17 min read

19 Common Misconceptions About Botkeeper

By Aaron Sullivan on Sep 2, 2020 1:30:00 PM

The internet is full of misinformation, and that’s no surprise to anyone. In fact, 52% of Americans believe they’re served fake news on a regular basis. And the leading source of misinformation? You guessed it—social media. A classic example: how many times have you seen headlines in your feed announce the death of a beloved celebrity, only to find out later that you were duped?

It happens all the time.

Topics: automated bookkeeping AI Accounting Botkeeper reviews fake news
7 min read

10 Compelling Reasons to Automate Bookkeeping in Your Accounting Services

By Jess King on Aug 28, 2020 2:00:00 PM

Here’s some exciting news for automation nerds like us: automated bookkeeping services are rapidly gaining in popularity! We know—it’s pretty cool. In fact, according to Sage’s Practice of Now 2020 report, 73% of surveyed accounting professionals are confident when it comes to providing tech recommendations like AI and automation.

Topics: automated bookkeeping CPA firm greatness CPA firm growth
1 min read

Overcoming the 5 Biggest Obstacles to Growing Your Accounting Firm

By Aaron Sullivan on Aug 18, 2020 10:00:00 AM

With an ever-changing landscape, the accounting industry has seen drastic disruption over the past few years. Accounting is a profession with many nuances—working long hours, keeping up with evolving tax laws, managing complex client relationships, etc.—how does a firm manage to stay competitive when new obstacles seem to emerge every day?

Topics: Ebook automated bookkeeping accounting firm challenges accounting firm obstacles white paper
5 min read

Botkeeper Joins the FDX to Help Drive the Future of Financial Data Management

By Aaron Sullivan on Jul 14, 2020 1:30:00 PM

As a leader in the accounting automation space, we’re overjoyed to join the Financial Data Exchange (FDX), a nonprofit dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure and convenient consumer and business access to their financial data.

Topics: Bookkeeping automated bookkeeping the future of bookkeeping FDX Financial data exchange
2 min read

The Accountant's Guide to Selecting an Automated Accounting Solution

By Botkeeper on May 29, 2020 10:00:00 AM

There used to be this notion in accounting that if you were an early adapter to technology, you were considered progressive. Industry veterans might have looked at you as though you were some foolhardy explorer on a wasteful quest to burn budget on sleek tools—only to produce mediocre results (at best).

Topics: Ebook artificial intelligence automated bookkeeping automated accounting solutions
6 min read

Tips for Maintaining Bookkeeping Disciplines When Your Client Base Doubles

By Aaron Sullivan on Apr 29, 2020 11:30:00 AM

Rapid business growth and increased sales are often the epitome of a “good problem” for accounting firms. While doubling your client base generally means an exponential rise in revenue, unprecedented growth tends to be a great disruptor for bookkeeping. It’s easy to fall out of good accounting habits and become overwhelmed by sheer volume as you deal with double the journal entries, rolling invoices, and fluctuating cash flow.
Topics: automated bookkeeping scalability Accounting firm growth outsourced bookkeeping Accounting firm tips listen on the go
6 min read

G&N Insurance Saves 50+ Hours Each Month With Botkeeper

By Kierstyn Kalman on Mar 24, 2020 10:30:00 AM

Zack Gould, co-founder of G&N Insurance, a home, auto, and commercial insurance provider, was spending 10+ hours per week completing the bookkeeping tasks for his growing company. Zack knew that he wanted to spend more of his time focusing on his relationships with mortgage lenders and referral partners and less of his time focusing on the books. He decided to hire Botkeeper.

Topics: automated bookkeeping case study bookkeeping for insurance listen on the go
18 min read

Botkeeper vs. Veryfi — Which One Is Right for Your Business?

By Kierstyn Kalman on Mar 23, 2020 2:00:00 PM

Watching the accounting space over the last 5 years has been quite a whirlwind for an industry that was like a dinosaur for more than a decade! Within those prehistoric times, many accounting firm and business owners associated doing their books with the words “time-consuming” and “tedious,” and it makes sense—to this day, many accounting firms rely on spreadsheets to manage their clients’ books. Can you believe that?!

Topics: automated bookkeeping Product comparison outsourced bookkeeping
4 min read

Protobi Hired Botkeeper to Save Time—And It’s Working

By Kierstyn Kalman on Mar 16, 2020 1:04:00 PM

Protobi, a survey analytics application, was using a traditional bookkeeping firm to manage its books prior to enlisting Botkeeper, but they weren’t getting the full-service experience they sought. The company decided to replace the bookkeeping firm with Botkeeper, an automated bookkeeping solution. As a result, Protobi was able to customize their bookkeeping package, including creating a streamlined automated invoice process for their customers and getting the real-time financial insights that they needed in order to make good business decisions and continue to scale.

Topics: automated bookkeeping case study Accounting for small businesses complete bookkeeping solution time-saving bookkeeping
7 min read

The Income Statement: A Guide for Accountants & Business Owners

By Aaron Sullivan on Mar 11, 2020 11:21:48 AM

Accounting professionals understand the importance of an accurate income statement...it's a bit like a thermometer—you can use it to gauge whether things are going well or if your company is at risk of going under. But do business owners get it? (If you're an accountant reading this post, share it with your clients!)

By looking at this one report, you can immediately understand whether you're operating at a profit (or a loss—but we hope not!), what your highest expenses are, and what's making you money.

Topics: automated bookkeeping accounting definitions income statement accounting reports
6 min read

How to Use Tech to Organize Your Business Finances

By Aaron Sullivan on Mar 6, 2020 5:17:09 PM

Whether you’re an owner or an accounting professional helping business owners, it’s no surprise that running a company requires wearing a lot of hats—manager, sales associate, HR coordinator, operations analyst. It can quickly become exhausting and overwhelming! 

Topics: automated bookkeeping accounting technology bookkeeping for accounting firms, financial technology
5 min read

Tm2 Saves 30 Hours A Week with Botkeeper’s Accounting Partner Program

By Kierstyn Kalman on Mar 3, 2020 10:30:00 AM

Tm2 Accounting Solutions in Nashville, Tenn., was developed out of the idea that there’s a better way to serve and meet clients’ financial and tax needs. It started as merely a side gig for business and real-life partners Tiffany and Kristopher Miller, but it quickly grew into a flourishing boutique accounting firm.

Topics: automated bookkeeping case study Accounting firm bookkeeping for accounting firms, listen on the go

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