The Botkeeper Blog

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firm creativity (2)

6 min read

Which Financial Statements Have the Biggest Impact on Client Success?

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered all over the floor, there’s pudding on the ceiling, and a Salisbury steak stuck to the window. When every...

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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 line and gloss over everything above it.

Why? In a world where more than 25% of all small businesses fail...

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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 businesses, maintaining accurate, up-to-date ledgers and creating timely financial reports lie at the core of...

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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 potential.

Particularly, this is true for your CAS practice. Once your firm has committed to and built out...

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6 min read

How Much Does it Cost to Recreate Your Accounting Tech Stack?

Technology and business are more ingrained than ever before. A lot of business has moved online, simultaneously creating additional growth opportunities and introducing more complexity to the mix. As a result, the tools that we use to run our businesses...

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4 min read

Your Most Urgent Need Is Capacity—Here's How to Increase It

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many growth-focused firms that capacity is a major issue, and firms will do whatever they can to increase it.

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6 min read

How Creating Productized Service Menus Unlocks New Accounting Firm Growth

A big challenge for many firms is achieving profitable growth. Building up a client base and increasing their gross revenue is one side to growth. But when you take a look at the net gains, the profit may not be as great as you thought.

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5 min read

The Most Important Metric for Firm Growth Is Revenue Per Client—Here's Why

How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric?

To be fair, ARPC is a metric often prioritized by software companies, but in this day and age, firms can learn a lot from this...

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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 do this or do that. In fact, a quick Google search returns more than 81 million results for the question,...

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6 min read

Should Your Firm Charge for Initial Assessment? These Are the Pros & Cons

Are you charging potential clients for initial assessments? If not, your firm may be burning money—and missing out on the chance to filter the type of clients you work with (and the services you offer them).

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6 min read

If You're Targeting Growth, Avoid These 7 Common Pitfalls in Accounting Automation

In a detail-oriented profession like accounting, it can be difficult to transition to a more hands-off approach after you’ve been responsible for all of it in the first place. If you have to review something to ensure it’s done right, why not just do it...

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5 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field—at the beginning, it looks like any ordinary distance race. Then come the hurdles...then comes the hurdle-water pit....

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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 of Now 2019 report, 44% of accountants believe that “business advisory” is a necessary skill set for the...

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