3 min read
How Much Does Bookkeeping Cost Your Firm to Offer?
Botkeeper: May 7, 2025 9:00:00 AM
Botkeeper: May 7, 2025 9:00:00 AM
3 min read
Top 10 Things AI Accounting Software Facilitates
Botkeeper: Apr 30, 2025 9:00:00 AM
Accounting is changing fast, and firms still relying on manual processes are falling behind. AI software is quickly becoming essential for firms that...
4 min read
Does Your Firm Need Accounting Practice Management Software?
Botkeeper: Apr 23, 2025 9:00:00 AM
3 min read
Conflict Resolution Strategies in High-Stress Work Environments
Botkeeper: Mar 12, 2025 9:00:00 AM
4 min read
GL Automation—Ditch Manual Categorization & Reclaim Sanity
Botkeeper: Feb 12, 2025 9:00:00 AM
4 min read
Beyond Accounting Automation: The Services Your Firm Needs Right Now
Botkeeper: Feb 5, 2025 9:00:00 AM
4 min read
AI in Finance: Transforming the Industry with Opportunity and Caution
Botkeeper: Dec 11, 2024 9:00:00 AM
4 min read
AI Unchained 2024: The Magic of AI in Accounting and CAS
Botkeeper: Oct 23, 2024 9:00:00 AM
4 min read
Tax Extensions: Causes, Consequences, and Prevention Strategies
Botkeeper: Oct 9, 2024 9:00:00 AM
3 min read
The Future of Accounting Tech: Where Accountants Fit In
Botkeeper: Sep 25, 2024 9:00:00 AM
3 min read
5 Reasons Your Accounting Firm's CAS Department Might Be Failing
Botkeeper: Sep 18, 2024 9:00:00 AM
3 min read
5 Business Types That Would Most Benefit from Fractional CFO Services
Botkeeper: Sep 4, 2024 9:00:00 AM
4 min read
Outsourcing vs. Offshoring in Accounting: Which Is Right for Your Firm?
Botkeeper: Aug 28, 2024 9:00:00 AM
5 min read
Explain it to Me Like I’m 5: Crypto and Cross-Border Payments
Botkeeper: Aug 7, 2024 9:00:00 AM
2 min read
4 Things You’re Doing Wrong in QBO (And How to Fix Them)
Botkeeper: Jul 31, 2024 9:00:00 AM
4 min read
In-House vs. Outsourcing in the Time of Automated Accounting
Botkeeper: Jul 22, 2024 9:00:00 AM
4 min read
Your Firm’s Bookkeeping Services Are Worth More than You Think
Botkeeper: Jul 8, 2024 9:00:00 AM
4 min read
Is Outsourced Bookkeeping Your Firm’s Best Bet?
Adam Eric Junkroski: Jul 1, 2024 9:00:00 AM
4 min read
The Ultimate Checklist for Your Clients’ Financial Health
Botkeeper: Jun 24, 2024 9:00:00 AM
3 min read
How Cloud Computing is Transforming Accounting: Benefits, Risks, and Trends
Botkeeper: Jun 17, 2024 9:00:00 AM
4 min read
When Accounting Tech Falls Short: A Guide to Solving Inefficiencies
Botkeeper: Jun 13, 2024 9:00:00 AM
3 min read
Why Every Accountant Needs to Be Tech-Savvy in Today’s Digital Age
Botkeeper: Jun 10, 2024 9:00:00 AM
4 min read
10 Tips for Managing Your Clients’ Cash Flow Like a Pro
Botkeeper: Jun 3, 2024 9:00:00 AM
3 min read
How Botkeeper Infinite Makes Your Books Bulletproof
Botkeeper: May 27, 2024 9:00:00 AM
Accounting is not for everyone. Hm. Let’s rephrase.
4 min read
5 Essential Tips for Building Your CAS Department
Botkeeper: May 9, 2024 9:00:00 AM
As aspects of accounting become commodified with the rise of technology, market saturation, and rising outsourcing tendencies, firms everywhere must...
3 min read
The Rise of the Machines: How AI Is Changing the Accounting Game
Botkeeper: May 6, 2024 9:00:00 AM
You’ve heard about AI, but have you heard about what it can do for accounting? Let’s be honest: artificial intelligence (AI) is no longer the new kid...
3 min read
So You Think AI Is Going to Replace Us? What AI Can and Can’t Do
Botkeeper: May 2, 2024 9:00:00 AM
You might think that current Artificial Intelligence or AI is a know-all machine capable of doing nearly anything. But this is far from the truth....
3 min read
The Impact of Price Wars on Bookkeeping Companies
Botkeeper: Apr 29, 2024 9:00:00 AM
Price wars in the bookkeeping industry can leave you feeling stuck between a rock and a hard place. On the one hand, you want to offer competitive...
4 min read
The Importance of Recognizing Employee Performance
Botkeeper: Apr 25, 2024 9:00:00 AM
Employee recognition fuels morale and efficiency and is directly linked to an accounting firm’s financial health. Our blog explores the crucial role...
3 min read
Burnout Sucks, We Know
Botkeeper: Apr 22, 2024 9:00:00 AM
With the tax season behind us, you can finally catch your breath. But what comes after the long hours and high pressure? For many of us, it’s all too...
4 min read
Shifting the Perception of Bookkeeping from Commodity to Value
Botkeeper: Apr 15, 2024 9:00:00 AM
3 min read
5 Ways Botkeeper Infinite Will Change Your Accounting Life
Adam Eric Junkroski: Apr 4, 2024 9:00:00 AM
3 min read
Making Tax Season Easier Next Year: A Guide for Accountants
Botkeeper: Mar 28, 2024 9:00:00 AM
As the dust settles on another complex tax season, it’s a perfect time for accountants working in accounting firms to reflect on the challenges faced...
3 min read
Are You Communicating Effectively with Your Clients?
Botkeeper: Mar 14, 2024 9:00:00 AM
This shouldn’t really need to be said, but we’ll say it anyway: keeping your clients in the loop and well-informed is crucial for maintaining trust...
4 min read
How Your Accounting Software Could Be Hurting You
Adam Eric Junkroski: Mar 7, 2024 9:00:00 AM
We live in a time where technology has a tendril in almost every area of our lives. Businesses of course run almost entirely on some kind of modern...
4 min read
Marketing for Accountants: The Employee Connection
Adam Eric Junkroski: Feb 29, 2024 9:00:00 AM
6 min read
5 Best Accounting Software Packages for Small Businesses in 2025
Botkeeper: Feb 22, 2024 9:00:00 AM
3 min read
Is Crypto Accounting Still a Thing? Navigating the Crypto Arena
Adam Eric Junkroski: Feb 15, 2024 9:00:00 AM
2 min read
Explain it to me like I’m 5: Automation and Accounting Software
Botkeeper: Feb 1, 2024 9:00:00 AM
4 min read
Tax Evasion vs. Tax Avoidance: Things to Know
Adam Eric Junkroski: Jan 18, 2024 9:00:00 AM
3 min read
2024: No More Delaying Accounting Advisory Services (aka CAS)
Adam Eric Junkroski: Jan 11, 2024 9:00:00 AM
1 min read
Are You Ready for 2024 Tax Season? Some Things You MUST Know
Adam Eric Junkroski: Jan 5, 2024 9:00:00 AM
4 min read
Explain it to Me Like I’m 5: The Psychology of Client Communication
Adam Eric Junkroski: Dec 20, 2023 11:49:37 AM
3 min read
QBD 2021 Discontinued: What it means, and why it’s an opportunity
Botkeeper: Dec 15, 2023 9:00:00 AM
5 min read
5 ways to ease your return to work and beat the post-holiday blues
Lauren Baptiste and Adam Eric Junkroski: Dec 7, 2023 9:00:00 AM
3 min read
How to Communicate the True Brand Value of Your CAS Firm
Gaynor Meilke: Dec 1, 2023 9:00:00 AM
In the dynamic landscape of Client Accounting Services (CAS), effectively communicating your firm's brand value is a strategic necessity. To stand...
4 min read
Effective firm strategies for tax season happiness
Adam Eric Junkroski: Nov 9, 2023 9:00:00 AM
3 min read
Scale your firm and improve performance with an entrepreneurial staff
Botkeeper: Nov 3, 2023 9:00:00 AM
4 min read
It’s Time to Change How You Think About Accounting Software
Botkeeper: Oct 27, 2023 8:30:00 AM
3 min read
The Art of Pricing Strategy: Boosting Your Revenue With Three Tiers
Ryan Lazanis: Sep 13, 2023 9:00:00 AM
2 min read
AI's Limitations and the Need for Human Protection
ChatGPT and David Bergstein: Jul 26, 2023 9:00:00 AM
3 min read
Trouble training staff quickly? Process documentation can help
Alik Mock: Jul 12, 2023 9:00:00 AM
How much information is too much? We aren’t referring to your uncle’s latest update on his sciatica. The amount of information even a small firm can...
3 min read
Bolster your firm strategy with Four Simple Questions
Adam Eric Junkroski: Jun 21, 2023 9:00:00 AM
1 min read
Goodbye QuickBooks Desktop, Hello Cloud: 5 Game-Changing Integrations
Jessica Veiga: May 31, 2023 9:00:00 AM
3 min read
Not All Artificial Intelligence Looks Like ChatGPT
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 without fully grasping the consequences, often...
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 a piece of you, and time is the one thing you...
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 checks anymore?), you’re probably wondering what 2023...
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 firms today don’t really have a ton of down...
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 just wake up one morning with capacity problems.
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 another 4-8 weeks in the fall, for clients...
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 documents, and—certainly not least of all—the long...
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,...
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...
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...
4 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...
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
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...