Productized 1099s the New Vision Way

This is the ONLY way they’re handled.

By Jody Padar
From Success to Significance: The Radical CPA Guide

Here’s the old-school way of completing 1099s:

CPA calls customer before year-end reminding them 1099s need to be completed for January. CPA reminds customer to send in names, addresses and amounts for 1099s to be issued. CPA waits for complete data, usually missing at least one address. CPA rushes at last minute to enter data in 1099 system and issue 1099s. CPAs have multiple customers who act like this, creating havoc and late nights in January.

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It doesn’t have to be this way!

Posted on March 19, 2018

Jody Padar

About the Author

Jody Padar, CPA, MST, is one of the profession’s foremost visionaries and a best-selling author for CPA Trendlines.

Her next book, Radical Pricing, will be published soon.

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Padar is the author of:

The Radical CPA

and

From Success to Significance: The Radical CPA Guide

vice president of strategy at Botkeeper, an upstart automated bookkeeping solution purpose-built for accounting firms.

She was also CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area.

And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about the practice of accountancy and giving it a new purpose.

Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make the same transition.

She is a regular contributor to a number of industry publications, including CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.

Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discover new “best practices.”

Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network.

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