The Botkeeper Blog

5 min read

Being a virtual CFO means getting into the preparation

Botkeeper: Jul 20, 2022 9:00:00 AM

As your firm grows and evolves, shouldn’t your suite of services? By expanding your service offerings, you create better revenue opportunities for...

5 min read

Feeling squeamish about advisory? Here's how to get comfortable

Botkeeper: Jul 13, 2022 9:00:00 AM

There’s a battle raging in the accounting profession. Full services firm versus specialized offerings? Not that one. Shifting to automation...

3 min read

Need time-saving solutions for your firm?

Adam Eric Junkroski: Jun 30, 2022 9:00:00 AM

Running any business is a challenge. But accounting firms are a special case. With clients looking to you for legal and regulatory compliance as well...

4 min read

You've heard about the future of accounting. What about the now?

Botkeeper: May 4, 2022 10:07:45 AM

Over the last decade, the rapid development and implementation of financial technologies (Fintech) have made the future of accounting a hot topic....

4 min read

Client advisory services have already moved to the next phase

Deneen Dias: Mar 17, 2022 1:45:00 PM

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...

6 min read

Creating a successful end-to-end CAS engagement

Amy Vetter, CPA, CITP, CGMA, MBA: Mar 3, 2022 4:15:00 PM

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...

5 min read

How is manual bookkeeping like Blockbuster?

Adam Eric Junkroski: Feb 16, 2022 12:00:00 PM

One of the truths of business in the modern era is that technology can define success. Major leaps in how work gets done, how products get made, and...

6 min read

Beat tax season slumps with these 5 tips—and even find some free time

Adam Eric Junkroski: Feb 9, 2022 10:30:00 AM

Tax season has always been challenging: the last-minute clients, the messy paperwork, the missing documents, and—certainly not least of all—the long...

5 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

Aaron Sullivan: Nov 5, 2021 10:30:00 AM

The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...

5 min read

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

Jessica Veiga: Nov 3, 2021 7:00:00 AM

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

5 min read

Want Lifelong Advisory Clients? Solve These 4 Business Accounting Problems

Aaron Sullivan: Oct 28, 2021 11:28:45 AM

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

6 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

Jessica Veiga: Oct 26, 2021 10:00:00 AM

Let’s take a moment to consider how different accounting is these days.

It’s no longer just about balancing books, running payroll, preparing taxes,...

5 min read

Your Accounting Advisory Strategy Should Be Built on This Pivotal First Step

Aaron Sullivan: Oct 20, 2021 7:30:00 AM

If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...