Many small and midsize business (SMB) owners only talk to their accountant when it’s time to file taxes. If that’s your clients as well, let’s cut to the chase: they’re leaving money, growth, and sanity on the table.
You’re more than just a tax-time number cruncher. You’re a strategist. A translator of financial chaos. A built-in advisor who can save your clients from making expensive mistakes before they happen.
And thanks to automation (like Botkeeper), accountants now have the freedom to spend less time pushing paper and more time giving clients the high-value insights their businesses actually need.
So, what should your clients really be asking you about? Let’s break it down.
Here’s the truth: if your clients only think of you during tax season, they’re missing out—and so are you.
By focusing on year-round advisory topics like these, you elevate your role from tax preparer to trusted partner. And when you automate the grunt work with Botkeeper, you unlock the capacity to deliver that high-value guidance without burning yourself (or your team) out.
Because in today’s accounting world, bookkeeping doesn’t require a human touch—but advisory always will.