The Botkeeper Blog

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Accounting advisory services

6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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5 min read

Better CAS Means Better Questions: 5 Questions You Should Be Asking 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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6 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

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 Accounting Advisory Strategy Should Be Built on This Pivotal First 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

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....

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7 min read

Audit Is Changing...What’s Your New Money Maker?

Accountants are in a bit of a weird position these days—remote work is the norm, technology is rapidly changing workflows and firm operations, and...

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8 min read

These 6 Strategies Will Help You Build Your Dream CLIENT ACCOUNTING SERVICES

When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to...

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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

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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4 min read

How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...

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4 min read

How to Beat the Big Firms by Leveraging Accounting Tech

Not everyone who’s familiar with Jody Padar knows why she’s nicknamed the Radical CPA. In addition to being considered a bit progressive with her...

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7 min read

Why You Should Practice Accounting Advisory With Emotion

If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’...

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