Jody Padar CPA

Is it the perfect match or has it been a bumpy first year of marriage? What are the dos and don’ts to make this marriage work? Attendees will be part of the conversation, so bring your love and war stories!

Jody Padar and Jason Blumer talk about their journey through taking over their father's CPA firms…

Unconferencers will try to answer the question "how do we make born-digital, scanned, and paper materials workflow part of the "the norm" in our firm?" Discussion will focus on the need for firm-wide strategies, the viability of workflow across different software platforms, and generational/worksty…

Come prepared with tax issues and let the power of the room help solve them. Crowdsourcing the answers promotes group sharing of ideas and concerns about the topic and gives the strategies for follow-up, even if we don’t provide a single authoritative answer to the question…

Understand, Design and Create new process for today's social, mobile customers. Apply design thinking principal to your firm's process for a greater return on marketing, brand and ultimately income…

The Cloud continues to be a hot topic and there are many firms that are already there! In this session, three firms will discuss:

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…

Did you know there are approximately 55 million freelance workers in the United States? It's true and that number is only growing. Creative workers, especially, are moving away from full-time jobs for more freedom and control around their livelihood. It's a market ripe for creating a niche practice…

Payroll and bookkeeping automated and outsourced…

Managing and growing a successful practice requires that you have good people providing exceptional service at the right price. That was once done by the hour, but in today's world, when tech can perform work faster than people, the billable hour no longer works…

Meeting client expectations today is no easy feat. But the benefits of delivering an exceptional client experience are clear: higher client retention and more engaged clients, which leads to faster client lifecycles…