The Botkeeper Blog

Explore. Learn. Engage.

5 min read

Still Confused About How AI Helps Accountants? This Article Will Help

We live in an amazing age where seemingly every problem can be fixed by a specific tool or piece of technology. You missed the golf ball and created a divot with your club? There’s a tool for that. Curious if that plant growing in your garden bed is a...

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5 min read

Planning to Sell Your Accounting Firm? Start Here, and Start Today

Regardless of if you’ve decided that a sale is your end goal, you should be running your firm like you’re going to sell it tomorrow.

We don’t say that to mean that you will sell tomorrow, but being able to means that your ducks are in a row, your firm is...

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5 min read

How Your Firm Defines CAS Will Determine Your Growth Strategy

Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are fantastic. But FWIW (for what it’s worth)—for an acronym to be truly effective, it must be defined and...

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5 min read

A 360º Data View Will Transform Your Firm into a Super Force

The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and compliance duties. This is mostly due to the pre-spreadsheet and pre-internet era when these tasks...

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6 min read

Accounting Firm Growth Depends on Your Ability to Segment Your Audience

Whenever your accounting firm is looking for growth, it essentially has two options. Option one is to look for the same kind of client you’re already serving, and option two is to look at new market segments and trends as potentially uncharted client...

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6 min read

How Better Results Are Tied to Process Improvement | An Interview With Chris Barnes

Until last year, every tax season was virtually the same as the year before, which meant that firms could get by doing the same ol’ thing to get the same ol’ results.

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4 min read

Overcoming Common Agile Software Development Struggles | Thoughts From Botkeeper Engineering

As a company that straddles two essential industries—accounting and technology—we have a unique opportunity to share our views and strategies as they relate to both verticals. Our amazing team of Botkeeper Engineers are industry leaders in their own...

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4 min read

Pilot's $100m Funding Round: What it Means for the Accounting Profession

The field of competition for accounting firms just got a bit more interesting, and not in a good way.

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5 min read

Is Your Firm 'Modern'? Look at How You Hire to Find Out

Every accounting firm is a business, but does that mean your firm should function like a traditional company? A typical business has many moving parts, a variety of roles, and a structure in place. It’s an entire system that revolves around the company’s...

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6 min read

Firms Should Prioritize Internal Growth If They Want Comprehensive Growth

Running any business is like riding a roller coaster: it’s only fun and exciting if the whole thing keeps moving. That’s true for any kind of business, especially accounting firms with big growth goals related to:

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4 min read

You Already Use Automation, But Are You Getting the Most Value From It?

This may come as a hard truth for those who fear change, but there’s no escaping automation. We come in contact with some element of automation from the moment we wake up—it’s in our smartphones, computers, cars, TV, behind the scenes of your bank...

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4 min read

Should Congress Extend the 2021 Tax Deadline?

Citing COVID-related issues from last year and a need to provide relief to taxpayers, lawmakers have asked the IRS to extend the tax season to July 15. For some accounting professionals, that could be a good thing: more time to work on difficult filings...

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5 min read

Who Benefits the Most From Automation at Your Firm?

New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater revenue. On the other hand, there are concerns related to cost and how to implement a new tool across the...

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