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The Botkeeper Blog

Bookkeeping, accounting, and business resources to help you become a finance guru. 

8 min read

Bookkeeping with Excel Templates: Pros & Cons

By Aaron Sullivan on Sep 19, 2019 2:05:00 PM

You might visualize bookkeeping as sitting at a desk covered in receipts, looking through a green visor at rows and rows of hand-written numbers. And you wouldn't be entirely wrong. Many businesses have traditionally used programs like Excel to handle their business finances. But we live in the future, and technology exists to make this arduous, expensive approach to bookkeeping go the way of the dodo.

Automated booking software has eliminated the need for Excel in many cases, yet the Microsoft tool is still used by businesses and entrepreneurs for their bookkeeping, budgeting, and accounting needs. Sure, Excel can be a valuable bookkeeping tool, but with it has its share of disadvantages too.

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8 min read

Time and Tech Wait for No One

By Aaron Sullivan on Sep 10, 2019 1:30:00 PM

There’s no time like the present, especially when your career and industry depend on your ability to adopt new tech and take advantage of its benefits. That’s part of what Radical CPA Jody Padar and tech implementer and advisor Dustin Wheeler discussed at this year’s AICPA Engage event.

Padar and Wheeler met on social media and have been friends for over a decade. Padar even admits Wheeler was one of the first Radical CPAs!

Padar asked why he enjoys sharing technology with others in his firm, and Wheeler described how he jumps right into technology to learn it, rather than waiting for someone to explain it to him. He prefers to just mess around with the software and figure it out himself, which is great advice for CPAs who might be apprehensive about getting into technology. 

Check out the interview recording below, or read on for an edited version of the transcript.

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9 min read

The Fourth Industrial Revolution

By Aaron Sullivan on Sep 3, 2019 11:15:00 AM

The printing press. The steam engine. The assembly line. These technologies revolutionized the way we work and set humanity on a different course for productivity. And now Jasen Stine, training leader at Intuit, is drawing attention to what he calls the “fourth industrial revolution.”

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9 min read

Improve Your Accounting Practice With Technology

By Aaron Sullivan on Aug 28, 2019 6:47:11 PM

Adapt or deal with being left behind. There’s no shortage of internet articles about how companies and firms must learn to evolve if they don’t want to get left behind.

Radical CPA Jody Padar covered this exact topic at the AICPA Engage conference in Las Vegas when she sat down with Aaron Berson, the managing director of the Virtual Business Team at Gettry Marcus CPA, P.C. The two also discussed the balance between being a CPA and a technologist, and what the most exciting new technology is.

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10 min read

Why Technology Is No Longer an Option for CPAs

By Aaron Sullivan on Aug 20, 2019 6:50:04 PM

There’s that saying that we fear what we don’t understand, and for many experienced professionals—like CPAs who have been around since Intuit first hit the scene in the ’80s—technology is very intimidating.

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