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
5 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
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
6 min read

FINCURA Expects to Save $50k With Botkeeper

By Aaron Sullivan on Feb 26, 2020 3:08:09 PM

Whether you're a business owner, or accounting professional- if you don’t like the way something’s done, you have a few options: suck it up and deal with it, suggest changes and hope for the best, or shake the system up by creating a new solution—preferably a better one.

Topics: machine learning automated bookkeeping case study Botkeeper reviews Fintech
4 min read

'Botkeeper Allows Me to Be a Better Dentist'

By Kierstyn Kalman on Feb 13, 2020 10:30:00 AM

Most people don’t like going to the dentist. Admittedly, we’re among “most people” and would rather sit in traffic than a dentist’s chair. In fact, here are some of the thoughts that float around our human heads (our bots don’t have teeth) before we visit the dentist; we’re sure you can relate.

Topics: automated bookkeeping case study accounting for dental practice Bookkeeping for dentists dental bookkeeping
5 min read

Business Budget Essentials: A Guide to the Cost of Employee Benefits

By Aaron Sullivan on Feb 11, 2020 10:00:00 AM

What’s the secret recipe for keeping your employees happy? Some might think it’s as simple as bringing in a ping pong table and free lunch, but a 2017 study of more than 500 employees showed that health benefits, paid time off, and a 401(k) plan are more important to employees than office perks.

So how do you keep your staff happy? You want your company to thrive, and you want to keep the top-tier talent in-house by ensuring their happiness in ways other companies aren’t able to.

Topics: automated bookkeeping how much are employee benefits budgeting Employee benefits
4 min read

Achen Henderson Expects $600k in New Revenue with Botkeeper

By Aaron Sullivan on Feb 4, 2020 4:23:30 PM

Since 2013, Calgary, Alberta-based Achen Henderson CPAs has been focused on helping business leaders and entrepreneurs take their organizations to the next level. The firm offers customized services to fit the needs of each client, providing a high-performance virtual accounting solution that’s tailored for growth. But Achen Henderson CPAs didn’t start out that way.

Topics: automated bookkeeping case study client success scalabilty

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