The Botkeeper Blog

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3 min read

Are You Communicating Effectively with Your Clients?

This shouldn’t really need to be said, but we’ll say it anyway: keeping your clients in the loop and well-informed is crucial for maintaining trust and building long-lasting relationships. That’s it. That’s the whole blog. Okay, maybe not.

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4 min read

How Your Accounting Software Could Be Hurting You

We live in a time where technology has a tendril in almost every area of our lives. Businesses of course run almost entirely on some kind of modern...

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Hamster-on-a-mic-Hamster-in-a-suit-and-tie-with-a-microphone-on-a-press-conference

3 min read

How to Communicate the True Brand Value of Your CAS Firm

In the dynamic landscape of Client Accounting Services (CAS), effectively communicating your firm's brand value is a strategic necessity. To stand...

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3 min read

Making the client connection

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3 min read

You’ve been hacked! Now what?

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3 min read

How to get buy-in for change

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3 min read

Trouble training staff quickly? Process documentation can help

How much information is too much? We aren’t referring to your uncle’s latest update on his sciatica. The amount of information even a small firm can...

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3 min read

Upskilling Your Teams

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calculator dollar sign wave

3 min read

Let’s make accounting weird!

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5 min read

3 bookkeeping service missteps killing your firm

Fast food. Sunbathing. Forgetting to floss. Humans have a habit of doing things that are bad for them without fully grasping the consequences, often...

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3 min read

Dreading telling tax clients they owe? How to break it.

For the accountant, tax time is filled with chaos and beat-the-clock energy. Seemingly everyone wants a piece of you, and time is the one thing you...

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5 min read

Small practitioner? 2023 might be your year. Here’s why.

While you’re furiously crossing off “2022” anywhere you mistakenly write it (does anyone write checks anymore?), you’re probably wondering what 2023...

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4 min read

Tax time write-up work SU-HUUUUCKS. You can fix it.

About now is the time of year you ask yourself, “How is it busy season again??” Especially when most firms today don’t really have a ton of down...

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5 min read

Think you have “capacity issues?” That’s not the whole story.

Let’s say something somewhat radical here: capacity problems are an effect, not a cause. You don’t just wake up one morning with capacity problems.

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4 min read

Is it finally time to take crypto seriously? FASB says yes.

It’s been late-night comedian fodder and the topic of probably half your spam email. It’s attracted famous names, generated immense fortunes, and...

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5 min read

3 Mistakes your firm needs to avoid in a recession

The Botkeeper blog will be taking a break for the holidays. We'll resume regular posts January 4, 2023! Talk about your hot topics. And like so many...

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4 min read

Is your firm in danger from inflation?

You probably haven’t heard anything at all about inflation recently, have you?

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4 min read

Are your employees about to walk?

No one bats 1.000 when it comes to employee retention. Even when a workplace gets everything right, employees will need to move, retire, or just...

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4 min read

The most efficient accounting firms do these 4 things

Next week, the blog is taking a break to eat turkey and all the trimmings. Wait—the writer is. Not the blog. Blogs don't eat. You know what we mean....

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4 min read

Here’s what happens if your accounting firm has no capacity

Let me tell you a little story. It’s about three little pigs. WAIT! I promise you haven’t heard this one. I know, it sounds familiar. But this is a...

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4 min read

3 things you can do now to reinforce your firm’s cybersecurity

System breaches, firewalls, and green text on black screens. Hollywood’s idea of what it means to be hacked can be so over the top and exaggerated...

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Botkeeper’s evolution keeps our partners front and center

5 min read

Botkeeper’s evolution keeps our partners front and center

The changes and challenges of these past few years have presented businesses with some serious hurdles. Growing global inflation has added new...

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4 min read

How Botkeeper does IT security

You hear a lot about the technical end of cybersecurity—two factor authentication, fire walls, encryption—but not nearly as much about what is often...

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3 min read

Looking for a free tool to help offer CAS during tax season? Look here

Every year, firms around the country miss out on one of the best opportunities they’ll see for selling additional services to current clients. They...

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6 min read

Using soft skills in the search for new clients

You probably didn’t get into accounting for a love of sales. While client prospecting is an essential part of running a successful firm, it takes a...

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5 min read

Ouch! Your time management is suffering. Here’s why.

Everyone wishes they had more time in their lives. While we’re constantly told money can’t buy more time, there are things we can buy to save time by...

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5 min read

Are tech solutions the secret your competition is using to beat you?

Even if you aren't a competitive person, you likely know the sting of loss. Whether it’s coming in second in the race or going bankrupt in Monopoly,...

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3 min read

Can these three strategies change your tax season?

I know what you’re thinking.

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5 min read

Build team spirit before tax season hits

Work is such a large part of our lives. By spending 40+ hours a week at work, some people see their coworkers as much as their significant others. So...

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5 min read

Do you need an employee improvement plan?

What do you do when an employee is falling short on expectations? These situations are unfortunately a “when, not if.”

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Nail down these 4 things when marketing for accounting firms

5 min read

Nail down these 4 things when marketing for accounting firms

Marketing falling flat? Or maybe you don’t even know where to begin your new client acquisition process? Client prospecting is a tricky business.

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What you probably didn’t learn at any accounting conference this year

4 min read

What you probably didn’t learn at any accounting conference this year

Conferences can offer you a little bit of everything. From socializing with fellow industry professionals to oodles of free swag that can keep your...

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5 min read

Should you keep working with a difficult client?

Find someone who says that they love every client equally and you’ve found yourself a liar — at least, they may lie to themselves. The...

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Don't read this if you still use a washboard

5 min read

Don't read this if you still use a washboard

If you look at the present from the lens of how the past dreamed of the future, it’s very disappointing. We don’t have robots performing our daily...

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Why you find soft skills so hard

5 min read

Why you find soft skills so hard

Accounting is a profession that’s done by the book—and that’s not just referring to bookkeeping.

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5 min read

Being a virtual CFO means getting into the preparation

As your firm grows and evolves, shouldn’t your suite of services? By expanding your service offerings, you create better revenue opportunities for...

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Feeling squeamish about advisory

5 min read

Feeling squeamish about advisory? Here's how to get comfortable

There’s a battle raging in the accounting profession. Full services firm versus specialized offerings? Not that one. Shifting to automation...

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4 min read

How accounting education is changing

Most accountants feel that the accounting profession is undergoing a monumental shift (and it is). The whole world is on a fast-moving technology...

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3 min read

Need time-saving solutions for your firm?

Running any business is a challenge. But accounting firms are a special case. With clients looking to you for legal and regulatory compliance as well...

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Bringing the competition into focus

5 min read

Bringing the competition into focus

What do you think about your “competition?” In a way, cloud accounting and AI Fintech open up the world to nearly every firm, but does this mean you...

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4 min read

Isn't it all just busy season, now?

You know the drill. Accountants block their entire calendar from January through April, and usually another 4-8 weeks in the fall, for clients...

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4 min read

Are you underselling your accounting services?

As an accountant, you understand what goes into each of the services you provide for clients. Those who need your services have varying degrees of...

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5 min read

Stop making excuses for overworking

“Just one more thing, then I’ll call it a night.”

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5 min read

Managing stress starts and ends with your senses

In the accounting industry, professionals are commonly working 50+ hour weeks all year long. During busier times, however, that weekly number can...

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4 min read

Your firm is only as good as your networking

When it comes to staffing your accounting firm, you likely use one of three criteria for posting an open position: Timing: Seasonal hiring is...

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Your tech is the selling point you haven't told your clients about

4 min read

Your tech is the selling point you haven't told your clients about

Tech and time. These two points are inextricably linked, even if some firm owners don’t necessarily act like it. Advancements in Fintech save time,...

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4 min read

Avoid these 5 mistakes when hiring accounting grads

The accounting sector is expected to grow 7% from 2020 to 2030 meaning there will be approximately 135,000 new openings each year on average. With...

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4 min read

You've heard about the future of accounting. What about the now?

Over the last decade, the rapid development and implementation of financial technologies (Fintech) have made the future of accounting a hot topic....

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5 min read

Hey, accountants take vacations too. Really.

Accountants find it challenging to find time for a getaway. You know, taking your loved ones to fun locales. Spending time on a road trip with...

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7 min read

Use this past season to build a better client base

We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for most of the year but came rushing back hoping to get...

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4 min read

Retain your talent with a professional learning plan

One of the top reasons employees look to make a job change is a lack of opportunity to develop and show their skills. People want a sense of...

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4 min read

It’s almost over! Post-busy-season cleanup

Breathe. The days are getting longer, and spring is around the corner—which means you only have a bit more time before you finish the busy season for...

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3 min read

Botkeeper needs your help to choose a new tagline

From “Just do it,” to “The real thing,” taglines have long been used to summarize a brand’s philosophy, values or personality. The very earliest...

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4 min read

Resignations and M&A are driving more accounting automation

For years now, firms have listed finding and/or retaining talent as one of their top issues. Before COVID. Before The Great Resignation. Before M&A...

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Client advisory services have already moved to the next phase

4 min read

Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...

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6 min read

Yes, I fired my clients (and why it’s ok)

Somehow in a world where acquiring customers is a key to growth (and tricky one at that), letting one go can be the right thing to do. You’ve...

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Creating a successful end-to-end CAS engagement | Botkeeper

6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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6 min read

Crafting your accounting innovation strategy

Automation across a wide range of professions and industries has become so commonplace that it’s almost a cliché. And the benefits of technology are...

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How is manual bookkeeping like Blockbuster?

5 min read

How is manual bookkeeping like Blockbuster?

One of the truths of business in the modern era is that technology can define success. Major leaps in how work gets done, how products get made, and...

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6 min read

Beat tax season slumps with these 5 tips—and even find some free time

Tax season has always been challenging: the last-minute clients, the messy paperwork, the missing documents, and—certainly not least of all—the long...

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4 min read

These Practical Leadership Skills Will Keep Your Team from Burnout

Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?) That said, it’s still true....

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There's a New Way to Tackle FP&A, and It Runs Like Clockwork

7 min read

There's a New Way to Tackle FP&A, and It Runs Like Clockwork

There are two huge challenges that come with growing your accounting firm beyond traditional compliance and tax work: Figuring out where to go next...

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Solve Your Capacity Planning Challenges With These 4 Action Items

5 min read

Solve Your Capacity Planning Challenges With These 4 Action Items

Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. It’s more like...

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4 min read

How Engineers Improve Month-End Review...in 24 Hours

We talk an awful lot about accounting and strategy related to things like increasing capacity at your firm or what to do with junior staff who have...

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To Better Serve Clients, Focus on These Soft Skills in Accounting

5 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships. So for accounting professionals to...

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3 min read

What's the Scoop on Botkeeper's Series C Round of $42 Million?

The entire Botkeeper family is excited to announce our latest news: we recently closed on a $42 million Series C round of funding! The investment was...

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5 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...

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5 min read

Better CAS Means Better Questions: 5 Questions to Ask Your Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Accounting Problems

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

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Identifying Clients Who Need CAS & Meeting Their Expectations

6 min read

Identifying Clients Who Need CAS & Meeting Their Expectations

Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...

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5 min read

Your Client Advisory Strategy Should Be Built on This Pivotal 1st Step

If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...

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5 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...

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5 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...

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The 5 Deliverables Businesses Really Want From a Virtual CFO

5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...

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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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5 min read

Follow These Marketing Best Practices to Drive More Advisory Clients

As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s...

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Overcoming Talent Retention Hurdles in Accounting Firms

6 min read

Overcoming Talent Retention Hurdles in Accounting Firms

Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality...

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6 min read

Is Your Firm Ready to Weather the Great Resignation?

Last year, we wrote about the looming accounting shortage and how year-over-year growth in the accounting industry was down 2%. At that time, we...

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2 min read

What Does 6 Years of Human-Assisted Automation Look Like?

A lot happens in a year, and this last year has been eventful, to say the least. We’ve changed the way we work, witnessed big investments in...

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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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Audit Is Changing What’s Your New Money Maker

7 min read

Audit Is Changing...What’s Your New Money Maker?

Accountants are in a bit of a weird position these days—remote work is the norm, technology is rapidly changing workflows and firm operations, and...

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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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5 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field — at the...

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6 min read

Selling CAS in 2021: Your First Steps Toward Big Results

The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s "The Practice...

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5 min read

Still Confused About How AI Helps Accountants? This Article Will Help

We live in an amazing age where seemingly every problem can be fixed by a specific tool or piece of technology. You missed the golf ball and created...

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5 min read

Planning to Sell Your Accounting Firm? Start Here, and Start Today

Regardless of if you’ve decided that a sale is your end goal, you should be running your firm like you’re going to sell it tomorrow. We don’t say...

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5 min read

CAS Meaning and how it Determines Your Growth Strategy

Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are...

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5 min read

A 360º Data View Will Transform Your Firm into a Super Force

The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and...

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6 min read

Accounting Firm Growth Depends on the Ability to Segment Your Audience

Whenever your accounting firm is looking for growth, it essentially has two options. Option one is to look for the same kind of client you’re already...

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6 min read

How Better Results Are Tied to Process Improvement with Chris Barnes

Until last year, every tax season was virtually the same as the year before, which meant that firms could get by doing the same ol’ thing to get the...

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4 min read

Overcoming Agile Software Development Struggles | Botkeeper Insights

As a company that straddles two essential industries—accounting and technology—we have a unique opportunity to share our views and strategies as they...

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4 min read

Pilot's $100m Funding: What it Means for the Accounting Profession

The field of competition for accounting firms just got a bit more interesting, and not in a good way.

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5 min read

Is Your Firm 'Modern'? Look at How You Hire to Find Out

Every accounting firm is a business, but does that mean your firm should function like a traditional company? A typical business has many moving...

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6 min read

Firms Must Prioritize Internal Growth to Get Comprehensive Growth

Running any business is like riding a roller coaster: it’s only fun and exciting if the whole thing keeps moving. That’s true for any kind of...

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4 min read

You Already Use Automation but Are You Getting the Most Value From It?

This may come as a hard truth for those who fear change, but there’s no escaping automation. We come in contact with some element of automation from...

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5 min read

Who Benefits the Most From Automation at Your Firm?

New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater...

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4 min read

How Diversity and Inclusion Benefits Your Accounting Firm

There’s a preconception that the accounting industry is very “traditional.” And in many ways, that’s a positive; good accounting traditions help keep...

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3 min read

These New Strategies Will Save You Seasonal Hiring Stress

We’ve all heard about or experienced firsthand some awful stories about hiring for tax season, and we do our best to avoid them from happening to...

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3 min read

A Superior Credential Management Process —Introducing Password Manager

Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all...

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Botkeeper | How to Launch New Accounting Services (Step-by-Step)

5 min read

How to Launch New Accounting Services (Step-by-Step)

What are all businesses — accounting firms included — trying to achieve on a daily basis?

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6 min read

Maximize Every Client's Revenue to Drive Rapid Growth

We hear about accounting firm growth strategies all the time, but when it comes to putting a plan into action, many firms are lost on how to get...

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3 min read

How the Fourth Industrial Revolution Impacts the Client Relationship

The Fourth Industrial Revolution is here, and it’s changing the way we do business. Also known as Industry 4.0, the Fourth Industrial Revolution is...

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4 min read

The Strategic Benefits of Automation in a CPA Firm

“Automation is coming for your job!” Hold up—that’s not true. In fact, it’s so far from the truth that not even Google Maps can help find where it...

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4 min read

Is the Automated Tax Return Possible?

The ideal tax season is one that requires no tax work at all. Sure, tax can be lucrative, and it’s always nice to present a return to a client who’s...

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Botkeeper | Is Your Firm Ready for Growth?

5 min read

Is Your Firm Ready for Growth?

In the height of summer, Inovautus Consulting ran a survey asking CPAs and accounting firms about how the pandemic affected their business. The...

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5 min read

How to Handle New Clients & Their Messy Year-End Close

Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural...

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3 min read

Botkeeper Releases Smart Connect, The Future Of Financial Data Access

Prepare yourself for an understatement: Accounting isn’t what it used to be. Yes, the dramatic life shifts we’ve all experienced have thrown...

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How to Determine What Client Advisory Deliverables to Offer

4 min read

How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...

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4 min read

Maximize Productivity at Your Firm With This Refresher

Can you believe the holiday season is already upon us?! In some ways, it feels like 2020 started three years ago, and in other ways, it feels like we...

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4 min read

Botkeeper’s Proactive Engineering Saved One Client 60 Hours per Month

We're firm believers in the idea that challenges are opportunities in disguise. Call it a positive outlook, if you will, but we just think of it as a...

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5 min read

How Automated Billing Improves Your Accounting Firm Workflow

Any accounting professional knows that a big part of the job is dedicated to settling client accounts and managing invoices. Thanks to continually...

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4 min read

What’s the Key to Accounting Firm Differentiation?

Do you ever feel like the services you offer — those that are massively important to your clients’ business health—are taken for granted? You might...

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4 min read

How The Top Firms Attract a 6-Figure Monthly Book of Business

Accounting firms are like nearly every other business out there when it comes to the range of success they see on a monthly basis: some are still...

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5 min read

Making Radical Bookkeeping Easy

A few months before COVID-19 hit and turned our professional and personal lives upside down, I joined Botkeeper as VP of Strategy. For ages, I’ve...

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4 Essential Steps for Better Onboarding at Scale

6 min read

4 Essential Steps for Better Onboarding at Scale

Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of...

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4 min read

Tech vs. Humans: How to Divvy Up the Accounting Work

When we talk about automation technology, it’s easy to let our imaginations run wild and jump to the distant future when bots might be able to...

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3 min read

Machine Learning for Accounting Firms: Key Insights & Benefits

We might be a bit biased, but we think technology is an accounting firm’s best bet for achieving real growth in a short amount of time. In short, the...

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3 min read

Botkeeper Introduces the New Transaction Manager Tool

With all that’s gone on—with all that’s still going on—most accounting professionals are busier than ever. On one hand, your business clients need...

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7 min read

So You’ve Partnered With Botkeeper — Now What?

Earlier this summer, as an escape from the mask city life, my boyfriend and I decided to take a ride to Cape Cod and hike the Dune Shacks Trail. I...

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6 min read

5 Accounting Firms Thriving During COVID

Back in early 2020 when the entire world began to shut down because of the pandemic, accounting firms were already in the swing of their busiest...

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Automated accounting | Botkeeper

4 min read

What is Automated Bookkeeping & How Do I Use it My Accounting Firm?

Do you know what automated bookkeeping is or how it benefits accounting firms?

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5 min read

The Top 4 Bookkeeping Mistakes Costing You Money—and How to Stop Them

When we think about the most successful accounting firms and businesses, we think of those that have it all together. They operate effortlessly and...

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5 min read

3 Steps to Developing a Forward-Thinking Virtual Firm

The CPA firm of the future will likely look much different than how firms have looked for the past several years—and that doesn't have to be a bad...

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19 Common Misconceptions About Botkeeper

13 min read

19 Common Misconceptions About Botkeeper

The internet is full of misinformation, and that’s no surprise to anyone. In fact, 52% of Americans believe they’re served fake news on a regular...

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4 min read

10 Compelling Reasons to Automate Bookkeeping in Your Accounting Firm

Here’s some exciting news for automation nerds like us: automated bookkeeping services are rapidly gaining in popularity! We know—it’s pretty cool....

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4 min read

The Anatomy of a Great CPA Firm Explained

When you think of a CPA firm that seems to have it all together, what comes to mind? Is it their services and clientele? Their firm size or funding?...

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5 min read

8 Tips for Getting Your Firm Acquired

There are lots of reasons why a CPA firm might be ready for acquisition. Business climate changes, firm growth, or partners reaching retirement age...

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1 min read

Botkeeper Is Named No. 850 on Inc. 5000

Exciting news out of New York this morning: Botkeeper has been included in the Inc. 5000 list of fastest growing companies in America. The 2020 Inc....

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4 min read

Reopening Your CPA Firm After COVID: Expectations vs. Reality

At some point in life, everyone experiences the disappointment that comes when they realize their expectations didn't align with reality. Especially...

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PPP and ADP Are Making Payroll Sexy…Finally

Recently I talked all things related to the Paycheck Protection Program (PPP)—from loan application to forgiveness—with ADP's service specialist,...

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CPA Firm Leadership: How to Address Layoffs

There's been a lot of energy put toward modeling our economy during the COVID-19 crisis on past events, whether it be the Great Recession or the...

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6 min read

Is Your CPA Firm’s Culture Intact?

CPA firms are looking at the future of their businesses and coming to terms with new realities; working remotely, implementing rotating schedules,...

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Botkeeper Celebrates Five Years & Accounting | Botkeeper

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Botkeeper Celebrates Five Years & Accounting

It all started with a near disaster—a cash catastrophe, if you will. Botkeeper CEO and cofounder Enrico Palmerino was running a previous startup...

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Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp

3 min read

Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp

A new client is added to QBO, and simultaneously that client is added to your marketing welcome campaign in Mailchimp. It’s always a good idea to...

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Do You Have Info ROT? What It Is & How To Avoid It

6 min read

Do You Have Info ROT? What It Is & How To Avoid It

We’ve come a long way from using floppy disks and CDs to store our business data and files. These days, many people and businesses have moved to the...

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5 min read

What AI & ML Are Doing Today to Shape the Future of Accounting

As more and more companies and accounting firms are looking for solutions to speed up various business processes, accounting automation through...

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Botkeeper Joins FDX to Help Drive the Future of Financial Data | Botkeeper

3 min read

Botkeeper Joins FDX to Drive the Future of Financial Data Management

As a leader in the accounting automation space, we’re overjoyed to join the Financial Data Exchange (FDX), a nonprofit dedicated to unifying the...

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How Social Media Can Give Your Accounting Firm a Boost | Botkeeper

7 min read

How Social Media Can Give Your Accounting Firm a Boost

There are usually two ways social media is perceived by accountants. One side, perhaps most often from the newer accountants, loves it and sees it as...

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Soc2 Type 1 Badge

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Botkeeper Achieves SOC 2 Type 1 Attestation

We are thrilled to announce that Botkeeper has successfully completed an audit established by the American Institute of Certified Public Accountants...

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3 min read

Using Technology to Evolve the Accounting Sector—With Enrico Palmerino

The following is a guest contribution from our friend Ton Dobbe, founder and Chief Inspiration Officer at Value Inspiration. And if you'd like to...

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11 min read

What We Know About ROI: A New Approach for the CPA

In the scramble to adjust to running an accounting firm during a pandemic, many firms invested in new technology to help them bridge the gap between...

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Botkeeper Brings the Future of Bookkeeping With $25 Million Series B

We’re bursting with excitement to announce that Botkeeper has raised a Series B round of $25 million from a group of awesome investors, which will...

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It's Time to Speak Up | Botkeeper

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It’s Time to Speak Up: A Note From Our CEO

As the leader of an organization of 100+ amazing people coming from various backgrounds, religious views, and lifestyles, it’s always been important...

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How to Use Zapier to Automatically Update All Software After Adding a New client to QBO

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Accountant’s Guide to Zapier: How to Automate Repetitive Tasks

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification...

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Selecting an Automated Accounting Solution | An Accountant's Guide

There used to be this notion in accounting that if you were an early adapter to technology, you were considered progressive. Industry veterans might...

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Artificial Intelligence is the Future of Accounting with Jody Padar

This blog post was originally published on The Change Your Mindset Podcast hosted by Peter Margaritis. Can artificial intelligence enhance your...

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Accounting Automation: Expectations Vs. Reality

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Accounting Automation: Expectations Vs. Reality

Technology advancements over the past five years have changed the business landscape completely — and the evolution isn't slowing down anytime soon....

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9 min read

The Advanced Guide to Automation in the Accounting Industry

Like the transition from the abacus to the calculator, the accounting industry eagerly embraces changing technology—and the ability to make...

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The role of compliance is to prevent fraud and theft | Botkeeper

7 min read

How Changing Compliance Software Will Impact Accounting in the Future

Compliance refers to ensuring that a company’s practices are well in line with the current legal and financial regulations. These can include...

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 A blockchain is a transparent, universally decentralized record keeping  | Botkeeper

6 min read

Breaking Down Blockchain for Accountants in 2020—and Beyond

Blockchain technology, along with being a new buzzword, is also one of the most exciting technologies of the 21st century. A universally...

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5 min read

An Introductory Guide to Artificial Intelligence in Accounting

According to recent statistics, 82% of businesses are failing as a direct result of mismanaged profit and cash flow. While this is a scary statistic...

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3 min read

Maintaining Bookkeeping Disciplines When Your Client Base Doubles

Rapid business growth and increased sales are often the epitome of a “good problem” for accounting firms. While doubling your client base generally...

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4 min read

How to Beat the Big Firms by Leveraging Accounting Tech

Not everyone who’s familiar with Jody Padar knows why she’s nicknamed the Radical CPA. In addition to being considered a bit progressive with her...

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2 min read

Botkeeper Welcomes Boston-Based Intellistack Into Partner Ecosystem

Boston, MA – Today, IntelliStack announces that it has now joined the Botkeeper Partner Program Ecosystem. Botkeeper, a leading automated bookkeeping...

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