Resources Library
Easy to read ebooks, guides, checklists, and infographics to help you run your accounting firm or business.
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.
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!
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.
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.
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.
Overcoming the 5 Biggest Obstacles to Growing Your Accounting Firm
A HELPFUL GUIDE FOR ACCOUNTANTS
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?
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.
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.
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.
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.
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!
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!
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.
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
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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. Download your ebook today!
The Essential Guide to Building Your Accounting Advisory Dream Team
Dream teams aren't built overnight, but they are built with an end goal in mind. Learn what it takes to create an effective CAS team for your firm with this handy resource.
The Great Resignation: What Firms Need to Know to Prevent Massive Turnover
Download this ebook to learn more about the "great resignation" and what accounting firms can do to overcome the industry-wide mass exodus.
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 ebook, we cover the rise of CAS and virtual CFO services.
The Accountant's Guide to the Do's & Don'ts of Building a CAS Practice
What should you absolutely do when starting a CAS practice? And on the flip side, what should you avoid doing? Jumpstart your advisory firm with this list of tested strategies—and actions to avoid. Download your copy today!
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.
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 a heightened sense of urgency to pile on more stress. In this guide, we’re going to walk through the steps to building a firm that’s ready for tax season—using this crucial time as a growth opportunity.
Use Reliable Technology Partners to Be Lean and Mean
The disruptions brought by the COVID-19 pandemic were both internal and external. Some business sectors were affected more than others, but few escaped the far-reaching scope of the pandemic. Firms were faced with finding ways to help their clients at the same time they were adapting to their new business model. That's why now is the perfect time to rethink and retool your office into some sort of hybrid model. The future of work will be very different; that we know.
From Reactive to Proactive: Optimizing Your Accounting Firm Post-COVID
Accounting is an industry that’s not exactly known for being at the cutting edge of technology or innovation. That’s not to say that accountants themselves aren’t tech-savvy or innovative—those of us in the field can confirm that accountants are creative thinkers and clever problem solvers. But these are unprecedented times, and no one has a guidebook on how to navigate the challenge that is COVID-19 and the resulting economic impacts.
The Accountant's Guide to Selecting an Automated Accounting Solution
A helpful guide for accounting professionals
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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Breaking Down Blockchain for Accountants in 2020—and Beyond
Blockchain technology, along with being a new buzzword, is also one of the most exciting technologies of the 21st century. A universally decentralized ledger system that can share data among an infinite number of users—a blockchain is unhackable. Due to its ability to share data and simultaneously record real-time transactions on every single computer connected to its network, the technology can’t be interfered with. If anyone tries to hack or scam a blockchain, the entire chain takes notice, and the chain will be forked where the hack happened, eliminating the culprit from the chain.
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
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
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.
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?
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!
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!
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.
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?!”
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!
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.
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.
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!
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.
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.
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.
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
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 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℠?
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!
