BOTKEEPER STRATEGIC PARTNER DIRECTORY
Each Botkeeper partnership exists to support the strategic goals of your accounting firm or business. You won't need to look much further to find the best-in-class solutions for future-focused accounting firms. Find your perfect match today!
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What can a Botkeeper Partner do for your Accounting firm?
Generate more business, increase revenue, and delight your clients with one of our thoroughly vetted partners, consultants, or advisors. Get help with your tech implementation, pricing strategy, marketing, website development and so much more!
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Trusted Partners
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Accounting Firm Clients
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Sets of Books Processed Per Month
ADP
Bookkeeping & payroll just got a lot easier
Avalara
Good inputs, amazing outputs
Expensify
Expense management made simple
Genwise
Better client service starts with better bookkeeping
Intuit
A purpose-built & future-forward approach
Jirav
Advisory services start with a pinch of automation
Renew Group
Modern firms demand a modern approach
Rightworks
Everything you need to make your firm better
Sobi Anlaytics
Sobi provides client-specific business performance analysis and reports for accountants.
Xero
A quintessential combination for the next era of accounting
AGN International
Good client service is a philosophy
Allinial Global
Transform your firm with new perspective
Boomer
Sustainable success, future-readiness
CPAmerica
Helping ambitious accounting firms and their people grow
ITA
Technology solutions that move you forward
Prime Global
Powerful tools & relationships
Rainmaker
Scaling is about more than just growth
RSM
Advanced capabilities, innovative solutions
Lauren Baptiste
CHIEF EMPOWERMENT OFFICER
Lauren Baptiste is radically shifting contemporary work culture toward prioritizing emotional, physical and mental health. An executive wellness coach, international speaker and corporate well-being consultant, Lauren is tackling the pervasive issue of burnout by guiding today’s workforce toward embracing wellness practices at home and in the office.
David Bergstein, CPA, CITP, CGMA
CIO AT BERGSTEIN CPA, AUTHOR, BLOGGER, SPEAKER, EDUCATOR
A Digital Evangelist & Catalyst for Change, Dave helps accounting firms grow their CAS practices. He's held high-level positions at the Top 3 accounting software providers, is an adjunct college professor & was listed in Accounting Today on Top 100 Most Influential People list in both 2015 & 2017.
Gale Crosley, CPA
CGMA, SPEAKER & CONSULTANT, Crosley+Company
Gale has helped hundreds of accounting firms worldwide to achieve profitable & sustainable organic revenue growth. She's spent several years in tech at IBM & start-ups, following her journey as an auditor at Arthur Andersen & PwC.
Seth Fineberg
ACCOUNTING INDUSTRY CONSULTANT, EDITOR, CONTENT STRATEGIST, SPEAKER
Seth Fineberg is an accounting industry consultant, content strategist, and editor. He recently founded Accountants Forward, where he provides these services to companies looking to have a better, more meaningful relationship with the accounting profession, as well as helping accountants do the same with their clients.
John Garrett
CORPORATE CULTURE CATALYST
John Garrett — thought provoker, catalyst for change, and award-winning author — is on a mission to create better workplaces. What the two-time Emmy nominee may do best is champion the human side of professionals, consulting with organizations to develop more productive cultures while shining a light on their people’s rich lives outside of work.
Will Hill
FOUNDER AND OWNER, WILL HILL CONSULTS, LLC
Will Hill Consults started from a passion for seeing firms and firm leaders make positive change come to life. Will has spent over 20 years working with firms to help them operate more efficiently, and in ways that drive value to their customers. This experience, combined with a desire to truly see change take place, is what led Will to launch Will Hill Consults in 2022.
Ryan Lazanis
RYAN LAZANIS, CPA & FOUNDER, FUTURE FIRM INC.
Ryan started Future Firm which provides education, a community and coaching, Ryan currently educates over 7k firm leaders globally via his free weekly newsletter and coaches hundreds of successful firms through his Future Firm Accelerate online coaching membership.
Gaynor Meilke
MS, CBC, CTC, CTRC-E, CHIEF OPPORTUNITY OFFICER, CHARISMA INK
Gaynor Meilke is a business strategist, as well as a certified business and transformational coach. She owns Charisma Ink, LLC, a digital marketing and B2B consulting firm. A ghostwriter and author of multiple books, she most recently published "Avoiding App-athy" and "The Bank Your Brain Blueprint™." Both are available on Amazon.
Renee Moelders
PARTNER, CONVERGENCE COACHING, LLC
Renee Moelders is a partner at ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker, writer and facilitator on topics impacting CPA firm leaders and offers practical strategies for improvement and change based on her experiences working with clients and in her many years as a CPA Firm Administrator.
Donny Shimamoto, CPA
CITP, CGMA, IMPROVING THE WORLD, ONE ACCOUNTANT AT A TIME...
A recognized thought leader & educator in the fields of accounting technology, IT risk management, & performance management. His dedication to helping accountants & organizations strategically leverage technology while proactively managing their business and technical risk is paramount.
Amy Vetter, CPA
CITP, CGMA, SPEAKER, AMY VETTER, CPA
Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective.
Geni Whitehouse, CPA
CITP, CSPM, SPEAKER, FOUNDER OF THE IMPACTFUL ADVISOR
Geni Whitehouse — A multi-tasking southerner-turned-Californian, Geni helps accountants become Level 5 advisors through The Impactful Advisor, works as a winery consultant at Brotemarkle, Davis & Co, and writes for accounting industry events and publications at Even A Nerd.
Want to get listed here?
Apply to be a Botkeeper partner, and get exposure to hundreds of accounting firms looking for your solutions.
Apply now