The Botkeeper Blog

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firm creativity

5 min read

Bringing the competition into focus

What do you think about your “competition?” In a way, cloud accounting and AI Fintech open up the world to nearly every firm, but does this mean you...

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4 min read

These Practical Leadership Skills Will Keep Your Team from Burnout

Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?)

That said, it’s still true....

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5 min read

Solve Your Capacity Planning Challenges With These 4 Action Items

Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. 

It’s more like...

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5 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships.

So for accounting professionals to...

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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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5 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth?

Sadly, your clients might feel like meeting with their accountant is like...

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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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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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