The Botkeeper Blog

Explore. Learn. Engage.

6 min read

Beat tax season slumps with these 5 tips—and even find some free time

Tax season has always been challenging: the last-minute clients, the messy paperwork, the missing documents, and—certainly not least of all—the long hours.

The past few years have made tax season even more complicated. Dwindling IRS service, long hold...

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4 min read

These Practical Leadership Skills Will Keep Your Team from Burnout

Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?)

That said, it’s still true. And during the roughest patches of work, as a firm owner (or partner) there’s the risk of employee...

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7 min read

There's a New Way to Tackle FP&A, and It Runs Like Clockwork

There are two huge challenges that come with growing your accounting firm beyond traditional compliance and tax work:

  1.  Figuring out where to go next
  2. Figuring out how to get there from where you’re at

The first challenge is perhaps easier to overcome...

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5 min read

Solve Your Capacity Planning Challenges With These 4 Action Items

Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. 

It’s more like trial and error—you keep at it and try different strategies until you start to get the vocab slightly less...

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4 min read

How Engineers Improve Month-End Review...in 24 Hours

We talk an awful lot about accounting and strategy related to things like increasing capacity at your firm or what to do with junior staff who have more time thanks to automation. Those are key conversations that must remain ongoing, but we’re going to...

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5 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships.

So for accounting professionals to find success, they must go above and beyond day-to-day accounting services. The key to unlocking this...

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3 min read

What's the Scoop on Botkeeper's Series C Round of $42 Million?

The entire Botkeeper family is excited to announce our latest news: we recently closed on a $42 million Series C round of funding! The investment was led by Grand Oaks Capital, the investment firm founded by Paychex founder and chairman Tom Golisano, who...

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5 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be mentally exhausting, there are a lot of late nights where your idea of eating healthy goes out the window,...

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5 min read

Better CAS Means Better Questions: 5 Questions You Should Be Asking Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it ain’t easy, but it’s an essential piece of providing accounting advisory services.

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Business Accounting Problems

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, the...

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6 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

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, and performing audits. These are still priorities, of course, but thankfully AI makes all of these much...

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4 min read

Here's the Secret to Filing 1099s This Tax Season...Don't Do It!

Well, we did it. We blinked, and tax season is staring us down once again. While that’s possibly scary news for some accountants and their client entities, it’s not such a big deal when you have enough bandwidth and support!

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5 min read

Your Accounting Advisory Strategy Should Be Built on This Pivotal First Step

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 growth for an accounting firm. But that blanket observation makes a lot of assumptions:

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