The Botkeeper Blog

Explore. Learn. Engage.

5 min read

Follow These Marketing Best Practices to Drive More Advisory Clients

As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s right. That’s because most firms built their client foundation on bookkeeping and tax preparation...

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Overcoming Talent Retention Hurdles in Accounting Firms

6 min read

Overcoming Talent Retention Hurdles in Accounting Firms

Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality...

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6 min read

Is Your Firm Ready to Weather the Great Resignation?

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...

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2 min read

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

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...

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4 min read

Your Most Urgent Need Is Capacity — Here's How to Increase It

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many...

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How Creating Productized Service Menus Unlocks Accounting Firm Growth

6 min read

How Creating Productized Service Menus Unlocks Accounting Firm Growth

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....

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Audit Is Changing What’s Your New Money Maker

7 min read

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

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...

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5 min read

The Most Important Metric for Growth Is Revenue Per Client—Here's Why

How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric? To be fair, ARPC is a...

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8 min read

These 6 Strategies Will Help You Build Your Dream CAS Practice

When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to...

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6 min read

Should Your Firm Charge for Initial Assessment? The Pros & Cons

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...

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3 min read

Avoid These 7 Common Pitfalls in Accounting Automation

In a profession built on precision, shifting to a more hands-off approach can feel risky. If you’re going to review the work anyway, why not just do...

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5 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field — at the...

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6 min read

Selling CAS in 2021: Your First Steps Toward Big Results

The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s "The Practice...

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