5 min read

Scaling Like a Pro: A Guide for CPA Firms

By Jody Padar on Nov 12, 2020 10:00:00 AM

Accounting firms typically grow in one of two ways. Either they grow organically and hire more staff as the need for client work grows, or they grow through mergers and acquisitions and physically become larger firms. There is a third option to growth that doesn’t involve either of these: AI-powered technology.

Topics: Botkeeper For Dummies Botkeeping℠ Accounting firm scale
9 min read

4 Essential Steps for Better Onboarding at Scale

By Aaron Sullivan on Nov 10, 2020 2:47:46 PM

Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of those obstacles you’re familiar with is client onboarding—how to begin delivering your valuable services as efficiently and effectively as possible. The last thing you want is to create a bottleneck at the very beginning of your client relationship!

Topics: scalability Botkeeper onboarding Accounting firm scale

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