Shows
Accounting InsidersAI, Advisory, and the Future of Accounting with Jody Padar and Katie TolinConnect and learn more: Katie Tolin on LinkedIn: https://www.linkedin.com/in/katietolin/Jody Padar on LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/XcelLabs Academy: https://www.xcellabsacademy.com/
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2026-02-1841 min
Accountant's Flight PlanThe AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPAIn this episode of The Accountant’s Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity for empathy, client connection, and creativity in or...
2025-10-3031 min
The Big 4 Transparency PodcastAI & Accelerating Talent with Jody PadarIn Episode 88 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Jody Padar, known as the Radical CPA, who shares her journey from being a firm owner to a tech innovator in the accounting space. She discusses the importance of technology, particularly AI, in transforming the accounting profession and emphasizes the need for empathy and advisory skills in client relationships. Jody also compares the adoption of cloud technology to the current wave of AI integration, highlighting the importance of human-centric approaches in technology. She believes that the future of accounting will require professionals to adapt and upskill, leveraging...
2025-10-3042 min
Accounting for InnovationCan AI Become Your Business BFF?In this episode of the Accounting for Innovation podcast, Jody Padar and Matt Tait explore how AI can enhance personal leadership, firm management, and overall professional relevance. The episode highlights Jody's AIX Movement and its mission to update and elevate accounting practices using AI-driven advisory tools. With real-life examples and practical tips, we learn how to use AI as a strategic partner for better decision-making, client relationships, and operational efficiency.CHAPTERS:00:00 Welcome01:14 The AIX Movement04:34 AI for conversation Points06:43 AI as a Strategic Partner11:24 ChatGPT and Costa Rica and Family
2025-07-0921 minAccounting for InnovationAI Agents 101: What Accountants and Firm Owners Need to KnowWhat if you could hire (and train) an AI agent like a real employee?On this episode of Accounting for Innovation, Jody and Matt explore the transformative power of AI agents in accounting and finance. They break down what AI agents are, their current capabilities, and their potential impact on the industry. Learn about the distinction between ‘traditional’ automation and AI agents, and how these agents can enhance efficiency by automating tasks that were traditionally manual. CHAPTERS:00:00 Welcome02:08 What Are AI Agents, Really?03:00 The Difference Between Agents and Automation07:16 Training Your...
2025-07-0219 minAccounting for InnovationTransforming Tax with AI: Opportunities and Challenges for Firms and CPAsIn this episode, Matt Tait and Jody Padar explore the transformative impact of AI on tax preparation and accounting. From the accelerated development of tax software using AI to the practical applications in pre-tax work and tax planning, Jody shares her extensive experience in building AI-driven tax solutions. Listen to this episode to hear the potential speed of AI adoption among small and medium-sized businesses, challenges from legacy vendors, and opportunities for innovative startups in the tax software space. Sponsored by Syscloud ( TAG )https://www.syscloud.com/This episode is brought to you by D...
2025-06-2519 minAccounting for InnovationFrom Transactions to Transformation: How AI is Changing Bookkeeping and CASWelcome to the Accounting for Innovation podcast. In this episode, Jody Padar and Matt Tait explore the revolutionary impact of AI on bookkeeping and Client Accounting Services (CAS). Learn how AI tools are transforming transactional work, categorization, and reconciliation, reducing data entry and significantly scaling CAS without additional headcount. Listen to this discussion about the evolution of AI in accounting tech stacks, highlighting key tools like QuickBooks, Puzzle, and Ramp, and how these integrations enhance operations. Discover how AI is enabling accountants to become better advisors and shifting industry paradigms. Don't miss this insightful discussion that could c...
2025-06-1819 minAccounting for InnovationPractice Management in the AI Era: A New Frontier in Accounting EfficiencyWelcome to episode one of Season 4 of the Accounting for Innovation podcast, hosted by Matt Tait and Jody Padar. In this episode, the dynamic duo explores the impact of AI on practice management, specifically how AI tools are transforming firm operations from task management to billing, internal communications, and client follow-ups. In this episode, you'll hear:Applications of AI for practice managementTransitioning from legacy practice management systems to AI-first solutionsThe efficiency of tools like Keeper, Carbon, and CanopyThe significance of AI-native vs. legacy toolsTaking timekeeping to the next levelSponsored by SysCloudhttps://www.syscloud...
2025-06-1122 min
After the First MillionLeading the shift to AI-first accounting with Jody PadarBuilding a successful firm requires more than just number-crunching; it demands foresight, adaptability, and a willingness to innovate.For the Radical CPA, Jody Padar, embracing the ever-changing landscape of accounting has been crucial. From pioneering cloud accounting to mentoring others in adopting technology, Jody’s career is a testament to transformative leadership. She has discovered that accounting is about more than transactions, and that they're more about making meaningful impacts in clients' lives through strategic, outcome-based approaches.In this episode, Jody explores her journey from launching her firm to becoming a leader in AI integration for...
2025-04-0952 min
CPA Trendlines PodcastsLuke Templin: Lose Your Perfectionist Gene | The DisruptorsDon't be afraid to try new ideas or plans--or afraid to fail.The DisruptorsWith Liz FarrLuke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics of...
2025-03-1849 minCPA Trendlines PodcastsIra Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The DisruptorsProgressive firms are the key to the future of the profession.The DisruptorsWith Liz FarrThe world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Se...
2025-03-1157 minAccounting for InnovationThe Accounting Revolution: How AI and Outsourcing Are Reshaping Firm OperationsAre you ready for the accounting revolution?In this episode of Accounting for Innovation, Jody Padar and Matt Tait reveal how the synergy between outsourcing and AI is reshaping the future of accounting firms. They highlight strategic integrations that maximize efficiency, agility, and value, setting the stage for a transformative era in the industry.In this episode you'll learn:The transformative impact of combining outsourcing and AI in accounting firmsOpportunities for small firms to compete with larger ones using innovative technologiesHow AI democratizes information and changes the economics of workStrategies for shifting accountants' roles...
2025-03-0520 minCPA Trendlines PodcastsRoman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The DisruptorsDress for the job you want, not the job you have - yes, seriously. The DisruptorsWith Liz FarrTraditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconventional approach to running an accounting and data consultancy. From redefining firm culture to embracing technology, Villard shares how his firm is reshaping what it means to be a m...
2025-03-041h 03Accounting for InnovationEveryday AI: Examples and Use-Cases for the Modern Accounting FirmHow is AI transforming the day-to-day operations of accounting professionals?In this episode of Accounting for Innovation, Jody Padar and Matt Tait discuss the practical integration of AI into everyday accounting tasks. They focus on how AI tools streamline operations, enhance data processing, and improve client relationships, making it an exciting time to be in the accounting field. The conversation also touches on the importance of adapting pricing models in response to AI efficiencies to ensure sustainable business growth. In this episode, you'll learn:How to define AI in the context of accounting and common misconceptionsThe...
2025-02-2621 minCPA Trendlines PodcastsMonique Swansen: Align Firm Values with Services | The DisruptorsDo the work that fulfills you.The DisruptorsWith Liz FarrCannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, cannabis is not your space,” Swansen says. Cannabis inventory is further complicated by Federal law, which disallows tax deductions for anything but the cost of goods sold. This means meticulous tracking of all direct costs...
2025-02-2553 minAccounting for InnovationDoes Outsourcing Change Accounting Firm Culture?How does outsourcing affect your culture?In this episode of Accounting for Innovation, Jody Padar and Matt Tait discuss the cultural implications of outsourcing for accounting firms. They explore how integrating outsourced teams with your in-house staff can influence company culture, drive efficiency, and enhance service delivery. The duo shed light on the importance of team buy-in, effective communication practices, and the role of proper training in ensuring a seamless cultural fit.In this episode, you'll learn:The importance of team buy-in for successful outsourcing integrationStrategies for aligning outsourced teams with your firm's cultureBest practices...
2025-02-1921 minAccounting for InnovationOutsourcing in Accounting: Benefits, Challenges, and Future TrendsWhy is outsourcing becoming a vital strategy for accounting firms today?In this episode of Accounting for Innovation, Jody Padar and Matt Tait uncover the rising trend of outsourcing within the accounting industry. They explain the evolution of outsourcing from a feared concept to a necessary strategy for both small and large firms. The discussion highlights the operational and financial benefits, cultural considerations, and how global collaboration is reshaping the profession. In this episode, you'll learn:The history and evolution of outsourcing in accountingKey benefits of outsourcing, including cost efficiencies and access to talentCultural...
2025-02-1220 minAccounting for InnovationSeason 3 Overview: The Impact of AI and Outsourcing on AccountingHow can outsourcing and AI revolutionize your accounting practice?In this episode of Accounting for Innovation, Jody Padar and Matt Tait explore the transformative potential of outsourcing and artificial intelligence in the field of accounting. They discuss how these innovations are reshaping the profession, addressing common fears, and paving the way for a future-focused approach to accounting.In this episode, you'll learn:How AI and outsourcing can alleviate tedious tasks and elevate accounting practicesThe impact of emerging technologies on the overall cost and work structure within firmsStrategies for accountants to overcome fears and embrace these...
2025-02-0522 min
AFO|Wealth Management ForwardBest of M&A, AI, and Storytelling : Technology, Trends, and TransformationsIn this best of episode, Rory highlights standout conversations from 2024, featuring industry leaders and innovators. Discover insights from Allan Koltin on the future of accounting, including the rise of private equity and potential IPOs for accounting firms. Hear Chris Tabb break down the three key assessments every business owner should consider for value acceleration: attractiveness, owner readiness, and financial preparedness. Learn how Robert Kirk leverages behavioral data to personalize client communications and how Jody Padar envisions the CPA firm of 2030 evolving with private equity and AI. This episode also features moments from Nate Hoskins, Trevor Greenway, and others, exploring...
2025-01-0332 min
Business Strategy for CPA's325 Radical Pricing to Optimize Profits with Jody Padar, CPADo you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my...
2024-11-2733 minCPA Trendlines PodcastsJody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The DisruptorsYour pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways.The Disruptors With Liz Farr Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. Padar maintains that combining pricing with standardization and productization drives firm profitability. FULL show notes here | MORE Disruptors here | MORE PODCASTS and VIDEOS: Rebecca Driscoll: Amplify Reach By...
2024-11-1958 min
Beyond The Office.The Future of Accounting: With Jody Padar, the Radical CPAJoin host Bill Keller in an eye-opening discussion with Jody Padar, known as the Radical CPA, as they delve into the future of the accounting industry. From the rise of technology to the restructuring of traditional firms, explore the transformative changes shaping the profession and how businesses can adapt.
2024-09-2448 min
Capstan Live PodcastBeyond the Spreadsheet with Jody Padar, The Radical CPAJody Padar is one of the most disruptive and impactful pioneers in the accounting industry. An early adopter of technology and social media, Jody's been shaking things up for decades now, shepherding our industry forward through her conception of the “New Firm.” There's a reason she's known as The Radical CPA.
This episode is packed with thoughtful insight, delivered with Jody's inimitable wit and energy:
Why social media is really social business
How to fully leverage technology while retaining the personal touch
The reason that value-based pricing is the...
2024-09-1735 min
The Modern Firm®Getting radical with Jody Padar on pricing, process and people (Ep. 21)Welcome to The Modern Firm® podcast, hosted by Darren Root, Chief Strategist for Rightworks, founder of Rootworks (now Rightworks Academy) and an accounting firm owner for over 30 years, and John Mitchell, Culture and Workforce Advisor for Rightworks.In this episode, guest moderator Kristy Short, Senior Director of Content Strategy for Rightworks, interviews Jody Padar, a renowned CPA, author and influencer in the accounting world, known for her brand, The Radical CPA. They discuss Jody’s views on evolving business models in accounting and the significance of radical pricing. Jody shares her insights on the transformative impact of technology and...
2024-09-1135 min
W.T.F (We're Trying to Figure-out) with Saul | MY-CPE📚Figuring Out: AI in Accounting | Podcast #EP7
myCPE Email :
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Spoiler Alert! Jody Padar drops game-changing insights on AI & Radical Pricing !Before diving into our podcast, Meet our esteemed guest, Jody Padar - A pioneering figure in the accounting industry, consistently honored among Accounting Today's Top 100 Most...
2024-09-0250 minAccounting for InnovationGo-To-Market Essentials: Building and Expanding Your Accounting PracticeHow should accounting firms go to market today?In this episode of Accounting for Innovation, Jody Padar and Matt Tait explore go-to-market strategies for accounting firms. They discuss the transformation from traditional "rainmaking" to contemporary market entry techniques, emphasizing the importance of defining service offerings and identifying ideal customer profiles. The conversation covers strategic pricing, the role of personal branding, and leveraging digital tools to attract and retain clients. In this episode, we cover:Traditional and modern sales strategies in accountingThe importance of identifying and understanding ideal customer profilesDefining service offerings before approaching the m...
2024-08-2020 minAccounting for InnovationFrom Old School to New School: Shaping The Next Generation of AccountantsCareers in the accounting industry aren’t the same as they used to be.In episode five of Accounting for Innovation, Jody Padar and Matt Tait discuss the critical transition facing the accounting industry as it shifts from seasoned professionals to the next generation. They explore the challenges and decisions young accountants face, whether to innovate within existing firms or venture out on their own. The conversation highlights the dynamics of legacy firms, the entrepreneurial spirit among young professionals, and the opportunities that modern technologies and methodologies offer in reshaping the accounting landscape.In this ep...
2024-08-1321 min
The Unique CPATech and the Future of Accounting: A Chat with The Radical CPAEpisode 172 of The Unique CPA brings Jody Padar, The Radical CPA, into conversation with Randy Crabtree. They discuss the evolution of accounting technology, from the early days of cloud computing to the current advancements in artificial intelligence, all of which Jody has been at the forefront of. She shares her journey as an early adopter even back in the pre-internet days, her influential role in shaping accounting practices, and her current work at april, which develops innovative, AI-powered tax software. Stressing the importance of adapting to new tools and the potential future changes in accounting, Jody emphasizes the need...
2024-08-1322 min
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance TechJody Padar, CPA, on Solving Accounting's Incentive Misalignment Using Radical PricingIn this episode, Sasha sits down with Jody Padar, the Radical CPA, 3x author, to discuss the incentive misalignment in accounting firms, and how radical pricing can solve it. Jody shares her insights on the evolving landscape of accounting, discussing the need for firms to adapt to new technologies, embrace value-based pricing, and shift from traditional hourly billing models. She emphasizes the importance of redefining the accountant-client relationship in the digital age, advocating for a more advisory-focused approach. Jody also addresses the challenges facing the accounting profession, including talent shortages and the impact of automation, while offering her vision...
2024-08-0849 minAccounting for InnovationBlending Tradition and Innovation: Lessons from the Accounting TrenchesHow do you balance new -vs- old when growing your firm?In this episode of Accounting for Innovation, Jody Padar and Matt Tait discuss the dynamic between traditional and innovative practices in the accounting industry. You’ll hear the strengths and weaknesses of both approaches, highlighting the reliability and proven methods of traditional accounting alongside the efficiency and scalability of innovative practices. These methodologies can lead to a more robust and adaptive accounting practice, emphasizing the importance of evolving business models to stay relevant and competitive.In this episode, we cover:The benefits of tr...
2024-08-0621 min
AFO|Wealth Management ForwardRadical Pricing and Radical Business Models w/ Jody PadarIn this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the critical need for firms to adapt their pricing models and business practices in response to new technologies like AI. Jody also shares insights on how firms can improve customer experiences and optimize operations to stay competitive in the "One Click" world that we live in. Learn how identifying personas like "...
2024-08-0129 minAccounting for InnovationM&A Success: The Story Behind Decimal's Purchase of KPMG Spark, Formerly BooklyWhat’s it like to buy a business from a Big 4 firm?In this episode, Jody Padar and Matt Tait explore the details behind Decimal’s acquisition of KPMG Spark, formerly known as Bookly. Matt shares the story of how the acquisition unfolded, including the motivations, challenges, and key takeaways from the process. The discussion highlights the importance of cultural fit, thorough due diligence, and strategic planning in ensuring a successful merger. This episode offers valuable insights for accounting professionals and business owners considering acquisitions as a growth strategy.In this episode, we cover:Over...
2024-07-3016 minAccounting for InnovationThe Art of Buying Accounting Firms: People First, Economics SecondIs acquiring another firm the right move?In this episode of the Accounting for Innovation podcast, Jody Padar and Matt Tait dive into the intricacies of acquiring accounting firms. Matt shares his experience and insights on why acquisitions can be a strategic choice over organic growth, emphasizing the importance of cultural fit and people over economics. He details the stages of an acquisition, from negotiating a letter of intent to post-deal integration, highlighting the critical role of due diligence and trust-building. The episode provides valuable lessons for anyone considering mergers and acquisitions in the accounting industry.
2024-07-2322 minAccounting for InnovationNavigating the Emotional Journey of Selling an Accounting FirmWhat will it take to sell your accounting firm? In this episode of Accounting for Innovation, Jody Padar—the Radical CPA—shares her personal and professional journey of selling her cloud-based accounting firm. Jody discusses the emotional complexities, the importance of aligning values with the acquiring firm, and the critical steps she took to prepare her firm for acquisition. In this episode, we cover:The emotional aspect of selling a firm and its impact on the ownerImportance of aligning values with the acquiring firmJody's journey of building a cloud-based, innovative accounting firm since 2010The proces...
2024-07-1620 min
AI: Accounting IntelligenceAccounting in the AI EraIn this inaugural episode of Accounting Intelligence, host Isaac Heller sits down with Jody Padar. Jody shares her journey to becoming a leading influencer in the industry, offering insights on building an authentic personal brand and embracing change. The conversation dives deep into the disruptive potential of AI in accounting, exploring how technology is reshaping traditional business models and creating opportunities for forward-thinking professionals. Jody and Isaac discuss strategies for accountants to adapt, upskill and position themselves for success in an increasingly AI-driven landscape. (00:00) - Introduction to Accounting Intelligence Podcast
(00:28) - Jody Padar: The Radical CPA
(00:46...
2024-06-1838 min
Accounting VoicesGlobal Panel: Experts Debate the Future of AccountingThis international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from...
2024-06-0353 min
Geeks, Geezers, and Googlization ShowThe Future of Accounting: Technology and Remote Work Insights with Jody PadarDid you think accounting was all about crunching numbers and taxes? Think again. "Beyond the Office" host Bill Keller is joined by Jody Padar, the Radical CPA. Together they unravel the future of accounting in the tech era. This episode is a must-listen for forward-thinking professionals who are ready to step into the next evolution of their industry, revolutionize their practices, and not just keep up but write the next chapter in accounting. Here are five key takeaways: 1. **Embrace Mistakes**: Learn the importance of making mistakes and the value of learning from errors to fuel you...
2024-05-1348 minAccounting for InnovationLeveraging Technology for CX EnhancementHow can accounting firms improve CX through technology?In this "Accounting for Innovation" episode, Jody Padar (Founder, Radical CPA) and Matt Tait (CEO, Decimal) explore the intersection of technology and customer experience (CX) enhancement within accounting businesses. We look at innovative strategies and transformative technologies that enable these teams to optimize client interactions, streamline processes, and deliver exceptional value. In this conversation, we cover:- The 3 major ways to discuss the client experience in accounting- Why communication is critical across all areas- Standardizing work is key to automating processes...
2024-05-1021 minAccounting for InnovationUnlocking Value: Private Equity's Impact on Accounting and TaxIs private equity killing the traditional firm model?In this "Accounting for Innovation" episode, Jody Padar (Founder, Radical CPA) and Matt Tait (CEO, Decimal) dive deep into private equity and its profound impact on the accounting and tax sectors. Join us as we unravel how private equity firms transform traditional practices, drive innovation, and unlock new avenues of value for businesses and professionals alike. In this conversation, we cover:- How technology and cloud computing have enabled more efficient private equity rollups- Baby boomer retirement trends and challenges with traditional partnership models...
2024-05-0920 minAccounting for InnovationStartups Shaping the Future of AccountingIn this episode of "Accounting for Innovation," Jody Padar (Founder, Radical CPA) and Matt Tait (CEO, Decimal) spotlight the burgeoning landscape of startups reshaping the future of accounting. Join us as we explore the innovative approaches and disruptive technologies these startups bring to the table and delve into their potential impact on the industry. In this conversation, we cover:- 3 buckets of accounting technology advancement- Emergence of niche startup accounting tools tailored for specific industries/needs- Importance of placing the customer at the center of technology development- Balancing fast adoption of...
2024-05-0819 minAccounting for InnovationRise of the "Uber for Accountants"What does it mean to have accounting services “on demand”?In this episode, Jody Padar (Founder, Radical CPA) and Matt Tait (CEO, Decimal) explore on-demand accounting services, often called the "Uber for Accountants." Join us as we look at how these services are disrupting the traditional accounting landscape and the implications they hold for industry professionals. In this conversation, Jody and Matt cover:- On-demand/Uber-for-accountants platforms and how they are providing work for accountants- The importance of CX and how technology enables a seamless onboarding process- Why billable hours hold firm...
2024-05-0721 minAccounting for InnovationThe Game Changers in the Accounting IndustryWho are the major players in the accounting industry today?In this episode, we dissect the landscape of the accounting industry, contrasting the traditional players with the innovative disruptors shaping the new age of accounting. From established firms to emerging contenders, we explore the key players driving change and paving the path for a transformative future:Traditional Players vs. Innovators- Big 4, top 100, G400 firms vs. emerging disruptors- Disruptors break up traditional business modelsChanging Customer Expectations- Buyers want multiple specialized providers, not one-stop...
2024-04-2423 min
Tax Section OdysseyA radical approach to client relationship buildingIn this episode, listen to a conversation with Jody Padar, the Radical CPA, about the evolving role of CPAs in the face of technological advancements. Jody emphasizes the need for proactive communication, year-round tax planning, and restructuring business models to prioritize client needs so that CPAs can maintain their relevance in the accounting industry. To learn more about Jody and her new book coming out soon, please visit her website. AICPA resources Reimagining your tax practice — Tackle today's top practice management issues with insights and tips from pioneers in the tax community.
2024-04-1821 minTax Section OdysseyA radical approach to client relationship buildingIn this episode, listen to a conversation with Jody Padar, the Radical CPA, about the evolving role of CPAs in the face of technological advancements. Jody emphasizes the need for proactive communication, year-round tax planning, and restructuring business models to prioritize client needs so that CPAs can maintain their relevance in the accounting industry. To learn more about Jody and her new book coming out soon, please visit her website. AICPA resources Reimagining your tax practice — Tackle today's top practice management issues with insights and tips from pioneers in the tax community.
2024-04-1821 min
Accounting High198 The Timesheet Debate: Ron Baker vs Ed Mendlowitz, CPAEPISODE 198
FACULTY: Ed Mendlowitz & Ron Baker
CLASS: #TheGuide
In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or if they are the cancer of the profession.
Chapters:
00:04:51 Introductions
00:06:24 Setting the Stage
00:07:50 Opening Remarks: Ed Mendlowitz
00:09:34 Ron's Rebuttal
00:12:53 Counter Argument by Ed
00:14:38 Timesheets Create an Artificial Ceiling
00:15:26...
2024-03-101h 07
Geeks, Geezers, and Googlization ShowThe Future of Accounting: From Radical Pricing to AI with Jody Padar and Bill KellerWarning: The future of Accounting is on a thrilling ride. Discover a world where technology is shaking the very foundations of old-school number crunching! In this episode, we dive headfirst into the whirlwind of change gripping the accounting profession. Whether you're a CPA, C-Suite executive, business owner, or aspiring accountant, after listening to this episode, you might be reeling from the burst of knowledge bombs Jody Padar and Bill Keller drop. Here are a few takeaways that'll get you thinking about AI, the future of accounting, and those coveted soft skills. 1. AI and automation are m...
2024-02-1649 min
AFO|Wealth Management ForwardInnovative Insights from Accounting, Wealth Management and Behavioral Finance LeadersIn our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about how AI is revolutionizing professional services. Discover why attorney and legacy planner Matthew McClintock thinks there is potential for a dawn of a new era in Bitcoin. You'll hear John Fenton discuss the power of discovering your "Why" to better connect with...
2024-01-0429 min
Strategy and the Virtual ControllerThe Future of Accounting and Revolutionizing Tax Filing with AIHow is the rise of AI and advanced technology reshaping the landscape of accounting? In this episode, Damien and Penny sit down with Jody Padar. Sharing her journey, Jody detailed her transition from joining her father's traditional firm to establishing her brand, "the Radical CPA", leveraging cutting-edge tech. She talks about April, an AI-powered tax software aiming to streamline the tax process by melding human expertise with AI's efficiency. While technology, especially AI, may seem intimidating, it stands as an aid rather than a threat. Professionals are encouraged to view AI as a tool for efficiency, much l...
2023-10-2747 minAccounting High179 The Art of Radical Conversations (feat. Jody Padar, CPA)Episode 179
FACULTY: Jody Padar
CLASS: #TheGuide
TITLE: The Art of Radical Conversations
In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father’s firm.
Introducing Jody Padar
Jody in High School
Early Tax Twitter Peer Group
Forward Thinking
Taking Over Her Father's Firm
Changing Pricing
...
2023-10-2255 minCPA Trendlines PodcastsJody Padar: Build a Practice that Works for You, Not Vice-Versa.The DisruptorsWith Liz FarrCPA Trendlines Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by supply and demand. “You only have so many people doing the work. And what are you going to do? You can’t make the work up. It’s got to get done," Padar said. More here: https://cpatrendlines.com/?p=113007
The old business model was taking whoever walked in and billing by the hour. But today, w...
2023-07-1055 min
The Tech Talk for Accountants ShowEP 319: Jody Padar- The Influence of AI on the Profession as a WholeJody Padar is the author of the book called The Radical CPA.
She has gained recognition as an evangelist for disruption, technology, and
change under the moniker "Radical CPA." She aspires to modernize the
accounting profession and guide the following generation of accountants toward
a better way of life where they may return home on time, provide for their
clients more, and nurture their love for the field.
Jody joined Trullion as a Truth Advisor in March 2021
because she is passionate about integrating AI and automation to improve our
industry. Trullion tackles lease accounting and auditing operations...
2023-04-1731 min
AFO|Wealth Management ForwardA.I. April - Financial Armageddon or Opportunity w/ Jody PadarIn this episode, Rory speaks with Jody Padar, The Radical CPA and Head of Tax Strategy & Evangelism at April to talk about the latest developments in AI. In this episode, Jody talks about how April is leveraging AI to both read the tax code and write computer code. Jody shares her background as a pioneer in the accounting profession and how she continues to push boundaries in her work. Discover why Jody believes AI will enhance, rather than replace, the work of accounting professionals. Learn about the 2023 American Taxpayer Study findings and personality profiles of taxpayers like "The Stubborn...
2023-04-0534 min