Ask the Experts

Botkeeper Growth Partners

As we head into 2022, much can be learned from our Growth Partners who spent their year focused on helping 100’s of Partners learn, adapt, and evolve their practice through the use of technology. Join us to hear what their biggest takeaways were from 2021 to help your firm fine-tune your strategy for 2022!

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Botkeeper Marketing

As you head into a busy season, wouldn't it be great to have a Marketing Strategy in place, and better yet on autopilot for the whole season? Join Botkeeper's Marketing team Jennifer Rosenfeld, Multimedia Communications Manager, and Jesika Bethea, Lifecycle Marketing Manager, as they walk you through how to create target personas, easily plan your firm’s social strategy, and leverage Botkeeper’s ready to go email templates & content calendar for quick execution during your busiest time of year!

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Laura Redmond, Sharon Means, and Scott Soucy

What's your firm's culture like? Having a strong culture is key to attracting the right talent but it doesn't happen overnight. A firm's culture comes from organizational leaders and management making sure the firm has a set of shared values, goals, attitudes, and practices. Hear from Botkeeper Partners Laura Redmond CEO and Sharon Means COO of Redmond Accounting Inc as well as Scott Soucy Principal of Kaufman Rossin who are crushing the culture game for their firms. Learn best practices and get key takeaways to help you create your ideal firm culture in 2022.

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Carl Peterson
What trends are shaping today’s accounting industry? How are some firms adapting to these changes? Carl Peterson, VP of Small Firm Interests at AICPA, will discuss key things you need to know as a firm owner including how accounting firms are responding to new technologies and market forces, adapting to new pricing strategies, and the recent developments in client advisory services (CAS), plus more! Join us on Thursday, April 21st from 2-3 PM EST for this informative event.

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Kickoff Team

Ensuring success with Botkeeper just became easier — we’ve revamped our kickoff process and we're thrilled to share the changes with you! We've made changes to streamline client deployment, help you get the most value out of using our platform, and much more. Have a question? Our kickoff team has answers. Join us on Thursday, May 19th from 2-3 PM ET as we walk through the updates and answer any questions you may have.

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Travis Hamburg

Value pricing is the most talked about topic in the accounting profession for a very good reason. Value pricing allows you to use your firm's wealth of knowledge and expertise to help clients make the best decisions possible—and get paid accordingly. Join Travis Hamburg, Founder/CEO of Time Capital Solutions as he shares his experience and empowers fellow Botkeeper Partners with the knowledge of how value-based pricing can enhance your practice on Thursday, June 23rd from 2-3 PM EST!

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Matt Jagst and Angelina DeLago

Are you curious to learn more about what's new with Botkeeper? With the Botkeeper Operating System, everything you know about Botkeeper is better!

Join Botkeeper experts Matt Jagst and Angelina DeLago on Thursday, July 21st from 2-3 PM EST to hear about new enhancements and capabilities added to the Botkeeper platform. They will walk you through recent updates that will help you achieve streamlined, efficient, and powerful bookkeeping services. Save your spot now for this informative event!
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Blake Oliver

Join Blake Oliver, CPA and CEO of Earmark CPE, on Thursday, August 18th from 2-3 PM EST as he discusses the latest hot-button topics for public accountants. There are tons of them! The Great Resignation, CPA exam requirements, technology, and fun new accounting strategies. Jump in with other Botkeeper partners while getting a passionate presenter's perspective on how your firm can stay ahead of the game.

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Pam Jordan & Missy Carlo

As the accounting profession is evolving, so are the faces working in it. Women and other traditionally underrepresented groups are breaking through barriers and driving diversity and inclusion—as well as innovation—in the accounting space as never before. On September 22nd from 2-3 PM EST, join us for highlights from trailblazers Pam Jordan, CEO of Pivot Business Group and Missy Carlo, Owner of Golden Gates Financial. They'll share how they overcame gender bias, addressed unconscious bias, and achieved career growth among other topics related to diversity in the profession.

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Dixie McCurley

The accounting profession is all abuzz about delivering high-value client advisory services (CAS). And rightly so, given that customer needs are becoming more dynamic and changing at a rapid pace. Join Dixie McCurley, Partner of Digital Advisory at Cherry Bekaert on Thursday, October 27th from 2 to 3pm to learn about the shifts your firm can make to put your advisory services at the center of your client relationships. You’ll get insightful guidance that will help you boost revenue and propel client success.

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Enrico Palmerino

Botkeeper's unique combination of artificial intelligence, machine learning, and people has propelled accounting professional's efficiency to new heights in 2022. But if you think we're stopping here, you don't know Botkeeper. Join Botkeeper's Founder & CEO, Enrico Palmerino on November 17th from 2 to 3pm EST as he recaps the strides we've made in the past year and gives a glimpse at what's in store for Botkeeper in 2023. And bring your questions—we have answers you're sure to love.

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Coming soon!