The Botkeeper Blog

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CAS

4 min read

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

Over the last decade, the rapid development and implementation of financial technologies (Fintech) have made the future of accounting a hot topic. The entire profession is undergoing a fundamental transformation leaving many accountants to wonder, “Will...

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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 client advisory services in their speeches, you’ve heard peers discuss them at mixers or read articles...

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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 or audit practice. Unfortunately, they quickly find that offering CAS services is a different animal, and...

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5 min read

How is manual bookkeeping like Blockbuster?

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 how customers access goods and services have both broken and made businesses around the globe.

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6 min read

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

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

The past few years have made tax season even more complicated. Dwindling IRS service, long hold...

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5 min read

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

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 mentally exhausting, there are a lot of late nights where your idea of eating healthy goes out the window,...

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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 ain’t easy, but it’s an essential piece of providing accounting advisory services.

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Business Accounting Problems

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 obvious to determine what an accounting professional is supposed to actually do these days. Of course, the...

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6 min read

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

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, and performing audits. These are still priorities, of course, but thankfully AI makes all of these much...

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5 min read

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

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 growth for an accounting firm. But that blanket observation makes a lot of assumptions:

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5 min read

Your Firm & Open Banking Apps—Here's How to Take Full Advantage

Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s still nothing quite like the whooshing sound that goes with sending a deposit through one of those...

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5 min read

When's the Perfect Time to Offer CAS Services?

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future. This creates a new opportunity for firms everywhere to start offering CAS services—they can be your key to...

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5 min read

How to Use Your Client's P&L to Create Advisory Opportunities

It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom line and gloss over everything above it.

Why? In a world where more than 25% of all small businesses fail...

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