7 min read

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

By Jess King on Sep 24, 2020 1:00:00 PM

When we think about the most successful accounting firms and businesses, we think of those that have it all together. They operate effortlessly and have everything in order...or so it seems.

The reality is that they’re successful because they’ve figured out how to overcome numerous obstacles, including money leaks in their back office.

Topics: bookkeeping mistakes Bookkeeping Challenges Money Leaks
7 min read

3 Steps to Developing a Forward-Thinking Virtual Firm

By Jess King on Sep 21, 2020 2:59:38 PM

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 thing! If the COVID-19 crisis has taught us anything, it’s that a virtual CPA firm is not only possible, but it’s necessary.

Topics: automated accounting COVID-19 remote firm Virtual accounting firm
9 min read

TALENT + TECH: HOW to Plan for the Accountant Shortage OF 2021

By Kalie Souknary on Sep 9, 2020 1:00:00 PM

It was already predicted that in 2020, we would see a shortage of accountants within the industry. With COVID-19 causing a record high in unemployment, Accounting Today reported professional and business services shed 2.1 million jobs in April of this year, including nearly 68,000 in accounting and bookkeeping.

We're already seeing the shortage take effect—the U.S. Bureau of Labor Statistics reports that year-over-year growth for accounting and bookkeeping services is down almost 2%

If it’s possible to compensate for emerging shortage, accounting firms will have to adjust their hiring process in order to do so.

Topics: COVID-19 hiring accountant retention CPA firm success
2 min read

Botkeeper For Dummies Launch Event September 16

By Aaron Sullivan on Sep 4, 2020 3:45:00 PM

We’re on a mission to help streamline and scale bookkeeping in the accounting industry, and we’re turning every page in our library of resources to do exactly that. Actually—we’re filling the pages with our insights on automated bookkeeping!

That’s right—we wrote a book about automated bookkeeping and its role in the accounting industry.

Topics: Botkeeper For Dummies Botkeeping™ Botkeeper book
17 min read

19 Common Misconceptions About Botkeeper

By Aaron Sullivan on Sep 2, 2020 1:30:00 PM

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 basis. And the leading source of misinformation? You guessed it—social media. A classic example: how many times have you seen headlines in your feed announce the death of a beloved celebrity, only to find out later that you were duped?

It happens all the time.

Topics: automated bookkeeping AI Accounting Botkeeper reviews fake news
7 min read

10 Compelling Reasons to Automate Bookkeeping in Your Accounting Services

By Jess King on Aug 28, 2020 2:00:00 PM

Here’s some exciting news for automation nerds like us: automated bookkeeping services are rapidly gaining in popularity! We know—it’s pretty cool. In fact, according to Sage’s Practice of Now 2020 report, 73% of surveyed accounting professionals are confident when it comes to providing tech recommendations like AI and automation.

Topics: automated bookkeeping CPA firm greatness CPA firm growth
7 min read

The Anatomy of a Great CPA Firm Explained

By Jess King on Aug 25, 2020 11:00:00 AM

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? Maybe it’s their influence in the accounting and business communities?

Topics: work-life balance CPA firm advice CPA firm greatness CPA firm automation
1 min read

Overcoming the 5 Biggest Obstacles to Growing Your Accounting Firm

By Aaron Sullivan on Aug 18, 2020 10:00:00 AM

With an ever-changing landscape, the accounting industry has seen drastic disruption over the past few years. Accounting is a profession with many nuances—working long hours, keeping up with evolving tax laws, managing complex client relationships, etc.—how does a firm manage to stay competitive when new obstacles seem to emerge every day?

Topics: Ebook automated bookkeeping accounting firm challenges accounting firm obstacles white paper
7 min read

8 Tips for Getting Your Firm Acquired

By Jess King on Aug 13, 2020 1:30:00 PM

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

Regardless of why you're interested in getting your CPA firm acquired, it's important to understand that the process can look different depending on your level of preparedness. This article will cover eight tips to help you prepare your firm for acquisition.

Topics: Accounting firm advice cpa firm mergers and acquisitions acquisition cpa firm acquisition
2 min read

Botkeeper Is Named No. 850 on Inc. 5000

By Aaron Sullivan on Aug 13, 2020 10:45:00 AM

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. 5000 is ranked according to percentage revenue growth when comparing 2016 and 2019. To qualify, companies must have been founded and generating revenue by March 31, 2016. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2019. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2016 is $100,000; the minimum for 2019 is $2 million.

Topics: business growth Inc. 5000 Botkeeper awards announcement
7 min read

5 Questions CPA Firms Should Consider Before Returning to Work

By Justworks on Aug 11, 2020 10:30:00 AM

Returning to work is on the minds of many, along with questions around how to approach the task. It won’t be easy for anyone, but those who lack the knowledge and experience around employment policies and regulations may find it even more difficult to navigate.

If you’re uncertain about how to begin planning for your firm’s return to work, consider the following five questions and our insights as you get started.

Topics: remote work Justworks HR for CPA firms reopening your CPA firm human resources
6 min read

COVID-19 and Beyond: Big Decisions for CPA firms

By Jess King on Aug 5, 2020 10:30:00 AM

The coronavirus pandemic is pushing people from every industry (and all walks of life) to make big changes to the way things work. For accounting firms, those changes are starting to center around innovation, a little discipline, and lots of blending of old and new accounting methodologies.

Topics: accounting advice COVID-19 cpa firm CPA firm advice
8 min read

Reopening Your CPA Firm After COVID: Expectations vs. Reality

By Jess King on Aug 4, 2020 10:00:00 AM

At some point in life, everyone experiences the disappointment that comes when they realize their expectations didn't align with reality. Especially these days, it's difficult to make your hopes and the real world line up.

Topics: Accounting firm advice COVID-19 reopening cpa firm
8 min read

PPP and ADP Are Making Payroll Sexy…Finally

By Jody Padar on Aug 3, 2020 10:45:00 AM

Recently I talked all things related to the Paycheck Protection Program (PPP)—from loan application to forgiveness—with ADP's service specialist, Erron Stark, who delivers first-class services and solutions to the accounting community nationwide.

Topics: Accounting firm advice COVID-19 cpalove
3 min read

CPA Firm Leadership: How to Address Layoffs

By Jody Padar on Jul 30, 2020 10:00:00 AM

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 Great Depression. Either way, those models cannot anticipate the trajectory of this virus, nor can they quell the anxiety of financial advisors. Here, Jordan Birnbaum, ADP’s inhouse behavioral economist, shares his thoughts on how to lead during a global health and financial crisis.

Topics: The Radical CPA Leadership Accounting firm advice COVID-19 cpalove
8 min read

Is Your CPA Firm’s Culture Intact?

By Jody Padar on Jul 28, 2020 2:06:07 PM

CPA firms are looking at the future of their businesses and coming to terms with new realities; working remotely, implementing rotating schedules, and an infinite number of hybrid options are looming large on the horizon. At stake in these new operating scenarios are management styles, firm culture, and employee assessments to name a few. To get to the bottom of what your firm’s objectives are and how to get your employees to strive for achievement, I talked to Jordan Birnbaum, ADP’s inhouse behavioral economist.

Topics: Accounting firm advice COVID-19 cpalove Accounting firm culture
3 min read

Botkeeper Celebrates Five Years & Accounting

By Aaron Sullivan on Jul 27, 2020 11:18:29 AM


It all started with a near disaster—a cash catastrophe, if you will.

Botkeeper CEO and cofounder Enrico Palmerino was running a previous startup called ThinkLite, which was doing well and growing faster than most startups. But the company’s rapid growth meant that it was difficult to keep up with all their accounting needs. To sum it up, Enrico and team ran out of cash because they had no insight into what their cash flow or balance was due to delayed financials.

Topics: automation Anniversary five year anniversary Botkeeper history
6 min read

Accountant’s Guide to Zapier: Adding New Clients to a Marketing Welcome Campaign in Mailchimp

By Ben Wright on Jul 24, 2020 10:00:00 AM

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 welcome new clients to your business in some personal manner. It makes them feel like they’re going to be treated well in their brand new relationship with you, and it helps answer any on-boarding questions before they arise.

Topics: automation zapier zapier for accountants zapier for accounting zapier automation series accounting firm marketing mailchimp
9 min read

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

By Aaron Sullivan on Jul 21, 2020 10:00:00 AM

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 cloud for data storage and file management, and others use servers housed in office closets and storage rooms. Still others—especially in the accounting industry—continue to operate from paper files in filing cabinets!

Topics: automated accounting listen on the go Information rot data rot document storage
8 min read

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

By Erica Sunarjo on Jul 16, 2020 10:00:00 AM

As more and more companies and accounting firms are looking for solutions to speed up various business processes, accounting automation through artificial intelligence (AI) is inevitable.

Topics: AI Accounting accounting automation artificial intelligence accounting
5 min read

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

By Aaron Sullivan on Jul 14, 2020 1:30:00 PM

As a leader in the accounting automation space, we’re overjoyed to join the Financial Data Exchange (FDX), a nonprofit dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure and convenient consumer and business access to their financial data.

Topics: Bookkeeping automated bookkeeping the future of bookkeeping FDX Financial data exchange
10 min read

How Social Media Can Give Your Accounting Firm a Boost

By Kalie Souknary on Jul 10, 2020 11:56:19 AM

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 a great way to stay up to date with the latest news or trends. The other side might view social media as nothing more than a distraction or just another annoying time-waster on their phone.

Truth be told: we get it.

Topics: social media listen on the go social media for accountants accounting social media
4 min read

Botkeeper Achieves SOC 2 Type 1 Attestation

By Jess King on Jul 1, 2020 9:03:52 AM

We are thrilled to announce that Botkeeper has successfully completed an audit established by the American Institute of Certified Public Accountants (AICPA) to certify its SOC 2 Type I compliance for our automated bookkeeping platform! This audit will enable us continue to help Accounting Professionals grow their firms, improve margins, and deliver better service to their clients by augmenting manual and tedious bookkeeping work, in a safe and secure environment. Our clients can get their bookkeeping needs met knowing they're backed by the highest quality standards in the space. 

Topics: Bookkeeping Botkeeper reviews accounting technology Accounting firm growth automated accounting Cybersecurity
4 min read

Using Technology to Evolve the Accounting Sector—An Interview With Enrico Palmerino

By Ton Dobbe on Jun 30, 2020 10:30:00 AM

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 listen to the podcast interview, click here.

Every week I interview entrepreneurs and experts from around the world to share their big ideas about new forms of value creation and the potential we can unlock when technology augments the unique strengths of people to deliver remarkable impact.

Topics: accounting insights accounting firm technology guest blog value creation
15 min read

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

By Aaron Sullivan on Jun 23, 2020 10:30:00 AM

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 a traditional in-office operation and a new virtual approach. And understandably so—it was an unforeseen challenge that caught most industries and businesses off-guard. Accounting firm leaders might have even said things like, “We just need to get by,” and, “Do whatever it takes,” so they could put their clients and staff first by patching together new processes for survival.

Topics: listen on the go accounting firm technology Return on investment ROI accounting firm software
3 min read

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

By Jess King on Jun 18, 2020 8:10:00 AM

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 propel our vision of growing the amazing Botkeeper community, further our mission of building the future of bookkeeping, and double down on engineering and product development for our Accounting Partners.

Topics: automated accounting Series B Fundraising the future of bookkeeping
2 min read

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

By Enrico Palmerino on Jun 3, 2020 3:52:00 PM

As the leader of an organization of 100+ amazing people coming from various backgrounds, religious views, and lifestyles, it’s always been important to me that we go above and beyond in being inclusive, supportive, and understanding. This is a vital component to our company culture and a standard that I, as a CEO, team member, friend, brother, son, husband, and father, hold dear. For that reason, we as an organization have always been delicate with our publicized stance on areas of politics or social happenings—it has never really struck me as “fair" to speak for a large group of people or summarize what is often a complex and multi-layered subject. This said, I feel it’s important to post this.

Topics: listen on the go
7 min read

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

By Ben Wright on Jun 3, 2020 10:59:23 AM

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification acknowledging the action. But not only that—you also learn that they’ve been added to a running Google spreadsheet of all your current clients.

This scenario, and many more, are easy to achieve using a type of middleware integration software like Zapier. In this article, we’ll explain how easy it is to set that automation up, and we'll show you some other ideas, too.

Let's jump in!

Topics: automation zapier zapier for accountants zapier for accounting zapier automation series
2 min read

The Accountant's Guide to Selecting an Automated Accounting Solution

By Botkeeper on May 29, 2020 10:00:00 AM

There used to be this notion in accounting that if you were an early adapter to technology, you were considered progressive. Industry veterans might have looked at you as though you were some foolhardy explorer on a wasteful quest to burn budget on sleek tools—only to produce mediocre results (at best).

Topics: Ebook artificial intelligence automated bookkeeping automated accounting solutions
3 min read

Artificial Intelligence is the Future of Accounting with Jody Padar

By Botkeeper on May 27, 2020 12:00:00 PM

This blog post was originally published on The Change Your Mindset Podcast hosted by Peter Margaritis.

Can artificial intelligence enhance your accounting practice? It absolutely can. Jody Padar is the VP of Strategy with Botkeeper, a company that combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a full suite of bookkeeping and pre-accounting solutions to accounting firms and their clients. She’s also the author of “The Radical CPA: New Rules for the Future-Ready Firm,” a book that sparked a movement within the accounting profession focused on four tenets: cloud technology, social business, value pricing, and process.

7 min read

Accounting Automation: Expectations Vs. Reality

By Dominic LoBianco on May 20, 2020 3:26:40 PM

Technology advancements over the past five years have changed the business landscape completely—and the evolution isn't slowing down anytime soon. This is especially true in the accounting space, where we’ve seen a large pop in the progression of technology over the last two to three years. With artificial intelligence, machine learning, and robotic process automation being used to take on traditionally laborious work, today’s accounting professionals and business owners now have the ability to complete far more tasks in a much shorter period of time.

Topics: accounting technology Accounting firm growth automated accounting listen on the go
11 min read

The Advanced Guide to Automation in the Accounting Industry

By Botkeeper on May 18, 2020 2:08:00 PM

Like the transition from the abacus to the calculator, the accounting industry eagerly embraces changing technology—and the ability to make accountants' lives easier. Just as accountants embraced the convenience of spreadsheet technology, so a new generation of accountants is taking advantage of the latest advance in technology: automation. 
Topics: artificial intelligence machine learning automated accounting Accounting firm advice
11 min read

How Changing Compliance Software Will Impact Finance in the Future

By Botkeeper on May 15, 2020 1:30:00 PM

Compliance refers to ensuring that a company’s practices are well in line with the current legal and financial regulations. These can include federal, state, and international law. Remaining compliant might also mean upgrading or updating old hardware and software to ensure efficiency.

Topics: regulatory change management software changing compliance software
8 min read

Breaking Down Blockchain for Accountants in 2020—and Beyond

By Botkeeper on May 13, 2020 1:30:00 PM

Blockchain technology, along with being a new buzzword, is also one of the most exciting technologies of the 21st century. A universally decentralized ledger system that can share data among an infinite number of users—a blockchain is unhackable. Due to its ability to share data and simultaneously record real-time transactions on every single computer connected to its network, the technology can’t be interfered with. If anyone tries to hack or scam a blockchain, the entire chain takes notice, and the chain will be forked where the hack happened, eliminating the culprit from the chain.

Topics: accounting technology automated accounting Blockchain
7 min read

Life Post-COVID: Lasting Effects on the Accounting World

By Jody Padar on May 12, 2020 1:30:00 PM

CONTENT CREATED WITH LOVE FROM ADP
Have you been wondering how the accounting world will be impacted over the coming months and years by the pandemic?
 
To find out, I sat down with Dan Hood, editor-in-chief of Accounting Today. With more than 20 years of experience covering the accounting industry, Dan has covered many financial dips, and he shared the latest from Accounting Today’s Accounts Confidence Index (ACI) done in conjunction with ADP.
Topics: The Radical CPA accounting advice COVID-19 cpa cpalove
8 min read

Artificial Intelligence for Accounting: An Introductory Guide

By Botkeeper on May 8, 2020 2:30:00 PM

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 for business owners, you'll be happy to know that there are some very simple ways that you can ensure this doesn't happen to you.

Topics: AI for Accounting automated accounting bookkeeping for accounting firms,
4 min read

COVID-19...The Great Disruptor

By Jody Padar on May 6, 2020 2:00:00 PM

Content Created with Love from ADP

The Financial advisory world is on the frontlines of the financial crisis, and the disparity between those firms that already took the leap to cloud-based tech and those that did not is huge! Tom Hood’s emphasis is not how to be ready for the day you're walking into, but how to be ready for the future, tech included. He’s going to layout simple ways to get you through COVID mania and how to make your firm #FutureReady. Jody Padar sat down with Tom Hood, executive director and CEO of the Maryland Association of CPAs to discuss how.

Topics: accounting advice COVID-19 Corona virus cpa cpalove
6 min read

Tips for Maintaining Bookkeeping Disciplines When Your Client Base Doubles

By Aaron Sullivan on Apr 29, 2020 11:30:00 AM

Rapid business growth and increased sales are often the epitome of a “good problem” for accounting firms. While doubling your client base generally means an exponential rise in revenue, unprecedented growth tends to be a great disruptor for bookkeeping. It’s easy to fall out of good accounting habits and become overwhelmed by sheer volume as you deal with double the journal entries, rolling invoices, and fluctuating cash flow.
Topics: automated bookkeeping scalability Accounting firm growth outsourced bookkeeping Accounting firm tips listen on the go
5 min read

Let's Talk About Ethics, Baby

By Jody Padar on Apr 24, 2020 5:01:37 PM

Gretchen Pisano, pLink Leadership founder and executive guru, is back to help us navigate through the ethics of PPP Loans, CARES Act, and whatever comes next. Let’s jump right in!

Topics: paycheck protection COVID-19 Corona virus cpa cpalove
6 min read

How to Beat the Big Firms by Leveraging Accounting Tech

By Aaron Sullivan on Apr 22, 2020 1:30:00 PM

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 online presence (check out her Twitter and LinkedIn pages), she’s passionate about leveraging quality technology to create a better accounting firm.

Topics: accounting technology The Radical CPA Accounting firm growth Accounting advisory services
5 min read

Protecting Your Accounting Firm From New COVID-19 Cybersecurity Threats

By Kalie Souknary on Apr 16, 2020 10:30:00 AM

Both the United States’ Cybersecurity Infrastructure Security Agency (CISA) and the United Kingdom’s National Cyber Security Centre (NCSC) are seeing a growing use of COVID-19-related themes by malicious cyber actors. Cyber threat actors are acting as trusted entities, sending out phishing messages or malicious applications. Cybercriminals are using the pandemic for commercial gain, deploying ransomware and other malware. These actors are targeting individual users, small- to medium-size enterprises, and large corporations.

(Basically, everyone.)

Topics: Accounting firm tips coronavirus Cybersecurity COVID-19
3 min read

Botkeeper Welcomes Boston-Based Intellistack Into Partner Ecosystem

By Jess King on Apr 15, 2020 11:07:02 AM

Boston, MA – Today, IntelliStack announces that it has now joined the Botkeeper Partner Program Ecosystem. Botkeeper, a leading automated bookkeeping solution, works hand-in-hand with Accounting Firms to help grow their business, improve margins, and deliver better service to their clients by augmenting manual and tedious bookkeeping work. Clients benefit from superior software, improved accuracy (99.96%), faster processing, and more in-depth reporting and analytics. Botkeeper partners with independent Accounting Firms, CFOs, and technology companies to provide them with a scalable and cost-effective bookkeeping solution for their clients.

Topics: outsourced bookkeeping cpa
3 min read

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

By Jody Padar on Apr 15, 2020 9:45:00 AM

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 taxpayers. This April 15th marked an indistinguishable day amongst many of social distancing, sheltering in place, and bearing witness to the sudden collapse of a robust economy.  

Topics: Radical CPA The Radical CPA coronavirus leadership tips work from home cpalove
3 min read

When the Rules No Longer Apply, Be Like a Startup

By Jody Padar on Apr 9, 2020 10:30:00 AM

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 professional norms, and new practices in every sector will become solidified to create a new normal. Where does this position CPAs?

Topics: Radical CPA The Radical CPA Accounting firm advice leadership tips listen on the go accounting insights COVID-19 Corona virus cpalove
3 min read

Avoiding Virtual Pitfalls: The Art of the Pivot

By Jody Padar on Apr 8, 2020 9:00:00 AM

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

Topics: Radical CPA The Radical CPA coronavirus leadership tips work from home cpalove
13 min read

10 Marketing Tactics for Accountants During COVID-19

By Kierstyn Kalman on Apr 7, 2020 10:30:00 AM

With the current events taking place around COVID-19, business as we know it has changed. The way that accounting professionals conduct their day-to-day has evolved and will continue to evolve in the coming weeks.
Topics: Accounting firm tips COVID-19 Corona virus marketing tips marketing for accountants
3 min read

7 Ways Accountants Can Help Their Clients Survive

By Jody Padar on Apr 6, 2020 9:00:00 AM

“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 different… We have to adapt and we have to do that immediately and on the fly. We can't think about what it was like yesterday or what we would like it to be, or what we want it to be. We have to look at what it is now. And I think for a lot of people, it's just about survival.” —Ed Mendlowitz, Partner Emeritus at Withum, Smith, & Brown

Topics: Radical CPA The Radical CPA Accounting firm tips coronavirus cpalove
4 min read

Best Practices to Next Practices: How to Gauge & Assuage Client Fears

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

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.

Topics: Radical CPA The Radical CPA coronavirus Accounting firm leadership accounting insights
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.

Topics: interview Radical CPA The Radical CPA coronavirus accounting advice Cybersecurity accounting insights
4 min read

How to Find Your Leadership Zen in a Pandemic

By Jody Padar on Mar 31, 2020 9:15:00 AM

Last week Botkeeper sat down with strategic development consultant and pLink Leadership CEO, Gretchen Pisano. Pisano is uniquely qualified to assist us through this moment of uncertainty because she pairs her leadership acumen with a master’s degree in applied psychology from the University of Pennsylvania. Here are some of her tips for leading and advising through COVID-19. 

Topics: Radical CPA The Radical CPA remote work coronavirus cpalove
3 min read

Change in the Time of COVID-19…Could Something Good Come out of This?

By Jody Padar on Mar 31, 2020 9:00:00 AM

Here at Botkeeper, we are seeing a lot of professional/technological shifts at the moment, which reposition leadership responsibilities. We had Gretchen Pisano of pLink Leadership walk us through some changes in the field and even point out some...dare we say it…positives…? Let's not jinx it!

Topics: Radical CPA The Radical CPA coronavirus work from home cpalove
10 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.

Topics: Radical CPA The Radical CPA coronavirus leadership tips Accounting firm leadership work from home
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 per 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.

Topics: automated bookkeeping case study bookkeeping for insurance listen on the go
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?!

Topics: automated bookkeeping Product comparison outsourced bookkeeping
10 min read

Why You Should Practice Accounting Advisory With Emotion

By Aaron Sullivan on Mar 18, 2020 8:58:00 AM


If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’ finances, make recommendations for cost-saving and growth opportunities, and they ultimately provide their clients with advisory services on how their businesses can and should grow in the future.

Topics: Radical CPA The Radical CPA Accounting advisory services Emotional advisory Accounting firm tips coronavirus listen on the go
4 min read

Protobi Hired Botkeeper to Save Time—And It’s Working

By Kierstyn Kalman on Mar 16, 2020 1:04:00 PM

Protobi, a survey analytics application, was using a traditional bookkeeping firm to manage its books prior to enlisting Botkeeper, but they weren’t getting the full-service experience they sought. The company decided to replace the bookkeeping firm with Botkeeper, an automated bookkeeping solution. As a result, Protobi was able to customize their bookkeeping package, including creating a streamlined automated invoice process for their customers and getting the real-time financial insights that they needed in order to make good business decisions and continue to scale.

Topics: automated bookkeeping case study Accounting for small businesses complete bookkeeping solution time-saving bookkeeping
13 min read

9 Steps to Prepare Your Accounting Firm to Handle Coronavirus

By Aaron Sullivan on Mar 13, 2020 4:07:59 PM

With the continued spread of a coronavirus known as COVID-19, more and more accounting firms and businesses are facing remote work for the next few weeks. While working remotely isn’t a new concept to many industries—tech engineering, medical transcription, digital marketing, etc.—it’s still fairly uncommon for accounting firms.

Topics: Accounting firm advice remote work accounting expert tips
7 min read

The Income Statement: A Guide for Accountants & Business Owners

By Aaron Sullivan on Mar 11, 2020 11:21:48 AM

Accounting professionals understand the importance of an accurate income statement...it's a bit like a thermometer—you can use it to gauge whether things are going well or if your company is at risk of going under. But do business owners get it? (If you're an accountant reading this post, share it with your clients!)

By looking at this one report, you can immediately understand whether you're operating at a profit (or a loss—but we hope not!), what your highest expenses are, and what's making you money.

Topics: automated bookkeeping accounting definitions income statement accounting reports
6 min read

How to Use Tech to Organize Your Business Finances

By Aaron Sullivan on Mar 6, 2020 5:17:09 PM

Whether you’re an owner or an accounting professional helping business owners, it’s no surprise that running a company requires wearing a lot of hats—manager, sales associate, HR coordinator, operations analyst. It can quickly become exhausting and overwhelming! 

Topics: automated bookkeeping accounting technology bookkeeping for accounting firms, financial technology
5 min read

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

By Kierstyn Kalman on Mar 3, 2020 10:30:00 AM

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 needs. It started as merely a side gig for business and real-life partners Tiffany and Kristopher Miller, but it quickly grew into a flourishing boutique accounting firm.

Topics: automated bookkeeping case study Accounting firm bookkeeping for accounting firms, listen on the go
6 min read

FINCURA Expects to Save $50k With Botkeeper

By Aaron Sullivan on Feb 26, 2020 3:08:09 PM

Whether you're a business owner, or accounting professional- if you don’t like the way something’s done, you have a few options: suck it up and deal with it, suggest changes and hope for the best, or shake the system up by creating a new solution—preferably a better one.

Topics: machine learning automated bookkeeping case study Botkeeper reviews Fintech
11 min read

Don't Make These 10 Affiliate Marketing Mistakes

By Vanessa Gershbein on Feb 18, 2020 4:37:38 PM

You work hard for the money, just like most people. But are you working hard doing what you want to do to make that money? Do you have a sizable following on social media that you think could benefit from your helpful product reviews? Affiliate marketing could be exactly what you’re looking for! 

Topics: Affiliate marketing moneymaking tips passive income botkeeper recommendations content creation
4 min read

'Botkeeper Allows Me to Be a Better Dentist'

By Kierstyn Kalman on Feb 13, 2020 10:30:00 AM

Most people don’t like going to the dentist. Admittedly, we’re among “most people” and would rather sit in traffic than a dentist’s chair. In fact, here are some of the thoughts that float around our human heads (our bots don’t have teeth) before we visit the dentist; we’re sure you can relate.

Topics: automated bookkeeping case study accounting for dental practice Bookkeeping for dentists dental bookkeeping
5 min read

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

By Aaron Sullivan on Feb 11, 2020 10:00:00 AM

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 2017 study of more than 500 employees showed that health benefits, paid time off, and a 401(k) plan are more important to employees than office perks.

So how do you keep your staff happy? You want your company to thrive, and you want to keep the top-tier talent in-house by ensuring their happiness in ways other companies aren’t able to.

Topics: automated bookkeeping how much are employee benefits budgeting Employee benefits
14 min read

How to Create Affiliate Marketing Content That Sells

By Vanessa Gershbein on Feb 6, 2020 11:58:59 AM

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 snickerdoodles or a particular can of spicy tomatoes for that game-day dip? Usually, the recipe comes with a link to purchase that product.

That's affiliate marketing!

Topics: Affiliate marketing moneymaking tips passive income botkeeper recommendations content creation
4 min read

Achen Henderson Expects $600k in New Revenue with Botkeeper

By Aaron Sullivan on Feb 4, 2020 4:23:30 PM

Since 2013, Calgary, Alberta-based Achen Henderson CPAs has been focused on helping business leaders and entrepreneurs take their organizations to the next level. The firm offers customized services to fit the needs of each client, providing a high-performance virtual accounting solution that’s tailored for growth. But Achen Henderson CPAs didn’t start out that way.

Topics: automated bookkeeping case study scalability client success
13 min read

Healthcare Wave-Makers: Who Made the List?

By Yanik Fati on Jan 30, 2020 2:00:14 PM

When people think of what contributes to their happiness, they’ll typically list off a handful of different items: love, family, housing, financial security, and health. Now, we’ll stay in our lane when it comes to pretty much everything in that list, but at Botkeeper, we’re doing our part to help businesses of all shapes and sizes tackle financial security by scaling efficiently and sustainably.

Topics: roundup Botkeeper reviews healthcare accounting healthcare bookkeeping bookkeeping for healthcare
8 min read

The Ultimate Guide to Getting Your Small Business Funded

By Kalie Souknary on Jan 28, 2020 10:30:00 AM

You’ve finally decided to take the jump and open your own small business. The excitement is overwhelming, but you know you’re ready. The only thing is, you don’t exactly know where to start with funding. The ideal way would be to fund it completely out of pocket, but if that’s not possible for you (don’t worry—it’s not possible for most!), what do you do? Do you crowd source the money? Do you apply for loans? What type of loan can you apply for? Are there any grants available to help save you from taking out too many loans? 

Topics: small business bookkeeping small business funding angel investors crowdfunding small business grant small business loan
6 min read

Job Costing Advantages & Disadvantages: Is It Right for Your Construction Company?

By Aaron Sullivan on Jan 23, 2020 2:45:00 PM

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 ownership/leadership all the time, and everyone seems to agree that the worst part is managing accounting. (The best parts? Autonomy and office snacks, obviously.)

Topics: construction accounting construction bookkeeping
2 min read

Case Study: How the Radical CPA Grew by 7x

By Aaron Sullivan on Jan 22, 2020 2:00:00 PM

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 was no innovation, and certainly no time to explore new growth opportunities for a small firm with limited options.

Topics: automated bookkeeping case study Radical CPA The Radical CPA
8 min read

Should Nonprofits Use Cash or Accrual Accounting?

By Aaron Sullivan on Jan 16, 2020 9:07:00 AM

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 time, attention, and money—and that's on top of fundraisers and other charitable and social events. 

Topics: cash vs accrual nonprofit bookkeeping nonprofit accounting income statement for nonprofit
9 min read

Everything You Need to Know About Recording In-Kind Donations for Nonprofits

By Aaron Sullivan on Jan 9, 2020 2:00:00 PM

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 because it is!

In-kind gifts make up a majority of donations to nonprofits, and these charitable contributions no doubt keep a nonprofit functioning. That’s why they’re always welcome! 

But recording them? That’s a different story.

Topics: nonprofit bookkeeping nonprofit accounting in-kind donations for nonprofits in-kind contribution accounting listen on the go
11 min read

When Things Don't Add Up: How to Navigate Common SaaS Accounting Challenges

By Aaron Sullivan on Jan 7, 2020 9:05:00 AM

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—software as a service—companies host an application and then make it available for customers over the internet. Clients remotely access their data and information using the SaaS company's server.

Topics: accounting for software companies SaaS automated bookkeeping SaaS accounting challenges software as a service
9 min read

Closing the Books: Year-End Accounting Tips

By Jess King on Dec 26, 2019 2:45:53 PM

Here's a fun fact for your holiday reflection: according to the Bureau of Labor Statistics, there are over 1.3 million certified accountants in the US. While you may not be among their ranks, you can still learn some important skills from these hardworking professionals.

Topics: Bookkeeping tips bookkeeping tips tax
7 min read

What Percentage of Construction Costs Is Labor? Pricing Your Bids Correctly

By Aaron Sullivan on Dec 17, 2019 12:10:16 PM

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 passion project that requires your own individual creativity. But smart business owners with growth mindsets know that delegating is actually one of the most important skills they could have.

Topics: construction accounting construction bookkeeping construction labor cost percent how to calculate labor cost formula listen on the go
6 min read

Accounting for Your Construction Company: Common Mistakes to Avoid

By Aaron Sullivan on Dec 5, 2019 3:29:09 PM

No matter what industry you’re in, accounting is one of those critical tasks that requires diligence and attention to detail. Needless to say, it’s not usually the favorite activity for most business owners or managers. Accounting for a construction company is even more complicated and often cumbersome. There are so many details, departments, and partners to consider that it’s a wonder anyone does it correctly at all!

Topics: accounting mistakes construction accounting automated accounting solutions construction bookkeeping
7 min read

How Accounts Payable Outsourcing Works and Why Your Business Needs It

By Aaron Sullivan on Nov 26, 2019 10:31:37 AM

Managing the relationships that your company has with suppliers and vendors is challenging. And the more vendors you have, the more at-risk you are for costly errors in your accounts payable process.

As your business grows, the complications that come with managing your accounts payable process in-house can slow down the growth of your business. If your company handles sensitive financial information, an accounts payable process that isn't high-functioning can even turn into a liability for your business to handle. It can become a bottleneck and slow everything down!

Topics: automated accounting accounts payable accounts payable outsourcing listen on the go
12 min read

9 Nonprofits With the Ultimate Mission Mindsets

By Yanik Fati on Nov 21, 2019 2:25:04 PM

In a world where it can seem like unfairness and inequality run rampant, it’s sometimes hard to find a glimmer of hope. Fortunately, there are good people and businesses out there working day and night to make the world a bit brighter and more hopeful for the rest of us. We’re talking about leaders in the nonprofit space that are putting their mission before their profit.

Topics: roundup Botkeeper reviews nonprofit accounting Automated bookkeeping for nonprofits
10 min read

Tax Education: Everything You Need to Know about the Federal Tax Deadline

By Aaron Sullivan on Nov 19, 2019 10:30:00 AM

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 around since before the inauguration of the United States, they used to be much simpler.

Plus, there wasn't always a federal tax deadline. Crazy, right?!

Topics: tax planning Federal tax Deadline Income Tax Annual Taxes listen on the go
17 min read

The Best 35 Affiliate Marketing Programs of 2019

By Vanessa Gershbein on Nov 14, 2019 8:50:00 AM

Think of the last time you or your business made a big purchase. Did you seek out external confirmation from an expert, influencer, or a friend? Of course you did—most people do! You sought information from trusted resources, sometimes known as affiliate marketers because these resources can get paid for sharing their knowledge.

Topics: Affiliate marketing moneymaking tips passive income botkeeper recommendations
7 min read

Botlife: Why We Value Flexibility in the Workplace

By Aaron Sullivan on Nov 12, 2019 2:16:42 PM

“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, and we put their happiness and quality of life right up there with creating and maintaining the revolutionary tech that is automated bookkeeping with a human touch.

Topics: Botlife workplace flexibility work-life balance working at botkeeper listen on the go
7 min read

Job Costing for Construction: What It Is & How It Helps

By Aaron Sullivan on Nov 6, 2019 2:45:00 PM

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 sort of like planning out your grocery list for Thanksgiving dinner...you want to get just the right amounts of everything without breaking the bank. And like planning the perfect holiday fête, when done correctly, job costing can ensure your construction business is successful while keeping surprises to a minimum.

Topics: automated bookkeeping bookkeeping tips construction accounting job costing
12 min read

7 Experts Weigh In On the Future of Accounting

By Aaron Sullivan on Nov 5, 2019 2:58:47 PM

Every industry is impacted by the rise of technology and automation, and for many, that can be an overwhelming—possibly even scary—thought. So we set out to get to the bottom of how real accounting experts view this ongoing change to the industry. Our friend Jody Padar, The Radical CPA, conducted a series of interviews with accounting industry thought leaders and influencers, and we pulled together this collection of highlights as they relate to select questions.

Topics: interview accounting technology CPA insights Radical CPA The Radical CPA Accounting Industry Insights automated accounting
6 min read

Is Your Web Host Damaging Your Reputation?

By Jodie Manners on Oct 31, 2019 3:33:08 PM

Any business owner knows that reputation management is a big part of attracting customers. Leads and potential customers/clients are paying attention to what you say, how you say it, your brand elements, and most importantly—your website. But is your web host damaging your reputation and holding you back from success?

Topics: Business success Reputation management Guest post Business website
12 min read

How eMoney Advisors Can Help With Financial Planning

By Aaron Sullivan on Oct 29, 2019 12:54:28 PM

Financial planning can be intimidating. But it doesn't have to be, and that's what the Radical CPA Jody Padar covered in her final CPA Insights interview at the AICPA Engage 2019. Her guest was Celeste Revelli, director of financial planning at eMoney Advisors, an online financial planning service. 

Padar and Revelli chatted about all the different features eMoney Advisors has to offer accountants who are starting to dip their toes into financial planning. What lots of accountants don’t know is that you don’t need to be a certified Financial Advisor to start having those types of conversations with your clients. You need the right tools!

That's where eMoney steps in as a tool that helps CPAs see exactly where their clients are spending money so they can better advise them on saving and how to accomplish long-term goals. Padar even uses it in her firm to better serve her clients.

Topics: interview accounting technology CPA insights Radical CPA The Radical CPA
6 min read

How to Plan and Create a Construction Budgeting Analysis In 4 Steps

By Jess King on Oct 24, 2019 2:57:49 PM

Lincoln Logs, Legos, K'Nex, Erector Sets—remember how fun it was to create the structure of your dreams with any one of these building toys? As long as you had enough pieces, the possibilities seemed endless. And the best part was that you didn't need to create a construction budget or put anything down in order to bring your dream to life...just a vivid imagination!

Topics: construction accounting construction bookkeeping listen on the go Construction Budget
10 min read

We Have a Verdict: These 7 Law Firms Are Doing Big Things

By Yanik Fati on Oct 22, 2019 1:15:00 PM

In addition to being bookkeeping nerds and techies, we at Botkeeper are pretty entrenched in pop culture (that’s what you get when you have a cool company culture that mixes experienced, senior accountants with millennial technophiles!). And recently we talked about the phenomenon that is the TV show Law & Order—have you ever thought about how many versions there are? Now, we know a thing or two about counting stuff (not to brag), and we figured out that there are at least seven American iterations of the hit show.

Topics: roundup Botkeeper reviews Legal Firms Law Firms
1 min read

What’s the Difference Between AI & ML? Free Ebook

By Aaron Sullivan on Oct 17, 2019 3:41:20 PM

We’re in the age of artificial intelligence (AI) and machine learning (ML), and most industry leaders believe the two concepts—working in tandem—will be what creates massive growth for companies in every vertical. It’s actually what’s known as the Fourth Industrial Revolution, and we probably haven’t even hit the thick of it yet.

Topics: Ebook automation artificial intelligence machine learning AI vs ML
8 min read

The State of the Accounting Profession

By Aaron Sullivan on Oct 15, 2019 3:34:29 PM

Accounting today is not the same as it was ten years ago. And while many accountants have been in the industry long enough to be aware of the changes, not as many have stepped in to help inform other professionals. That’s not the case for Mark Koziel, who runs the AICPA Engage conference every year.

During that conference, Radical CPA Jody Padar talked to Koziel about the transformation of the accounting industry.

Topics: CPA insights Radical CPA The Radical CPA AICPA Accounting firm growth Accounting firm
7 min read

Construction Accounting Basics for Contractors

By Aaron Sullivan on Oct 10, 2019 2:28:07 PM

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 jobsite. From there your day is full of meetings with subcontractors, reviewing the progress they’ve made, and making sure your project is on track and, more importantly, on budget.

Topics: construction accounting construction bookkeeping listen on the go
9 min read

What Does the COO of an Accounting Firm Do?

By Aaron Sullivan on Oct 8, 2019 9:40:00 AM

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 ENGAGE event. Among the hot topics covered were what it’s like to lead a firm while balancing lots of different voices and opinions, as well as this year’s NBA Finals.

Lietz also described his interesting journey implementing value pricing at CPA firms. One of his previous CPA firms was one of the first in the industry to implement it about 8 years ago, so he knows what it takes to move in the direction of focusing on value for the client.

Topics: CPA insights Radical CPA The Radical CPA Chief Operating Officer Value-based pricing Accounting interview
7 min read

Botlife: Where Innovation Trumps the Status Quo

By Aaron Sullivan on Oct 4, 2019 12:16:21 PM

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 dozens of full-fleshed humans who specialize in everything from accounting to tech. For a lot of companies, that might spell t-r-o-u-b-l-e—how do you maintain cohesion while also inspiring innovation and creativity in such a range of minds? Truth be told, it's a constant work in progress!

But at Botkeeper, creating a great company culture is one of our biggest priorities. There are lots of ways we do this, but one of the most important is through fostering an innovative environment.

Topics: Career Botlife Innovation Innovative Company
8 min read

Prepare your CPA Firm for the Future

By Aaron Sullivan on Oct 1, 2019 4:50:51 PM

Back at the 2019 AICPA Engage Event, Botkeeper Partner and Radical CPA Jody Padar spoke with Ryan Lazanis, a CPA from Montreal about helping other firm owners adjust to new technology and changes in the profession. 

Lazanis said he thinks we’re finished with the education phase—where firm owners are learning about all the new technology available to them and why it’s important—and we’ve moved onto the implementation phase in which firm owners are just trying to work out how exactly they can change their own processes. And he would know; he started an all-online CPA firm back in 2013 and found some pretty radical success through that adventure.

Topics: interview accounting technology CPA insights Radical CPA The Radical CPA online accounting the future of accounting accounting in canada
7 min read

Order Up! A Basic Guide to Restaurant Accounting and Bookkeeping

By Aaron Sullivan on Sep 26, 2019 11:16:29 AM

Restaurant owners have one of the most demanding jobs around: pleasing foodies.

Successful restaurants thrive thanks to serving delicious, mouth-watering food, but that’s not all it takes. What about running the business side of things? That’s a different story.

Topics: small business bookkeeping automated bookkeeping restaurant bookkeeping accounting tips listen on the go
10 min read

What Kind Of Leader Are You?

By Aaron Sullivan on Sep 24, 2019 3:00:00 PM

As any mentor or leader can tell you, leadership isn’t easy. In fact, it involves having a great deal of self-awareness and a learner’s mindset in order to be effective. That’s what this interview is all about!

Continuing our series of CPA interviews conducted by the Radical CPA Jody Padar at the AICPA Engage event in Las Vegas, the following is a chat with Mike Maksymiw from Marcum LLP, which recently merged with Filomeno & Company. Padar and Maksymiw focused mostly on leadership, especially in the face of a company merger.

Topics: interview CPA insights Radical CPA The Radical CPA AICPA Leadership firm merger
8 min read

Bookkeeping with Excel Templates: Pros & Cons

By Aaron Sullivan on Sep 19, 2019 2:05:00 PM

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 you wouldn't be entirely wrong. Many businesses have traditionally used programs like Excel to handle their business finances. But we live in the future, and technology exists to make this arduous, expensive approach to bookkeeping go the way of the dodo.

Automated booking software has eliminated the need for Excel in many cases, yet the Microsoft tool is still used by businesses and entrepreneurs for their bookkeeping, budgeting, and accounting needs. Sure, Excel can be a valuable bookkeeping tool, but it has its share of disadvantages too.

Topics: small business bookkeeping bookkeeping tips accounting technology business growth scalability Spreadsheet Bookkeeping with Excel Excel bookkeeping templates
7 min read

Why Next Year Will Be The Best Accounting Year Ever

By Aaron Sullivan on Sep 17, 2019 4:52:34 PM

Have you ever thought about how the accounting industry mirrors the complexities of our nation? Well, get ready for that suggestion because The Radical CPA sat down with CPA and trendmaster Rick Telberg to talk about the state of accounting today and next year. 

Telberg is the founder of CPATrendlines.com, a data-driven research service for the accounting and finance community. He believes next year might be the best ever for the accounting profession, and the way he talks about it, it sounds like lots of accountants take his side!

Topics: future of accounting CPA insights Accountant Interview Radical CPA The Radical CPA
10 min read

These 7 Food & Bev Businesses Are Crushing It In 2019

By Yanik Fati on Sep 16, 2019 5:27:48 PM

At Botkeeper, even though our bots and automation work 24/7, we still have a big team of humans who make really important human decisions everyday...like figuring out what/when/where to eat and drink. You know what that’s like!

But fortunately, we live in an amazing time when you can get nearly anything you want at any time of day. You can literally wade through a buffet of buffet options when you’re hungry enough and feel like getting your money’s worth. And just as important to us as the quality of what we eat, we’re also into tech-driven, responsible innovations in the food and beverage industry. That’s why we’ve pulled together a list of some recent favorites our team can’t get enough of these days.

Let’s dig in!

Topics: roundup Botkeeper reviews food and beverage restaurant
9 min read

Time and Tech Wait for No One

By Aaron Sullivan on Sep 10, 2019 1:30:00 PM

There’s no time like the present, especially when your career and industry depend on your ability to adopt new tech and take advantage of its benefits. That’s part of what Radical CPA Jody Padar and tech implementer and advisor Dustin Wheeler discussed at this year’s AICPA Engage event.

Padar and Wheeler met on social media and have been friends for over a decade. Padar even admits Wheeler was one of the first Radical CPAs!

Padar asked why he enjoys sharing technology with others in his firm, and Wheeler described how he jumps right into technology to learn it, rather than waiting for someone to explain it to him. He prefers to just mess around with the software and figure it out himself, which is great advice for CPAs who might be apprehensive about getting into technology. 

Check out the interview recording below, or read on for an edited version of the transcript.

Topics: interview accounting technology CPA insights accounting consulting social media Radical CPA The Radical CPA
4 min read

5 Useful Accounting Tips to Help Grow Your Business

By Marla DiCarlo on Sep 5, 2019 10:30:00 AM

The following is a guest contribution from Raincatcher, a business broker focused on helping entrepreneurs buy and sell small and medium-sized businesses.

When you own a business, it’s easy to view accounting as a necessary evil, but not something that you can strategically use for growth. By re-framing your thinking and approach, you can use accounting to your advantage. Accounting practices can be an integral part of your strategy for growth. 

Topics: Small Businesses business growth scalability accounting tips
9 min read

The Fourth Industrial Revolution

By Aaron Sullivan on Sep 3, 2019 11:15:00 AM

The printing press. The steam engine. The assembly line. These technologies revolutionized the way we work and set humanity on a different course for productivity. And now Jasen Stine, training leader at Intuit, is drawing attention to what he calls the “fourth industrial revolution.”

Topics: interview automated bookkeeping accounting technology CPA insights Radical CPA The Radical CPA
11 min read

How to Hire a Bookkeeper

By Aaron Sullivan on Aug 29, 2019 5:34:15 PM

So, your business has grown, and you’re finding it difficult to stay on top of your bills, taxes, customer payments, and a ton of other bookkeeping tasks. Sound familiar?

Many businesses wait too long to hire a bookkeeper until the signs are glaringly obvious—or worse—until a huge financial mess demands one. 

This accounting nightmare is all too common and often occurs because small businesses and entrepreneurs believe they don’t need a bookkeeper. But bookkeeping is a vital business function that goes beyond recording financial transactions. It also includes balancing your books, ensuring customer payment collections, paying bills on time to avoid late fees, recording and maintaining important financial information, generating financial statements, and much more. 

Topics: hire a bookkeeper how to hire a bookkeeper do I need a bookkeeper hiring a bookkeeper listen on the go
9 min read

Improve Your Accounting Practice With Technology

By Aaron Sullivan on Aug 28, 2019 6:47:11 PM

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 to get left behind.

Radical CPA Jody Padar covered this exact topic at the AICPA Engage conference in Las Vegas when she sat down with Aaron Berson, CEO and cofounder of Fringe Accounting Company. The two also discussed the balance between being a CPA and a technologist, and what the most exciting new technology is.

Topics: interview automated bookkeeping accounting technology CPA insights Radical CPA The Radical CPA
13 min read

9 Challenges All Restaurant Owners Face—And What To Do About Them

By Aaron Sullivan on Aug 22, 2019 2:05:15 PM

Someone should really write a tell-all book for business success that includes a money-back guarantee. There's no doubt that we'd buy that book. But since it doesn't exist (yet), the next-best alternative is to research and learn how to avoid the biggest mistakes and pain points your business might face. 

Topics: small business bookkeeping automated bookkeeping bookkeeping tips restaurant bookkeeping listen on the go
7 min read

Bookkeeping vs. Accounting: What's the Difference?

By Aaron Sullivan on Aug 22, 2019 10:30:00 AM

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). Similarly, you probably don’t know that there’s a difference between the two.

Topics: bookkeeping vs. accounting difference between accounting and bookkeeping difference between bookkeeping and accounting accounting vs. bookkeeping listen on the go
10 min read

Why Technology Is No Longer an Option for CPAs

By Aaron Sullivan on Aug 20, 2019 6:50:04 PM

There’s that saying that we fear what we don’t understand, and for many experienced professionals—like CPAs who have been around since Intuit first hit the scene in the ’80s—technology is very intimidating.

Topics: interview automated bookkeeping accounting technology CPA insights Radical CPA The Radical CPA
18 min read

How to Overcome Top NonProfit Financial Challenges

By Aaron Sullivan on Aug 15, 2019 9:37:00 AM

Shocker: No one enters the world of nonprofits to make big money. In fact, the average salary for an executive director position at a nonprofit is around $61k, which is barely above the average income for US workers ($59,039). But thankfully, working at a nonprofit is more than a salary—it can be rewarding beyond compare and a real way to effect change. They say money isn’t everything, right?!
Topics: accounting mistakes automated bookkeeping nonprofit bookkeeping nonprofit accounting listen on the go
6 min read

What Does a Modern Bookkeeper Do?

By Jess King on Jul 23, 2019 2:26:48 PM

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 and reports of a business. In short, bookkeepers take care of all the mundane tasks that are required to keep a business’ financial information in order. This includes making entries of financial transactions like accounts payables and receivables, payroll amounts, and petty expenditures. But it doesn’t end there.
Topics: automated bookkeeping bookkeeping for accounting firms, listen on the go
25 min read

Botkeeper vs. ScaleFactor vs. Pilot vs. Bench: Which Bookkeeping Software is Right for Your Business?

By Jess King on Jul 17, 2019 9:26:00 AM

Update: As of June 23, 2020, ScaleFactor announced that it would be closing.

Whether you run a startup company or manage a billion-dollar enterprise, bookkeeping is one of the most important tasks for any business. Business owners want (and need) to focus on their products and services as well as growing their company. But they also need to stay on top of bookkeeping tasks, which are tedious and time-consuming. Fortunately, there are lots of bookkeeping services available today that can help business owners streamline their bookkeeping tasks so they can focus on what matters.

Topics: outsource bookkeeping small business bookkeeping automated bookkeeping comparison listen on the go
6 min read

7 Software Companies We're Keeping Our Bot Eyes On

By Aaron Sullivan on Jun 27, 2019 2:41:24 PM

We’re privileged to know and work with a lot of really cool businesses who are doing some amazing things in their own industries. Some are clients, some are friends, some are just names we know and respect, but they all have a common tie: they’re going places, and we’re keeping an eye on them.

Topics: roundup computer software Botkeeper reviews
6 min read

13 Possibilities With Automated Bookkeeping

By Aaron Sullivan on Jun 20, 2019 4:29:59 PM

It's 2019, and we have machines to do nearly every awful task that we never wanted to do again...a dishwasher for our dishes, washing machine for smelly clothes, GPS for getting us anywhere, cars that drive and park themselves (also for getting us anywhere). But what about other terrible tasks? We're talking about things that would not only make our personal lives better, but also improve our professional lives.

Topics: Bookkeeping accounting solution automation small business bookkeeping automated bookkeeping
3 min read

How to Void a Check in QuickBooks Online

By Aaron Sullivan on Jun 6, 2019 12:49:12 PM

Ah, nuts. You realize you've written a check in the wrong amount, or you've sent it to the wrong vendor because you have so many to keep track of and sometimes things get mixed up. #smbproblems 

Topics: QuickBooks Tutorials small business bookkeeping automated bookkeeping QuickBooks bookkeeping tips quickbooks online tips
3 min read

The Botkeeper Dashboard Just Got a Major Revamp

By Aaron Sullivan on May 21, 2019 10:02:00 AM

Some people might argue that the phrase “new and improved” is redundant—how can something be new if it’s just been improved? Likewise, how can it be improved if it’s brand new? To tell you the truth, we don’t really know, but we also think that’s okay since we’re techies and number crunchers first and foremost. We have no time for semantics—bookkeeping awaits!

Topics: automated bookkeeping dashboard video tutorials
6 min read

How Outsourced Bookkeeping Saved Ovia Health $50,000

By Jess King on May 17, 2019 9:09:00 AM

When Your Needs Outgrow Your Tools

Ovia Health is doing big things for women and families, and they need support that enables them the ability to grow at any pace, anytime. As a health and tech company, Ovia Health is committed to transforming the way employers support working women and families along their parenthood journey, improving outcomes by providing daily personalized engagement, proactively identifying potential health risks, and supporting a successful return to work.

But in 2018, the small finance team at Ovia Health needed an upgrade. They were dealing with some common accounting shortcomings related to their accounting software, in particular limited automation capabilities. This meant that they were still having to do a lot of manual bookkeeping on a regular basis, leading to human errors and inconsistencies. 

Topics: Bookkeeping Small Businesses accounting costs case study
1 min read

Botkeeper CEO Tells Babson Built Podcast That Accounting Is the Absolute Worst

By Aaron Sullivan on May 3, 2019 10:27:25 AM

In March, Botkeeper founder and CEO Enrico Palmerino sat down and talked with the team at Babson Built, a podcast focusing on entrepreneurship from founder-alumni from Babson College. Enrico is a 2011 alumnus of Babson, having started multiple businesses during his tenure at Babson.

Topics: interview automated bookkeeping Babson College Entrepreneurship
7 min read

Gartner Says Botkeeper Is a "Cool Vendor," and We Tend to Agree

By Aaron Sullivan on Apr 30, 2019 10:22:00 AM

After many formative years building Erector Sets and solving Rubik's Cubes, we at Botkeeper are delighted to finally be recognized as “cool” by the global research and advisory firm Gartner! Although the designation might not pack the same social punch as it did in middle school, we’re honored to be listed in the “Cool Vendors” category of Artificial Intelligence for Small and Midsize Businesses.

Topics: outsource bookkeeping Gartner cool vendor
3 min read

How to Add Your Accountant to QuickBooks Online

By Aaron Sullivan on Apr 25, 2019 11:17:22 AM

Nobody likes going it alone, especially if whatever you’re trying to do leaves you feeling overwhelmed and incapable. But that’s why it’s good to ask for help from someone who knows what’s up, like inviting your accountant to your QuickBooks Online account so they can help with your bookkeeping.

Topics: QuickBooks Tutorials outsource bookkeeping QuickBooks quickbooks online tips
5 min read

How to Reconcile Accounts in QuickBooks Online

By Aaron Sullivan on Apr 18, 2019 2:04:22 PM

Trying to reconcile your accounts in QBO? Reconciling is the process of matching transactions into QBO against your bank or credit card statements. A fundamental piece of good bookkeeping is routine account reconciliation, the process in which you match up your transactions in QuickBooks Online (QBO) with your bank statement and credit card statements. In addition to being every amount of fun as it sounds, it’s a really helpful process to make sure that your bank accounts match up with your accounting system, and you’re not at risk of overspending based on what’s actually in the bank. It’s a similar process to balancing your checkbook. Before you attempt to reconcile on your own, check out our step by step guide below!

Topics: QuickBooks Tutorials bookkeeping tips reconcile accounts quickbooks online tips
5 min read

What's the difference between AI and ML?

By Aaron Sullivan on Apr 12, 2019 8:56:00 AM

Artificial or augmented intelligence (AI) and machine learning (ML) have become hot topics in tech, business, and our everyday lives. In fact, a Google News search for the term “AI” returned 26.1 million results within the last 24 hours alone. That’s around 300 results per second!

Topics: artificial intelligence machine learning automated bookkeeping AI vs ML
6 min read

9 Signs You Have a Bad Bookkeeper

By Aaron Sullivan on Apr 2, 2019 9:26:00 AM

Having a competent bookkeeper could be the difference between steering your business to new growth and letting it spiral out of control, like a helicopter crash in an action movie. Whether your bookkeeper is an accountant who’s been with the company for decades, or it's your retired mother-in-law (or both), you must have confidence that they’re doing their job well and with your company’s bottom line in mind. Their daily work could be what leads to cutting nonessential costs and increasing your margins.

Topics: small business bookkeeping bookkeeping tips bad bookkeeping
9 min read

Bookkeeping Meets AI: Trends and Predictions for the Future of Accounting

By Aaron Sullivan on Mar 28, 2019 11:01:02 AM

If you’re in the accounting profession, chances are you’re getting used to the integration of various forms of technology in the industry, including machine learning, cloud computing, and different forms of automation. Small and large accounting firms alike have begun recognizing the importance of automation as they move forward with modern-day trends in bookkeeping. Though the onset of artificial intelligence (AI) may bring up memories of sci-fi movies and rogue robots, companies are beginning to embrace the value AI brings to their processes, making them more efficient by shifting the allocation of mundane tasks to reduce human error. 

Topics: AI Accounting AI for Accounting future of accounting listen on the go
8 min read

Bot Spotlight Client Series: Givinga

By Aaron Sullivan on Mar 14, 2019 8:51:00 AM

We recently chatted with Joe Phoenix, one of the cofounders of Givinga, a solution for amplifying the impact of corporate philanthropy. A text version of the interview follows, edited for clarity.

Topics: interview corporate giving tax deductions bot spotlight
6 min read

Everything Accountants Need to Know About QuickBooks Live Bookkeeping

By Aaron Sullivan on Feb 27, 2019 5:20:33 PM

Accountants and bookkeepers alike were surprised earlier this month when QuickBooks announced it now offers “Live Bookkeeping” with all plans ranging from Simple Start to Advanced. The page promised: “Get valuable insights from unlimited one-on-one conversations with an experienced bookkeeper that knows your business.” Of course, this made QuickBooks Certified Pros across the country do a double-take and say, “Hold up—what?!”

Topics: accounting solution small business bookkeeping QuickBooks
6 min read

How to Get the Most Out of QuickBooks Online: 7 Tips

By Aaron Sullivan on Feb 19, 2019 2:30:08 PM

Whether you’re new to QuickBooks Online or a seasoned veteran using the software, you might not be getting the most value out of your subscription. Oftentimes, people overlook simple tips that could help them be more effective and efficient with their books, and that’s why we’ve pulled together a short list of tips for handling your books with QuickBooks Online (QBO).

Topics: QuickBooks Tutorials tips small business bookkeeping How To QuickBooks
9 min read

Bot Spotlight Client Series: An Interview With ADcountants

By Aaron Sullivan on Feb 7, 2019 9:22:00 AM

This post is the first in the Bot Spotlight Series, where we sit down with different industry clients, experts, and influencers.

This month, we met with Tyler S. Clark, founder of ADcountants, to talk about advertising for accounting firms and the role of automation and machine learning in that space. An abridged Q&A follows, and the full video interview is included below.

Topics: outsource bookkeeping advertising for accounting interview advertising for accountants bot spotlight
5 min read

501(c)(3) & Nonprofit Tax Filing Tips

By Aaron Sullivan on Feb 5, 2019 9:02:00 AM

Don’t freak out, but your non-profit tax filing deadline is quickly approaching. Individuals, businesses, and 501(c)(3) or charitable organizations will be required to file by the deadline required by their classification, and even though the tax filing deadline for most 501(c)(3)s is May 15, now is the time to start preparing.

Topics: tips 501(c)(3) non-profit taxes 501(c)(3) taxes
1 min read

Building a BotBrain: Free Ebook

By Aaron Sullivan on Jan 31, 2019 2:49:57 PM

Botkeeper CEO Enrico Palmerino presented to the Maryland Association of CPAs conference in December 2018, where he discussed how to build a botbrain for your own accounting practice. The full video is below, and you can download the accompanying ebook by clicking here.

Topics: Bookkeeping Ebook small business bookkeeping artificial intelligence machine learning
3 min read

Tips for Planning Your 2018 Tax Returns

By Jess King on Jan 29, 2019 9:38:00 AM

If you’re putting off planning for your 2018 tax return, you’re running out of time.

The opening of each new tax season starts toward the end of January. Last year’s tax season began on January 29th, and while we’re still waiting to hear on this year’s timeline, it’s never too early to start planning.

Of course, most businesses leave their tax filing to their in-house accountants or outsourced CPAs, but whether you’re having a professional do it, or you’re taking the DIY approach, it’s good to get a jump start on the process.

Topics: Taxes tips file 2018 taxes tax planning tax preparation small business taxes
3 min read

The 3 Major Differences Between Tax Filing and Tax Planning

By Jess King on Jan 22, 2019 9:32:00 AM

Just like there’s a really, really big difference between tax avoidance (lessening tax liability and legal) and tax evasion (the deliberate under- or nonpayment of taxes and criminal), there’s a big distinction between tax planning and tax filing. Unfortunately, if you’re like most people, it’s a distinction you’re not all that familiar with.

The short version goes something like this:

  • Tax filing is when you prepare and submit your tax return to the IRS by a determined deadline.

  • Tax planning is working with a financial professional to make sure you use the tax code to your greatest advantage.

Topics: Taxes tax planning tax preparation
4 min read

Understanding Why Tax Planning Is a Vital Step for Small Businesses

By Jess King on Jan 15, 2019 9:28:00 AM

Though the deadline for filing your taxes may be months away, most small business experts agree: the two best times to get a jump on tax planning are “now” and “all the time.”

We know that isn’t always easy for an overworked, enterprising small business owner, but it’s crucial to your company’s growth and success to make tax planning and strategizing a year-round effort.

Topics: Small Businesses tax planning tax preparation small business taxes
8 min read

Tax Planning for Beginners: 6 Key Principles Explained

By Jess King on Jan 8, 2019 9:52:00 AM

Tax planning is, by definition, an assessment of your financial situation from a tax perspective for the purposes of reducing how much money you owe the government. Legally, of course. The goal is to take stock of the money you’ve made, and choose which financial choices will promote the most favorable tax treatment. You do this through proper planning, which includes strategizing, timing, leveraging tax advantageous vehicles (i.e., retirement plans), and more.

Topics: tips file 2018 taxes tax planning tax preparation
5 min read

What is a 1099 form?

By Jess King on Dec 31, 2018 3:32:30 PM

Of all the tax forms you might see gracing your mailbox, one of the most varied has to be the 1099. The form itself is simple enough to understand—the 1099 records income given to you by any person or entity that isn’t your employer. You’ll see them most often from these folks:

4 min read

AI Bookkeeping Startup Botkeeper Raises $18M Series A led by Greycroft

By Jess King on Nov 21, 2018 3:09:35 PM

Closing the books at the quarter end, managing invoices, and categorizing expenses involve a wide array of complex tasks that are both laborious and prone to human error. We at Botkeeper are automating bookkeeping workflows through our human-assisted AI platform, and today have announced our $18M series A round, one of the largest A rounds for a Boston tech company.

Topics: Bookkeeping Robots Small Businesses outsource bookkeeping funding
4 min read

Cash vs Accrual Accounting

By Jess King on Nov 13, 2018 9:05:00 AM

If you’re in the process of launching a small business and haven’t yet filed your first tax return, you’re in the perfect position to determine which accounting method is best for you .

Topics: cash vs accrual
8 min read

5 Ways to Completely Revamp Your Tax Planning

By Jeffrey Deslandes on Oct 23, 2018 4:51:40 PM

Tax planning and preparation is a highly complex process, but it can be broken down into a few distinct buckets and simplified to allow business owners to complete their part of the process. Here’s a breakdown of all the basics to ensure you get the most for your money in 2018: Estimating Taxable Income, Estimating Tax Liability & Tax Planning, Determining How You Need to File Your Taxes, Filling Out the Forms, and Sending Everything In.

Topics: Bookkeeping Small Businesses tax planning tax preparation
7 min read

Bookkeeping Basics For Small Business Owners

By Jess King on Oct 2, 2018 3:21:13 PM


Businesses of all sizes engage in bookkeeping activities, and it’s a vital function to keep your business financially stable and in compliance with regulations and tax law. It’s the cornerstone of continuity but one that’s not as exciting as marketing or sales. No business can survive without this key endeavor.

Topics: Bookkeeping Small Businesses accurate bookkeeping
4 min read

5 Ways to Banish Stress (and Be a More Effective Entrepreneur)

By Julie Morris on Sep 25, 2018 2:10:26 PM

As a small business owner, you’re surrounded by stress from morning to night (and even in your sleep). But there are ways to kill the killer of productivity and reclaim each day as a chance to make your mark in the world of entrepreneurship. Here are five ways to de-stress your days.

Topics: Small Businesses
5 min read

10 Minutes with TUGG

By Jess King on Aug 30, 2018 9:00:00 AM

We recently caught up with TUGG's New Executive Director, Mike Cole to discuss the amazing impact that TUGG has had on the New England Non-Profit Sector. TUGG (Technology Underwriting Greater Good) is the nonprofit arm of Boston’s tech community that connects New England's tech entrepreneurs with the riskiest social enterprises serving local under-resourced youth through entrepreneurial, educational, and life experiences. TUGG is one of the only funders of experimental youth programming in Boston. 

Topics: Small Businesses
4 min read

Choosing the Best Credit Card Processing Company

By Jess King on Aug 29, 2018 9:00:00 AM

Starting up a business can be very challenging, from setting up your day to day operations to choosing the best business strategy. After putting all these in place, one final hurdle you would face as a small business owner is choosing the right credit card processing company; a company appointed by a merchant to handle transactions from assorted channels such as credit cards and debit cards for merchant acquiring banks. For first-time business owners, sifting through so many processing companies (that are doing more or less the same thing) can be confusing. Don't worry, we've got you covered!

Topics: Bookkeeping Small Businesses
6 min read

Kigo Saves 40% on Bookkeeping Services

By Jess King on Aug 9, 2018 12:44:40 PM

We recently had the pleasure of sitting down with Steve Hooper, Co-founder and CEO of Kigo Kitchen. Steve was kind enough to share a bit of his experience on bringing a new level of AI and automation into the organization by using Botkeeper.

Topics: Bookkeeping Small Businesses accounting costs accounting mistakes
3 min read

What is a Chatbot—and How Can They Change the Way Businesses Run?

By Angelina DeLago on Aug 8, 2018 8:30:00 AM

Automation is changing the way business gets done online. Advanced software that only a few years ago would have been out of reach for most companies is now being widely adopted by businesses of all sizes. One great example? Chatbots.

Topics: Robots accurate bookkeeping small business bookkeeping automated bookkeeping
4 min read

Doing Your Tax Returns Late? These 4 Tips Can Help

By Angelina DeLago on Aug 2, 2018 9:01:00 AM

Good ol' tax time is going to come without fail, and in a perfect world you would be able to pay your business taxes on time, every time. When the due date rolls around, you’d simply transfer the money to the government and be done with it.

Of course, we don’t live in a perfect world. Instead, cash flow gets tight from time to time, different things get prioritized, and before you know it you’re paying your taxes late. Life happens, right? The best thing you can do is chart a path to get back on schedule as quickly as possible. Here are four simple tips to help you get back on track.

Topics: Taxes
4 min read

5 Steps to Improve Cash Flow and Overcome Business Growth Plateaus

By Angelina DeLago on Jul 31, 2018 9:00:00 AM

 Cash flow is essential for the healthy growth of any business. Making sales and delivering your products or services to the customers is great, but it doesn’t amount to much if you don’t have money on-hand when you need it. A lot of small businesses end up taking out loans to cover short term revenue gaps, and end up paying out interest over time for that momentary need.

Topics: Small Businesses
3 min read

4 Reasons Why Outsourcing Your Bookkeeping Can Save You Time and Money

By Angelina DeLago on Jul 20, 2018 10:00:00 AM

For startups and small businesses, bookkeeping can be a real challenge. As an owner or manager, you’re faced with three options for accounting: do it yourself, have an employee do it, or let a third party take care of it.

Topics: Bookkeeping
5 min read

5 Bookkeeping Nightmares and How to Avoid Them

By Jess King on Jul 17, 2018 10:47:21 AM

As a small business owner, you’re often managing several different areas of your business- and bookkeeping is one of the most important. 

3 min read

3 Approaches to Bookkeeping: Tips and Tricks to Help You Become a Pro

By Angelina DeLago on Jul 10, 2018 10:00:00 AM

Starting a business? You might find accounting to be the scariest piece of the puzzle.

Bookkeeping requires learning a whole new language that’s unfamiliar to most people. With any luck, sales receipts will start piling up soon, right next to the pay stubs and tax filings. You need to get your bookkeeping rolling—and fast!

Thankfully, there are several options available for smart business owners. Here are three popular choices:

Topics: Bookkeeping
4 min read

Four Signs that Your Bookkeeper is Stealing from You

By Angelina DeLago on Jul 9, 2018 12:52:00 PM

Theft, fraud, embezzlement, thieving, larceny, appropriation, swindling—have you been hearing a lot of these terms lately? Sadly, a quick glance at any major news outlet will show you that bookkeeper theft has been rampant this past year, resulting in dozens of cases of fraud. The idea of a bookkeeper stealing money from you is almost inconceivable for many business owners. After all, you probably have a personal relationship with this person. You've trusted them to watch over the single most important part of your business. If money is going ‘out the back door’ due to bookkeeper theft, you will have very little chance of success in the long term. Unfortunately, this kind of theft is something that happens from time to time, so you need to pay close attention to make sure you don’t become a victim. Do you know what to look for? Here are 4 signs that can help you determine if your bookkeeper is stealing from you...

Topics: Bookkeeping
8 min read

Discover the Importance of the Revenue Recognition Principle

By Angelina DeLago on Jul 6, 2018 9:30:00 AM

You have a lot going on when operating a small business—and handling your bookkeeping generally isn't the sexiest on the list. Why should you be concerned with mastering even the most basic accounting principles when you have sales to close, a website to market, and customers to please?!

Topics: Bookkeeping small business bookkeeping automated bookkeeping revenue recognition
3 min read

Botkeeper Launches Intello Integration to Help SMBs Save Money

By Jess King on Jun 28, 2018 9:00:00 AM

The SaaS space is growing like crazy. Today’s business owner has numerous software applications built into their company framework, and is getting a ton of emails every day with the promise of the bigger better option. But how do you even know if you’re getting the most bang for your buck when it comes to your software spend? Are your employees using the tools you've invested in? What are your employees even signing up for? Should you be evaluating competitive vendors? When are all of your contracts up? Which new evaluations are worth your time?  

Topics: Bookkeeping Robots Small Businesses outsource bookkeeping
3 min read

Botkeeper Named Red Herring North America Top 100 Award Winner!

By David Powers on Jun 27, 2018 12:43:10 PM

 

Botkeeper named top 100 Award Winner!

Today it was announced that Botkeeper has been named a winner of Red Herring's Top 100 North America 2018 award, which highlights the continent's most exciting and innovative private technology companies!

Topics: Small Businesses award winner
2 min read

5 Reasons You Should Invest in Online Bookkeeping Services for Hire

By Gemma Reeves on Jun 21, 2018 11:00:00 AM

Artificial Intelligence (AI) is poised to be the next big thing in technology. Several companies and startups are now developing AI to further advance the medical, marketing, accounting and communications field. Smarter virtual assistants such as Siri and Alexa were made possible—all thanks to the development of AI.
 

Since more companies now delve into the development of AI (to be used in different fields), investors are positive that the industry holds a lot of promise. But aside from venture capitalists, and individual investors, companies (especially startups) are also encouraged to make use of AI services as early as possible. 

Topics: Bookkeeping Small Businesses accounting costs accounting mistakes
2 min read

Botkeeper is a Finalist for the 2018 Red Herring Top 100 North America Award!

By Jess King on Jun 20, 2018 8:30:00 AM

We're proud to announce this week that botkeeper has been selected as a finalist for Red Herring's Top 100 North America award, a prestigious list honoring the year’s most promising private technology ventures from the North American business region!


The Red Herring editorial team selected the most innovative companies from a pool of hundreds from across North America. The nominees are evaluated on 20 main quantitative and qualitative criterion, which include disruptive impact, market footprint, proof of concept, financial performance, technology innovation, social value, quality of management, execution of strategy, and integration into their respective industries.

 

Topics: Bookkeeping Robots Small Businesses outsource bookkeeping
4 min read

How to Cut Accounting Costs by 50% with Automation—A Case Study

By Jess King on Jun 18, 2018 3:31:57 PM

cut accounting costs

We recently had the pleasure of sitting down with Theodora Higginson Hanna, Co-Executive Director of Tech Goes Home out of Boston. Theodora (Theo) was kind enough to share a bit of her experience with bringing a new level of AI and automation into the organization by using Botkeeper.

Topics: Bookkeeping Small Businesses accounting costs accounting mistakes case study
3 min read

The Cost of Bad Bookkeeping

By Jess King on Jun 15, 2018 9:00:00 AM

Bookkeeping. An often overlooked area in the business- and yet, it can dramatically affect the success or failure of the organization. Most business owners tend to back burner the accounting in lieu of the “here and now” items - such as sales, marketing, meetings, etc… and because of procrastination or lack of insight, some organizations suffer because of those mis-managed books.

Topics: Bookkeeping Small Businesses accounting costs accounting mistakes
2 min read

The Rise of bots—and How Automation Will Reshape The Way You Work

By Jess King on Jun 14, 2018 12:10:00 PM

Large corporations have been exploring automation, cloud computing, machine learning, and AI for years. Today, an amazing 80% of companies big and small are making the investment in these technologies. And impressive growth awaits the companies that are able to leverage these emerging technologies. Are you ready?

5 min read

5 Things That Start-Up Owners Wish They Knew Before They Started

By Jess King on Jun 11, 2018 12:02:01 PM

It’s true that most startups fail – up to 90% of them say the experts. Yet, many of the people involved in those failures do go on to launch successful companies. And yes, some have dropped out of university, slept in their cars, and have eaten mac and cheese for years before realizing success, but most success stories feature elements of tenacity, creativity, and going the extra mile.

3 min read

5 Keys to Spotting Accounting Fraud in Your Books

By Jess King on Jun 5, 2018 9:00:00 AM

Is your accountant stealing from you? You can call it robbery, pilfering, or swindling, too, but theft or misappropriation of business funds placed in trust with someone you believed to be a professional can be personally and financially devastating.

6 min read

Interview with Brian Moran

By David Powers on May 30, 2018 10:44:24 AM

We recently caught up with SmallBusinessEdge's Brian Moran to discuss the current small business landscape.

For more than 20 years, Brian has dedicated his considerable business acumen to helping small business owners and entrepreneurs run better businesses. A nationally-recognized expert, Brian has been named among the top 100 SMB Influencers in the country by both Small Business Trends & Small Biz Technology. Brian’s passion for business ownership was spawned from his publishing experience with such titles as The Wall Street Journal, Inc., Success, and Entrepreneur.

Topics: Bookkeeping Small Businesses
3 min read

Making Sense out of Managing Employee Benefits and Taxes

By Jess King on May 29, 2018 4:58:33 PM

The reality of owning a business is that a good portion of the day-to-day operation is spent on organizing, recording, and staying up-to-date on employee pay, benefits, taxes, and other issues. And as your business grows, so does the paperwork burden. 

3 min read

3 Best Practices for Sustainable Growth of Your Startup

By Jess King on May 29, 2018 9:00:00 AM

One of the biggest challenges for startup owners isn’t getting the enterprise off the ground—it’s building sustainable growth that sets the company up for future success. The entrepreneurial boom is occurring across the world, and there are more startups than ever competing for limited consumer markets. Add in the volatility of the economy and unpredictable speedbumps in the startup’s growth and keeping the ship afloat becomes a challenging proposition indeed.

3 min read

Should I Upgrade my Accounting Software?

By Jess King on May 22, 2018 2:13:09 PM

Most of what you read on bookkeeping discuss the benefits (and necessity) of accounting software for your business. But while it’s true there are many upsides to the technology, an accounting software package isn’t always the best idea. Here are just a few reasons why.

4 min read

Tracking the SaaS Metrics That Really Matter

By Jess King on May 22, 2018 9:01:00 AM

SaaS companies face a unique set of challenges compared to the typical business.

5 min read

Which Type of Financing is Right For Your Startup?

By Jess King on May 21, 2018 2:20:34 PM

When the average person imagines an entrepreneur, they likely envision the most popular and successful thought leaders of our time—Steve Jobs, Elon Musk, and other visionaries that have redefined our culture. They don’t image the entrepreneur as a cash-strapped professional sweating over spreadsheets and laying awake at night wondering what the next day will bring.

2 min read

How to Make Outsourcing Your Books Even Easier

By Jess King on May 18, 2018 4:31:04 PM

No one starts their business thinking “I can’t wait to do the books!” But financial statements and spreadsheets are a necessary element of business life – and someone must do them. If you prefer being free of day-to-day accounting tasks, outsourcing your books is a great solution.

2 min read

Grow Your Business: Why You Should Always Start With Your Books

By Jess King on May 14, 2018 1:45:00 PM

There are many ways to grow a business. In 2013, small bakery owner Dominique Ansel combined his beloved French croissant with America’s donuts craze and 5 years later, hundreds of people still line up before 8am to buy a "Cronut". Spherical droid BB-8 creator "Sphero" used a Snapchat global marketing campaign to double their sales record. And eight friends from Chicago took "Cards Against Humanity" from a small crowdfunded idea to a multimillion-dollar business.  

Topics: reduce accounting costs accurate bookkeeping
3 min read

Finding the Best Accounting Software for Your Small Business

By Jess King on May 11, 2018 1:31:28 PM

 
For small business owners, accounting can literally be a drag—on your productivity, time, and general sense of well-being. If you’re still using paper receipts and Excel spreadsheets for bookkeeping, there's a better way. Finding the best accounting software for your small business is easy if you start by asking a few simple questions:
Topics: accounting solution
2 min read

How Accurate is Your Bookkeeping: What You Don't Know Can Hurt You

By Jess King on May 2, 2018 7:08:25 PM

 

 

 

 

 

 

 

Inaccurate financial reporting not only causes internal headaches, it can bring on mind-splitting migraines come tax time, or when you’re looking for outside investment. From misclassification of capital assets to misreported startup costs, there are dozens of ways to miscalculate income and expenses.

Topics: Bookkeeping accurate bookkeeping
3 min read

Botkeeper Named American Business Awards Tech Start-up of the Year!

By Jess King on May 2, 2018 1:01:25 PM

Botkeeper named Tech Start-Up of the Year!

Today it was announced that Botkeeper has been named the winner of the Gold Stevie® Award in the Tech Start-up of the Year category of the 16th Annual American Business Awards®!

Topics: Small Businesses Startup Spotlight startup of the year
2 min read

5 Ways to Avoid Bookkeeping Mistakes

By Jess King on May 1, 2018 4:58:52 PM

It’s a necessary evil and a key component to your success. No one wants to spend their time doing it, but everyone knows procrastination isn’t an option. Bookkeeping! It isn’t a glamorous task but mess it up and you can really hurt your company’s bottom line.

Topics: accounting mistakes bookkeeping mistakes
3 min read

4 Times Accounting Mistakes Cost Big Companies Big Money

By Jess King on Apr 27, 2018 12:43:31 PM

You’d think a degree in accounting and finance would be a requirement to help run a big company, especially as errors in financial spreadsheets can put millions of dollars at risk for these organizations. But if the four cautionary tales below are an example of how it’s normally done, it might seem that a degree isn’t required at all.

Topics: accounting errors
2 min read

Introduction to Small Business Payroll

By Jess King on Apr 27, 2018 9:00:00 AM

Imputed pay, exempt or non-exempt, off-cycle, pre-tax deductions, not to mention FICA, ACA, EIN, and FUTA...

You shouldn’t need to hold a PhD in economics to understand small business payroll!

Topics: payroll small business payroll
2 min read

Key Ways to Reduce Your Accounting Costs

By Jess King on Apr 26, 2018 10:28:14 PM

Reducing operating costs can be a smart way to run a lean efficient small business. If you struggle with spreadsheets, invoicing, accounting, and tax reporting issues, it’s worth looking at reducing your organization’s accounting costs.

Topics: reduce accounting costs reducing operating expenses accounting costs
7 min read

Stanton Schwartz Design: Making Every House Feel Like a Home

By David Powers on Mar 21, 2018 9:05:45 PM

Jessica Schwartz and Ryan Stanton—founders of Stanton Schwartz Design.

Topics: Bookkeeping Client Spotlight Startups
3 min read

Aunt Dottie's and Jenny's Gourmet Foods: Because Healthy Food Should Be Delicious!

By Thalia Arazas on Mar 7, 2018 6:00:00 AM

This week's Startup Spotlight showcases Jenny Cawthon of Jenny's Gourmet Foods and Aunt Dottie's Founder and President.

Topics: Small Businesses Startup Spotlight Startups
4 min read

SmallBizTrends.com: Interview with Anita Campbell

By David Powers on Feb 15, 2018 6:30:00 AM

We recently spoke to Anita Campbell, CEO of the award-winning Small Business Trends portal. Since 2003, Campbell's site has been a "go to" resource for breaking news and advice for small business owners.

Topics: Bookkeeping Small Businesses
2 min read

This just in...

By David Powers on Feb 8, 2018 7:30:00 AM

Just out is a supplement to the latest edition of the J.K. Lasser's Small Business Taxes 2018: Your Complete Guide to a Better Bottom Line.

Topics: Small Businesses Taxes
4 min read

One Nine Pro: Elevating Your Brand to Next-Level Success

By Botkeeper on Feb 5, 2018 7:00:00 AM

For this installment of our Startup Spotlight series, we’re checking in with our friend Luke Seavers. As the founder of the Charleston, SC-based branding and web design company One Nine Pro, Seavers is an expert in music production, graphic design, branding, web development, and publishing consulting.

Topics: Small Businesses Startup Spotlight Startups
3 min read

Bookkeeping Comes Of Age

By Enrico Palmerino on Jan 25, 2018 7:00:00 AM

We are excited to announce a $4.5 million Seed round led by Ignition Partners.

In addition to Ignition, we are pleased to have a list of truly premier funding partners join what turned out to be an oversubscribed capital-raising event. These include former Microsoft CFO 

Topics: News Startups
3 min read

adopets: Every Pet’s Bestfriend

By Thalia Arazas on Jan 12, 2018 8:00:00 AM

Today, we welcome adopets in this week’s Startup Spotlight! This application had collaborated with shelters and rescues in managing pet adoptions and making sure people will be able to connect to their new best friends and to save as many lives as possible.

Topics: Small Businesses Startup Spotlight Startups
4 min read

IQ Bar: Stay sharp with these 'Brain Snacks' now!

By Thalia Arazas on Jan 5, 2018 8:00:00 AM

Starring in this week's Startup Spotlight is our friend, Will Nitze (Founder of IQ Bar). He will share with us how his business started and his mission to fuel and fortify everyone's brains through smarter snacks.

Topics: Startup Spotlight Startups
4 min read

Miracle Messages: Record, Deliver, Reunite!

By Thalia Arazas on Dec 21, 2017 8:00:00 AM

For this week's Startup Spotlight, here is our friend, Kevin Adler Founder and CEO of Miracle Messages, who would like to help individuals that are experiencing homelessness reconnect with their long-lost loved ones.

Topics: Startup Spotlight Startups
5 min read

Nibble Snack Shop: Snacking as it should be!

By Thalia Arazas on Nov 22, 2017 8:00:00 AM

Let’s have a quick chat with Joyce Lee (Founder of Nibble) for this week’s Startup Spotlight. Nibble Snack Shop is a Boston-based retail startup that looks coast-to-coast to find the tastiest snacks and brings them all together in one place.

Topics: Small Businesses Startup Spotlight Startups
3 min read

QuickBooks Online Tutorial: How to Receive Payments

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

Receiving payments in QuickBooks Online helps maintain an accurate accounts receivable balanced. When a payment is entered into QuickBooks, the accounts and financial statements are affected.

Topics: QuickBooks Tutorials
4 min read

QuickBooks Online Tutorial: How to Create an Invoice

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

Invoices are a culturally acceptable way of asking for payment. After you set up your customers, let’s create invoices.

There are two options from where you can create an invoice using QuickBooks Online: on the >homescreen or from the customer centre.

Topics: QuickBooks Tutorials
10 min read

QuickBooks Online Tutorial: How to Add Customers

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

The success of every business enterprise depends on a comprehensive strategic planning that covers all the aspects of operations, from gaining a client to accounting tools used in gauging success in return of investments. Some companies have experienced great loss, because they’ve missed to constantly keeping a closed-loop operation.
 
"Customers are the lifeblood of every business,"  therefore, keeping track of them must be the top priority.  QuickBooks Online is designed to see how the business is doing and keeps it updated with their customers. The following are the steps on how to set up customers using QBO Software:
Topics: QuickBooks Tutorials
6 min read

Deep Core Data: IT Experts That Are Far From Generic

By Angelina DeLago on Sep 14, 2017 8:57:10 AM

Our friends at Deep Core Data are definitely not the expected IT experts. They differentiate and pride themselves on being "human-focused IT experts" by approaching companies from a person-first, technology-second mindset instead of the common reverse path. Rhiannon Chiacchiaro, Director of Technical Business Development, gave us the scoop. Read on to learn more! 

Topics: Startup Spotlight Deep Core Data
5 min read

How to Save $ With Online Bill Pay Services

By Angelina DeLago on Aug 31, 2017 10:38:17 AM

If you’ve ever paid a bill by visiting your account on the website of the service (such as paying your Netflix bill on the Netflix website), then you may be annoyed by bills that don’t have a website or app where you can quickly pay as you go. Businesses often acquire bills that can’t be paid over the Internet or via phone, and that means that you’ll have to spend some time filling out and mailing checks at least occasionally.

Topics: Bookkeeping
7 min read

SoFriendly: Entrepreneurs Building Innovative Products

By Angelina DeLago on Aug 24, 2017 8:15:26 AM

Featured in this week’s startup spotlight is SoFriendly, a group of entrepreneurs that build one-of-a-kind apps. Justin Mitchell (Creative Director and Product Maker) and Jordan Walker (Marketing Director) have become close friends of Botkeeper and shared the story of SoFriendly. Check it out in the below Q&A with Justin.

Topics: Startup Spotlight
6 min read

QuickBooks Online Tutorial: Bank Feeds, Adding & Matching Transactions

By Angelina DeLago on Aug 3, 2017 9:47:16 AM

Another important process in QuickBooks Online is setting up bank feeds. It's good that your here because we are going to walk you through how to do just that in this QuickBooks Online tutorial. But first, we are going to go through the benefits of bank feeds! 

Topics: QuickBooks Tutorials
4 min read

Moisan Legal: Changing The Way We Think About Law

By Angelina DeLago on Jul 27, 2017 8:13:20 AM

Friends of ours at Moisan Legal are doing things differently. Not only have they broken out of the lawyer/law firm stereotype, but they are actively helping entrepreneurs and growth stage companies in more than one way. Learn more about Matthew Moisan and how they are "redefining the practice of law" in this Botkeeper startup spotlight!

Topics: Small Businesses Startup Spotlight Startups
10 min read

QuickBooks Online Tutorial: Setting up recurring transactions 

By Angelina DeLago on Jul 6, 2017 8:26:42 AM

Do you know how to set up templates for different recurring transactions in QuickBooks Online? If you don't, don't sweat it! We are here to help and are going to walk you through it.

Topics: Bookkeeping QuickBooks Tutorials
6 min read

MarketMuse: A Machine Learning Optimized Approach To Content

By Angelina DeLago on Jun 29, 2017 10:29:27 AM

Our friends at MarketMuse, a valued client of ours, are doing something that doesn't exist anywhere else. Aki Balogh, Co-Founder and CEO at MarketMuse with a background in machine learning, saw an opportunity to bring big data and machine learning to content marketing. He seized the opportunity and made something spectacular. We are thrilled to share their story so read on!

Topics: Client Spotlight
5 min read

3 Great Techniques for Your Financial Statement Analysis

By Angelina DeLago on Jun 8, 2017 10:14:21 AM

It is always a great time for analyzing financials statements, to get a feel for just how well your company performed in the past year.

While “financial statement analysis” sounds a bit intimidating, it really just means looking over the company’s financial reports to get a sense of how well —or how badly—the company performed over a period of time. To do this, there are many methods of analysis that accountants use.

Topics: Bookkeeping
6 min read

Barrel House Z: Boston's Best Barrel-Aged Beer

By Angelina DeLago on May 30, 2017 10:51:06 AM

Are you a beer enthusiast? Do you appreciate or have a love for barrel aged beer? Well, we have found the spot for you! Russell Heissner, Founder of Barrel House Z,  began his brewing adventure in '86 as Harpoon's head brewer and now brews one-of-a-kind barrel aged beer right in Weymouth, MA. Here is his story:

Topics: Startup Spotlight
5 min read

QuickBooks Online Tutorial: Products and Services

By Angelina DeLago on May 25, 2017 9:31:47 AM

We are back with a QuickBooks tutorial and this one is on setting up different products and services.

Topics: Bookkeeping QuickBooks Tutorials
4 min read

A New, Stress-Free Solution for Getting Unique Audio Content

By Angelina DeLago on May 18, 2017 9:13:30 AM

If you are a business looking for sounds or audio content, stop spending hours shuffling through stock music libraries. Instead, choose Vinylmint. Post what you want, your budget, and your timeline and the music will come to you! We had a great chat with Byron Morgan, Founder of Vinylmint, about how his platform helps both the composers/producers and the buyers.

Topics: Startup Spotlight Startups
4 min read

QuickBooks Online Tutorial: Chart of Accounts

By Angelina DeLago on Apr 27, 2017 10:42:13 AM

We're here with another tutorial on how to best use Quickbooks for your business

 

This post quickly outlines how to manage your Chart of Accounts in QB Online!

 

What is a Chart of Accounts?

 

A chart of accounts (COA) is a financial organizational tool that provides a complete listing of every account in an accounting system. An account is a unique record for each type of asset, liability, equity, revenue, and expense.

Topics: QuickBooks Tutorials small business bookkeeping QuickBooks bookkeeping tips quickbooks online tips
7 min read

9 Must-Get Apps for Your Small Business Bookkeeping

By Angelina DeLago on Mar 30, 2017 8:21:08 AM

Owning a small business means taking care of everything on your own in many cases. Hiring more employees can often come with added chores if you can afford it at all. And while accounting is no one’s favorite task, it is absolutely essential that it be done correctly. This is why many small business owners turn to apps that allow them to keep up with bookkeeping on the go. When you can enter transactions as they happen, you cut down on the amount of time you have to spend bent over paperwork in the future.

Topics: Bookkeeping Small Businesses
4 min read

Solving Neglected Health Issues In A Low-Tech, High Impact Way

By Angelina DeLago on Mar 16, 2017 9:26:16 AM

We have recently been introduced to Amanda Zieselman, Executive Director & Co-Founder of Health Advocacy Innovations, Inc. Health Advocacy Innovations is a global health nonprofit that focuses on solving neglected health issues in a low-tech, high-impact way. Currently, they are tackling a gap in pediatric multidrug-resistant tuberculosis treatment. We were very pleased to interview Amanda and learn more about her company and what they are accomplishing.

Topics: Startup Spotlight
6 min read

QuickBooks Online Tutorial: Add A New User and Invite Your Accountant

By Angelina DeLago on Mar 9, 2017 9:35:35 AM

Whether you are interested in QuickBooks Online and want an idea of how it works or you have an account and need help through the motions, we’re here to help! Here is another tutorial on adding new users, the different types of users and permissions, and inviting your accountant.

Topics: Bookkeeping QuickBooks Tutorials

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