The BotKeeper team of Jody Padar, VP of Strategy; Byron Patrick, VP of Growth & Success; and Deneen Dias, Director of Partner Success, join us to share insights on working with firms to dig deep to the core of what is needed to understand the challenge of obstacles they are trying to resolve. You don’t have to be a technologist to implement technology. Technology gives you the capacity to transform and evolve your business model to become more advisory.

Listen as Jordan Birnbaum, Chief Behavioral Economist at ADP, shares an encapsulating idea from behavioral economics. Give your clients less to think about. An inherent challenge for people is there is too much information to process and not enough gas in the tank to process it. Every additional choice offered, is additional thinking that is needed. Free up time to allow them to think of strategies, rather than day to day operations.

Listen as Laura Redmond, co-founder of Aero Workflow, shares thoughts of how to adapt and create a new method to drive transformation. Including the importance of organizing a firm’s knowledge capital to be proactive with success.

The digital community is a close nit of people, coming together to share best practices, be transparent and lean on each other. Jennifer (Lee) Wilson, Partner & Co-Founder of ConvergenceCoaching, LLC shares her insight from the perspective of a consultant to the accounting profession with a special interest in CAS practice benchmarks. She shares, “leap forward digitally, to leverage to our ‘next better.”

Ask the question, what if we don’t do this ‘what’s the RONI or risk of not investing?’ Listen as Tom Hood, CPA, CITP, CGMA and CEO of MACPA and the Business Learning Institute, discusses becoming future ready. Go from being essential to indispensable - have a conversation with clients, reimagine your business and transform.

Join Javier Goldin, CPA, of the Goldin Group, as he shares insights through learning, growing and sharing as part of the Digital CPA community. As well as the improvements and modernization that he and his firm developed to become recipients of the 2019 Innovative Practitioner award.

Interviewee: Martin Zych, CEO, Jirav

Jirav, is an integrated dashboarding, reporting and forecasting platform. Listen as Martin Zych examines the path for adding advisory services for your clients; growing past just reporting what happened, to why did it happen and ultimately to how can we make your clients goals happen.