The Botkeeper Blog

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There's a New Way to Tackle FP&A, and It Runs Like Clockwork

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: Figuring out where to go next Figuring out how to get there from where you’re at The first challenge is perhaps easier to overcome...

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Solve Your Capacity Planning Challenges With These 4 Action Items

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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To Better Serve Clients, Focus on These Soft Skills in Accounting

5 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships. So for accounting professionals to...

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3 min read

What's the Scoop on Botkeeper's Series C Round of $42 Million?

The entire Botkeeper family is excited to announce our latest news: we recently closed on a $42 million Series C round of funding! The investment was...

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5 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...

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graphic question mark asking symbol

5 min read

Better CAS Means Better Questions: 5 Questions to Ask Your Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Accounting Problems

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

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Identifying Clients Who Need CAS & Meeting Their Expectations

6 min read

Identifying Clients Who Need CAS & Meeting Their Expectations

Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...

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5 min read

Your Client Advisory Strategy Should Be Built on This Pivotal 1st Step

If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...

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5 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...

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5 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...

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The 5 Deliverables Businesses Really Want From a Virtual CFO

5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...

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