1 min read
A Holiday Tale of Accounting Automation
Aaron Sullivan: Dec 24, 2020 10:00:00 AM
Aaron Sullivan: Dec 24, 2020 10:00:00 AM
5 min read
How to Handle New Clients & Their Messy Year-End Close
Jessica Veiga: Dec 22, 2020 2:00:00 PM
Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural...
3 min read
Botkeeper Releases Smart Connect, The Future Of Financial Data Access
Kierstyn Kalman: 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...
4 min read
How to Determine What Client Advisory Deliverables to Offer
Aaron Sullivan: Dec 15, 2020 10:00:00 AM
There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...
4 min read
Maximize Productivity at Your Firm With This Refresher
Jessica Veiga: Dec 10, 2020 11:30:00 AM
Can you believe the holiday season is already upon us?! In some ways, it feels like 2020 started three years ago, and in other ways, it feels like we...
4 min read
Botkeeper’s Proactive Engineering Saved One Client 60 Hours per Month
Aaron Sullivan: Dec 8, 2020 9:00:00 AM
We're firm believers in the idea that challenges are opportunities in disguise. Call it a positive outlook, if you will, but we just think of it as a...
5 min read
How Automated Billing Improves Your Accounting Firm Workflow
Asaf Darash: Dec 3, 2020 11:00:00 AM
Any accounting professional knows that a big part of the job is dedicated to settling client accounts and managing invoices. Thanks to continually...
4 min read
What’s the Key to Accounting Firm Differentiation?
Jessica Veiga: Dec 1, 2020 9:00:00 AM
Do you ever feel like the services you offer — those that are massively important to your clients’ business health—are taken for granted? You might...
4 min read
How The Top Firms Attract a 6-Figure Monthly Book of Business
Jessica Veiga: Nov 24, 2020 10:00:00 AM
Accounting firms are like nearly every other business out there when it comes to the range of success they see on a monthly basis: some are still...
5 min read
Making Radical Bookkeeping Easy
Jody Padar: Nov 19, 2020 9:00:00 AM
A few months before COVID-19 hit and turned our professional and personal lives upside down, I joined Botkeeper as VP of Strategy. For ages, I’ve...
6 min read
4 Essential Steps for Better Onboarding at Scale
Aaron Sullivan: Nov 10, 2020 2:47:46 PM
Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of...
4 min read
Tech vs. Humans: How to Divvy Up the Accounting Work
Jessica Veiga: Nov 3, 2020 11:00:00 AM
When we talk about automation technology, it’s easy to let our imaginations run wild and jump to the distant future when bots might be able to...
3 min read
Machine Learning for Accounting Firms: Key Insights & Benefits
Jessica Veiga: Oct 29, 2020 10:30:00 AM
We might be a bit biased, but we think technology is an accounting firm’s best bet for achieving real growth in a short amount of time. In short, the...