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Self-Study CPE
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Botkeeper for Accounting Professionals: A Live Presentation

BOTKEEPER FOR ACCOUNTING PROFESSIONALS: A LIVE PRESENTATION

Available Date(s)
Tuesday, June 15, 2021: 2:00PM EDT
Tuesday, June 22, 2021: 2:00PM EDT
Tuesday, June 29, 2021: 2:00PM EDT
Tuesday, July 06, 2021: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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Join us for our upcoming group presentation of Botkeeper's Partner Hub. We will cover Botkeeper's major features and services and answer any questions you might have about the platform. This is an excellent opportunity to take a look at Botkeeper firsthand!

In addition to learning more about the platform, we will talk about how other accounting firms are using the Botkeeping methodology to grow their customer bases and increase revenue for their businesses.

Learning Objectives:


  • Identify Botkeeper’s significant features and services

  • Determine how accounting firms are using Botkeepers methodology to grow their customer base

  • Determine how other firms are using Botkeeper to increase revenue

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David Farhi

Botkeeper
Senior Vice President

(774) 268-9182

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David Farhi is a dynamic, experienced, and adaptable sales leader who has spent the last 16 years working both directly and indirectly with the accounting industry. Driven by his passion for helping firms achieve their goals through the use of superior products and services, he spent the majority of his career at ADP and in 2020 joined Botkeeper as Senior Vice President of Sales.

As a sales leader, David works in parallel with CPA firms of all sizes to understand their challenges and create meaningful AI-powered solutions. He creates and fosters a culture of growth and development for his team, helping individuals reach their full potential.

David graduated from Penn State Smeal College of Business with a major in finance and a minor in international business. He lives in New Jersey where he has an extraordinary commitment to both his family and local sports.
 

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Botkeeper was founded by a team of entrepreneurs who suffered the same bookkeeping challenges experienced by most small and midsize businesses. They realized the primary issue with bookkeeping was the humans in the middle tasked with doing the work: tedious, manual, and repetitive data entry combined with visualization and analytics of that data. Human error, unexpected life events, a need to sleep, and a lack of scalability make humans very inefficient at bookkeeping. Alternatively, software is excellent at automating data entry accurately, 24/7, and is also great at following rules and accounting policies consistently and precisely, while visually rendering unlimited reports, dashboards, and charts. Botkeeper's Partner Program is for CPAs, accountants, CFOs and bookkeeping firms that want to grow their businesses by providing exceptional service to their clients. Our partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services.