Episode description

Episode 75. In today's interview, "How Accounting & Fintech Are Evolving with Jody Padar."

The Kim Kardashian of Accounting Tech, Jody Padar is Head of Tax and Evangelism at April. She is described as the Radical CPA, thought leader, influencer and change maker in the accounting/fintech world.

Jody has been on the Accounting Today Top 100 Most Influential People List for the last ten years. 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 Botkeeper for Dummies. She wants to bring taxes into the digital age and lead the next generation of consumers and accounting professionals to a better relationship with tax filings. The idea of using AI and automation to transform industries and now taxes is a true love and Jody can't wait to develop, evolve and share a simplified and pleasurable tax experience.

Key takeaways from this episode include:

➜ the thinking behind a fintech start up going up against a big spending established accounting software vendor

➜ the origins of the 'Radical CPA' personal brand and what disruption looks like in the accountancy profession

➜ evaluating how accountants and CPAs have dealt with the covid pandemic, and the outlook for those who have fallen short

➜ what accountants have learned about themselves when it comes to handling change and serving their clients better

➜ how accountants and CPAs have been 'doing advisory' for years but just not called it such

➜ the right definition of advisory services that CPAs and accountants should be working towards

➜ tips for accountants who want to have better advisory conversations with their business clients

➜ the critical factors that put accountants and CPAs in the best possible position to be trusted advisors

➜ acknowledging that the way accounting firms operate tomorrow should be different from what they've done historically

➜ the crazy ideas that are coming with financial statements and data that may shock some accountants and CPAs

➜ why accountants and not software vendors are to blame for a being marginalized and losing relevancy with business clients

➜ the magic starting point for accountants, CPAs and accountancy firms who want to differentiate themselves in a noisy marketplace

➜ the difference between social media and social business in offline networking for accountants

➜ how social media levelled the playing field for women in accountancy, fintech and other sectors

➜ how to decide who should be generating and winning new business in accounting firms

➜ what is making social posts more engaging than valuable business content on business platforms like LinkedIn

➜ asking whether accountants and CPAs are into social platforms like TikTok and Instagram

➜ new rules for the future ready accounting firm and how they can best compete

➜ why it's the next gen of younger people that will drive evolution in accounting, not the baby boomers or millennials

➜ the vision for https://www.getapril.com to create a tax engine that will change the world

Outside work, Jody loves to travel, walk and kayak. She has recently moved to Just moved to Northern Wisconsin USA to find beauty, peace, and lake living (Lake Michigan). Connect to Jody:

https://www.linkedin.com/in/jody-padar-18a9711

Twitter: @JodyPadarCPA

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