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

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
8 min read

How to Use Your Client's P&L to Create Advisory Opportunities

By Aaron Sullivan on 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 line and gloss over everything above it.

Why? In a world where more than 25% of all small businesses fail in the first year, how can this simple yet helpful report be underutilized?

Topics: CAS firm creativity Profit and Loss Statement P&L Financial Statements
8 min read

Explore These 8 Promising Market Verticals for CAS Practice Growth

By Aaron Sullivan on 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 potential.

Particularly, this is true for your CAS practice. Once your firm has committed to and built out advisory services, your ability to create and maintain momentum hinges on your ability to tap into the markets that most need your guidance and support.

Topics: CAS firm creativity Selling CAS Firm Capacity Specialization
8 min read

How Much Does it Cost to Recreate Your Accounting Tech Stack?

By Aaron Sullivan on 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 opportunities and introducing more complexity to the mix. As a result, the tools that we use to run our businesses must be sophisticated, powerful, and versatile.

Topics: accounting technology firm creativity firm operations Overhead
9 min read

Is Your Firm Ready to Weather the Great Resignation?

By Aaron Sullivan on 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 thought the situation was limited to a reduction in the total number of accountants available to hire based on graduation rates, the economic environment, and typical turnover rates at firms.

Topics: Accounting trends turnover accounting firm management Great Resignation
3 min read

What Does 6 Years of Human-Assisted Automation Look Like?

By Aaron Sullivan on 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 accounting firm competition, and joined forces with groundbreaking technology partners to create an even better automated accounting experience for firms of all sizes and specialties.

Topics: Anniversary Botkeeper history
10 min read

How Creating Productized Service Menus Unlocks New Accounting Firm Growth

By Aaron Sullivan on 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. But when you take a look at the net gains, the profit may not be as great as you thought.

Topics: Accounting Services accounting firm operations firm creativity firm operations Productized service
10 min read

Audit Is Changing...What’s Your New Money Maker?

By Aaron Sullivan on 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 services we’ve relied on as traditional money makers aren’t growing at the same pace as they used to. 

Topics: Accounting advisory services CAS Audit CFO services
9 min read

Should Your Firm Charge for Initial Assessment? These Are the Pros & Cons

By Aaron Sullivan on 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 of clients you work with (and the services you offer them).

Topics: firm creativity Pros & Cons Accounting Assessment Discovery Call
6 min read

Why We're Inviting Firms to Evaluate Automation—And Get Paid for It

By Aaron Sullivan on Jun 4, 2021 3:46:50 PM

Thinking About Automation at Your Firm? Get Rewarded for Exploring Botkeeper

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. 

And here's why: our mission is to bring value to the accounting profession in all aspects of what we do. That starts with you, accounting professionals and firms—we’re invested in your success. After all, when you succeed, so do we!

We know that even after the busy season ends, an accountant’s work isn’t over. There’s a natural reflection period that always takes place when firms consider what can be done to make the next tax season better. Which processes are working? Where are the bottlenecks? How can we provide better service...to even more clients?

Topics: accounting automation Botkeeping℠ Accounting efficiency

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