7 Experts Weigh In On the Future of Accounting
Every industry is impacted by the rise of technology and automation, and for many, that can be an...
Botkeeper's Accounting Partner program has been architected to help you reach your most significant goals, faster. With any new solution, it can be difficult to figure out where to begin, how to measure time to value, and how to see results quickly- which is why Botkeeper's Customer Success team is here to support you, every step of the way. Our specialists have the expertise to work as an extension of your team and are fully committed to helping you succeed and scale with Botkeeper. With every one of our partners, we take a personalized approach which includes time with friendly, knowledgeable Botkeeper experts who know our software, and the Botkeeping methodology, inside and out. Since our launch as the first automated bookkeeping solution for Accounting Professionals, Botkeeper has paved the way for constant innovation in bookkeeping, AI, and ML. Our resources give you personal access to that expertise, to help you hit your goals and transform your business- now, and over the long term.
This user guide contains all essential information for the Botkeeper Partner to make full use of the platform.
With our platform nailed down, next it is time to leverage Botkeeper's platform and services as your own. Use this customizable template as a tool to attract prospects, show your firm as tech-focused, and consolidate your expansive offerings now that you have Botkeeper.
Give your clients a heads up on the new solution you're bringing into your firm (yep, we're talking about Botkeeper). Getting the news out can help you get in front of questions, concerns, and help to expedite your client onboarding. Not to mention, make you look even more awesome :)
Are you ready to offer more tax planning services to generate more revenue? This template has everything you need to offer your clients tax planning services including cash basis accounting, reconciliation, standard reports, and QBD file conversion— all provided as part of the Botkeeper Rapid Write-Up Package. Use this as a way to lessen the stress of tax season, generate revenue and provide higher-value services to clients.
You don't have to be a marketing expert to start generating buzz on social media- we've done a year's worth of work for you already! Our 12 months of Social toolkit is customized for those in the Accounting Industry, with 99% of the works already done for you. Go forth and tweet!
At Botkeeper, we want to ensure we’re serving our clients in a recognizable and professional way as they interact with our platform: on the web, in the product, and in-person at events. If you’ve already used (or plan to use) some of Botkeeper's branding, we’ve designed these handy guidelines for you. Thank you in advance for helping us to provide a consistent experience!
Ok, it's time to make some noise! Botkeeper Accounting Partners have seen some great success in leveraging Botkeeper's reach and visibility. Customize this press release template to get the word out about joining the Botkeeper ecosystem, and drive some powerful brand awareness!
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!
Want to create your own custom one-pager for any industry without having to use Adobe software or edit a PDF? Look no further than our customizable industry-agnostic one-pager. Add your logo, your contact, your preferred headline and copy, and generate a beautiful PDF to use for your prospects with the click of a button.
Provide your clients restaurant-specific general ledger, food & liquor cost analysis, extended insight into the total monthly operational costs, inventory management, real-time 4-4-5 reporting, and more.
Provide your nonprofit, education, and religious organization clients with the ability for your firm to handle their complex non-profit accounting. Ensure that the books are clean and audit-ready 24/7. Offer them bank account reconciliations, income statements, balance sheets, cash flow statements, and more.
Offer your dental practice clients monitoring of the total number of active patients and active preventive care patients. Be able to determine their doctor-to-hygiene productivity ratios and make changes appropriately. Monitor the bills, know the health of the dental practice, prevent scheduling gaps, and ensure that the scheduling remains financially healthy. Get better insight into their total monthly operational costs.
Give your manufacturing clients the ability to fully automate the accounting for manufacturing tasks, including invoicing and expense tracking. Seamlessly help your clients manage all of the equipment costs, equipment leases, and repayment plans, too.
Your finance clients will have the ability to track assets and liabilities, from their investment purchases to principal pay downs. Provide them better insight into their total operational costs in real-time and help them keep their finger on the pulse with customizable metrics that help optimize costs and efficiency.
Provide your legal practice clients accurate, customized billing based on whatever method you prefer (ACH, physical check, credit, etc...). Gain complete visibility into your client's important reports like cash flow statements and profit and loss. Easily reconcile bank, credit card, and vendor statements on your client's behalf.
Provide your real estate clients the ability to fully automate the daily bookkeeping tasks without having to hire or train a full-time bookkeeper. Allow them to pull away from tediously categorizing transactions like commission income, real estate fees and dues, and vehicle mileage. Effortlessly help them manage complex entries like installment sales, 1031 exchanges, and more.
Provide your construction clients with a solution for accounts payable (AR) and receivable (AR) for Construction, General Contractors, Builders, and Designers. Help manage their equipment costs, equipment leases, and/or repayment plans. Calculate and pay quarterly taxes for them with confidence. Easily reconcile bank, credit card, and vendor statements on their behalf.
Offer your education clients the ability for your firm to prepare their annual budget and report with ease. Maintain compliance with the school district or accreditation agency. Easily reconcile bank, credit card, and vendor statements on their behalf. Let them rest easy knowing their financials are in order for state and federal audits and that your firm is monitoring their real-time and interactive financial dashboard!
Offer your farming & agriculture clients the service of evaluating balance sheets and income statements. Allow them to integrate their accounting software that they already use for their farm, like QuickBooks, and produce customized reports within their Botkeeper client portal. These reports can help them clearly see the fruits of their labor and prepare for the upcoming season!
In the world of environmental protection, accounting is critical when it comes to proving ROI. If you want to apply and qualify for grants, get outside funding, and obtain new equipment, diligently tracking your funds is a must. Show them how they can save time and money, reduce tax risks, and prove ROI by using your firm's services.
Because trucking & automotive accounting comes with a unique set of needs, keeping records and receipts helps your clients with warranties, maintenance, profits, and income tax reporting. It also helps your clients stay on top of reporting your quarterly International Fuel Tax Agreement to maintain your IFTA license. That’s why you can offer them an effective method of tracking their dates, locations, and reasons for each expense. Provide them with a simplified solution for truck accounting.
Because religious institutions have to tackle the tedious process of collecting and counting funds, making deposits, updating accounting records, and recording charitable contributions—so many facets of handling a church’s finances are time-consuming and leave lots of room for error. Show them how you can provide a simplified solution with automated church bookkeeping services that track their church’s finances, so they can focus on what really matters.
Offer a means to manage inventory and sales tax, handle payroll, and keeping tabs on the actual point of sale. Help your retail clients save time and money and reduces tax risks with top-quality bookkeeping services from your firm. Allow them to easily categorize expenses, track sales, and generate high-quality reports that actually mean something.
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.