E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

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Accounting Intelligence Podcast

Botkeeper

20 episodes

4 days ago

Accounting firms don’t have enough labor to meet the record high demand for their services. That’s where accounting intelligence comes in. Accounting Intelligence uses automation, artificial intelligence and technology to maximize the impact of accountants and address the labor gap. In this show, we highlight thought leaders and experts in client advisory & accounting services, IT, and automation to provide the accounting intelligence you need to beat the challenges you face. Be sure to subscribe on your favorite podcasting app so you don’t miss any future episodes.

Management

Business

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Management

Business

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E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

Accounting Intelligence Podcast

34 minutes 16 seconds

2 years ago

E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

In this episode, you’ll be hearing a conversation between Darren Root, CEO at Rootworks & Deneen Dias, VP of Strategic Partnerships at Botkeeper. Darren Root has been a practicing CPA for 30 years and started Rootworks 15 years ago. Rootworks was formed with the core objective of helping accounting firms get better every day and they have over 1,000 members. In this conversation, Deneen & Darren cover topics ranging from productizing your CPA services, getting away from doing too much tax, and the role of a smart client manager in your firm. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more