The Botkeeper Blog

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firm creativity (4)

5 min read

8 Essential Things Accountants Should Have for The 2021 Tax Season

It’s here….

You know, that time of the year where accounting practices (like yours) are inundated with corporate tax preparation. Some repeat clients from previous years, some first-timers.

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4 min read

The Strategic Benefits of Automation in a CPA Firm

“Automation is coming for your job!”

Hold up—that’s not true. In fact, it’s so far from the truth that not even Google Maps can help find where it belongs.

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4 min read

3 Accounting Trend Predictions to Take Advantage of in 2021

Every industry experienced massive shifts in 2020, and accounting is no exception. Stemming from all we learned in the last year, the burning question for 2021 is simply, “What’s next?” 

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Botkeeper | Is Your Firm Ready for Growth?

5 min read

Is Your Firm Ready for Growth?

In the height of summer, Inovautus Consulting ran a survey asking CPAs and accounting firms about how the pandemic affected their business. The results were a bit surprising: many firms had grim prospects for growth moving forward, and a majority of...

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5 min read

How to Handle New Clients & Their Messy Year-End Close

Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural force for businesses to think about organizing their financials.

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4 min read

How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial guidance is a cornerstone of business success, and business owners need a trusted advisor to provide a...

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4 min read

What’s the Key to Accounting Firm Differentiation?

Do you ever feel like the services you offer—those that are massively important to your clients’ business health—are taken for granted? You might even feel like clients view accounting firms as a necessary evil just to help them get through tax season.

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6 min read

4 Essential Steps for Better Onboarding at Scale

Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of those obstacles you’re familiar with is client onboarding—how to begin delivering your valuable services...

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