3 min read
Not All Artificial Intelligence Looks Like ChatGPT
Adam Eric Junkroski: May 17, 2023 9:00:00 AM
Adam Eric Junkroski: May 17, 2023 9:00:00 AM
1 min read
Goodbye QuickBooks Desktop 2020: A New Era for Cloud-Based Accounting
Jessica Veiga: May 3, 2023 9:00:00 AM
3 min read
Is it time for your firm to consider “alternative staffing?”
Botkeeper: Apr 26, 2023 9:00:00 AM
3 min read
You have a ton of data. But are you managing it effectively?
Adam Eric Junkroski: Apr 19, 2023 9:00:00 AM
4 min read
Enough about CAS! But seriously, need help with your CAS?
Adam Eric Junkroski: Apr 5, 2023 9:00:00 AM
3 min read
How the SVB failure could mean new headaches for accounting firms
Adam Eric Junkroski: Mar 29, 2023 9:00:00 AM
3 min read
Explain it to me like I’m 5: Artificial Intelligence
Adam Eric Junkroski: Mar 22, 2023 9:00:00 AM
4 min read
Oh HELL no. 5 reasons to avoid a staycation this year
Adam Eric Junkroski: Mar 8, 2023 9:00:00 AM
3 min read
ChatGPT for accountants: Your AI overlords call for your tribute
AI-dam Eric Junkroski: Feb 15, 2023 9:00:00 AM
5 min read
3 bookkeeping service missteps killing your firm
Adam Eric Junkroski: Feb 8, 2023 9:00:00 AM
Fast food. Sunbathing. Forgetting to floss. Humans have a habit of doing things that are bad for them...
3 min read
Dreading telling tax clients they owe? How to break it.
Adam Eric Junkroski: Feb 1, 2023 9:00:00 AM
For the accountant, tax time is filled with chaos and beat-the-clock energy. Seemingly everyone wants...
5 min read
Small practitioner? 2023 might be your year. Here’s why.
Adam Eric Junkroski: Jan 25, 2023 9:00:00 AM
While you’re furiously crossing off “2022” anywhere you mistakenly write it (does anyone write...
4 min read
Tax time write-up work SU-HUUUUCKS. You can fix it.
Adam Eric Junkroski: Jan 18, 2023 9:00:00 AM
About now is the time of year you ask yourself, “How is it busy season again??” Especially when most...
5 min read
Think you have “capacity issues?” That’s not the whole story.
Adam Eric Junkroski: Jan 11, 2023 9:00:00 AM
Let’s say something somewhat radical here: capacity problems are an effect, not a cause. You don’t...
4 min read
Is it finally time to take crypto seriously? FASB says yes.
Adam Eric Junkroski: Jan 4, 2023 9:00:00 AM
It’s been late-night comedian fodder and the topic of probably half your spam email. It’s attracted famous names, generated immense fortunes, and...
5 min read
3 Mistakes your firm needs to avoid in a recession
Adam Eric Junkroski: Dec 14, 2022 9:00:00 AM
The Botkeeper blog will be taking a break for the holidays. We'll resume regular posts January 4, 2023! Talk about your hot topics. And like so many...
4 min read
Is your firm in danger from inflation?
Adam Eric Junkroski: Dec 7, 2022 9:00:00 AM
You probably haven’t heard anything at all about inflation recently, have you?
4 min read
Are your employees about to walk?
Adam Eric Junkroski: Nov 30, 2022 9:00:00 AM
No one bats 1.000 when it comes to employee retention. Even when a workplace gets everything right, employees will need to move, retire, or just...
4 min read
The most efficient accounting firms do these 4 things
Adam Eric Junkroski: Nov 16, 2022 9:00:00 AM
Next week, the blog is taking a break to eat turkey and all the trimmings. Wait—the writer is. Not the blog. Blogs don't eat. You know what we mean....
4 min read
Here’s what happens if your accounting firm has no capacity
Adam Eric Junkroski: Nov 9, 2022 9:00:00 AM
Let me tell you a little story. It’s about three little pigs. WAIT! I promise you haven’t heard this one. I know, it sounds familiar. But this is a...
4 min read
3 things you can do now to reinforce your firm’s cybersecurity
Botkeeper: Nov 2, 2022 9:00:00 AM
System breaches, firewalls, and green text on black screens. Hollywood’s idea of what it means to be hacked can be so over the top and exaggerated...
5 min read
Botkeeper’s evolution keeps our partners front and center
Adam Eric Junkroski & Jessica Veiga: Oct 28, 2022 3:54:03 PM
The changes and challenges of these past few years have presented businesses with some serious hurdles. Growing global inflation has added new...
4 min read
How Botkeeper does IT security
Adam Eric Junkroski: Oct 21, 2022 6:22:26 PM
You hear a lot about the technical end of cybersecurity—two factor authentication, fire walls, encryption—but not nearly as much about what is often...
3 min read
Looking for a free tool to help offer CAS during tax season? Look here
Deneen Dias: Oct 19, 2022 9:00:00 AM
Every year, firms around the country miss out on one of the best opportunities they’ll see for selling additional services to current clients. They...
6 min read
Using soft skills in the search for new clients
Botkeeper: Oct 12, 2022 9:00:00 AM
You probably didn’t get into accounting for a love of sales. While client prospecting is an essential part of running a successful firm, it takes a...
5 min read
Ouch! Your time management is suffering. Here’s why.
Botkeeper: Oct 5, 2022 9:00:00 AM
Everyone wishes they had more time in their lives. While we’re constantly told money can’t buy more time, there are things we can buy to save time by...
5 min read
Are tech solutions the secret your competition is using to beat you?
Adam Eric Junkroski: Sep 28, 2022 9:00:00 AM
Even if you aren't a competitive person, you likely know the sting of loss. Whether it’s coming in second in the race or going bankrupt in Monopoly,...
3 min read
Can these three strategies change your tax season?
Adam Eric Junkroski: Sep 21, 2022 9:00:00 AM
I know what you’re thinking.
5 min read
Build team spirit before tax season hits
Botkeeper: Sep 7, 2022 9:00:00 AM
Work is such a large part of our lives. By spending 40+ hours a week at work, some people see their coworkers as much as their significant others. So...
5 min read
Do you need an employee improvement plan?
Botkeeper: Aug 31, 2022 9:00:00 AM
What do you do when an employee is falling short on expectations? These situations are unfortunately a “when, not if.”
5 min read
Nail down these 4 things when marketing for accounting firms
Botkeeper: Aug 24, 2022 9:00:00 AM
Marketing falling flat? Or maybe you don’t even know where to begin your new client acquisition process? Client prospecting is a tricky business.
4 min read
What you probably didn’t learn at any accounting conference this year
Botkeeper: Aug 17, 2022 9:00:00 AM
Conferences can offer you a little bit of everything. From socializing with fellow industry professionals to oodles of free swag that can keep your...
5 min read
Should you keep working with a difficult client?
Botkeeper: Aug 10, 2022 9:00:00 AM
Find someone who says that they love every client equally and you’ve found yourself a liar — at least, they may lie to themselves. The...
5 min read
Don't read this if you still use a washboard
Botkeeper: Aug 3, 2022 9:00:00 AM
If you look at the present from the lens of how the past dreamed of the future, it’s very disappointing. We don’t have robots performing our daily...
5 min read
Why you find soft skills so hard
Botkeeper: Jul 27, 2022 9:00:00 AM
Accounting is a profession that’s done by the book—and that’s not just referring to bookkeeping.
5 min read
Being a virtual CFO means getting into the preparation
Botkeeper: Jul 20, 2022 9:00:00 AM
As your firm grows and evolves, shouldn’t your suite of services? By expanding your service offerings, you create better revenue opportunities for...
5 min read
Feeling squeamish about advisory? Here's how to get comfortable
Botkeeper: Jul 13, 2022 9:00:00 AM
There’s a battle raging in the accounting profession. Full services firm versus specialized offerings? Not that one. Shifting to automation...
4 min read
How accounting education is changing
Botkeeper: Jul 8, 2022 9:00:00 AM
Most accountants feel that the accounting profession is undergoing a monumental shift (and it is). The whole world is on a fast-moving technology...
3 min read
Need time-saving solutions for your firm?
Adam Eric Junkroski: Jun 30, 2022 9:00:00 AM
Running any business is a challenge. But accounting firms are a special case. With clients looking to you for legal and regulatory compliance as well...
5 min read
Bringing the competition into focus
Botkeeper: Jun 22, 2022 9:00:00 AM
What do you think about your “competition?” In a way, cloud accounting and AI Fintech open up the world to nearly every firm, but does this mean you...
4 min read
Isn't it all just busy season, now?
Botkeeper: Jun 15, 2022 9:00:00 AM
You know the drill. Accountants block their entire calendar from January through April, and usually...
4 min read
Are you underselling your accounting services?
Botkeeper: Jun 8, 2022 9:00:00 AM
As an accountant, you understand what goes into each of the services you provide for clients. Those who need your services have varying degrees of...
5 min read
Stop making excuses for overworking
Botkeeper: Jun 1, 2022 9:00:00 AM
“Just one more thing, then I’ll call it a night.”
5 min read
Managing stress starts and ends with your senses
Lauren Baptiste: May 31, 2022 8:30:00 AM
In the accounting industry, professionals are commonly working 50+ hour weeks all year long. During busier times, however, that weekly number can...
4 min read
Your firm is only as good as your networking
Botkeeper: May 25, 2022 10:00:00 AM
When it comes to staffing your accounting firm, you likely use one of three criteria for posting an open position: Timing: Seasonal hiring is...
4 min read
Your tech is the selling point you haven't told your clients about
Botkeeper: May 18, 2022 9:00:00 AM
Tech and time. These two points are inextricably linked, even if some firm owners don’t necessarily act like it. Advancements in Fintech save time,...
4 min read
Avoid these 5 mistakes when hiring accounting grads
Botkeeper: May 11, 2022 9:00:00 AM
The accounting sector is expected to grow 7% from 2020 to 2030 meaning there will be approximately 135,000 new openings each year on average. With...
4 min read
You've heard about the future of accounting. What about the now?
Botkeeper: May 4, 2022 10:07:45 AM
Over the last decade, the rapid development and implementation of financial technologies (Fintech) have made the future of accounting a hot topic....
5 min read
Hey, accountants take vacations too. Really.
Botkeeper: Apr 27, 2022 9:00:00 AM
Accountants find it challenging to find time for a getaway. You know, taking your loved ones to fun locales. Spending time on a road trip with...
7 min read
Use this past season to build a better client base
Botkeeper: Apr 20, 2022 9:00:00 AM
We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for most of the year but came rushing back hoping to get...
4 min read
Retain your talent with a professional learning plan
Botkeeper: Apr 13, 2022 9:00:00 AM
One of the top reasons employees look to make a job change is a lack of opportunity to develop and show their skills. People want a sense of...
4 min read
It’s almost over! Post-busy-season cleanup
Botkeeper: Apr 6, 2022 9:00:00 AM
Breathe. The days are getting longer, and spring is around the corner—which means you only have a bit more time before you finish the busy season for...
3 min read
Botkeeper needs your help to choose a new tagline
Adam Eric Junkroski: Apr 1, 2022 9:00:00 AM
From “Just do it,” to “The real thing,” taglines have long been used to summarize a brand’s philosophy, values or personality. The very earliest...
4 min read
Resignations and M&A are driving more accounting automation
Adam Eric Junkroski: Mar 23, 2022 2:30:00 PM
For years now, firms have listed finding and/or retaining talent as one of their top issues. Before COVID. Before The Great Resignation. Before M&A...
4 min read
Client advisory services have already moved to the next phase
Deneen Dias: Mar 17, 2022 1:45:00 PM
The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...
6 min read
Yes, I fired my clients (and why it’s ok)
Botkeeper: Mar 11, 2022 3:50:00 PM
Somehow in a world where acquiring customers is a key to growth (and tricky one at that), letting one go can be the right thing to do. You’ve...
6 min read
Creating a successful end-to-end CAS engagement
Amy Vetter, CPA, CITP, CGMA, MBA: Mar 3, 2022 4:15:00 PM
When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...
6 min read
Crafting your accounting innovation strategy
Donny C. Shimamoto, CPA,CITP, CGMA: Feb 23, 2022 1:00:00 PM
Automation across a wide range of professions and industries has become so commonplace that it’s almost a cliché. And the benefits of technology are...
5 min read
How is manual bookkeeping like Blockbuster?
Adam Eric Junkroski: Feb 16, 2022 12:00:00 PM
One of the truths of business in the modern era is that technology can define success. Major leaps in how work gets done, how products get made, and...
6 min read
Beat tax season slumps with these 5 tips—and even find some free time
Adam Eric Junkroski: Feb 9, 2022 10:30:00 AM
Tax season has always been challenging: the last-minute clients, the messy paperwork, the missing...
4 min read
These Practical Leadership Skills Will Keep Your Team from Burnout
Aaron Sullivan: Dec 3, 2021 8:15:00 AM
Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?) That said, it’s still true....
7 min read
There's a New Way to Tackle FP&A, and It Runs Like Clockwork
Aaron Sullivan: Nov 30, 2021 9:00:00 AM
There are two huge challenges that come with growing your accounting firm beyond traditional compliance and tax work: Figuring out where to go next
5 min read
Solve Your Capacity Planning Challenges With These 4 Action Items
Jessica Veiga: Nov 26, 2021 11:00:00 AM
Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. It’s more like...
4 min read
How Engineers Improve Month-End Review...in 24 Hours
Aaron Sullivan: Nov 12, 2021 6:00:00 AM
We talk an awful lot about accounting and strategy related to things like increasing capacity at your firm or what to do with junior staff who have...
5 min read
To Better Serve Clients, Focus on These Soft Skills in Accounting
Jessica Veiga: Nov 11, 2021 1:45:00 PM
Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships. So for accounting professionals to...
3 min read
What's the Scoop on Botkeeper's Series C Round of $42 Million?
Aaron Sullivan: Nov 11, 2021 9:57:46 AM
The entire Botkeeper family is excited to announce our latest news: we recently closed on a $42 million Series C round of funding! The investment was...
5 min read
Here's How to Ditch Seasonal Firm Growth for More Predictable Growth
Aaron Sullivan: Nov 5, 2021 10:30:00 AM
The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...
5 min read
Better CAS Means Better Questions: 5 Questions to Ask Your Clients
Jessica Veiga: Nov 3, 2021 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...
5 min read
Want Lifelong Advisory Clients? Solve These 4 Accounting Problems
Aaron Sullivan: Oct 28, 2021 11:28:45 AM
With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...
6 min read
Identifying Clients Who Need CAS & Meeting Their Expectations
Jessica Veiga: Oct 26, 2021 10:00:00 AM
Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...
4 min read
Here's the Secret to Filing 1099s This Tax Season...Don't Do It!
Aaron Sullivan: Oct 22, 2021 10:36:53 AM
Well, we did it. We blinked, and tax season is staring us down once again. While that’s possibly scary news for some accountants and their client...
5 min read
Your Client Advisory Strategy Should Be Built on This Pivotal 1st Step
Aaron Sullivan: Oct 20, 2021 7:30:00 AM
If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...
5 min read
Increasing Your Firm's Value Proposition Depends on One Major Process
Aaron Sullivan: Oct 19, 2021 10:30:00 AM
Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...
5 min read
Want Happy Accounting Clients? These Strategies Will Help
Jessica Veiga: Oct 12, 2021 11:00:20 AM
There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...
4 min read
Vic.ai & Botkeeper Have Teamed Up—Here's Why That's Good for Accounting
Aaron Sullivan: Sep 30, 2021 11:21:31 AM
In July of this year, we announced a new partnership with Vic.ai, a fellow pioneer of automation with a target on the accounts payable process (among...
5 min read
The 5 Deliverables Businesses Really Want From a Virtual CFO
Jessica Veiga: Sep 29, 2021 1:07:13 PM
With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...
5 min read
Your Firm & Open Banking Apps—Here's How to Take Full Advantage
Aaron Sullivan: Sep 24, 2021 8:00:00 AM
Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s...
5 min read
When's the Perfect Time to Offer CAS Services?
Jessica Veiga: Sep 23, 2021 11:15:00 AM
The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....
6 min read
Which Financial Statements Have the Biggest Impact on Client Success?
Aaron Sullivan: Sep 16, 2021 7:45:00 AM
Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered...
5 min read
How to Use Your Client's P&L to Create Advisory Opportunities
Aaron Sullivan: Sep 14, 2021 8:00:00 AM
It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom...
5 min read
How Bookkeeping Fits Into CAS & Why You Should Set it on Autopilot
Jessica Veiga: Sep 7, 2021 2:00:00 PM
You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...
4 min read
Explore These 8 Promising Market Verticals for CAS Practice Growth
Aaron Sullivan: Aug 30, 2021 8:30:00 AM
This might seem counterintuitive, but narrowing your firm’s focus to specialize in one or a few markets can actually increase your firm’s growth...
6 min read
How Much Does it Cost to Recreate Your Accounting Tech Stack?
Aaron Sullivan: Aug 26, 2021 10:00:00 AM
Technology and business are more ingrained than ever before. A lot of business has moved online, simultaneously creating additional growth...
5 min read
Follow These Marketing Best Practices to Drive More Advisory Clients
Jessica Veiga: Aug 20, 2021 9:00:00 AM
As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s...
6 min read
Overcoming Talent Retention Hurdles in Accounting Firms
Jessica Veiga: Aug 12, 2021 9:30:00 AM
Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality...
6 min read
Is Your Firm Ready to Weather the Great Resignation?
Aaron Sullivan: Aug 10, 2021 1:30:00 PM
Last year, we wrote about the looming accounting shortage and how year-over-year growth in the accounting industry was down 2%. At that time, we...
2 min read
What Does 6 Years of Human-Assisted Automation Look Like?
Aaron Sullivan: Aug 5, 2021 9:00:00 AM
A lot happens in a year, and this last year has been eventful, to say the least. We’ve changed the way we work, witnessed big investments in...
2 min read
Botkeeper Partners with Vic.ai to Evolve Accounting Automation
Della Copp: Jul 27, 2021 4:21:59 PM
Botkeeper clients will soon be able to access a new feature embedded in the Botkeeper Operating System, powered by Vic.ai. This new module will...
4 min read
Your Most Urgent Need Is Capacity — Here's How to Increase It
Jessica Veiga: Jul 22, 2021 10:00:00 AM
If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many...
6 min read
How Creating Productized Service Menus Unlocks Accounting Firm Growth
Aaron Sullivan: Jul 20, 2021 11:00:00 AM
A big challenge for many firms is achieving profitable growth. Building up a client base and increasing their gross revenue is one side to growth....
7 min read
Audit Is Changing...What’s Your New Money Maker?
Aaron Sullivan: Jul 13, 2021 9:30:00 AM
Accountants are in a bit of a weird position these days—remote work is the norm, technology is rapidly changing workflows and firm operations, and...
5 min read
The Most Important Metric for Growth Is Revenue Per Client—Here's Why
Jessica Veiga: Jul 9, 2021 9:00:00 AM
How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric? To be fair, ARPC is a...
8 min read
These 6 Strategies Will Help You Build Your Dream CAS Practice
Jessica Veiga: Jun 29, 2021 9:30:00 AM
When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to...
6 min read
Should Your Firm Charge for Initial Assessment? The Pros & Cons
Aaron Sullivan: Jun 17, 2021 10:00:00 AM
Are you charging potential clients for initial assessments? If not, your firm may be burning money—and missing out on the chance to filter the type...
6 min read
Avoid These 7 Common Pitfalls in Accounting Automation
Jessica Veiga: Jun 10, 2021 1:20:48 PM
In a detail-oriented profession like accounting, it can be difficult to transition to a more hands-off approach after you’ve been responsible for all...
5 min read
Why We're Inviting Firms to Evaluate Automation—And Get Paid for It
Aaron Sullivan: Jun 4, 2021 3:46:50 PM
It's not clickbait, and it's not a gimmick. We're really paying accountants/firms to explore the idea of adding automation to their firm operations.
5 min read
4 Common Pitfalls in Advisory (and How To Avoid Them)
Aaron Sullivan: May 26, 2021 9:30:00 AM
Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field — at the...
6 min read
Selling CAS in 2021: Your First Steps Toward Big Results
Jessica Veiga: May 18, 2021 10:00:00 AM
The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s "The Practice...
5 min read
Still Confused About How AI Helps Accountants? This Article Will Help
Aaron Sullivan: May 13, 2021 1:00:00 PM
We live in an amazing age where seemingly every problem can be fixed by a specific tool or piece of technology. You missed the golf ball and created...
5 min read
Planning to Sell Your Accounting Firm? Start Here, and Start Today
Jessica Veiga: May 6, 2021 1:30:00 PM
Regardless of if you’ve decided that a sale is your end goal, you should be running your firm like you’re going to sell it tomorrow. We don’t say...
5 min read
CAS Meaning and how it Determines Your Growth Strategy
Aaron Sullivan: May 4, 2021 9:30:00 AM
Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are...
5 min read
A 360º Data View Will Transform Your Firm into a Super Force
Jessica Veiga: Apr 27, 2021 10:00:00 AM
The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and...
6 min read
Accounting Firm Growth Depends on the Ability to Segment Your Audience
Aaron Sullivan: Apr 23, 2021 10:00:00 AM
Whenever your accounting firm is looking for growth, it essentially has two options. Option one is to look for the same kind of client you’re already...
6 min read
How Better Results Are Tied to Process Improvement with Chris Barnes
Aaron Sullivan: Apr 13, 2021 9:30:00 AM
Until last year, every tax season was virtually the same as the year before, which meant that firms could get by doing the same ol’ thing to get the...
4 min read
Overcoming Agile Software Development Struggles | Botkeeper Insights
Rachael Smith: Apr 6, 2021 1:00:00 PM
As a company that straddles two essential industries—accounting and technology—we have a unique opportunity to share our views and strategies as they...
4 min read
Pilot's $100m Funding: What it Means for the Accounting Profession
Aaron Sullivan: Mar 31, 2021 2:12:30 PM
The field of competition for accounting firms just got a bit more interesting, and not in a good way.
5 min read
Is Your Firm 'Modern'? Look at How You Hire to Find Out
Jessica Veiga: Mar 24, 2021 1:00:00 PM
Every accounting firm is a business, but does that mean your firm should function like a traditional company? A typical business has many moving...
6 min read
Firms Must Prioritize Internal Growth to Get Comprehensive Growth
Aaron Sullivan: Mar 18, 2021 10:45:00 AM
Running any business is like riding a roller coaster: it’s only fun and exciting if the whole thing keeps moving. That’s true for any kind of...
4 min read
You Already Use Automation but Are You Getting the Most Value From It?
Jessica Veiga: Mar 11, 2021 2:15:00 PM
This may come as a hard truth for those who fear change, but there’s no escaping automation. We come in contact with some element of automation from...
4 min read
Should Congress Extend the 2021 Tax Deadline?
Aaron Sullivan: Mar 9, 2021 9:00:00 AM
Citing COVID-related issues from last year and a need to provide relief to taxpayers, lawmakers have asked the IRS to extend the tax season to July 15
5 min read
Who Benefits the Most From Automation at Your Firm?
Aaron Sullivan: Mar 2, 2021 4:00:00 PM
New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater...
4 min read
How Diversity and Inclusion Benefits Your Accounting Firm
Jessica Veiga: Feb 23, 2021 9:45:00 AM
There’s a preconception that the accounting industry is very “traditional.” And in many ways, that’s a positive; good accounting traditions help keep...
3 min read
These New Strategies Will Save You Seasonal Hiring Stress
Aaron Sullivan: Feb 16, 2021 11:00:00 AM
We’ve all heard about or experienced firsthand some awful stories about hiring for tax season, and we do our best to avoid them from happening to...
3 min read
A Superior Credential Management Process —Introducing Password Manager
Kierstyn Kalman: Feb 11, 2021 9:10:00 AM
Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all...
5 min read
How to Launch New Accounting Services (Step-by-Step)
Jessica Veiga: Feb 9, 2021 5:30:00 PM
What are all businesses — accounting firms included — trying to achieve on a daily basis?
6 min read
Maximize Every Client's Revenue to Drive Rapid Growth
Aaron Sullivan: Feb 3, 2021 1:00:00 PM
We hear about accounting firm growth strategies all the time, but when it comes to putting a plan into action, many firms are lost on how to get...
5 min read
8 Essential Things Accountants Should Have for The 2021 Tax Season
Jessica Veiga: Jan 19, 2021 1:30:00 PM
It’s here…. You know, that time of the year where accounting practices (like yours) are inundated with corporate tax preparation. Some repeat clients...
3 min read
How the Fourth Industrial Revolution Impacts the Client Relationship
Lisa Michaels: Jan 14, 2021 1:00:00 PM
The Fourth Industrial Revolution is here, and it’s changing the way we do business. Also known as Industry 4.0, the Fourth Industrial Revolution is...
4 min read
The Strategic Benefits of Automation in a CPA Firm
Aaron Sullivan: Jan 12, 2021 9:00:00 AM
“Automation is coming for your job!” Hold up—that’s not true. In fact, it’s so far from the truth that not even Google Maps can help find where it...
4 min read
3 Accounting Trend Predictions to Take Advantage of in 2021
Jessica Veiga: Jan 7, 2021 1:30:00 PM
Every industry experienced massive shifts in 2020, and accounting is no exception. Stemming from all we learned in the last year, the burning...
4 min read
Is the Automated Tax Return Possible?
Aaron Sullivan: Jan 5, 2021 2:00:00 PM
The ideal tax season is one that requires no tax work at all. Sure, tax can be lucrative, and it’s always nice to present a return to a client who’s...
5 min read
Is Your Firm Ready for Growth?
Aaron Sullivan: Dec 30, 2020 12:59:45 PM
In the height of summer, Inovautus Consulting ran a survey asking CPAs and accounting firms about how the pandemic affected their business. The...
5 min read
How to Handle New Clients & Their Messy Year-End Close
Jessica Veiga: Dec 22, 2020 2:00:00 PM
Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural...
3 min read
Botkeeper Releases Smart Connect, The Future Of Financial Data Access
Kierstyn Kalman: Dec 17, 2020 3:00:00 PM
Prepare yourself for an understatement: Accounting isn’t what it used to be. Yes, the dramatic life shifts we’ve all experienced have thrown...
4 min read
How to Determine What Client Advisory Deliverables to Offer
Aaron Sullivan: Dec 15, 2020 10:00:00 AM
There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...
4 min read
Maximize Productivity at Your Firm With This Refresher
Jessica Veiga: Dec 10, 2020 11:30:00 AM
Can you believe the holiday season is already upon us?! In some ways, it feels like 2020 started three years ago, and in other ways, it feels like we...
4 min read
Botkeeper’s Proactive Engineering Saved One Client 60 Hours per Month
Aaron Sullivan: Dec 8, 2020 9:00:00 AM
We're firm believers in the idea that challenges are opportunities in disguise. Call it a positive outlook, if you will, but we just think of it as a...
5 min read
How Automated Billing Improves Your Accounting Firm Workflow
Asaf Darash: Dec 3, 2020 11:00:00 AM
Any accounting professional knows that a big part of the job is dedicated to settling client accounts and managing invoices. Thanks to continually...
4 min read
What’s the Key to Accounting Firm Differentiation?
Jessica Veiga: Dec 1, 2020 9:00:00 AM
Do you ever feel like the services you offer — those that are massively important to your clients’ business health—are taken for granted? You might...
4 min read
How The Top Firms Attract a 6-Figure Monthly Book of Business
Jessica Veiga: Nov 24, 2020 10:00:00 AM
Accounting firms are like nearly every other business out there when it comes to the range of success they see on a monthly basis: some are still...
5 min read
Making Radical Bookkeeping Easy
Jody Padar: Nov 19, 2020 9:00:00 AM
A few months before COVID-19 hit and turned our professional and personal lives upside down, I joined Botkeeper as VP of Strategy. For ages, I’ve...
6 min read
4 Essential Steps for Better Onboarding at Scale
Aaron Sullivan: Nov 10, 2020 2:47:46 PM
Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of...
4 min read
Tech vs. Humans: How to Divvy Up the Accounting Work
Jessica Veiga: Nov 3, 2020 11:00:00 AM
When we talk about automation technology, it’s easy to let our imaginations run wild and jump to the distant future when bots might be able to...
3 min read
Machine Learning for Accounting Firms: Key Insights & Benefits
Jessica Veiga: Oct 29, 2020 10:30:00 AM
We might be a bit biased, but we think technology is an accounting firm’s best bet for achieving real growth in a short amount of time. In short, the...
3 min read
Botkeeper Introduces the New Transaction Manager Tool
Kierstyn Kalman: Oct 20, 2020 12:30:41 PM
With all that’s gone on—with all that’s still going on—most accounting professionals are busier than ever. On one hand, your business clients need...
7 min read
So You’ve Partnered With Botkeeper — Now What?
Kierstyn Kalman: Oct 13, 2020 10:30:00 AM
Earlier this summer, as an escape from the mask city life, my boyfriend and I decided to take a ride to Cape Cod and hike the Dune Shacks Trail. I...
6 min read
5 Accounting Firms Thriving During COVID
Aaron Sullivan: Oct 1, 2020 1:00:00 PM
Back in early 2020 when the entire world began to shut down because of the pandemic, accounting firms were already in the swing of their busiest...
4 min read
What is Automated Bookkeeping & How Do I Use it My Accounting Firm?
Jessica Veiga: Sep 30, 2020 10:00:00 AM
Do you know what automated bookkeeping is or how it benefits accounting firms?
5 min read
The Top 4 Bookkeeping Mistakes Costing You Money—and How to Stop Them
Jessica Veiga: 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...
5 min read
3 Steps to Developing a Forward-Thinking Virtual Firm
Jessica Veiga: 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...
13 min read
19 Common Misconceptions About Botkeeper
Aaron Sullivan: 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...
4 min read
10 Compelling Reasons to Automate Bookkeeping in Your Accounting Firm
Jessica Veiga: 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....
4 min read
The Anatomy of a Great CPA Firm Explained
Jessica Veiga: 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?...
5 min read
8 Tips for Getting Your Firm Acquired
Jessica Veiga: 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...
1 min read
Botkeeper Is Named No. 850 on Inc. 5000
Aaron Sullivan: 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....
4 min read
Reopening Your CPA Firm After COVID: Expectations vs. Reality
Jessica Veiga: 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...
6 min read
PPP and ADP Are Making Payroll Sexy…Finally
Jody Padar: 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,...
2 min read
CPA Firm Leadership: How to Address Layoffs
Jody Padar: 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...
6 min read
Is Your CPA Firm’s Culture Intact?
Jody Padar: 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,...
2 min read
Botkeeper Celebrates Five Years & Accounting
Aaron Sullivan: 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...
3 min read
Accountant’s Guide to Zapier: Starting a Welcome Campaign in Mailchimp
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Ben Wright: 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...
6 min read
Do You Have Info ROT? What It Is & How To Avoid It
Aaron Sullivan: 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...
5 min read
What AI & ML Are Doing Today to Shape the Future of Accounting
Erica Sunarjo: 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...
3 min read
Botkeeper Joins FDX to Drive the Future of Financial Data Management
Aaron Sullivan: 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...
7 min read
How Social Media Can Give Your Accounting Firm a Boost
Kalie Souknary: 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...
3 min read
Botkeeper Achieves SOC 2 Type 1 Attestation
Jessica Veiga: 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...
3 min read
Using Technology to Evolve the Accounting Sector—With Enrico Palmerino
Ton Dobbe: 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...
11 min read
What We Know About ROI: A New Approach for the CPA
Aaron Sullivan: 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...
3 min read
Botkeeper Brings the Future of Bookkeeping With $25 Million Series B
Jessica Veiga: 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...
2 min read
It’s Time to Speak Up: A Note From Our CEO
Enrico Palmerino: 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...
3 min read
Accountant’s Guide to Zapier: How to Automate Repetitive Tasks
Ben Wright: 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...
1 min read
Selecting an Automated Accounting Solution | An Accountant's Guide
Botkeeper: 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...
2 min read
Artificial Intelligence is the Future of Accounting with Jody Padar
Botkeeper: 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...
4 min read
Accounting Automation: Expectations Vs. Reality
Dominic LoBianco: 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....
9 min read
The Advanced Guide to Automation in the Accounting Industry
Botkeeper: 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...
7 min read
How Changing Compliance Software Will Impact Accounting in the Future
Botkeeper: 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...
6 min read
Breaking Down Blockchain for Accountants in 2020—and Beyond
Botkeeper: 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 ...
5 min read
An Introductory Guide to Artificial Intelligence in Accounting
Botkeeper: 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...
3 min read
Maintaining Bookkeeping Disciplines When Your Client Base Doubles
Aaron Sullivan: 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...
4 min read
How to Beat the Big Firms by Leveraging Accounting Tech
Aaron Sullivan: 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...
2 min read
Botkeeper Welcomes Boston-Based Intellistack Into Partner Ecosystem
Jessica Veiga: 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...
3 min read
An Introduction to Mental Health: Have You Ugly Cried Yet?
Jody Padar: 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...
2 min read
When the Rules No Longer Apply, Be Like a Startup
Jody Padar: 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...
2 min read
Avoiding Virtual Pitfalls: The Art of the Pivot
Jody Padar: 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.
3 min read
7 Ways Accountants Can Help Their Clients Survive
Jody Padar: 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...
3 min read
Best Practices to Next Practices: How to Gauge & Assuage Client Fears
Botkeeper: 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...
11 min read
Botkeeper vs. Veryfi — Which One Is Right for Your Business?
Kierstyn Kalman: 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!...
7 min read
Why You Should Practice Accounting Advisory With Emotion
Aaron Sullivan: 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’...
4 min read
Tm2 Saves 30 Hours A Week with Botkeeper’s Accounting Partner Program
Kierstyn Kalman: 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...
4 min read
Business Budget Essentials: A Guide to the Cost of Employee Benefits
Aaron Sullivan: 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 ...
8 min read
How to Create Affiliate Marketing Content That Sells
Vanessa Gershbein: 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...
4 min read
Job Costing Pros & Cons: Is It Right for Your Construction Company?
Aaron Sullivan: 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...
1 min read
Case Study: How the Radical CPA Grew by 7x
Aaron Sullivan: 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...
5 min read
Should Nonprofits Use Cash or Accrual Accounting?
Aaron Sullivan: 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...
6 min read
Recording In-Kind Donations for Nonprofits | Everything You Need
Aaron Sullivan: 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...
7 min read
When Things Don't Add Up: Navigate Common SaaS Accounting Challenges
Aaron Sullivan: 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 —...
4 min read
What Percentage of Construction Costs Is Labor?
Aaron Sullivan: 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...
7 min read
Tax Education: Everything You Need to Know about the Tax Deadline
Aaron Sullivan: 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...
5 min read
Botlife: Why We Value Flexibility in the Workplace
Aaron Sullivan: 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,...
4 min read
Job Costing for Construction: What It Is & How It Helps
Aaron Sullivan: 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...
4 min read
Construction Accounting Basics for Contractors
Aaron Sullivan: 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 job site. From...
7 min read
What Does the COO of an Accounting Firm Do?
Aaron Sullivan: 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...
5 min read
Botlife: Where Innovation Trumps the Status Quo
Aaron Sullivan: 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...
5 min read
Bookkeeping with Excel Templates: Pros & Cons
Aaron Sullivan: 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...
8 min read
Improve Your Accounting Practice With Technology
Aaron Sullivan: 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...
4 min read
Bookkeeping vs. Accounting: What's the Difference?
Aaron Sullivan: 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)....
5 min read
What Does a Modern Bookkeeper Do?
Jessica Veiga: 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...