Resources Library

Email Templates for Selling Client Advisory Services

Use this selection of ten email templates to promote your client advisory services to both new and existing clients.

Botkeeper's Four Simple Questions Report 2023

Get the report that provides the trends across four key questions we've asked accountants since 2019. The report contextualizes and analyzes the data, teasing out what the implications might be for you and your firm.

The Cherished Advisor Report

The Cherished Advisor helps businesses and individuals reach their goals, and looks beyond compliance to something more meaningful: success and fulfillment. 

Accounting Firm Hiring Considerations Checklist

Accounting firm hiring is complex. Use this checklist of considerations to help your process.

How Does Botkeeper Make Life Better for Bookkeepers?

Botkeeper makes Bookkeepers' lives easier. It doesn't replace them! Here's how Botkeeper makes the bookkeeping job one anyone would be excited to do.

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.

Client Advisory Services (CAS)

For those firms changing with the times, moving to Client Advisory Services, or CAS, plays an enormous part in becoming what visionaries in the profession have termed the “firm of the future.” In this detailed overview, learn the basics of CAS: what it is, why you need to offer it, and how to go about it.

Bookkeeping Software/
Accounting Software

The complexity of accounting tasks makes it a natural fit for software and automation. Once upon a time, accounting software and automation were a strategic advantage. Today, they're quickly becoming a necessity. Learn more about how automation and accounting software make the modern firm... well, modern.

Accounting Firm Mergers and Acquisitions

Merger and acquisition activity among firms has always been an important part of the accounting landscape. In recent years, it’s heated up even more. Whether your firm is acquiring, looking to be acquired, or merging with another firm, there’s a lot to know before you get started. Find it here!

Firm of the Future

No one has a crystal ball, but firms that aren't paying careful attention to trends not just in accounting, but in business writ large, risk falling behind. Here, we take a look at today's world of people, process, and technology to see where things might be headed.

Building a Botbrain

Deploying Machine Learning and AI in your Accounting Practice

Learn about what AI is and is not, and discover tips to getting started with your own BotBrain to save you time and money. 

 

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 also a heightened sense of urgency that piles on more stress.

 

How to Build a CAS Practice: The Ultimate List of "Do"s & "Don't"s

What should you absolutely do when starting a CAS practice? And on the flip side, what should you avoid doing? Jump-start your advisory firm with this list of tested strategies — and actions to avoid. Access your copy today!

The Accountant's Guide to Selecting an Automated Accounting Solution

A HELPFUL GUIDE FOR Accountants

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).

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. Access this live eBook today!

Bookkeeping Basics for Small Business Owners

Access this live eBook, share it with your clients, and make both your lives easier knowing you're on the same page!

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.

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.

The Great Resignation: What Firms Need to Know to Prevent Massive Turnover

Access this live 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 live eBook, we cover the rise of CAS and virtual CFO services.

Breaking Down Blockchain for Accountants

Blockchain technology, along with being a buzzword, is also one of the most exciting technologies of the 21st century. Blockchain is a universally decentralized ledger system that can share data among an infinite number of users and is essentially unhackable. The implications for accounting are enormous. Learn what you need to know by accessing the eBook today!

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?

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: 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.