The Botkeeper Blog

Explore. Learn. Engage.

3 min read

Looking for a free tool to help offer CAS during tax season? Look here

Every year, firms around the country miss out on one of the best opportunities they’ll see for selling additional services to current clients. They wade into tax season with tunnel vision, getting tax returns done at lightning speed. Because they’re...

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6 min read

Using soft skills in the search for new clients

You probably didn’t get into accounting for a love of sales. While client prospecting is an essential part of running a successful firm, it takes a...

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5 min read

Ouch! Your time management is suffering. Here’s why.

Everyone wishes they had more time in their lives. While we’re constantly told money can’t buy more time, there are things we can buy to save time by...

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5 min read

Are tech solutions the secret your competition is using to beat you?

Even if you aren't a competitive person, you likely know the sting of loss. Whether it’s coming in second in the race or going bankrupt in Monopoly,...

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3 min read

Can these three strategies change your tax season?

I know what you’re thinking.

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5 min read

Build team spirit before tax season hits

Work is such a large part of our lives. By spending 40+ hours a week at work, some people see their coworkers as much as their significant others. So...

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5 min read

Do you need an employee improvement plan?

What do you do when an employee is falling short on expectations? These situations are unfortunately a “when, not if.”

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Nail down these 4 things when marketing for accounting firms

5 min read

Nail down these 4 things when marketing for accounting firms

Marketing falling flat? Or maybe you don’t even know where to begin your new client acquisition process? Client prospecting is a tricky business.

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What you probably didn’t learn at any accounting conference this year

4 min read

What you probably didn’t learn at any accounting conference this year

Conferences can offer you a little bit of everything. From socializing with fellow industry professionals to oodles of free swag that can keep your...

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5 min read

Should you keep working with a difficult client?

Find someone who says that they love every client equally and you’ve found yourself a liar — at least, they may lie to themselves. The...

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Don't read this if you still use a washboard

5 min read

Don't read this if you still use a washboard

If you look at the present from the lens of how the past dreamed of the future, it’s very disappointing. We don’t have robots performing our daily...

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Why you find soft skills so hard

5 min read

Why you find soft skills so hard

Accounting is a profession that’s done by the book—and that’s not just referring to bookkeeping.

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5 min read

Being a virtual CFO means getting into the preparation

As your firm grows and evolves, shouldn’t your suite of services? By expanding your service offerings, you create better revenue opportunities for...

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