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The Botkeeper Blog

Bookkeeping, accounting, and business resources to help you become a finance guru. 

4 min read

Best Practices to Next Practices: How to Gauge and Assuage Client Fears in Today’s COVID-19 Environment

By Botkeeper on Apr 3, 2020 1:12:35 PM

 

I cannot see very far out into the future, but I know how to put one foot in front of the Next. — Gretchen Pisano

Gretchen Pisano sat down, metaphorically, with Botkeeper’s Jody Padar to examine uncertainty as it relates to the intimate relationship between CPA and client. At this stage in the COVID-19 trajectory, fear and anxiety are transforming otherwise level-headed decision makers into erratic, uncertain, paralyzed citizens.

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12 min read

Cybersecurity & COVID-19: What Accounting Firms Should Watch Out For

By Aaron Sullivan on Apr 1, 2020 1:30:00 PM

We’re in a new era of work in America, and like all periods of swift change that came before this one, there’s no guidebook to reference.

However, there are plenty of experts to offer their takes on the best steps forward. Two of those experts are CPA Jody Padar and Botkeeper Chief Technology Officer Justin Whitehead. Recently, the two met virtually to talk about ongoing cyberthreats facing remote workers, in particular remote accounting firms.

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9 min read

7 Tips for Leading a Remote Team During the COVID-19 Crisis

By Aaron Sullivan on Mar 27, 2020 1:15:00 PM

As your accounting firm makes adjustments and settles into a new normal—at least for the next few weeks while COVID-19 remains a serious threat—it can be hard for firm leaders and managers to maintain status quo. You’re used to face-to-face meetings, casual chats around the water cooler or coffee pot, and impromptu Q&A when complex client issues arise.

But all that’s changed, which means your leadership style will likely need to change, too.

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6 min read

G&N Insurance Saves 50+ Hours Each Month With Botkeeper

By Kierstyn Kalman on Mar 24, 2020 10:30:00 AM

Zack Gould, co-founder of G&N Insurance, a home, auto, and commercial insurance provider, was spending 10+ hours a week completing the bookkeeping tasks for his growing company. Zack knew that he wanted to spend more of his time focusing on his relationships with mortgage lenders and referral partners and less of his time focusing on the books. He decided to hire Botkeeper. 

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18 min read

Botkeeper vs. Veryfi — Which One Is Right for Your Business?

By Kierstyn Kalman on Mar 23, 2020 2:00:00 PM

Watching the accounting space over the last 5 years has been quite a whirlwind for an industry that was like a dinosaur for more than a decade! Within those prehistoric times, many accounting firm and business owners associated doing their books with the words “time-consuming” and “tedious,” and it makes sense—to this day, many accounting firms rely on spreadsheets to manage their clients’ books. Can you believe that?!

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