The Botkeeper Blog

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Bookkeeping

4 min read

Are you underselling your accounting services?

As an accountant, you understand what goes into each of the services you provide for clients. Those who need your services have varying degrees of understanding when it comes to accounting. 

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7 min read

Use this past season to build a better client base

We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for most of the year but came rushing back hoping to get a last-minute tax filing. Each year, you plan to do better than the last, but even the best-laid plans go...

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4 min read

Retain your talent with a professional learning plan

One of the top reasons employees look to make a job change is a lack of opportunity to develop and show their skills. 

People want a sense of fulfillment from how they spend their time, and the time they spend at work is no different. This need is partly...

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3 min read

Botkeeper needs your help to choose a new tagline

From “Just do it,” to “The real thing,” taglines have long been used to summarize a brand’s philosophy, values or personality. The very earliest advertising used taglines to clarify and emphasize a product offering, enticing potential customers.

The...

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5 min read

How Bookkeeping Fits Into CAS & Why You Should Set it to Autopilot

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or businesses, maintaining accurate, up-to-date ledgers and creating timely financial reports lie at the core of...

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3 min read

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

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...

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3 min read

Botkeeper Achieves SOC 2 Type 1 Attestation

We are thrilled to announce that Botkeeper has successfully completed an audit established by the American Institute of Certified Public Accountants (AICPA) to certify its SOC 2 Type I compliance for our automated bookkeeping platform! This audit will...

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5 min read

13 Possibilities With Automated Bookkeeping

It's 2019, and we have machines to do nearly every awful task that we never wanted to do again...a dishwasher for our dishes, washing machine for smelly clothes, GPS for getting us anywhere, cars that drive and park themselves (also for getting us...

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2 min read

4 Reasons Why Outsourcing Your Bookkeeping Can Save You Time and Money

For startups and small businesses, bookkeeping can be a real challenge. As an owner or manager, you’re faced with three options for accounting: do it yourself, have an employee do it, or let a third party take care of it.

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3 min read

The Cost of Bad Bookkeeping

Bookkeeping. An often overlooked area in the business- and yet, it can dramatically affect the success or failure of the organization. Most business owners tend to back burner the accounting in lieu of the “here and now” items - such as sales, marketing,...

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5 min read

QuickBooks Online Tutorial: Setting up recurring transactions 

Do you know how to set up templates for different recurring transactions in QuickBooks Online? If you don't, don't sweat it! We are here to help and are going to walk you through it.

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4 min read

3 Great Techniques for Your Financial Statement Analysis

It is always a great time for analyzing financials statements, to get a feel for just how well your company performed in the past year.

While “financial statement analysis” sounds a bit intimidating, it really just means looking over the company’s...

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3 min read

QuickBooks Online Tutorial: Products and Services

We are back with a QuickBooks tutorial and this one is on setting up different products and services.

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