Redefining Bookkeeper for Today and Tomorrow
Ingrid Edstrom, Polymath LLC
The bookkeeping profession has dramatically altered over the last decade. Now that almost everything can be done in the cloud and there is a diverse array of apps to automate most data entry, the role of bookkeeper has gone from that of recorder and “bean counter” to a role of expert and trusted advisor. Bookkeeping is now a highly specialized profession that requires a combination of tech-savvy, business acumen, and people skills. One of the biggest challenges facing our profession is that our clients and many colleagues don’t realize that the industry has changed.
About the Presenter
Ingrid Edstrom is the Priestess of Profits at the award winning bookkeeping firm, Polymath LLC. She has been recognized as one of the accounting profession’s Top 40 Under 40, Most Powerful Women in Accounting, and the 2017 Top “Up-N-Comer” ProAdvisor. Ingrid is the creator the AskABookkeeper.com online education series, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching or playing her favorite video game (QuickBooks!), she is usually playing Irish music or frolicking with her goats.
You will learn
- The role of bookkeeper in an app world
- Different levels of bookkeeper, controller, and CFO
- Pricing the role of Trusted Advisor
- Communicating value to clients and colleagues
- Keeping up with advances in technology