The Botkeeper Blog

4 min read

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

Jessica Veiga: Sep 7, 2021 2:00:00 PM

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...

3 min read

Botkeeper Joins FDX to Drive the Future of Financial Data Management

Aaron Sullivan: 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...

3 min read

Botkeeper Achieves SOC 2 Type 1 Attestation

Jessica Veiga: Jul 1, 2020 9:03:52 AM

We are thrilled to announce that Botkeeper has successfully completed an audit established by the American Institute of Certified Public Accountants...

3 min read

Bookkeeping vs. Accounting: What's the Difference?

Botkeeper: Aug 22, 2019 10:30:00 AM

4 min read

Client Discussions: What Does a Modern Bookkeeper Do?

Jessica Veiga: Jul 23, 2019 2:26:48 PM

Bookkeeping…we’ve all heard of it, but what exactly is it? Explaining it to clients in simple terms is challenging, but: bookkeeping is defined as...

4 min read

3 Great Techniques for Your Financial Statement Analysis

Angelina DeLago: Jun 8, 2017 10:14:21 AM

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...

2 min read

Disruption Is Imminent: Automated Accounting

Angelina DeLago: Aug 31, 2016 8:14:02 AM

Accounting, at the end of the day, is about just one thing—accurate information. When accounting—and the bookkeeping that supports it—offers accurate...

2 min read

Avoid Playing Catch-Up with These Daily-Do’s for Bookkeeping

Angelina DeLago: Jun 30, 2016 8:58:54 AM

Bookkeeping is a never-ending chore. Just when you think you have a handle on this responsibility, you fall behind for a day or two and the paperwork...

2 min read

Recording Revenue In QuickBooks

Angelina DeLago: Jun 16, 2016 10:04:58 AM

QuickBooks is one of the most-popular pieces of accounting software in the world and for good reason. For small business owners, QuickBooks provides...