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Jody Padar
Jody Padar, CPA, is the author of Botkeeper For Dummies, From Success to Significance: The Radical CPA Guide, and The Radical CPA: New Rules for the Future-Ready Firm. After achieving 13 years of successful growth as CEO of New Vision CPA Group, she took on the role of vice president of strategy at Botkeeper where she’s helping to evolve, support, and promote CPAs and accounting firms. For the past nine years, she has been on Accounting Today’s Top 100 Most Influential People List. She can be reached at [email protected]
If you’re an accounting marketer, there’s some new IRS guidance about using AI in a federal tax practice that you need to know about. I know “IRS AI guidance” sounds like something to forward to the tax department and move on with your day. But buried in the discussion about…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.