Kierstyn Kalman

Kierstyn Kalman

Kierstyn is a product marketer with a background in financial services, startups and project management. Her experience is heavily focused in cryptocurrencies, student loans, and home renovations.

Recent posts by Kierstyn Kalman

5 min read

Botkeeper Creates A Superior Credential Management Process —Introducing Password Manager

By Kierstyn Kalman on 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 your clients’ credentials for accessing important financial data shouldn’t be a burden to bear. Accountants should be spending their time creating value and helping to grow the business...not going back-and-forth with each of their clients on tedious user login info!

Topics: botkeeper tools product update Botkeeping℠ bank connections Password Manager
4 min read

Botkeeper Releases Smart Connect, The Future Of Financial Data Access

By Kierstyn Kalman on 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 accounting firms into unknown territory this year, but the industry was already on its way toward a new order. Technology was on the rise even before the overnight shift to remote work.

Topics: botkeeper tools product update Botkeeping℠ Smart Connect bank connections
5 min read

Botkeeper Introduces the New Transaction Manager Tool

By Kierstyn Kalman on 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 financial clarity and trusted advice more than ever, representing unprecedented growth opportunities with new client acquisition and increased advisory revenue. 

Topics: transaction manager categorizing transactions botkeeper tools product update Botkeeping℠
10 min read

So You’ve Partnered With Botkeeper—Now What?

By Kierstyn Kalman on 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 still remember how impossibly far the inlet to the water was when we first started our journey. Up and down over massive sand dunes, it felt like we would never reach our destination. However, knowing the relaxation that lay ahead (and of course, the wine!) kept me going until we finally reached that amazing beach on the other side of the dunes. It was a picture-perfect moment, as captured above. (Cheeze!)

Topics: Botkeeping℠ tutorial Botkeeper onboarding Accounting Partner
12 min read

10 Marketing Tactics for Accountants During COVID-19

By Kierstyn Kalman on Apr 7, 2020 10:30:00 AM

With the current events taking place around COVID-19, business as we know it has changed. The way that accounting professionals conduct their day-to-day has evolved and will continue to evolve in the coming weeks.
Topics: Accounting firm tips coronavirus COVID-19 marketing tips marketing for accountants
6 min read

G&N Insurance Saves 50+ Hours Each Month With Botkeeper

By Kierstyn Kalman on Mar 24, 2020 10:30:00 AM

Zack Gould, co-founder of G&N Insurance, a home, auto, and commercial insurance provider, was spending 10+ hours per week completing the bookkeeping tasks for his growing company. Zack knew that he wanted to spend more of his time focusing on his relationships with mortgage lenders and referral partners and less of his time focusing on the books. He decided to hire Botkeeper.

Topics: Automated Bookkeeping case study bookkeeping for insurance listen on the go
18 min read

Botkeeper vs. Veryfi — Which One Is Right for Your Business?

By Kierstyn Kalman on 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! Within those prehistoric times, many accounting firm and business owners associated doing their books with the words “time-consuming” and “tedious,” and it makes sense—to this day, many accounting firms rely on spreadsheets to manage their clients’ books. Can you believe that?!

Topics: Automated Bookkeeping Product comparison outsourced bookkeeping
4 min read

Protobi Hired Botkeeper to Save Time—And It’s Working

By Kierstyn Kalman on Mar 16, 2020 1:04:00 PM

Protobi, a survey analytics application, was using a traditional bookkeeping firm to manage its books prior to enlisting Botkeeper, but they weren’t getting the full-service experience they sought. The company decided to replace the bookkeeping firm with Botkeeper, an automated bookkeeping solution. As a result, Protobi was able to customize their bookkeeping package, including creating a streamlined automated invoice process for their customers and getting the real-time financial insights that they needed in order to make good business decisions and continue to scale.

Topics: Automated Bookkeeping case study Accounting for small businesses complete bookkeeping solution time-saving bookkeeping
5 min read

Tm2 Saves 30 Hours A Week with Botkeeper’s Accounting Partner Program

By Kierstyn Kalman on 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 needs. It started as merely a side gig for business and real-life partners Tiffany and Kristopher Miller, but it quickly grew into a flourishing boutique accounting firm.

Topics: Automated Bookkeeping case study Accounting firm bookkeeping for accounting firms, listen on the go
4 min read

'Botkeeper Allows Me to Be a Better Dentist'

By Kierstyn Kalman on Feb 13, 2020 10:30:00 AM

Most people don’t like going to the dentist. Admittedly, we’re among “most people” and would rather sit in traffic than a dentist’s chair. In fact, here are some of the thoughts that float around our human heads (our bots don’t have teeth) before we visit the dentist; we’re sure you can relate.

Topics: Automated Bookkeeping case study accounting for dental practice Bookkeeping for dentists dental bookkeeping

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