9 min read

4 Essential Steps for Better Onboarding at Scale

By Aaron Sullivan on Nov 10, 2020 2:47:46 PM

Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of those obstacles you’re familiar with is client onboarding—how to begin delivering your valuable services as efficiently and effectively as possible. The last thing you want is to create a bottleneck at the very beginning of your client relationship!

Topics: scalability Botkeeper onboarding Accounting firm scale
10 min read

So You’ve Partnered With Botkeeper—Now What?

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

Earlier this summer, as an escape from the mask city life, my boyfriend and I decided to take a ride to Cape Cod and hike the Dune Shacks Trail. I still remember how impossibly far the inlet to the water was when we first started our journey. Up and down over massive sand dunes, it felt like we would never reach our destination. However, knowing the relaxation that lay ahead (and of course, the wine!) kept me going until we finally reached that amazing beach on the other side of the dunes. It was a picture-perfect moment, as captured above. (Cheeze!)

Topics: Botkeeping℠ tutorial Botkeeper onboarding Accounting Partner

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