The Botkeeper Blog

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Client advisory services (CAS) (2)

5 min read

Want Lifelong Advisory Clients? Solve These 4 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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Identifying Clients Who Need CAS & Meeting Their Expectations

6 min read

Identifying Clients Who Need CAS & Meeting Their Expectations

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 Client Advisory Strategy Should Be Built on This Pivotal 1st 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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The 5 Deliverables Businesses Really Want From a Virtual CFO

5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...

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