The Botkeeper Blog

Explore. Learn. Engage.

4 min read

How Diversity and Inclusion Benefits Your Accounting Firm

There’s a preconception that the accounting industry is very “traditional.” And in many ways, that’s a positive; good accounting traditions help keep our world running, like filing taxes and supporting small businesses. And accountants are the...

Read More

3 min read

These New Strategies Will Save You Seasonal Hiring Stress

We’ve all heard about or experienced firsthand some awful stories about hiring for tax season, and we do our best to avoid them from happening to...

Read More

3 min read

A Superior Credential Management Process —Introducing Password Manager

Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all...

Read More
Botkeeper | How to Launch New Accounting Services (Step-by-Step)

5 min read

How to Launch New Accounting Services (Step-by-Step)

What are all businesses — accounting firms included — trying to achieve on a daily basis?

Read More

6 min read

Maximize Every Client's Revenue to Drive Rapid Growth

We hear about accounting firm growth strategies all the time, but when it comes to putting a plan into action, many firms are lost on how to get...

Read More

3 min read

How the Fourth Industrial Revolution Impacts the Client Relationship

The Fourth Industrial Revolution is here, and it’s changing the way we do business. Also known as Industry 4.0, the Fourth Industrial Revolution is...

Read More

4 min read

The Strategic Benefits of Automation in a CPA Firm

“Automation is coming for your job!” Hold up—that’s not true. In fact, it’s so far from the truth that not even Google Maps can help find where it...

Read More

4 min read

Is the Automated Tax Return Possible?

The ideal tax season is one that requires no tax work at all. Sure, tax can be lucrative, and it’s always nice to present a return to a client who’s...

Read More
Botkeeper | Is Your Firm Ready for Growth?

5 min read

Is Your Firm Ready for Growth?

In the height of summer, Inovautus Consulting ran a survey asking CPAs and accounting firms about how the pandemic affected their business. The...

Read More

5 min read

How to Handle New Clients & Their Messy Year-End Close

Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural...

Read More

3 min read

Botkeeper Releases Smart Connect, The Future Of Financial Data Access

Prepare yourself for an understatement: Accounting isn’t what it used to be. Yes, the dramatic life shifts we’ve all experienced have thrown...

Read More
How to Determine What Client Advisory Deliverables to Offer

4 min read

How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...

Read More