The Botkeeper Blog

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CAS (2)

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...

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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....

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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...

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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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7 min read

Audit Is Changing...What’s Your New Money Maker?

Accountants are in a bit of a weird position these days—remote work is the norm, technology is rapidly changing workflows and firm operations, and...

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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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6 min read

Selling CAS in 2021: Your First Steps Toward Big Results

The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s “The Practice...

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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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5 min read

A 360º Data View Will Transform Your Firm into a Super Force

The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and...

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5 min read

Who Benefits the Most From Automation at Your Firm?

New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater...

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Botkeeper | How to Launch New Accounting Services (Step-by-Step)

5 min read

How to Launch New Accounting Services (Step-by-Step)

What are all businesses—accounting firms included—trying to achieve on a daily basis?

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