CPA - medium firm
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You have a lot of clients today that you touch one time a year, and during the busiest time of year when your priority clients need the most attention. There’s a ton of opportunity to be more proactive with those write-up services and potentially create more revenue- in an automated fashion, without taking any additional time away from your high priority work.
Learning Objectives:
- Identify the challenges that exist in the space of traditional tax write up work
- Recall how leveraging automation can not only solve those problems- but also reduce workload while improving cashflow with a recurring revenue model
- Determine how to leverage up to date write up financials to generate additional tax planning advisory revenue
Byron Patrick, CPA, CITP, CGMA, MCSE, CCA
The B3 Method Institute
VP of Client Success
[email protected]
(703) 715-4948
He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!
Jody Padar
The Radical CPA
Founder and Author
[email protected]
(847) 463-1967
Jody Padar, CPA, is a leading voice of transformation in the accounting profession. Known as The Radical CPA, she pioneered the cloud firm model and has been recognized on Accounting Today’s Top 100 Most Influential People list for over a decade. A three-time author and sought-after advisor, Jody has helped firms modernize through digital transformation, with leadership roles spanning traditional firms, cloud-based practices, and high-growth startups including Botkeeper and April.
Today, Jody is driving the next evolution of the profession through AI-X—an AI-powered firm model that integrates real-time leadership coaching, advisory innovation, and scalable growth strategies. Through AI-X, she is equipping CPA firms to lead confidently in the age of artificial intelligence, transforming how they operate, deliver value, and evolve.
To connect with Jody and explore the future of accounting, follow her on Linkedin, X, Instagram, and Facebook—or visit www.Radical.CPA.
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