The Botkeeper Blog

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firm creativity

5 min read

Your Firm & Open Banking Apps—Here's How to Take Full Advantage

Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s...

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5 min read

When's the Perfect Time to Offer CAS Services?

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....

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Which Financial Statements Have the Biggest Impact on Client Success?

6 min read

Which Financial Statements Have the Biggest Impact on Client Success?

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered...

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5 min read

How to Use Your Client's P&L to Create Advisory Opportunities

It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom...

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How Bookkeeping Fits Into CAS & Why You Should Set it on Autopilot

5 min read

How Bookkeeping Fits Into CAS & Why You Should Set it on Autopilot

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...

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Explore These 8 Promising Market Verticals for CAS Practice Growth | Botkeeper

4 min read

Explore These 8 Promising Market Verticals for CAS Practice Growth

This might seem counterintuitive, but narrowing your firm’s focus to specialize in one or a few markets can actually increase your firm’s growth...

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6 min read

How Much Does it Cost to Recreate Your Accounting Tech Stack?

Technology and business are more ingrained than ever before. A lot of business has moved online, simultaneously creating additional growth...

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4 min read

Your Most Urgent Need Is Capacity — Here's How to Increase It

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many...

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How Creating Productized Service Menus Unlocks Accounting Firm Growth

6 min read

How Creating Productized Service Menus Unlocks Accounting Firm Growth

A big challenge for many firms is achieving profitable growth. Building up a client base and increasing their gross revenue is one side to growth....

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5 min read

The Most Important Metric for Growth Is Revenue Per Client—Here's Why

How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric? To be fair, ARPC is a...

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8 min read

These 6 Strategies Will Help You Build Your Dream CAS Practice

When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to...

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6 min read

Should Your Firm Charge for Initial Assessment? The Pros & Cons

Are you charging potential clients for initial assessments? If not, your firm may be burning money—and missing out on the chance to filter the type...

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6 min read

Avoid These 7 Common Pitfalls in Accounting Automation

In a detail-oriented profession like accounting, it can be difficult to transition to a more hands-off approach after you’ve been responsible for all...

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