Resources Library

Easy to read ebooks, guides, checklists, and infographics to help you run your accounting firm or business.

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Selling Advisory Services

Get ready to use your tax filing season discussions to build stronger and more lucrative client relationships. This checklist offers 10 questions you can ask naturally in the course of conversations revolving around taxes, to help determine if the client is ready for client accounting and advisory services from your firm.




Ebooks and WhitePapers

You can find concise, convenient content on bookkeeping, tax prep, general business tips and tricks, as well as in-depth reports and education on more specific subjects, particular methodologies, and advanced problem-solving guides here! Access now and share them with your clients.

Crush Tax Season Without Getting Overwhelmed

It’s no secret that public accountants’ work is seasonal. Every year tax time rolls around and not only creates additional work, but also a heightened sense of urgency that piles on more stress.



How to Build a CAS Practice: The Ultimate List of "Do"s & "Don't"s

What should you absolutely do when starting a CAS practice? And on the flip side, what should you avoid doing? Jump-start your advisory firm with this list of tested strategies — and actions to avoid. Access your copy today!



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The Accountant's Guide to Selecting an Automated Accounting Solution


It’s no longer a question of if you need technology to survive — it’s about which technology is the best fit for your accounting firm. Numerous factors weigh in on the decision to invest in technology. This selection guide was created to assist you through the process of knowing what to consider when it comes to accounting software built on artificial intelligence (AI) and machine learning (ML).



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Exploring 8 Promising Market Verticals for CAS Practice Growth

Take control of your firm's CAS practice growth by knowing which market verticals are best suited for your services. Access this live eBook today!



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Bookkeeping Basics for Small Business Owners

Access this live eBook, share it with your clients, and make both your lives easier knowing you're on the same page!



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Who Benefits the Most From Automation at Your Firm?

Time to value is always a critical consideration, but it's not always easy to identify who benefits the most from each new tool you bring on board. This short guide will help you determine the true value of automation to everyone at your firm.



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How Uniting Accounting With Smart Technology Is the Way of the Future

CPA and digital evangelist David Bergstein explains the importance of prioritizing an effective tech stack for a smart approach to accounting advisory services.



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The Great Resignation: What Firms Need to Know to Prevent Massive Turnover

Access this live eBook to learn more about the "great resignation" and what accounting firms can do to overcome the industry-wide mass exodus.



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The Rise of CAS & Virtual CFO Services: A New Approach for Modern Firms

Audit is changing, and modern firms are taking a new approach when it comes to their service offering. In this live eBook, we cover the rise of CAS and virtual CFO services.



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Breaking Down Blockchain for Accountants

Blockchain technology, along with being a buzzword, is also one of the most exciting technologies of the 21st century. Blockchain is a universally decentralized ledger system that can share data among an infinite number of users and is essentially unhackable. The implications for accounting are enormous. Learn what you need to know by accessing the eBook today!



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What’s the difference between AI and ML?

Artificial or augmented intelligence (AI) and machine learning (ML) have become hot topics in tech, business, and our everyday lives. In fact, a Google News search for the term “AI” returned 26.1 million results within the last 24 hours alone. But do we all know what we're talking about when it comes to AI and ML? Access this live eBook to learn more!



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Outsourced Bookkeeping: Nearly everything you need to know

Outsourcing has opened the doors to a world of new options. These days, outsourced services are the ideal way for a businesses to handle non-essential administrative tasks, with a special shout-out to one of the most important: Accounting and bookkeeping. You want to know more about outsourced bookkeeping? You'll find what you need here.



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Artificial Intelligence for Accounting: An Introductory Guide

Here, we’re going to delve into the specifics of AI, its uses in accounting, and the impacts of incorporating it into your daily life. Read on for an approachable intro to AI, and if you’re an accounting firm, share this guide with your clients so they better understand why automation is so important for their businesses!




Client Data Security Best Practices to Protect Your Firm From Serious Threats

Cyberattacks can be time-consuming and expensive to deal with, and the odds are good that your accounting firm is already a target for one. Fortunately, there are steps you can take now to prevent major security issues from impacting your firm.



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How Changing Compliance Software Will Impact Finance in the Future

There was a time when compliance was resigned to a few employees working through Microsoft Excel. However, modern regulations are now much stricter than before. Financial crime and non-compliance can be detected much more easily than before. Hence, the software has had to take over. Over time, the software has become more complex and automated several processes for efficiency. It’s safe to say the software will have a far-reaching impact on the financial sector.



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Overcoming the 5 Biggest Obstacles to Growing Your Accounting Firm


With an ever-changing landscape, the accounting industry has seen drastic disruption over the past few years. Accounting is a profession with many nuances—working long hours, keeping up with evolving tax laws, managing complex client relationships, etc. — how does a firm manage to stay competitive when new obstacles seem to emerge every day?



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Finding Profitability In Timesheet Data

Inefficiencies run rampant in CPA firms. That probably comes as no surprise to you. You don’t have to look too hard to find something that could be done more effectively. But do you really know what all those inefficiencies equate to?



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7 Strategies for Maximizing Post-Tax Season Profit

A bit of planning goes a long way toward having a good busy season and maximizing post-tax season profit. This eBook offers 7 strategies you can explore right away.



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How Diversity and Inclusion Benefits Your Accounting Firm

Minority hiring at accounting firms is flat — and it has been since 2012. So what can firms do about it? This eBook highlights the actionable steps a firm can take today to help change the direction of the profession for the better.



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Bookkeeping Meets AI: Trends and Predictions for the Future of Accounting

By now you’re probably used to the integration of various forms of technology in the accounting industry, including machine learning, cloud computing, and different forms of automation. Small and large accounting firms alike have begun recognizing the importance of automation as they move forward with modern-day trends in bookkeeping.



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You Already use Automation, but are You Getting the Most Value From it?

Whether or not you realize it, many aspects of daily life are already automated — for the better. Accounting automation has the power to transform how an accountant operates to maximize ROI.



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Prioritizing Internal Growth to Achieve Comprehensive Growth

Discover some of the most highly recommended strategies for maintaining internal growth while your firm expands externally, as well. Access this pocket guide to scalability now!



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The Accounting Firm's Intro Guide to Hiring & Retaining Premium Talent

Finding and retaining the best accounting talent can feel like a never-ending puzzle — until now. Access this guide on improving your hiring & retention practices!



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The Perfect Time to Offer CAS Services & Create Advisory Opportunities

Not all of your clients are right for your CAS services, and for those that are, timing is everything. Learn what you should look out for when offering CAS services in this free eBook.



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The True Costs of Recreating Your Accounting Firm Tech Stack

How much is bad technology costing your accounting firm? This free ebook helps firm leaders take control of their firm's growth by investing in appropriate technology



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Tech & CAS: How Advisory Benefits From The Use of Automation

When it comes to building an efficient and scalable CAS practice, firms can't overlook the power of technology. Learn more in this ebook on advisory and tech.




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How to Drive New Revenue with Practical Automation

With AI and ML, you can focus your experience and judgment on the core needs of the business without wasting time on data manipulation. These technologies are driving new opportunities for revenue, enhancing profitability, and fueling the shift to advisory services. The only question that matters is: How will your firm adapt to the new world?

This eBook is your gateway to AI and ML for accountants. Access your copy today!




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4 Times Accounting Mistakes Cost Big Companies Big Money

You’d think a degree in accounting and finance would be a requirement to help run a big company, especially as errors in financial spreadsheets can put millions of dollars at risk for these organizations. But if the four cautionary tales in this eBook are an example of how it’s normally done, it might seem that a degree isn’t required at all.




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Is the Automated Tax Return Possible?

An introduction by Bill Sheridan from Maryland Association of CPAs — explores how technology can benefit accountants, specifically related to one of the most arduous and uninspired areas in accounting: the tax return.




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How to Sell CAS in 2023: Your First Steps Toward Big Results

Selling client advisory services should be easy — it's what clients want, after all. But there are some things you should know.




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From Tax to CAS: The Accountant's Guide to Creating More Opportunities

Firms might have different ideas of what growth looks like, but one message resounds: advisory creates opportunities.




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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 overwhelming—possibly even scary—thought.




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Advanced Guide to Automation in the Accounting Industry

Like the transition from the abacus to the calculator, the accounting industry eagerly embraces changing technology—and the ability to make accountants’ lives easier.




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The 3 "A"s of Evolving your Firm

Evolving your firm is always a challenge. The three “A”s can help you get there. Accounting, Automation and Advisory are the keys to firm success. 




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The 79 Tactics to Save Time in your Firm

In this guide, Ryan Lazanis will share some of his favorite tactics when it comes to saving time in your firm—so you can scale your business while working less in it.





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Increasing Accounting Firm Capacity Without Adding Staff

Download this ebook to discover how capacity planning can be done effectively and efficiently—through the use of technology.




Videos and Presentations

  Presentations, talks, and demos, recorded for your viewing pleasure.


HubSpot Video


Avoiding Virtual Pitfalls with Jody Padar and Justin Whitehead

There are a number of cyber risks popping up that can put your systems and data at risk. Bad actors are taking advantage of remote workers - here's what you need to look out for


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Covid-19: Leading a Remote Team - An Interview with Gretchen Pisano

Botkeeper VP of Strategy Jody Padar and pLink Leadership CEO and cofounder Gretchen Pisano discussed what it takes to lead a remote team


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The Art of the Leadership Pivot

Gretchen Pisano’s pointer for nailing the pivot and common missteps: Every new day is an opportunity to communicate and support your clients.


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Leading while afraid

The world in the time of Corona is upside-down! In the next six to ten months, new legislation, new social and professional norms, and new practices in every sector will become solidified to create a new normal. Where does this position CPAs?


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CARES Act Opportunities for Your Clients

Are you trying to ensure your clients take advantage of every opportunity the CARES Act presents them? Learn more with Nellie Akalp, founder and CEO of CorpNet to help your clients better navigate their options! 


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Dealing with emotional ramifications

What does virtual leadership mean in a coronavirus environment? Listen to the full recording of this video interview for more awesome insights to help you and your team right now!

3 Approaches to Bookkeeping Tips and Tricks to Help You Become a Pro

Poor accounting is a weakness for many small businesses. For owners, finding the time to do the job right isn’t easy. Thankfully, there’s another way.

5 Ways to Make Your Small Business Bookkeeping Efficient

With improved accuracy and speed, Botkeeper offers you the chance to leverage technology in a way that can greatly benefit your business.

The Cost of Bad Bookkeeping

The importance of making the right bookkeeping decision for your business should not be underestimated. Make sure your business will never fall victim to sloppy bookkeeping!

5 Steps to Streamline Your Bookkeeping Operations
Instead of falling farther and farther behind, check out our 5 steps to streamlining your bookkeeping operations!
7 Things All Business Owners Do Daily

If you're just getting into business for yourself, you might be wondering what to expect. Learn more in our video, "7 things All Business Owners do Daily"!

Four Signs that Your Bookkeeper is Stealing

Watching for these major red flags can help clear the way for you to take steps as needed Do you know what to look for? Here are 4 signs that can help you determine if your bookkeeper is stealing!

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The Impact on the Accounting Profession

In this trying times, how do all of these uncertainties for CPAs and Accountants impact future revenue, staffing, firm operations, and more? Join our VP of Strategy, Jody Pada get the scoop from Daniel Hood, editor-in-chief of Accounting Today, on the findings from their recent survey done in conjunction with ADP.

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From Reactive To Proactive: Optimizing Your Accounting Firm Post-COVID.

The COVID-19 pandemic has completely changed the business landscape, and likely forever. Accounting professionals have seen the impact firsthand, in their own firms, as well as within their clients’ businesses. But as the “reactive” period starts giving way to the next phase, there is a big unanswered question for a lot of the firms out there - “what the heck happens next?!”

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A Q & A Session with Jody Padar | The Bridge to the Cloud with Wolters Kluwer and Botkeeper.

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 get the answers to these questions! Watch the live Q&A 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!

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COVID19: Managing Talent in the New Normal.

Join Jody Padar, The Radical CPA and Botkeeper Vice President of Strategy with Jordan Birnbaum, Chief Behavioral Economist at ADP as they talk about how the pandemic has changed hiring, managing, and engaging staff, long-term and also to learn how we can have shared success moving forward.

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COVID19: How Accountants Can help Clients.

Join Jody Padar, The Radical CPA and Vice President of Strategy interviews Erron Stark, DVP of Accounts Strategy at ADP about the PPP’s impact on both small businesses and the firms helping them navigate all the channels.



Fun infographics to help take complex topics into captivating experiences.

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What Is the Great Resignation? an Interactive Infographic

Learn all you need to know about the Great Resignation in this infographic—plus what your accounting firm can do to prevent major turnover.






6 Steps to Winning More Business With a Productized Service Menu

If your accounting firm is looking for profitable growth, you might want to consider creating a productized service menu. Download this infographic!



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How does Botkeeper’s ML Work?

Discover the power of machine learning for accounting firms, including a general overview, Botkeeper's application of ML tech, and how it brings value to accounting firms.



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Accounting Graduate Landscape

Having the right talent for your Accounting firm is vital for growth and success! However, recruiting and retaining top talent are one of the challenges Accounting firms face thanks to major shifts in the supply of talent and the changing demographics of accounting graduates.


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9 Steps to Prepare Your Accounting Firm to Handle Coronavirus

With the continued spread of a coronavirus known as COVID-19, more and more accounting firms and businesses are facing remote work for the next few weeks. While working remotely isn’t a new concept to many industries—tech engineering, medical transcription, digital marketing, etc.—it’s still fairly uncommon for accounting firms.


9 Steps to Prepare Your Accounting Firm to Handle Coronavirus Infographic


7 Tips for Leading a Remote Team During the COVID-19 Crisis

As your accounting firm makes adjustments and settles into a new normal—at least for the next few weeks while COVID-19 remains a serious threat—it can be hard for firm leaders and managers to maintain status quo. You’re used to face-to-face meetings, casual chats around the water cooler or coffee pot, and impromptu Q&A when complex client issues arise.


9 Challenges All Restaurant Owners Face—And What To Do About Them Infographic


9 Challenges All Restaurant Owners Face—And What To Do About Them

According to the US Department of Labor, hospitality businesses have only a 55% five-year survival rate. That number drops pretty sharply through 10 years at only 38% survival rate. Eek! These numbers are less than inspiring. So we've pulled together a list of some of the most important accounting pain points for restaurant owners.


Tax Preparation Cheat Sheet


Tax Preparation Cheat Sheet

Want to avoid headaches at tax time? Ready to be proactive with your business? Follow the steps below to get all of your documents in order for year-end!


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How does Botkeeper Differ from Traditional Outsourced Solutions?

Botkeeper is the only one of its kind, paving the way as the world’s first robotic bookkeeper by practicing the Botkeeping℠ method, which is the use of machine learning, AI, and robotic process automation to perform bookkeeping and accounting tasks automatically. 


Are you Botkeeping?


Are you Botkeeping?

Bring your business into the future with the better, faster, and more effective way to ensure your back office is in good shape- Botkeeping! But what exactly is Botkeeping? This helpful infographic breaks down the methodology!




Accounting calculations can be a tad easier with the help of our free online accounting calculators


Accounting Glossary

A collection of basic financial terms and acronyms


Accounting 101

No matter what size your business, understanding the basics of accounting is incredibly useful. Accounting is simply the process of recording, analyzing, and interpreting a business’s financial information.



Accounts Payable

An accounts payable (AP) entry indicates a company's obligation to pay off debts to its suppliers or creditors within a given period in order to avoid default.



Accounts Receivable

The accounting term “accounts receivable” specifies “accounts” a business is entitled to receive because it delivered a service or goods.



Accounting Software

Accounting software is a type of computer software used by business owners and accounting specialists to perform bookkeeping and accounting operations.




Accrual Accounting

Unlike the cash accounting method, which records economic events only when cash is exchanged, accrual accounting entails revenue and expenses are recorded in the periods in which they are incurred.



Balance Sheet

A balance sheet is a financial statement that provides a snapshot of what a business owns and owes, as well as the amount invested by shareholders.




Benefits play a major role in the workplace, representing anything given to an employee beyond their wage or salary.



Cash Basis Accounting

Cash Basis Accounting is the method where a business records revenue and expenses at the time they are actually received or paid, not in the period in which they were incurred.




Cash Flow Statement

A cash flow statement is just what it sounds like: an indication of the cash generated or used by a company in a given period.



Chart of Accounts

Think of a chart of accounts (COA) as a filing cabinet where all a company’s financial transactions are stored and a complete listing of all the accounts that are currently in use are kept.



Class Tracking

Businesses that want to get a more detailed view of their finances can use class tracking to determine which areas of the business are doing well and which need improvement.




One of the most important business accounting terms, COGS is the acronym for the cost of goods sold and represents the total cost required for a company to produce a product or deliver a service, including labor and materials.



Contractor vs Employee

Independent contractors are self-employed and provide specialized or requested services on an as-needed basis, while employees work for employers and often have little control over their work and performance.



CFO, Controller, and CPA

Quick definitions: A CPA is a Certified Public Accountant. A Controller is responsible for all accounting-related activities within an organization. A CFO is the Chief Financial Officer, responsible for all financial actions of a company.



Credits and Debits

All business transactions have a monetary impact on the financial statements and the bottom line of an organization. When accounting for these transactions, a company records the numbers in two accounts, a debit column on the left and a credit column on the right. The use of a 2-column transaction recording format is the most essential of all controls over accounting accuracy.



Deferred Revenue

Also known as prepaid revenue or unearned revenue, deferred revenue is the money received by a business in advance of having earned it. It calculates an asset’s depreciation expenses based on the date of purchase, initial cost, useful life (how long a company intends to use it), and tracks beginning and ending accumulated depreciation, or the value of the assets when it is replaced.



Depreciation Schedule

A depreciation schedule or chart helps businesses keep track of long-term assets and gives a look at how they’ll depreciate over time.



Financial Reviews

A financial review is performed to ensure no material changes are needed to bring a company’s financial statements into compliance within an applicable financial reporting framework such as GAAP.




GAAP stands for “generally accepted accounting principles” and is used by businesses to: Properly organize their financial information into accounting records, summarize the accounting records into financial statements, and to disclose certain supporting information.




How to Calculate Income

Calculating income is essentially deducting costs and expenses from profits. It starts by calculating the total amount of sales made during accounting and is followed by deductions for certain costs or other operating expenses. When all is said and done, the company learns how much it earned or lost during the accounting period.




Modified Adjusted Gross Income

Modified adjusted gross income (MAGI), determines an individual’s eligibility for important tax benefits, including whether they can contribute to an IRA or deduct contributions to an individual retirement account. Eligibility for certain income tax credits and education tax benefits are also based on MAGI, as is the eligibility for subsidized health insurance through the marketplaces under the Affordable Care Act, and for income-based Medicaid.



P&L Statement

All companies must generate revenue to stay in business. It is used to pay expenses, taxes to local, state, and federal governments, and interest payments on debt. Once the costs of doing business are paid, what's left over is called net income which is, in theory, available to shareholders. Often the decision is made to retain earnings for growth and future investments in the business instead.



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