that will interest you are:  Jody Padar and Stewart Goodson For more information on the IMA, visit IMAnet.org To listen in on this discussion with Loreal Jiles, please use the player below:

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!

Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what's next.

Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what's next.

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

Think Business - Guest Jody Padar - Co-Author Botkeeper For Dummies CLICK SUBSCRIBE

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.

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

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.

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.

My guest today is Jody Padar, CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. In this conversation, Jody talks about what it would take for advisors and CPAs to live a more balanced life and to run profitable firms — without working 80+ hours a week. Don't miss one of our favorite moments, when Jody explains that optimizing the technical side of tax accounting doesn't just benefit the client. It also sets CPAs up to spend more time working through their client's holistic financial needs.  As you think about this conversation, where does AI fit into the evolution of your practice? How are you preparing to keep up with client expectations for quicker, more integrated service? Share your thoughts in the Model FA Community — and learn how the Model FA Accelerator can help you take your firm to the next level of organic growth. Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors. Resource Links

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)

Jody Padar, CPA and author of The Radical CPA, joins Jason and Jeff to talk about her radical point of view and how its changing the CPA profession. The post Let's Get Radical – An Interview About POVs with Jody Padar, Author of The Radical CPA appeared first on Rattle and Pedal.

Join Host of Let's Get Radical Jody Padar and our partners AICPA and 1st Global as we broadcast live from the 2018 AICPA ENGAUGE Event at the MGM Grand in Las Vegas. Jody and her guests provide thought provoking discussion and insight into the world of technology for CPA'S and firms of the future in this rapidly expanding field.

Join Host of Let's Get Radical Jody Padar and our partners AICPA and 1st Global as we broadcast live from the 2018 AICPA ENGAUGE Event at the MGM Grand in Las Vegas. Jody and her guests provide thought provoking discussion and insight into the world of technology for CPA'S and firms of the future in this rapidly expanding field.

Ron and Ed were at Sage Summit 2017 in Atlanta and recorded an episode (or two) featuring a great panel discussion on the premise that accounting and innovation are not opposites (i.e. not an oxymoron). While the job description for accounting professionals has largely stayed the same, technologies and laws have come into play to change the way business is done. It is time that accountants alter the way they do business to keep up with the shifting tide.

Ron and Ed were at Sage Summit 2017 in Atlanta and recorded an episode (or two) featuring a great panel discussion on the premise that accounting and innovation are not opposites (i.e. not an oxymoron). While the job description for accounting professionals has largely stayed the same, technologies and laws have come into play to change the way business is done. It is time that accountants alter the way they do business to keep up with the shifting tide.

39:13 no andrew@thebeancounter.org (Andrew Argue)Andrew ArgueThe Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time