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THE BOTKEEPER ACCOUNTING PARTNER LAUNCH KIT

A one-stop shop for your Botkeeper growth resources

 

GETTING STARTED

 

INTRODUCING CHANGE TO YOUR CLIENTS

 

GROWING YOUR FIRM

 

Launch

 

INDUSTRY SPECIALITIES

A nice overview as to how Botkeeper can work with your different industry clients. Use some of our existing marketing lingo in your own firm with these plug-and-play industry-specific templates to help generate more business!

 

Ask the Experts

60 Minutes with Botkeeper's Success Team

Are you ready for some strategies that could be game-changers for your practice? These exclusive Q&A-style panels with our Accounting Growth Partners dive into some of the most sought-after questions our Accounting Partners have. Learn key best practices for efficient client deployments and onboarding, unexpected benefits within the Botkeeper platform, and hear inspiring success stories.

Business team having video conference in the conference room

  • October 22, 2020: Listen to an introduction on the "Ask the Experts" series. Get an overview of the Botkeeper technology stack, the task management tool, and learn how to package the Botkeeper services to your clients. Listen to the recording!
  • November 19, 2020: Learn about the Botkeeper portal best practices and get a sneak peek into the new Botkeeper portal. Listen to the recording
  • December 17, 2020: Learn about the Botkeeper onboarding best practices. Listen to the recording!
  • January 20, 2021: Hear from Nina Chmura, market leader, outsourced accounting systems and services at Withum. Listen to the recording!
  • February 18, 2021: Learn how to use Botkeeper to scale your firm with guest Micah Cannon, Club Capital. Listen to the recording!
  • March 18, 2021: Learn from Botkeeper's Product Team. Listen to the recording!
  • April 22, 2021: Tips & tricks for fims to market themselves with Botkeeper's Marketing Team. Listen to the recording!
  • May 20, 2021: Learn how boutique accounting firms can leverage Botkeeper to thrive with guests Kris & Tiffany Miller, Tm2. Listen to the recording!
  • June 17, 2021: Join us with Enrico Palmerino, as he discusses his vision for the future of Botkeeper. Listen to the recording!
  • July 22, 2021: Get to know who the Botkeeper Growth Partners are, what they do, and hear the answers to the most frequent questions they get asked! Listen to the recording!
  • August 19, 2021: Join us for another "Ask the Experts" series: Here about CAS updates from our CAS expert herself, Deneen Dias, Vice President, Strategic Alliances at Botkeeper. Register today!
  • September 23, 2021: Catch our live "Ask the Experts" series with one of the accounting profession’s foremost visionaries and pioneers - Jody Padar, VP of Strategy at Botkeeper, and The Radical CPA Register today!
  • October 21, 2021: Join us for another "Ask the Experts" series: TBA