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Resources Library

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


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 more specific subjects, particular methodologies, and advanced problem-solving guides here!

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? Download the ebook to learn more!



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

Someone should really write a tell-all book for business success that includes a money-back guarantee. There's no doubt that we'd buy that book. But since it doesn't exist (yet), the next-best alternative is to research and learn how to avoid the biggest mistakes and pain points your business might face. 



How to Overcome Top NonProfit Financial Challenges 

Shocker: No one enters the world of nonprofits to make big money. In fact, the average salary for an executive director position at a nonprofit is around $61k, which is barely above the average income for US workers ($59,039). But thankfully, working at a nonprofit is more than a salary—it can be rewarding beyond compare and a real way to effect change. They say money isn’t everything, right?!



How to Bill a Million Dollars per FTE CPA Using Technology

Learn how small firms with one full-time equivalent (FTE) partner and one FTE support person are able to generate $1,000,000 a year. This is accomplished with the help of technology to create efficiency and some outsourced help. If you are willing to change the way you’ve always done things, you too can increase the amount of revenue generated per partner.



9 Signs You Have a Bad Bookkeeper

Hiring the right bookkeeper is hard, but employing someone who provides bad bookkeeping is worse. We've pulled together a list of warning signs to help you determine if your bookkeeper is good for the biz or needs to take a walk.



Building a Botbrain

Download the complimentary ebook to learn how to build and deploy machine learning and artificial intelligence to create automated bookkeeping in your accounting practice.



From Success to Significance: The Radical CPA Guide

This book is more than a checklist. This is where goals are defined, and initiatives are completed, despite the intense demand of your workload. This is where extra capacity is found, firm goals are shared, and all the related parties understand priorities and possibilities.



Bookkeeping Basics for Small Business Owners

Businesses of all sizes engage in bookkeeping activities, and it’s a vital function to keep your business financially stable and in compliance with regulations and tax law. In this ebook, we'll cover all of the basics, such as "What exactly is bookkeeping?',  'Bookkeeping vs accounting" as well as  "The six steps to doing your bookkeeping". 



Cash Basis Accounting vs Accrual Accounting

If you’re in the process of launching a business and haven’t yet filed your first tax return, you’re in the perfect position to determine which accounting method is best for you. In this eBook, we'll discuss; Definitions of both Cash Basis and Accrual Basis, how the different methods compare, and how to choose which is right for your business!



5 Ways to Completely Revamp Your Tax Planning

Tax planning and preparation is a highly complex process but it can be broken down into a few distinct buckets and simplified to allow business owners to get through it efficiently. In this ebook, we'll breakdown all the basics to ensure you get the most for your money.



The Definitive Guide to Small Business Expenses

This guide to small business expenses will walk you through: What you should and shouldn't expense, how to track them so that tax time is easier, what depreciation and amortization are, and why they matter, what and how to deduct so that your tax burden isn’t quite so hefty. 



Outsourced Bookkeeping: Nearly Everything You Need To Know

Outsourcing is a relatively new solution to a relatively old problem. There’s not enough time or labor to handle every mechanism in the growing machine, leaving companies in a bind about how to maximize their resources. In the past, companies had few strategies for approaching this balancing act, but outsourcing has opened the doors to a world of new options. These days, outsourced services are the ideal way for a business to handle non-essential administrative tasks, with a special shout-out to one of the most important: Bookkeeping.



Everything You Need to Know About ROBS: Roll Over as Business Startup

What is ROBS? One of the more innovative funding strategies out there has to be Rollover as Business Startups or ROBS. Through ROBS, entrepreneurs and startup owners can use funds from their personal retirement accounts (IRA, 401k) to fund their ventures. As we’ll discuss, this can be an effective way to supplement traditional financing options without the hassles of qualifying for loans. Let’s review the benefits, and yes, the drawbacks, of ROBS funding and why you may want to consider it to support your business’s growth.



501(c)(3) & Non-Profit Tax Filing Tips

Don’t freak out, but your non-profit tax filing deadline is quickly approaching. Individuals, businesses, and 501(c)(3) or charitable organizations will be required to file by the deadline required by their classification, and even though the tax filing deadline for most 501c3's is May 15, now is the time to start preparing. This ebook will walk you through tips and tricks on gettings prepped quickly and effectively!



Tax Planning for Beginners: 6 Key Principles Explained

Tax planning is, by definition, an assessment of your financial situation from a tax perspective for the purposes of reducing how much money you owe the govt. You do this through proper planning which includes strategizing, timing, and more. A little bit of planning now can help you save big later. In this ebook, we'll review a few basic principles for the benefit of both individuals and small business owners.




Videos and Presentations

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

Streamlining Your Accounting and Back Office

Your back office is the brain of your business. In this presentation, you will learn about the state of the back office today, challenges stemming from the mix of the accounting, front desk operations, as well as how technology is helping to solve those problems and change the landscape. Which systems should you be thinking about? How do you build them? Where do you start?



Board Report Template

The customizable board report deck comes with tons of examples, graphs, charts and slides that will wow your investors at the next boardroom meeting.




MACPA Presentation: Building a BotBrain 

Watch the original seminar on how to learn how to build and deploy machine learning and artificial intelligence to create automated bookkeeping in your accounting practice.



Gartner's Cool Vendors in Artificial Intelligence Report 2018

Business partnerships with AI vendors focusing on SMBs help accelerate technology and service provider market expansion.  Technology product managers targeting SMBs can consider partnering with such vendors as they continue to expand their product designs, roadmap efforts, and business sustainability.



Collision Conference Presentation 2019

Our very own co-founder Louie Balasny talks about the future of bookkeeping and how Botkeeper's automated bookkeeping is the next big thing to shake up the accounting world. 





Fun infographics to help take complex topics into captivating experiences.

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

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!



How does Botkeeper Differ from Traditional Outsourced Solutions?

Botkeeper is the only one of it’s 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?

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!




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