Is tax season already here and staying? Has it turned into a never-ending mundane time and expense to your firm? Has the ‘great resignation’ brought about capacity issues? Are you struggling to keep your head above water month after month? It can be different! Join Byron Patrick, CPA, General Manager, and Jody Padar, CPA, VP of Partner Development & Strategy at Botkeeper, as they define key areas that CAN be fixed to have a successful year-round tax season.
Byron K Patrick, CPA.CITP, CGMA, CCA, MCSE started his career in 1999 as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a mid-sized CPA firm in 2004. Later, in July of 2008, Byron established Simplified Innovations Inc to focus on servicing the technology needs of CPA Firms, which he sold in 2016. In 2019, Byron joined Botkeeper to revolutionize accounting automation and is currently the Chief of Customer Success, where he works with various teams to help bridge the knowledge gap between accounting and technology.
Byron is known nationally as an accounting technology leader. Additionally, Byron is a regular speaker at State and National conferences regarding various topics relating to accounting technology. He has contributed to many industry publications over the years in addition to being the co-writer of the Journal of Accountancy Tech Q&A section.
Byron has been an active member of the Maryland Association of CPA’s since the beginning of his career. He is one of the founding members and past Chair of the MACPA’s New/Young Professionals Network (NYPN). Byron was the Chairman of the Board of Directors for the MACPA in 2013. In addition, Byron is a member of the innovation task force and has participated in a number of other initiatives over the years. Byron credits much of his professional success to the support and mentorship from the MACPA.
Byron has also been actively involved on a national level with the AICPA. He earned the Certified Information Technology Professional credential in 2006 and is currently a member of PCPS Executive Committee, and was previously a member of AICPA Council, the Information Management and Technology Assurance Executive Committee, the Future of Peer Review task force, and the CPA Ambassador program.