4 min read
Aaron Sullivan: Jan 5, 2021, 2:00:00 PM
The ideal tax season is one that requires no tax work at all. Sure, tax can be lucrative, and it’s always nice to present a return to a client who’s truly grateful for your work...especially when they make it easy on you. But imagine a low-stress...
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5 min read
Aaron Sullivan: Dec 30, 2020, 12:59:45 PM
In the height of summer, Inovautus Consulting ran a survey asking CPAs and accounting firms about how the pandemic affected their business. The...
5 min read
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
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
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
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
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
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
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
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
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
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...
