3 min read
The Botkeeper Blog
Explore. Learn. Engage.

1 min read
Goodbye QuickBooks Desktop 2020: A New Era for Cloud-Based Accounting

3 min read
Is it time for your firm to consider “alternative staffing?”

3 min read
You have a ton of data. But are you managing it effectively?


4 min read
Enough about CAS! But seriously, need help with your CAS?


3 min read
How the SVB failure could mean new headaches for accounting firms


3 min read
Explain it to me like I’m 5: Artificial Intelligence


4 min read
Oh HELL no. 5 reasons to avoid a staycation this year


3 min read
ChatGPT for accountants: Your AI overlords call for your tribute


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...

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...

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...

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...

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...

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...

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...

4 min read
Is your firm in danger from inflation?

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

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...

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....

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...

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...

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...

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...

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...

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...

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...

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,...

3 min read
Can these three strategies change your tax season?

I know what you’re thinking.

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...

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.”

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.

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...

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...

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...

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.

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...

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...

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...

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...

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...

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...

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...

5 min read
Stop making excuses for overworking
“Just one more thing, then I’ll call it a night.”

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...

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...

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,...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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

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...

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...

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...

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...

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...

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...

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...

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,...

4 min read
Here's the Secret to Filing 1099s This Tax Season...Don't Do It!

Well, we did it. We blinked, and tax season is staring us down once again. While that’s possibly scary news for some accountants and their client...

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...

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...

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...

4 min read
Vic.ai & Botkeeper Have Teamed Up—Here's Why That's Good for Accounting

In July of this year, we announced a new partnership with Vic.ai, a fellow pioneer of automation with a target on the accounts payable process (among...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

2 min read
Botkeeper Partners with Vic.ai to Evolve Accounting Automation

Botkeeper clients will soon be able to access a new feature embedded in the Botkeeper Operating System, powered by Vic.ai. This new module will...

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...

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....

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...

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...

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...

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...

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...

5 min read
Why We're Inviting Firms to Evaluate Automation—And Get Paid for It

It's not clickbait, and it's not a gimmick. We're really paying accountants/firms to explore the idea of adding automation to their firm operations.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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.

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...

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...

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...

4 min read
Should Congress Extend the 2021 Tax Deadline?

Citing COVID-related issues from last year and a need to provide relief to taxpayers, lawmakers have asked the IRS to extend the tax season to July 15

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...

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...

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...

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...

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?

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...

5 min read
8 Essential Things Accountants Should Have for The 2021 Tax Season
It’s here…. You know, that time of the year where accounting practices (like yours) are inundated with corporate tax preparation. Some repeat clients...

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...

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...

4 min read
3 Accounting Trend Predictions to Take Advantage of in 2021
Every industry experienced massive shifts in 2020, and accounting is no exception. Stemming from all we learned in the last year, the burning...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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?

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...

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...

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...

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....

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?...

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...

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....

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...

6 min read
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,...

2 min read
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...

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,...

2 min read
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...

3 min read
Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp
.png?width=30&name=q1%20mnarketing%20team%20headshot%20(4).png)
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...

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...

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...

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...

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...

3 min read
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...

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...

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...

3 min read
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...

2 min read
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...

3 min read
Accountant’s Guide to Zapier: How to Automate Repetitive Tasks
.png?width=30&name=q1%20mnarketing%20team%20headshot%20(4).png)
Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification...

1 min read
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...

2 min read
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...

4 min read
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....

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...

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...

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 ...

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...

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...

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...

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...

3 min read
An Introduction to Mental Health: Have You Ugly Cried Yet?

April 15, 2020 was not met by the collective sighs of CPAs nationwide nor the acknowledgment of arduous work done well for the nation’s millions of...

2 min read
When the Rules No Longer Apply, Be Like a Startup

The world in the time of Corona is upside-down! The first thing to acknowledge is that in the next six to ten months, new legislation, new social and...

2 min read
Avoiding Virtual Pitfalls: The Art of the Pivot

Gretchen Pisano’s pointer for nailing the pivot and common missteps: Every new day is an opportunity to communicate and support your clients.

3 min read
7 Ways Accountants Can Help Their Clients Survive

“What we're seeing now is unprecedented, unplanned for, uncalled for, and there was just no way to ever anticipate or prepare for it. Things are...

3 min read
Best Practices to Next Practices: How to Gauge & Assuage Client Fears
Gretchen Pisano sat down, metaphorically, with Botkeeper’s Jody Padar to examine uncertainty as it relates to the intimate relationship between CPA...

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

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!...

7 min read
Why You Should Practice Accounting Advisory With Emotion

If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’...

4 min read
Tm2 Saves 30 Hours A Week with Botkeeper’s Accounting Partner Program

Tm2 Accounting Solutions in Nashville, Tenn., was developed out of the idea that there’s a better way to serve and meet clients’ financial and tax...

4 min read
Business Budget Essentials: A Guide to the Cost of Employee Benefits

What’s the secret recipe for keeping your employees happy? Some might think it’s as simple as bringing in a ping pong table and free lunch, but a ...

8 min read
How to Create Affiliate Marketing Content That Sells

Have you ever noticed how a lot of online recipes require a specific brand's tool or ingredient? Like a specific cookie cutter for making...

4 min read
Job Costing Pros & Cons: Is It Right for Your Construction Company?

Owning a company is like owning anything else: you love some aspects of it, and you despise others. We hear about the best and worst parts of...

1 min read
Case Study: How the Radical CPA Grew by 7x

Before Jody Padar joined her father’s Chicago-based CPA firm, the bulk of their work and focus was on helping clients with tax prep and filing. There...

5 min read
Should Nonprofits Use Cash or Accrual Accounting?

If you're a nonprofit, you know better than anyone how your requirements and struggles are unique. At any given time, countless tasks demand your...

6 min read
Recording In-Kind Donations for Nonprofits | Everything You Need

As a nonprofit organization, you’re required to record and report not only cash donations but in-kind contributions, too. Sound like a lot? That’s...

7 min read
When Things Don't Add Up: Navigate Common SaaS Accounting Challenges

In a world where the average company uses at least five clouds at once to store data and information, SaaS businesses are in high demand. SaaS —...

4 min read
What Percentage of Construction Costs Is Labor?

Sometimes there’s truth to the old adage that if you want something done right, you do it yourself. And usually that’s when you’re working on a...

7 min read
Tax Education: Everything You Need to Know about the Tax Deadline

Any American with a pulse knows that individuals and businesses pay a plethora of taxes. But it wasn't always that way. Even though taxes have been...

5 min read
Botlife: Why We Value Flexibility in the Workplace

“Bot” may be in our name, but robots aren’t necessarily our premium priority at Botkeeper. In fact, we have a whole team of humans behind the bots,...

4 min read
Job Costing for Construction: What It Is & How It Helps

There are a lot of responsibilities that come with running a successful construction business, but job costing is one of the most important. It's...

4 min read
Construction Accounting Basics for Contractors

A day in the life of a contractor is a busy one. You’re up early to answer emails and sort through paperwork before heading to a job site. From...

7 min read
What Does the COO of an Accounting Firm Do?

Another installment in our CPA Insights series, the Radical CPA Jody Padar sat down with Bernie Lietz, COO of Topel Forman in Chicago, at the AICPA...

5 min read
Botlife: Where Innovation Trumps the Status Quo

This might come as a surprise to you, but not everyone at Botkeeper is an actual bot. In fact, our collective bot body is made up of dozens upon...

5 min read
Bookkeeping with Excel Templates: Pros & Cons

You might visualize bookkeeping as sitting at a desk covered in receipts, looking through a green visor at rows and rows of hand-written numbers. And...

8 min read
Improve Your Accounting Practice With Technology

Adapt or deal with being left behind. There’s no shortage of internet articles about how companies and firms must learn to evolve if they don’t want...

4 min read
Bookkeeping vs. Accounting: What's the Difference?

Unless you’re a bookkeeper or accountant by trade, you probably don’t spend your days thinking about the two (but hey, no shame if you do)....

5 min read
What Does a Modern Bookkeeper Do?
Bookkeeping…we’ve all heard of it, but what exactly is it? In simple terms, bookkeeping is defined as creating and maintaining the financial records...