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Advising Clients on Strategy and Innovation | How 2020 has Changed the Rules
The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management- ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can continue to differentiate your offering, and ensure your clients’ success? During our presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

Jody Padar is one of the accounting profession’s foremost visionaries and pioneers.
Consistently named as one of the Top 100 Most Influential to the Profession by Accounting Today, Jody has led the transition of next-generation public accounting firms through open collaboration and change management. She is the author of From Success to Significance: The Radical CPA Guide and The Radical CPA: New Rules for the Future-Ready Firm and is VP of Strategy at Botkeeper in Boston, MA.
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