The Botkeeper Blog

Explore. Learn. Engage.

5 min read

Why We're Inviting Firms to Evaluate Automation—And Get Paid for It

It's not clickbait, and it's not a gimmick. We're really paying accountants/firms to explore the idea of adding automation to their firm operations. 

And here's why: our mission is to bring value to the accounting profession in all aspects of what...

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5 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field—at the...

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6 min read

Selling CAS in 2021: Your First Steps Toward Big Results

The accounting industry is changing, and with it comes a change to how accounting firms service their clients.

For instance, in Sage’s “The Practice...

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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...

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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...

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5 min read

CAS Meaning and how it Determines 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...

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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...

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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...

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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...

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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...

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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...

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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...

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