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Coming Out of COVID With a Plan for Success: An Accounting Professional’s Guide

COMING OUT OF COVID WITH A PLAN FOR SUCCESS: AN ACCOUNTING PROFESSIONAL'S GUIDE

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 10, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As we move through the phases of COVID-19, Accounting Professionals are starting to ask themselves the difficult questions. What happens next? Can I start getting back to growth? Do I have what I need to make that happen? During this informative session, we’ll be focusing on how to come out of the pandemic era with a strategic plan for success. You’ll learn:


  • How successful firms thriving during COVID are thinking about next steps

  • Where to begin when yourself the tough questions

  • Tactics you can put into motion, today

  • The advantages of automation

  • How to use the RnD tax credit as an additional service for your clients AND a new source of cash flow for you

  • The art of combining the right vendors for long term success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

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!

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Maggie Crowley

Leyton
Head of Strategic Development
[email protected]

Leyton

Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.

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Leyton

Brigid is an R&D Tax Consultant with years of experience in federal and state R&D tax incentives, sales and use tax filings, Section 199 Domestic Production Activities Deduction, and IRS examination support. Her areas of expertise include biotechnology, construction, engineering, manufacturing, software, and food & beverage.

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Leyton

Blake is a Senior Tax Attorney with years of experience in providing financial and tax planning advice, technical research, compliance, and federal and state tax incentives. Her areas of expertise include technology, fintech, wineries & more.

About Our Presenter

Botkeeperlogo
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.