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 compete with every other accounting firm on the planet? Or does it mean there’s a lot more room for...

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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. And during the roughest patches of work, as a firm owner (or partner) there’s the risk of employee...

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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 trial and error—you keep at it and try different strategies until you start to get the vocab slightly less...

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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 find success, they must go above and beyond day-to-day accounting services. The key to unlocking this...

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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

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 going to the dentist for some terribly painful procedure. Whether they want to or not, they know they...

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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 accountant’s job—far from that! But we are saying that it’s changing the game for all levels of accounting...

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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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