Botkeeper Partner Launch Kit

GETTING STARTED

Here's What to Expect When Getting Started with Botkeeper

Your priorities are our priorities.

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.

Botkeeper Overview

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Just a quick summary of the Botkeeper Accounting Partner Program! Feel free to share this with internal stakeholders or colleagues who aren't yet familiar with our partnership.

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Partner Support Directory

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With Botkeeper, we offer some of the best support around. And you're given several layers of resources to turn to! Here's where you can find a quick snapshot as to whom to turn to, when, and in what kind of scenarios.

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Deployment Timeline

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Here you'll find an overview of the deployment process, timeline, and milestones to expect during your setup process.

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The Next 30 days

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What can an Accounting Partner expect over the first 30 days of working with Botkeeper? Click here to take a peek into the future!

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Tips and Tricks

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The absolute best teacher is experience! So we've compiled tips, tricks, and tidbits from both our internal Botkeeper team, as well as our most successful partners. Read on to learn how to hit the ground running!

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FAQ

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You've got questions. We've got answers! Find all the answers to your questions about Botkeeper, our platform, our services, and our security.

INTRODUCING CHANGE TO YOUR CLIENTS

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Client Announcement Template

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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 :)

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Client Invite to Portal Email Template

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A nice warm welcome email from you to your clients to get started on your new platform. We've put the messaging together so you don't have to!

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Client Reminder Email Template

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Clients kicking the tires a bit on their onboarding? This should help! Feel free to leverage our email template examples to save time.

GROWING YOUR FIRM

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Rapid Write-Up Package Service Template

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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.

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Firm Fact Sheet Template

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It's time to get the word out there! A Firm Fact Sheet is a great piece of collateral to hand off to prospects when trying to drive lead generation. We've put together a template for you to personalize, customize, and make your own!

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Social Media Guide

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If you're not already a social media guru, diving in can be daunting. We've put together this helpful guide on best practices, as well as how to get your social media efforts organized, and launched quickly!

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12 Months of Social Media

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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!

Write as a Thought Leader

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Botkeeper prospects and customers read our Blog to learn new ways to innovate their back office, scale their businesses, and evaluate the Botkeeper platform. If your goal is to be seen as an expert in Botkeeper's platform, take advantage of this perk.

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Marketing Plan Template

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Ready to launch a coordinated marketing plan? This template has everything you need to start getting your ducks in a row. Using some of the best practices from our internal team, we've compiled this comprehensive roadmap to help get you started.

Sales Sheet Template

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Let's talk about sales baby! Your prospects may be trying to understand what makes you different. Use this template to customize your branding, areas of specialty, competitive edge, and any other details you'd like your prospects to know!

Media Kit Template

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Getting some PR traction? Pursuing some media opportunities? Trying to get the attention of a journalist? This template will help you to compile the details you need to add a high-quality media kit to your website.

Stock Image Resources

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We love free stuff. Even better? We love sharing free stuff. Click through to find a great free stock image collection to use on your website, in your emails, in content, and more!

Launch

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Press Release Guide

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Whether you're new to PR (public relations), or an old pro, this handy summary will ensure you've got the right boxes checked and can easily organize your thoughts. Let the world know you're ready to rock!

Branding Guidelines

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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!

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Press Release Template

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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!

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 templates to help generate more business!

Restaurants

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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.

Professional Services

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Offer your professional services clients better insight into their total monthly operational costs. Allow them to see specific project costs and expenses, receive commission tracking reports. Help them understand how long it will take to break even.

Nonprofit

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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.

Dental Practice

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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.

Manufacturing

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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.

Software, Tech, SaaS

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Provide your software, tech, and SaaS clients a general ledger and unique dashboard customized for their business. Offer them real-time access to their financials so they can easily understand their margins and see your recommendations to them.

Finance

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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.

Law Practice

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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.

Real Estate

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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.

Entertainment

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Help your entertainment clients keep track of payments and prepare their business for tax time. Offer them bank, credit card, and vendor statements reconciliation.

Construction

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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.

Education

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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!

Farming & Agriculture

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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!

Environmental

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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.

Trucking & Automotive

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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.

Healthcare

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Offer your healthcare clients a way to save time on redundant healthcare bookkeeping responsibilities with a simplified healthcare accounting solution. Streamline their back-office processes so they can easily handle their books and focus on their practice.

Churches

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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.

Retail

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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.

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.

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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: Join us for another "Ask the Experts" series: How to use Botkeeper to Scale Your Firm with Guest Micah Cannon, Club Capital. Listen to the recording!
March 18, 2021: Join us for another "Ask the Experts" series with Botkeeper's Product team. Listen to the recording!
April 22, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!
May 20, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!
June 17, 2021: Join us for another "Ask the Experts" series: Topic TBD. Register today!

Product Updates

Quick access to the latest and greatest releases within your Botkeeper Platform. Check out what's new below!

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Transaction Manager

By automating one of the biggest challenges in the modern-day firm, Accounting Professionals can now put their books on autopilot.

TM Blog

Want a deep dive into the TM? Visit our blog and learn what it is, why it matters, and how it works.

TM Feature Page

TM provides many benefits to you and your firm. Visit the feature page to see the highlights.

TM Explainer

Ready to see the action firsthand? Check out the TM with this action-packed explainer video.

Smart Connect

Getting your client account data has never been easier with a new seamless connection to all your client's financial data.

SC Blog

Want a deep dive into SC? Visit our blog and learn what it is, why it matters, and how it works.

SC Feature Page

SC provides many benefits to you and your firm. Visit the feature page to see the highlights.

SC Explainer

Ready to see Smart Connect in real-time? Check out SC with this action-packed explainer video.

Task Manager

Quickly create, access, and manage all your firm’s outstanding tasks in one secure place.

Feature Page

Task Manager provides you a simplified way to communicate and improve staff oversight. Visit the feature page to see the highlights.

THE BOTKEEPER ACCOUNTING PARTNER LAUNCH KIT

A one-stop shop for your Botkeeper growth resources

Getting Started

Introducing Change to Your Clients

Launch

Growing Your Firm

Industry Specialties

Ask the Experts

Product Features

GETTING STARTED

Here's What to Expect When Getting Started with Botkeeper

Your priorities are our priorities.

Botkeeper Overview

CLICK TO DOWNLOAD

Partner Support Directory

CLICK TO VIEW

Deployment Timeline

CLICK TO VIEW

The Next 30 days

CLICK TO DOWNLOAD

Tips and Tricks

CLICK TO DOWNLOAD

FAQ

CLICK TO VIEW

INTRODUCING CHANGE TO YOUR CLIENTS

Client Announcement Template

CLICK TO DOWNLOAD

Client Invite to Portal Email Template

CLICK TO DOWNLOAD

Client Reminder Email Template

CLICK TO DOWNLOAD

GROWING YOUR FIRM

Rapid Write-Up Package Service Template

Click to Download

Firm Fact Sheet Template

CLICK TO DOWNLOAD

Social Media Guide

CLICK TO DOWNLOAD

12 Months of Social Media

CLICK TO DOWNLOAD

Write as a Thought Leader

Click to View

Marketing Plan Template

CLICK TO DOWNLOAD

Sales Sheet Template

CLICK TO DOWNLOAD

Media Kit Template

CLICK TO DOWNLOAD

Stock Image Resources

CLICK TO VIEW

Launch

Press Release Guide

CLICK TO DOWNLOAD

Branding Guidelines

CLICK TO DOWNLOAD

Press Release Template

CLICK TO DOWNLOAD

INDUSTRY SPECIALITIES

Restaurants

CLICK TO VIEW

Professional Services

CLICK TO VIEW

Nonprofit

CLICK TO VIEW

Dental Practice

CLICK TO VIEW

Manufacturing

CLICK TO VIEW

Software, Tech, SaaS

CLICK TO VIEW

Finance

CLICK TO VIEW

Law Practice

CLICK TO VIEW

Real Estate

CLICK TO VIEW

Entertainment

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Construction

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