The Botkeeper Blog

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CAS

5 min read

Being a virtual CFO means getting into the preparation

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

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5 min read

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

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

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3 min read

Need time-saving solutions for your firm?

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...

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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....

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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

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...

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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...

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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...

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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

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...

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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,...

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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...

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