The Botkeeper Blog

Explore. Learn. Engage.

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 obvious to determine what an accounting professional is supposed to actually do these days. Of course,...

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...

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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...