The Botkeeper Blog

Explore. Learn. Engage.

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...

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...

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...

Read More

5 min read

How Bookkeeping Fits Into CAS Accounting & 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...

Read More
Explore These 8 Promising Market Verticals for CAS Practice Growth | Botkeeper

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...

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...

Read More

5 min read

Follow These Marketing Best Practices to Drive More Advisory Clients

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...

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...

Read More

6 min read

Is Your Firm Ready to Weather the Great Resignation?

Last year, we wrote about the looming accounting shortage and how year-over-year growth in the accounting industry was down 2%. At that time, we...

Read More

2 min read

What Does 6 Years of Human-Assisted Automation Look Like?

A lot happens in a year, and this last year has been eventful, to say the least. We’ve changed the way we work, witnessed big investments in...

Read More

2 min read

Botkeeper Partners with Vic.ai to Evolve Accounting Automation

Botkeeper clients will soon be able to access a new feature embedded in the Botkeeper Operating System, powered by Vic.ai. This new module will...

Read More

4 min read

Your Most Urgent Need Is Capacity—Here's How to Increase It

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many...

Read More

6 min read

How Creating Productized Service Menus Unlocks New Accounting Firm Growth

A big challenge for many firms is achieving profitable growth. Building up a client base and increasing their gross revenue is one side to growth....

Read More