The Botkeeper Blog

Explore. Learn. Engage.

4 min read

It’s almost over! Post-busy-season cleanup

Breathe. The days are getting longer, and spring is around the corner—which means you only have a bit more time before you finish the busy season for the year.

Hopefully, your thoughts gravitate toward a much-needed break before getting back to ...

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3 min read

Botkeeper needs your help to choose a new tagline

From “Just do it,” to “The real thing,” taglines have long been used to summarize a brand’s philosophy, values or personality. The very earliest...

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4 min read

Resignations and M&A are driving more accounting automation

For years now, firms have listed finding and/or retaining talent as one of their top issues. Before COVID. Before The Great Resignation. Before M&A...

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4 min read

Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...

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6 min read

Yes, I fired my clients (and why it’s ok)

Somehow in a world where acquiring customers is a key to growth (and tricky one at that), letting one go can be the right thing to do. 

You’ve...

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6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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6 min read

Crafting your accounting innovation strategy

Automation across a wide range of professions and industries has become so commonplace that it’s almost a cliché. And the benefits of technology are...

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5 min read

How is manual bookkeeping like Blockbuster?

One of the truths of business in the modern era is that technology can define success. Major leaps in how work gets done, how products get made, and...

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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...

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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....

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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
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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...

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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...

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