Prepping for Post-Crisis Opportunities
Free Video Learning: Get ready today for the rebound to come with these top ten practice management video courses.
In partnership with CPA Trendlines, The Succession Institute is offering free access to their top ten video training programs to help firms prepare for the New Normal. Offer expires June 30. Use the password “free”for each video and get all the details here.

Padar Joins Botkeeper as VP Strategy

Artificial intelligence software developer lands “The Radical CPA.”

By CPA Trendlines

Jody Padar, a CPA Trendlines expert author and one of the most influential people in the profession, is joining Botkeeper as vice president of strategy, charged with bringing the artificial-intelligence-based accounting software developer closer to the accounting profession.

See more:  Jody Padar, The Radical CPA

Padar is a leader in the transition of next-generation public accounting firms through open collaboration and change management. She is the author of The Radical CPA and From Success to Significance: The Radical CPA Guide.


Radical CPA Jody Padar Partners with Marketing by Numbers

New video service for accounting firms.

By CPA Trendlines

CPA Trendlines expert contributor Jody Padar, CPA, MST, principal of New Vision CPA Group and founder of The Radical CPA, is partnering with Marketing by Numbers, a new video marketing service for accounting firms.

Click to see Jody’s video: Nine Year-End Tax Strategies

With the partnership, The Radical CPA will leverage the Marketing by Numbers video service and platform to further educate accounting firms and CPAs on using technology to grow their firms more efficiently. READ MORE →

How to Fire a Client

And How to Keep the Good Ones.
CPA Trendlines expert author Jean Caragher is completing the Capstone Summer Series, with two webinars:
– Sept. 24: Client Retention Strategies Every Firm Can Use
– Oct. 1: How to Fire a Client
Register | Learn More