4 min read
Deneen Dias: Mar 17, 2022 1:45:00 PM
The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout client advisory services in their speeches, you’ve heard peers discuss them at mixers or read...
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6 min read
Botkeeper: Mar 11, 2022 3:50:00 PM
Somehow in a world where acquiring customers is a key to growth (and tricky one at that), letting one go can be the right thing to do. You’ve...
6 min read
Amy Vetter, CPA, CITP, CGMA, MBA: Mar 3, 2022 4:15:00 PM
When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...
6 min read
Donny C. Shimamoto, CPA,CITP, CGMA: Feb 23, 2022 1:00:00 PM
Automation across a wide range of professions and industries has become so commonplace that it’s almost a cliché. And the benefits of technology are...
5 min read
Adam Eric Junkroski: Feb 16, 2022 12:00:00 PM
One of the truths of business in the modern era is that technology can define success. Major leaps in how work gets done, how products get made, and...
6 min read
Adam Eric Junkroski: Feb 9, 2022 10:30:00 AM
Tax season has always been challenging: the last-minute clients, the messy paperwork, the missing documents, and—certainly not least of all—the long...
4 min read
Aaron Sullivan: Dec 3, 2021 8:15:00 AM
Your busiest season is nearly here, again. (As if you even need anyone telling you, like you didn’t already know, right?) That said, it’s still true....
7 min read
Aaron Sullivan: Nov 30, 2021 9:00:00 AM
There are two huge challenges that come with growing your accounting firm beyond traditional compliance and tax work: Figuring out where to go next...
5 min read
Jessica Veiga: Nov 26, 2021 11:00:00 AM
Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. It’s more like...
4 min read
Aaron Sullivan: Nov 12, 2021 6:00:00 AM
We talk an awful lot about accounting and strategy related to things like increasing capacity at your firm or what to do with junior staff who have...
5 min read
Jessica Veiga: Nov 11, 2021 1:45:00 PM
Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships. So for accounting professionals to...
3 min read
Aaron Sullivan: Nov 11, 2021 9:57:46 AM
The entire Botkeeper family is excited to announce our latest news: we recently closed on a $42 million Series C round of funding! The investment was...
5 min read
Aaron Sullivan: Nov 5, 2021 10:30:00 AM
The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...