Do you ever feel like the services you offer—those that are massively important to your clients’ business health—are taken for granted? You might even feel like clients view accounting firms as a necessary evil just to help them get through tax season.

A few months before COVID-19 hit and turned our professional and personal lives upside down, I joined Botkeeper as VP of Strategy. For ages, I’ve been preaching the need to go digital, to get on the cloud, and to find ways to automate workload so we can apply our gorgeous CPA brains to help our clients become healthier and smarter financial entities. Botkeeper is all about automation and saving us precious time.

Do you know what automated bookkeeping is or how it benefits accounting firms?

Don’t worry—you’re not alone. Lots of people have questions about what exactly automated bookkeeping is. To help, we've put together a quick, simple overview of how automated bookkeeping works and how accounting firms can easily integrate it into their existing business practices.

Let’s jump in!

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After two and a half years, four authors and countless revisions, Botkeeper for Dummies has finally been published! This book has been a true labor of love, and its premise is what attracted me to Botkeeper in the first place – providing every accountant with the tools and technology to transform their firms and take client service to a whole new level. This book takes the guesswork out of how to apply the concepts of ‘Botkeeping℠’ – bookkeeping with bots – and gives readers an easy-to-understand crash course in AI, machine learning and what they can do for accounting.

When you think of a CPA firm that seems to have it all together, what comes to mind? Is it their services and clientele? Their firm size or funding? Maybe it’s their influence in the accounting and business communities?