The Botkeeper Blog

3 min read

Budgeting for 2026: The Bookkeeper’s Guide for Clients

Botkeeper: Nov 3, 2025 9:29:43 AM

Let’s be real: budgeting in 2026 is a survival skill, not a nice-to-have. The world your clients are operating in isn’t the one from five years ago,...

5 min read

Regulatory Changes Bookkeepers Must Watch in 2026

Botkeeper: Oct 22, 2025 9:00:06 AM

3 min read

How to Build a Recession-Resilient Bookkeeping Practice in 2026

Botkeeper: Oct 15, 2025 9:00:02 AM

3 min read

Why Unlimited PTO Is Gaining Traction in Accounting Firms

Botkeeper: Oct 8, 2025 9:00:01 AM

3 min read

Beyond the Paycheck: Creative Benefits That Keep Top Accountants

Botkeeper: Oct 1, 2025 9:00:00 AM

2 min read

Avoid These 7 Year-End Bookkeeping Mistakes

Botkeeper: Sep 24, 2025 9:00:00 AM

2 min read

6 Topics Small Businesses Should Be Asking Their Accountant About

Botkeeper: Sep 17, 2025 9:00:00 AM

3 min read

Best Bookkeeping Software For Your Accounting Firm

Botkeeper: Sep 10, 2025 9:00:00 AM

5 min read

Is Everything Just AI, Now?

Adam Eric Junkroski: Sep 8, 2025 11:00:00 AM

3 min read

How CAS Can Rescue Accounting from Its Talent Crisis

Botkeeper: Sep 3, 2025 9:00:00 AM

2 min read

Too Late for Summer Vacation?

Botkeeper: Aug 27, 2025 9:00:00 AM

2 min read

Accounting Automation: Is AI Upskilling a Must for Your Staff?

Botkeeper: Aug 20, 2025 9:00:00 AM

2 min read

Assets, Liabilities, and Equity: Why Automation Matters

Botkeeper: Aug 13, 2025 9:00:00 AM

4 min read

What Are Client Advisory Services?

Botkeeper: Aug 6, 2025 9:00:00 AM

3 min read

Small Business Tax Preparation Guide for Accounting Firms

Botkeeper: Jul 30, 2025 9:00:00 AM

3 min read

What is the End Game for Accounting Technology?

Botkeeper: Jul 29, 2025 4:28:55 PM

2 min read

Outsourced Finance and Accounting Services That Scale with Automation

Botkeeper: Jul 23, 2025 9:00:00 AM

5 min read

Why Most Tech Rollouts Fail—and What Top Firms Do Differently

Jessica Veiga: Jul 21, 2025 9:22:41 AM

Accounting firms are experts at minimizing risk. But when it comes to adopting new technology, the habits that usually serve them well—being...

3 min read

Using AI for Taxes: What Accounting Firms Need to Know (and Do)

Botkeeper: Jul 16, 2025 9:00:00 AM

2 min read

Explain It to Me Like I’m 5: Artificial General Intelligence

Botkeeper: Jul 9, 2025 9:00:00 AM

4 min read

Programs for Bookkeeping Built to Last (and Thrive)

Botkeeper: Jul 2, 2025 9:00:00 AM

3 min read

Top FAQs about Bookkeeping for CPAs

Botkeeper: Jun 25, 2025 9:00:00 AM

Bookkeeping has gone from a tedious administrative task to a core driver of client service, firm efficiency, and scalable advisory. And if you’re a...

3 min read

Bookkeeper Accounting Software: A Guide for Modern Accounting Firms

Botkeeper: Jun 18, 2025 9:00:00 AM

4 min read

Ask the CAS Expert: Unlocking the Power of CFO Advisory Services

Botkeeper: Jun 13, 2025 9:00:01 AM

3 min read

How Outsourced CFO Services Are Changing the Game

Botkeeper: Jun 11, 2025 9:00:00 AM

2 min read

Botkeeper Signs the CISA Secure by Design Pledge

Botkeeper: Jun 9, 2025 9:00:01 AM

2 min read

Is AI in Financial Services Killing Creativity?

Botkeeper: Jun 4, 2025 9:00:00 AM

4 min read

The Quantum Security Question: Cloud-Based Accounting Software

Botkeeper: May 28, 2025 9:00:02 AM

4 min read

Accounting Apps That Are No More: What Happened and What to Do Next

Botkeeper: May 21, 2025 9:00:00 AM

3 min read

Raise Fees, Change Service Structure, or Both?

Botkeeper: May 14, 2025 9:00:00 AM

3 min read

How Much Does Bookkeeping Cost Your Firm to Offer?

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

Off-the-Shelf AI, or Bespoke? Pros and Cons

Botkeeper: Apr 28, 2025 1:05:29 PM

3 min read

6 Time Management Tips for Tax Season

Botkeeper: Apr 28, 2025 1:05:14 PM

4 min read

Does Your Firm Need Accounting Practice Management Software?

Botkeeper: Apr 23, 2025 9:00:00 AM

4 min read

Using Technology to Hop Off the Accounting Cycle

Botkeeper: Apr 16, 2025 9:00:00 AM

4 min read

Firm Employee Expectations 2025

Botkeeper: Apr 9, 2025 9:00:00 AM

3 min read

5 Business Challenges They Never See Coming

Botkeeper: Apr 2, 2025 9:00:00 AM

3 min read

Botkeeper’s Newest Innovation: Firm Insights

Botkeeper: Mar 26, 2025 9:00:00 AM

3 min read

Why Bookkeeping Jobs Will Always Be Valued

Botkeeper: Mar 19, 2025 9:00:00 AM

3 min read

Conflict Resolution Strategies in High-Stress Work Environments

Botkeeper: Mar 12, 2025 9:00:00 AM

3 min read

Accounting in a Remote World: Tech First

Botkeeper: Mar 5, 2025 9:00:00 AM

5 min read

Ask the CAS Experts Workshop Overview

Botkeeper: Feb 26, 2025 9:00:00 AM

3 min read

Tax Season Helper: 4 Overlooked Areas to Review

Botkeeper: Feb 19, 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

The Real Cost of Falling Behind in Accounting Tech

Botkeeper: Jan 29, 2025 9:00:00 AM

3 min read

AI Accounting: The Secret Weapon for CAS Success

Botkeeper: Jan 15, 2025 9:00:00 AM

4 min read

Major Accounting Developments of 2024

Botkeeper: Dec 18, 2024 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

5 Things We’re Grateful Are Gone From Accounting

Botkeeper: Nov 20, 2024 9:00:00 AM

4 min read

How to Tell if Your Accountants Are Stressed

Botkeeper: Nov 13, 2024 9:00:00 AM

3 min read

4 Skills to Train Your Accountants On

Botkeeper: Nov 6, 2024 9:00:00 AM

4 min read

5 Scary Scenarios That Keep Accountants Up at Night

Botkeeper: Oct 30, 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

Adopting Artificial Intelligence Responsibly

Botkeeper: Oct 16, 2024 9:00:00 AM

4 min read

Tax Extensions: Causes, Consequences, and Prevention Strategies

Botkeeper: Oct 9, 2024 9:00:00 AM

4 min read

5 Things Your Firm Can Do to Prepare for Next Year

Botkeeper: Oct 2, 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

Why CAS and Automation Are Best Buds

Botkeeper: Sep 11, 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

3 min read

5 Mistakes Accounting Firms Make with Technology

Botkeeper: Aug 21, 2024 9:00:00 AM

4 min read

To Merge or Not to Merge? Or Maybe to Acquire?

Botkeeper: Aug 14, 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

Maintaining Quality Control During Staff Transitions

Botkeeper: Jul 25, 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

3 min read

Is Outsourced Bookkeeping Really Saving You Money?

Botkeeper: Jul 18, 2024 9:00:00 AM

3 min read

How to Attract and Retain Top Accounting Talent

Botkeeper: Jul 15, 2024 9:00:00 AM

4 min read

5 Simple Tricks to Beating Post-Vacation Stress

Botkeeper: Jul 11, 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

STOP Four Things that Are Hurting Your Profit Margin

Botkeeper: Jun 27, 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

Rethinking Your Firm’s Business Model

Botkeeper: Jun 20, 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

Is It Time to Return to the Office?

Botkeeper: Jun 6, 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

4 min read

IT Moves Fast. Can You Keep Up?

Botkeeper: May 30, 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.

3 min read

Accounting Basics Can’t Get Overlooked in Automation

Botkeeper: May 23, 2024 9:00:00 AM

4 min read

Did You Lose Employees After Tax Season?

Botkeeper: May 20, 2024 9:00:00 AM

3 min read

What Is Bookkeeping Anymore?

Botkeeper: May 16, 2024 9:00:00 AM

3 min read

The Commoditization of Bookkeeping: What Can We Do?

Botkeeper: May 13, 2024 9:00:00 AM

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...

3 min read

Why Data Harvesting Might Be What Your Firm Needs

Botkeeper: Apr 18, 2024 9:00:00 AM

4 min read

Shifting the Perception of Bookkeeping from Commodity to Value

Botkeeper: Apr 15, 2024 9:00:00 AM

3 min read

How to Build a Valuable Bookkeeping Offer

Botkeeper: Apr 11, 2024 9:00:00 AM

3 min read

Is Your Capacity Reaching a Breaking Point?

Botkeeper: Apr 8, 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...

4 min read

Number Big, Brain No Good

Botkeeper: Mar 21, 2024 9:00:00 AM

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

4 min read

Accounting Software: Is “Free” Worth It?

Botkeeper: Feb 8, 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

5 Things to Avoid When Increasing Your Fees

Adam Eric Junkroski: Jan 25, 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

Are Your Burnout Symptoms Hidden?

Adam Eric Junkroski: Nov 15, 2023 9:00:00 AM

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

Making the client connection

Botkeeper: Oct 20, 2023 8:00:00 AM

4 min read

First look: Botkeeper Infinite

Adam Eric Junkroski: Oct 13, 2023 8:00:00 AM

6 min read

AI Unchained: A Wild Ride Into the Future

Adam Eric Junkroski: Oct 3, 2023 9:00:00 AM

3 min read

The Art of Pricing Strategy: Boosting Your Revenue With Three Tiers

Ryan Lazanis: Sep 13, 2023 9:00:00 AM

3 min read

You’ve been hacked! Now what?

Botkeeper: Aug 16, 2023 9:00:00 AM

3 min read

How to build a foundation for advisory services

Botkeeper: Aug 9, 2023 9:00:00 AM

3 min read

CAS is King at this year’s accounting conferences

Deneen Dias: Aug 2, 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

How to get buy-in for change

Will Hill: Jul 18, 2023 9:23:46 PM

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

3 min read

Upskilling Your Teams

Geni Whitehouse: Jun 14, 2023 9:00:00 AM

3 min read

Let’s make accounting weird!

John Garrett: Jun 7, 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

3 mid-tax season cracks beginning to show

Adam Eric Junkroski: Mar 1, 2023 9:00:00 AM

6 min read

Come again? Bad, bad interview questions

Adam Eric Junkroski: Feb 22, 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...