The Botkeeper Blog

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Botkeeper Clients

4 min read

It’s almost over! Post-busy-season cleanup

Breathe. The days are getting longer, and spring is around the corner—which means you only have a bit more time before you finish the busy season for...

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4 min read

Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...

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6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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5 min read

Better CAS Means Better Questions: 5 Questions You Should Be Asking Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...

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5 min read

How Bookkeeping Fits Into CAS Accounting & 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...

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Explore These 8 Promising Market Verticals for CAS Practice Growth | Botkeeper

4 min read

Explore These 8 Promising Market Verticals for CAS Practice Growth

This might seem counterintuitive, but narrowing your firm’s focus to specialize in one or a few markets can actually increase your firm’s growth...

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5 min read

Follow These Marketing Best Practices to Drive More Advisory Clients

As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s...

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8 min read

These 6 Strategies Will Help You Build Your Dream CLIENT ACCOUNTING SERVICES

When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to...

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5 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field—at the...

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5 min read

CAS Meaning and how it Determines Your Growth Strategy

Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are...

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6 min read

Accounting Firm Growth Depends on Your Ability to Segment Your Audience

Whenever your accounting firm is looking for growth, it essentially has two options. Option one is to look for the same kind of client you’re already...

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3 min read

Accountant’s Guide to Zapier: Adding New Clients to a Marketing Welcome Campaign in Mailchimp

A new client is added to QBO, and simultaneously that client is added to your marketing welcome campaign in Mailchimp.

It’s always a good idea to...

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