The Botkeeper Blog

Explore. Learn. Engage.

4 Essential Steps for Better Onboarding at Scale

6 min read

4 Essential Steps for Better Onboarding at Scale

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 those obstacles you’re familiar with is client onboarding—how to begin delivering your valuable...

Read More

4 min read

Tech vs. Humans: How to Divvy Up the Accounting Work

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...

Read More

3 min read

Machine Learning for Accounting Firms: Key Insights & Benefits

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...

Read More

3 min read

Botkeeper Introduces the New Transaction Manager Tool

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...

Read More

7 min read

So You’ve Partnered With Botkeeper — Now What?

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...

Read More

6 min read

5 Accounting Firms Thriving During COVID

Back in early 2020 when the entire world began to shut down because of the pandemic, accounting firms were already in the swing of their busiest...

Read More
Automated accounting | Botkeeper

3 min read

Automated Bookkeeping: How to Streamline Your Accounting Firm with AI

Still wondering what automated bookkeeping actually means—or why everyone’s talking about it? You’re not alone. Many accounting pros aren’t totally...

Read More

5 min read

The Top 4 Bookkeeping Mistakes Costing You Money—and How to Stop Them

When we think about the most successful accounting firms and businesses, we think of those that have it all together. They operate effortlessly and...

Read More

5 min read

3 Steps to Developing a Forward-Thinking Virtual Firm

The CPA firm of the future will likely look much different than how firms have looked for the past several years—and that doesn't have to be a bad...

Read More
19 Common Misconceptions About Botkeeper

13 min read

19 Common Misconceptions About Botkeeper

The internet is full of misinformation, and that’s no surprise to anyone. In fact, 52% of Americans believe they’re served fake news on a regular...

Read More

4 min read

10 Compelling Reasons to Automate Bookkeeping in Your Accounting Firm

Here’s some exciting news for automation nerds like us: automated bookkeeping services are rapidly gaining in popularity! We know—it’s pretty cool....

Read More

4 min read

The Anatomy of a Great CPA Firm Explained

When you think of a CPA firm that seems to have it all together, what comes to mind? Is it their services and clientele? Their firm size or funding?...

Read More

5 min read

8 Tips for Getting Your Firm Acquired

There are lots of reasons why a CPA firm might be ready for acquisition. Business climate changes, firm growth, or partners reaching retirement age...

Read More