The Botkeeper Blog

Explore. Learn. Engage.

3 min read

What's the Scoop on Botkeeper's Series C Round of $42 Million?

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 led by Grand Oaks Capital, the investment firm founded by Paychex founder and chairman Tom...

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5 min read

Here's How to Ditch Seasonal Firm Growth for More Predictable Growth

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...

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5 min read

Better CAS Means Better Questions: 5 Questions to Ask Your Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Accounting Problems

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

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Identifying Clients Who Need CAS & Meeting Their Expectations

6 min read

Identifying Clients Who Need CAS & Meeting Their Expectations

Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...

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5 min read

Your Client Advisory Strategy Should Be Built on This Pivotal 1st Step

If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...

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5 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...

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5 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...

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The 5 Deliverables Businesses Really Want From a Virtual CFO

5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...

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5 min read

Your Firm & Open Banking Apps—Here's How to Take Full Advantage

Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s...

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5 min read

When's the Perfect Time to Offer CAS Services?

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....

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Which Financial Statements Have the Biggest Impact on Client Success?

6 min read

Which Financial Statements Have the Biggest Impact on Client Success?

Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered...

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5 min read

How to Use Your Client's P&L to Create Advisory Opportunities

It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom...

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