7 min read
The Top 4 Bookkeeping Mistakes Costing You Money—and How to Stop Them
When we think about the most successful accounting firms and businesses, we think of those that have it all together....
Find an event or happening made for you! Botkeeper is committed to uniting accounting professionals across the globe by featuring inspirational content, networking opportunities, and high-octane events.
We've compiled a list of webinars, tradeshows, round tables, and continuing education opportunities from both Botkeeper, as well as some of our top-notch partners and colleagues. Broaden your network, and drive your natural curiosity for learning forward within our ever-changing field.
Each event delivers an exceptional experience, filled with lightbulb moments and a deeper understanding of the work you do every day.
Are you ready for some strategies that could be game-changers for your practice?
Join us for Botkeeper's upcoming "Ask the Experts" event, a Q&A style panel with our Accounting Growth Partners discussing some of the most sought-after questions our Accounting Partners have. Sharing guidance and best practices for making your firm a successful Botkeeper Partner. Check it out!
Join the Botkeeper team for an empowering talk in celebration of the new must-read debut, "Botkeeper For Dummies". Our authors Jody Padar, Chris Mahl, and Byron Patrick will be joined by some surprise industry specialists for our interactive panel and launch party! Check this out!
Your accounting processes are crucial to your success- and yet thousands of CPAs are finding themselves bogged down by a number of issues. In these presentations, we’ll walk you through how firms can achieve their goals, and overcome their obstacles by leveraging artificial intelligence and machine learning-powered bookkeeping, purpose-built for accounting firms. Check it out!
Botkeeper offers an assortment of enlightening webinars through CPA Academy where Accounting Professionals are able to earn CPE credits. Interested in attending one of our CPE events? Visit our CPA Academy page to sign up!
Coming soon! We'll be launching a variety of community forums on social media, and Facebook is our first stop! Jump in to connect, experience new learnings collectively, and participate collaboratively with fellow Accounting Professionals. Your voice would be a wonderful addition!
Join the Botkeeper team for an empowering talk in celebration of the new must-read debut, "Botkeeper For Dummies". Our authors Jody Padar, CPA, Chris Mahl, and Byron Patrick, CPA will be joined by industry specialists for our interactive panel and launch party!
Check out the recording HERE!
Addresses the unique technical and professional challenges of the CPAs working in these sectors. This annual, one-day event puts a special emphasis on the skills and insight that CPAs can immediately implement.
Listen to Live Podcast HERE!
Take a deep dive into how accountants are supporting 65% more clients with AI. Enrico Palmerino launched his first startup, ThinkLite, from his dorm room which grew to $8.5M ARR before he graduated. He then invested in SmartBooks joining as their Managing Director and helped grow the tech-enabled accounting solution from 6-40 employees in 3 years before exiting. In 2015 Enrico founded Botkeeper which built an automated accounting platform using human-assisted machine learning and AI.
2020 has been a doozy for all of us in the industry. Accounting firms have the opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success - if accountants and bookkeepers take what happened as a wake-up call to revisit client advisory services. In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.
As a follow-up to the June virtual conference, this two-hour virtual workshop will provide a check-in on progress and facilitated discussions around barriers faced and results achieved. Subject-matter experts on key topics will provide guidance to help keep you on track.
When people think automation, they think about some type of robot coming in and taking over people’s jobs. That is not what automation looks like when it comes to bot-assisted bookkeeping or Botkeeping. We’re looking deeper into automation, what it means, the impact on an accounting firm, and how it can be used by accountants. Join us by saving your spot today!
Scaling your business requires people, right? Many firms have realized in this current job market that bots can replace the people you cannot find. Add to that the efficiency gains that result from technology and you suddenly have people who can now be used in other areas like providing advisory services. If what you do is repeatable and trainable, scaling it is within reach. Join us by saving your spot today!
If "employing" a bot seems like an overwhelming challenge, it doesn’t have to be. With the right team in place (one completely focused on helping you grow), you can onboard a bot, deploy it to a client, and manage its workflow with the support you need. The efficiency gained puts growth well within your reach, and technology is what will help you remain competitive in a digital environment. Join us for this interactive session and learn more!
Accountants have struggled to do advisory services as a result of a business model where those serving the client are also performing the work. Botkeeping gives you the capacity to take on this new advisory work, but before you can get paid for doing the high-value work, you have to make changes to your practices staring with billing and closely followed by how you market and sell your services. Join us for the deep dive into these topics by saving your spot today!
What are the impacts of having a client accounting services practice powered by a bot? Do you tell clients or not? What do you tell your staff? Managing the customer journey and your staff’s expectations are key parts of your Botkeeping evolution, and it all comes down to communications, communications, and communications. Join us by saving your spot today!
Over the coming year, the focus of Scaling New Heights 2020 (and our new year-round Woodard Empowerment Package) turns to action…to provide you with the tools and training you need to build highly effective, wealth-generating relationships with your clients. Register HERE!
TecXposition will take a multi-faceted approach to technology, congregating
businesses, government delegates, technology enthusiasts, investors, start-ups,
students and young adults, to explore several key domains and demystifying
technology with a view to improving profitability and enhancing everyday living.
Bots are the heavy lifters; the workhorses that allow you automate much of the accounting you do for your clients. When coupled with artificial intelligence and machine learning, bots get smarter. Even better – you can train a bot for every client and truly scale your firm with bot-assisted bookkeeping or Botkeeping. Join us by saving your spot today!
Join in Nashville this December for some long overdue in-person interaction. This two-day event will help you fine-tune your growth blueprints going into 2021. Sessions will focus on the latest profession and industry updates, best practices, and innovative ideas for continued success.
Miss one of our events? No problem! You can find the event details and recordings below!
The Boomer Technology Circles™ Virtual Summit brings together Firm Management professional, IT professional, Lean Six Sigma firm leader, and Green Belt Alumni from all over the country to share knowledge, best practices and learn about the latest technologies and innovations.
The CPA’s journey into technology has been the hottest topic in the accounting profession over the last five years—and the pace of change isn't slowing down. More than ever, enabling your firm with the right technology has become a survival tactic, but for those strategic firms, it has become a differentiator for rapid growth. Technology is becoming the foundation of accounting firms and CPAs are beginning to build their firms around technology rather than build technology into their firm. But what happens when the building blocks of your firm’s technology don’t quite fit together and the lack of perfect harmony results in increasing headaches with IT, software management, and integration? How should you think about assembling your “tech stack” vs. assembling a comprehensive and cohesive solution? During this presentation, you’ll get insight into how some of the most successful firms coming out of the COVID-19 era are approaching modern-day, technology-driven solutions in their firms, optimizing their operations and ultimately redefining SaaS in the accounting industry.
As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning. With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin?? During this presentation, you’ll hear some of our strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.
A Deep Dive into How to Maximize The Botkeeper Experience! If you’re a small business owner or startup entrepreneur, your bookkeeping is crucial to your success. In this exclusive webinar, we’re giving out our top tips and tricks to level-up your Botkeeper user experience and maximize your ROI. Whether you're a seasoned user, or just beginning to evaluate the platform, we've got some great content to share with you. Join us for this 1-hour session, where Byron Patrick and Randy Latona will be walking through the Botkeeper Financial Hub, taking a deep dive into some of our most impactful services (and how to best use them), and providing a sneak peek into our 2021 product roadmap!
The relationship between the business owner and CPA is changing with progress, transformation, and massive strides being made in technology allowing CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management – ultimately increasing the value provided to clients resulting in client relationships also changing. During this presentation, we’ll focus on how you can continue to differentiate your offering, ensure your clients’ success, and advise your clients on overall business strategy and innovation beyond the scope of accounting alone.
Watch it here
For Accounting Professionals, the time for saying “change is coming” has passed- change is already here! AI and machine learning are a massive part of this change in the world of accounting and finance, affecting various parts of today’s accounting operation. The only question that matters: How is your firm going to do what's required to adapt to the new world?
Join virtual veterans Botkeeper and Justworks, as we discuss some of the big looming issues that have started jolting CPAs out of bed - such as “Should I go back to a physical office or stay remote? Did I put tools in place simply to get by during the madness, and are these going to work long term? Am I bringing back furloughed team members, and more importantly, keeping them in the same roles? What about getting back to growth?”
As we move through the phases of COVID-19, Accounting Professionals are starting to ask themselves the difficult questions. What happens next? Can I start getting back to growth? Do I have what I need to make that happen? During this informative session, we’ll be focusing on how to come out of the pandemic era with a strategic plan for success. You’ll learn: How successful firms thriving during COVID are thinking about next steps, where to begin when yourself the tough questions, tactics you can put into motion today, the advantages of automation, how to use the RnD tax credit as an additional service for your clients AND a new source of cash flow for you, and the art of combi ning the right vendors for long term success.
You have a lot of clients today that you touch one time a year, and during the BUSIEST time of year when your priority clients need the most attention. There’s a ton of opportunity to be more proactive with those write-up services and potentially create more revenue- in an automated fashion, without taking any additional time away from your high priority work. You’ll discover the challenges that exist in the space of traditional tax write up work, how leveraging automation can not only solve those problems- but also reduce workload while improving cashflow with a recurring revenue model. Plus, how to leverage up to date write up financials to generate additional tax planning advisory revenue.
Learn more here
As we move farther into 2020 and the unprecedented COVID-19 era, accounting professionals are now able to regroup and start planning for the future. But what does this new future look like? How will firm operations change? How will client relationships evolve? What are the most meaningful ways to propel your firm forward? In this 1 hour webinar, the Botkeeper and Brex teams are teaming up to discuss some of the latest trends, tactics, and successes that can help advance the accounting industry into this new reality. You get to hear: How to realign your mindset, what successful firms thriving during COVID are doing to maintain growth, what fast-growing and tech-enabled business owners are asking for, the advantages of practical automation, and tactics you can put into motion, today.
With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin? During this presentation, you’ll hear some of the strategic planning best-practices that will help position your CPA firm for long-term growth- that actually work.
Is the office of the future even an office at all? Yes. No. Maybe? For some companies, the office of the future looks like a collection of former kitchen tables, turned makeshift offices. For others, it looks like the offices we left behind a few months ago with the addition of plexiglass room dividers and hand sanitizer. For most, it’s some combination of all of the above. Regardless of which category your organization falls into, all businesses are ultimately striving for the same thing: A near-seamless production of work, free from technical disruption, and business risk. In this session, CEO of Botkeeper, Enrico Palmerino together with executive leadership from Electric, Newscred, ADPS, and Eden will drive discussion around how to achieve that: Maintaining productivity with remote teams for the long-term, How to avoid technical disruption and minimize burnout, Mitigating business risk when working from ‘Anywhere, and Answers to all of your questions!
WATCH THE PRESENTATION HERE!
The Accounting Industry is one of the few spaces that has successfully withstood the test of time, heavily built on long-term client relationships, deep trust, and traditional customer service. For years, CPA firms were largely untouched by some of the technological overhauls seen in other areas of business. But the evolution of new technology and new operational practices is starting to change the way accounting firms are managed. So how do you launch your own evolution? During this presentation, we’ll be discussing the portrait of the future CPA firm, what this means for the firm dynamic, and how to prepare for the future, without negatively disrupting your business leveraging the Radical approach. Our speaker Jody Padar will walk us through these exciting topics!
Learn More HERE!
The continuing pandemic, rising concerns around social justice, and economic uncertainty are driving firms to pivot their talent management strategies. Years of effort cultivating trust, engagement, motivation, and retention could be undone if your tone or actions don't hit the right chord during this challenging period. Attend this session to explore various methods of critical talent considerations to protect your firm's investment, and lock in your high-potential team members for the long-term.
Learn More HERE!
Join VP of Strategy Jody Padar & WK. This complimentary 2-day virtual conference brings together the brightest industry insiders and product experts to help you learn how to elevate and evolve your firm, both now and in the future.
As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning. With the changes in the business landscape, there has never been a better time for CPAs to expand and
diversify their offering, becoming true business advisors. But- to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin?
Learn more here
Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping and write-up work to higher-level advisory and wealth management—ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can you continue to differentiate your offering, and ensure your clients’ success? How do you adopt new technologies and new processes that can help us live in the “new normal”? Now is your chance to ask the experts! Join us for a live QA session with Jody Padar, VP of Strategy at Botkeeper, and The Radical CPA who has successfully achieved the "No-Touch Tax Return" to get those questions answered!
Watch it here
Learn More HERE!
The Accounting Industry is one of the few spaces that has successfully withstood the test of time, heavily built on long-term client relationships, deep trust, and traditional customer service. For years, CPA firms were largely untouched by some of the technological overhauls seen in other areas of business. But the evolution of new technology and new operational practices is starting to change the way accounting firms are managed. So how do you launch your own evolution? During this presentation, we’ll be discussing the portrait of the future CPA firm, what this means for the firm dynamic, and how to prepare for the future, without negatively disrupting your business leveraging the Radical approach.
Learn More HERE!
This conference will kick off a keynote from Micahel Platt exploring current trends in the Profession, followed by industry-specific breakout sessions focusing on issues impacting specific niche practices. The day will be wrapped up with a virtual happy hour to give attendees the opportunity to connect further.
Check it out HERE!
Join Byron Patrick, VP of Growth and Success - Botkeeper and Joel Ortner, Senior Technology Product Manager for Wolters Kluwer Accounting and Audit Solutions as they will talk about "The Zero-touch tax return" and will demonstrate how to utilize cloud financial prep and tax software to help tax season run smoothly (from writeup to tax and how artificial intelligence changes the game).
We're all ears! Reach out to email@example.com you to start the conversation and learn more about our solution today!
When we think about the most successful accounting firms and businesses, we think of those that have it all together....
On September 16, we finally got to tell the world about Botkeeper for Dummies. From the beginning of this process, we...