CPA - medium firm
Other
The fundamental tenets of a future-ready, customer-centric firm built for today’s rapidly changing business environment. She will give you overview on working in the cloud streamline workflows and delivers enhanced client services. How the Shift to social media channels can attract and serve profitable clients. Learn the basics of a new vision of customer-driven innovation in developing and marketing new products and services and in re-inventing internal firm processes and procedures; create a new accounting firm business model of flexible, results-driven workplaces, client focus and value-pricing.
Paul, Other
"the webinar presenter was right in line with some of the changes i have implemented and ones i am considering. this is a must attend webinar for anyone that wants to change the way they practice to represent our true value to our clients"
Judie, WV
"I think this was an informative session. I have not ventured to the Cloud but may consider doing so. At least looking into. Thanks."
Susan, CA
"Great speaker and presentation. Lots of ideas to think about."
Andrew, FL
"Jody is energetic and positive, with lots of useful ideas!"
Juliana, Other
"Jody is a breath of fresh air in a staid, old profession."
Linda Rudd, OH
"This webinar made me realize that social business IS needed in my firm. Otherwise, our current marketing methods will address older generations when we really should/could build our business faster with the younger generations."
Glen, CA
"Jody gave me great insight on what we were doing well and areas needing improvement. I'm looking forward to instituting a revised action plan as we move our firm forward."
David, SC
"Interesting, Informative, Very good ideas"
Jody Padar
The Radical CPA
Founder and Author
jody@theradicalcpa.com
Jody Padar, CPA, also known as The Radical CPA, is one of the accounting profession's foremost visionaries and pioneers. A well-known advocate for tech adoption and general forward-thinking behavior inside the profession, she has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of Radical Pricing which was just published in May of 2024 as well as two other books, From Success to Significance: The Radical CPA Guide; and The Radical CPA: New Rules for the Future-Ready Firm. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.
Since her days as a small firm owner, she has advocated for bringing the accounting profession into the digital age and leading the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. Currently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she’s excited to help develop, evolve and share a simplified and pleasurable tax experience.
Padar is married with two adult children and currently resides in Door County Wisconsin. She earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.
About Our Presenter
The term radical applies because what we are doing to our firms, and indirectly to the profession, is fundamental to its core. It’s abrupt, disruptive, unexpected, and far-reaching. We are shaking up the status quo.
We are changing because our customers and the world are changing around us. Some might also perceive radical to be a negative term. It’s not. Our movement is more likely following the happy expression, “that’s radical, dude,” We want everyone to learn and join us.
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