Aaron Sullivan

Aaron Sullivan

Aaron is a content marketer with a background in writing and editing for social, email, and blogs. His experience is heavily focused on bookkeeping/finance, entertainment, and beer.

Recent posts by Aaron Sullivan

6 min read

These Practical Leadership Skills Will Keep Your Team from Burnout

By Aaron Sullivan on 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. And during the roughest patches of work, as a firm owner (or partner) there’s the risk of employee burnout. You know, when your accountants have some not-so-good performance and are possibly updating their resumes—ready to set out as part of the Great Resignation?

Topics: firm creativity CAS Practice Staffing Burnout
9 min read

There's a New Way to Tackle FP&A, and It Runs Like Clockwork

By Aaron Sullivan on 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:

  1.  Figuring out where to go next
  2. Figuring out how to get there from where you’re at

The first challenge is perhaps easier to overcome than the second, especially if you’re paying attention to where the industry as a whole is going (hint: accounting tech is a huge player in that conversation). You could focus more on providing high-value advisory or virtual CFO services, legacy planning, mergers and acquisitions—whatever your data-driven heart desires.

Topics: Startup Spotlight interview FP&A startup growth
6 min read

How Engineers Improve Month-End Review...in 24 Hours

By Aaron Sullivan on 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 more time thanks to automation. Those are key conversations that must remain ongoing, but we’re going to let you in on a little secret about us:

Botkeeper isn’t just about accounting automation!

In fact, we’re just as focused on tech and engineering as we are on accounting thought leadership, which is why we’re putting this blog post in front of you today.

Topics: accounting technology Fintech Botkeeper Engineers
4 min read

What's the Scoop on Botkeeper's Series C Round of $42 Million?

By Aaron Sullivan on 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 led by Grand Oaks Capital, the investment firm founded by Paychex founder and chairman Tom Golisano, who will join the Botkeeper board of directors.

Topics: funding automated accounting the future of bookkeeping Series C
8 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

By Aaron Sullivan on 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 mentally exhausting, there are a lot of late nights where your idea of eating healthy goes out the window, and the [busy] season is always longer than you remember. Oh, and of course sometimes we hit things with bats....

Topics: Taxes Accounting firm growth CAS firm creativity
9 min read

Want Lifelong Advisory Clients? Solve These 4 Business Accounting Problems

By Aaron Sullivan on 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 obvious to determine what an accounting professional is supposed to actually do these days. Of course, the answer to that question depends on a lot of factors, but it all sort of boils down to one thing:

What do accounting clients want from their accountants?

Topics: CAS client advisory services firm creativity business challenges
6 min read

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

By Aaron Sullivan on 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 entities, it’s not such a big deal when you have enough bandwidth and support!

Topics: 2021 tax season 1099 tax
8 min read

Your Accounting Advisory Strategy Should Be Built on This Pivotal First Step

By Aaron Sullivan on 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 growth for an accounting firm. But that blanket observation makes a lot of assumptions:

Topics: Accounting advisory services CAS firm strategy firm creativity CAS strategy
7 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

By Aaron Sullivan on 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 going to the dentist for some terribly painful procedure. Whether they want to or not, they know they have to do it—especially when that tax deadline is quickly approaching. They hope it’s painless, they can get in and get out, and they don’t have to come back anytime soon.

Topics: accounting automation firm creativity client value accounting industry evolution
6 min read

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

By Aaron Sullivan on 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 other pre-accounting solutions). We engaged in this relationship for a number of reasons, with the success of our clients being paramount to everything else.

Topics: accounts payable Vic.ai Partnership
8 min read

Your Firm & Open Banking Apps—Here's How to Take Full Advantage

By Aaron Sullivan on 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 still nothing quite like the whooshing sound that goes with sending a deposit through one of those pneumatic tubes—it felt so futuristic!

Topics: CAS firm creativity Open banking banking apps
9 min read

Which Financial Statements Have the Biggest Impact on Client Success?

By Aaron Sullivan on 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 all over the floor, there’s pudding on the ceiling, and a Salisbury steak stuck to the window. When every corner of the room needs your attention, where do you begin?!

Topics: client success client data Accounting reporting firm creativity Financial Statements

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