The Botkeeper Blog

Explore. Learn. Engage.

5 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth?

Sadly, your clients might feel like meeting with their accountant is like going to the dentist for some terribly painful procedure. Whether they want to or not, they know they...

Read More

5 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging focuses on how CAS is the future of the industry and should be considered a huge money-making...

Read More

4 min read

Vic.ai & Botkeeper Have Teamed Up—Here's Why That's Good for Accounting

In July of this year, we announced a new partnership with Vic.ai, a fellow pioneer of automation with a target on the accounts payable process (among other pre-accounting solutions). We engaged in this relationship for a number of reasons, with the...

Read More

5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an accountant’s job—far from that! But we are saying that it’s changing the game for all levels of accounting...

Read More

5 min read

Your Firm & Open Banking Apps—Here's How to Take Full Advantage

Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s still nothing quite like the whooshing sound that goes with sending a deposit through one of those...

Read More

5 min read

When's the Perfect Time to Offer CAS Services?

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future. This creates a new opportunity for firms everywhere to start offering CAS services—they can be your key to...

Read More

6 min read

Which Financial Statements Have the Biggest Impact on Client Success?

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered all over the floor, there’s pudding on the ceiling, and a Salisbury steak stuck to the window. When every...

Read More

5 min read

How to Use Your Client's P&L to Create Advisory Opportunities

It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom line and gloss over everything above it.

Why? In a world where more than 25% of all small businesses fail...

Read More

5 min read

How Bookkeeping Fits Into CAS & Why You Should Set it to Autopilot

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or businesses, maintaining accurate, up-to-date ledgers and creating timely financial reports lie at the core of...

Read More

4 min read

Explore These 8 Promising Market Verticals for CAS Practice Growth

This might seem counterintuitive, but narrowing your firm’s focus to specialize in one or a few markets can actually increase your firm’s growth potential.

Particularly, this is true for your CAS practice. Once your firm has committed to and built out...

Read More

6 min read

How Much Does it Cost to Recreate Your Accounting Tech Stack?

Technology and business are more ingrained than ever before. A lot of business has moved online, simultaneously creating additional growth opportunities and introducing more complexity to the mix. As a result, the tools that we use to run our businesses...

Read More

5 min read

Follow These Marketing Best Practices to Drive More CAS Leads

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...

Read More

6 min read

What Accounting Firms Need to Know to Overcome Talent Retention Challenges

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 accountants—and keep them—while focusing on growing the business.

Read More