Botkeeper

Botkeeper Botkeeper leverages machine learning and workflow tools that automate the most manual and time-consu SAVE TIME. MOVE FASTER. AND SAY GOODBYE TO CAPACITY PROBLEMS.
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It's time to experience the ONLY automated bookkeeping solution purpose-built for Accounting Firms. You can now take back control of your bookkeeping without having to hire more people or put expensive resources into data entry work.

Don’t miss this engaging webinar with W. Michael Hsu, Founder & CEO of Deepsky & Measure x Hack, and guest host Seth Fin...
09/12/2024

Don’t miss this engaging webinar with W. Michael Hsu, Founder & CEO of Deepsky & Measure x Hack, and guest host Seth Fineberg, Founder of Accountants Forward! They’ll dive deep into the most common pitfalls when building a CAS Practice. Join us on "On the Edge" Sept. 12 from 12 - 12:30pm ET. Secure your spot today! https://hubs.li/Q02Pk_150

Boost your client advisory services with our FREE Email Templates for Selling Client Advisory Services designed for acco...
09/12/2024

Boost your client advisory services with our FREE Email Templates for Selling Client Advisory Services designed for accounting firms. Whether you're promoting individual services or all at once, these templates make communication easier and more effective.

Download today!
https://bit.ly/4d0mCJ3

Tune in for a must-listen episode of On the Edge! Caleb L. Jenkins, EA, CQP, 2024 QuickBooks ProAdvisor of the Year, sha...
09/12/2024

Tune in for a must-listen episode of On the Edge! Caleb L. Jenkins, EA, CQP, 2024 QuickBooks ProAdvisor of the Year, shares his secrets to helping businesses succeed with David Bergstein, CPA, CITP, CGMA. From effective communication to tailored education and personal service, Caleb’s expertise is a game-changer. Join the conversation and take your business to the next level! https://bit.ly/3Xpbhht

You might have a best friend, but does YOUR best friend automatically categorize transactions, remember passwords, and s...
09/12/2024

You might have a best friend, but does YOUR best friend automatically categorize transactions, remember passwords, and securely store documents? Didn't think so. CAS' best friend is Automation, and Automation DOES do all that. Read up. https://bit.ly/3Zg5qfI

Mark your calendars for the next session of "On the Edge!" Join W. Michael Hsu and Seth Fineberg as they explore key cha...
09/11/2024

Mark your calendars for the next session of "On the Edge!" Join W. Michael Hsu and Seth Fineberg as they explore key challenges in building a successful CAS Practice. Learn from the best and avoid common mistakes. Webinar runs Sept 12 from 12 - 12:30pm ET. Don’t miss out—register now! https://bit.ly/3XjxWdF

Struggling to find the perfect fit for your accounting firm? Our Accounting Firm Hiring Considerations Checklist has you...
09/11/2024

Struggling to find the perfect fit for your accounting firm? Our Accounting Firm Hiring Considerations Checklist has you covered! From skills assessment to spotting red flags, this FREE resource guides you through the hiring process. Get it now! https://bit.ly/4dOQqKc

Mark your calendar for AI Unchained 2024! Dive deep into Client Advisory Services with three dedicated sessions and earn...
09/11/2024

Mark your calendar for AI Unchained 2024! Dive deep into Client Advisory Services with three dedicated sessions and earn CPE credits while you're at it. Enjoy unparalleled networking, cutting-edge workshops, and a keynote by Kal Penn. Register now and be part of this unmissable event! https://bit.ly/3Z9962A

Copper and Tod. Martin and Lewis. Snoop and Martha. There's something about best friends, no? The magic of the relations...
09/11/2024

Copper and Tod. Martin and Lewis. Snoop and Martha. There's something about best friends, no? The magic of the relationship is a wonder to behold. CAS and automation are like that, too. Read on. https://bit.ly/3XcjZhH

Don’t miss this engaging webinar with W. Michael Hsu, Founder & CEO of Deepsky & Measure x Hack, and guest host Seth Fin...
09/10/2024

Don’t miss this engaging webinar with W. Michael Hsu, Founder & CEO of Deepsky & Measure x Hack, and guest host Seth Fineberg, Founder of Accountants Forward! They’ll dive deep into the most common pitfalls when building a CAS Practice. Join us on "On the Edge" Sept. 12 from 12 - 12:30pm ET. Secure your spot today! https://bit.ly/3B9gukv

Struggling to promote your client advisory services? We’ve got you covered! Download our FREE resource of 10 Email Templ...
09/09/2024

Struggling to promote your client advisory services? We’ve got you covered! Download our FREE resource of 10 Email Templates for Selling Client Advisory Services. From individual advisory services to a collective approach, these templates will help you engage clients with ease.

https://bit.ly/4efP0Z3

Don't miss it: Caleb L. Jenkins, EA, CQP—our very own 2024 QuickBooks ProAdvisor of the Year and Leader of Client Accoun...
09/09/2024

Don't miss it: Caleb L. Jenkins, EA, CQP—our very own 2024 QuickBooks ProAdvisor of the Year and Leader of Client Accounting Services at RLJ Financial Services, Inc.—is joining On the Edge with guest host David Bergstein, CPA, CITP, CGMA. Caleb will be diving deep into how businesses can thrive through expert advice, education, and personal service. Don’t miss out on this opportunity to gain valuable insights!
https://bit.ly/3z1caDo

Hiring the right talent for your accounting firm goes beyond just skills. Our FREE Accounting Firm Hiring Considerations...
09/06/2024

Hiring the right talent for your accounting firm goes beyond just skills. Our FREE Accounting Firm Hiring Considerations Checklist ensures you're covering education, culture fit, red flags, and more. Download it today to build a stronger team!
https://bit.ly/3MBqCFa

Ready to level up your accounting game? Join us at AI Unchained 2024 for tech insights, CAS-focused sessions, and a chan...
09/05/2024

Ready to level up your accounting game? Join us at AI Unchained 2024 for tech insights, CAS-focused sessions, and a chance to earn CPE credits! Plus, don't miss out on networking opportunities, workshops, and our special guest, Kal Penn. Secure your spot today! https://bit.ly/3yUYeLg

Tune in for a must-listen episode of On the Edge! Caleb L. Jenkins, EA, CQP, 2024 QuickBooks ProAdvisor of the Year, sha...
09/05/2024

Tune in for a must-listen episode of On the Edge! Caleb L. Jenkins, EA, CQP, 2024 QuickBooks ProAdvisor of the Year, shares his secrets to helping businesses succeed with David Bergstein, CPA, CITP, CGMA. From effective communication to tailored education and personal service, Caleb’s expertise is a game-changer. Join the conversation and take your business to the next level! https://bit.ly/3XmZKil

Is your accounting firm ready to offer more strategic value to clients? Fractional CFO services are a powerful way to he...
09/05/2024

Is your accounting firm ready to offer more strategic value to clients? Fractional CFO services are a powerful way to help your clients—whether they’re startups, SMEs, or high-growth companies—manage financial complexities without the full-time commitment. Explore the benefits of adding fractional CFO services to your advisory offerings and position your firm as a key financial partner. https://bit.ly/3ZdLVnR

𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪 for AI Unchained 2024, where in addition to all the tech and accounting intelligence goodness, you'll find ...
09/04/2024

𝗥𝗘𝗚𝗜𝗦𝗧𝗘𝗥 𝗡𝗢𝗪 for AI Unchained 2024, where in addition to all the tech and accounting intelligence goodness, you'll find rich Client Advisory Services content. Enjoy three different CAS-focused sessions and earn a few CPE while you do it. Plus a ton of great networking, more sessions and workshops, and celebrity guest Kal Penn. Don't miss it! https://bit.ly/3XsI4lr

Looking to add more value to your client relationships? Offering fractional CFO services can be a game-changer for your ...
09/04/2024

Looking to add more value to your client relationships? Offering fractional CFO services can be a game-changer for your clients—especially startups, SMEs, and nonprofits. Help them navigate financial challenges without the cost of a full-time CFO and position your firm as a trusted advisor. Learn how fractional CFO services can enhance your offerings! https://bit.ly/4dQ6GKQ

Get ready to be inspired! Caleb L. Jenkins, EA, CQP—2024 QuickBooks ProAdvisor of the Year—teams up with David Bergstein...
09/03/2024

Get ready to be inspired! Caleb L. Jenkins, EA, CQP—2024 QuickBooks ProAdvisor of the Year—teams up with David Bergstein, CPA, CITP, CGMA, on On the Edge. Together, they’ll explore how the right advice, communication, and personal touch can lead your business to new heights. This is one conversation you won’t want to miss!
https://bit.ly/3XmZK1P

Do people usually get more than one day off for Labor Day if they have more than one job?
09/02/2024

Do people usually get more than one day off for Labor Day if they have more than one job?

This year, AI Unchained takes you to enchanting Santa Rosa, CA. From October 8-10, 2024, immerse yourself in the latest ...
08/30/2024

This year, AI Unchained takes you to enchanting Santa Rosa, CA. From October 8-10, 2024, immerse yourself in the latest accounting trends and technologies, guided by renowned speakers.

Enjoy engaging workshops, earn CPE credits, and connect with peers at our distinctive social events. All this in the beautiful setting of Sonoma wine country. Secure your place today and be part of this extraordinary event! https://bit.ly/3yYo1C4

Get ready to be inspired! Caleb L. Jenkins, EA, CQP—2024 QuickBooks ProAdvisor of the Year—teams up with David Bergstein...
08/30/2024

Get ready to be inspired! Caleb L. Jenkins, EA, CQP—2024 QuickBooks ProAdvisor of the Year—teams up with David Bergstein, CPA, CITP, CGMA, on On the Edge. Together, they’ll explore how the right advice, communication, and personal touch can lead your business to new heights. This is one conversation you won’t want to miss! https://bit.ly/3XmkxTq

Learn from 𝗡𝗶𝗻𝗮 𝗖𝗵𝗺𝘂𝗿𝗮, Partner and CPA Market Leader, Outsourced Accounting Systems and Services at Withum, on Oct 8–10...
08/29/2024

Learn from 𝗡𝗶𝗻𝗮 𝗖𝗵𝗺𝘂𝗿𝗮, Partner and CPA Market Leader, Outsourced Accounting Systems and Services at Withum, on Oct 8–10 in Sonoma Wine Country. Her session will delve into CAS challenges with practical solutions for client relationships, leveraging technology, and building a profitable business model. Nina’s expertise is essential for navigating today’s complex accounting landscape. Tickets are going... So, get one now! https://bit.ly/3RmbhLw

If your firm is looking to save money while helping build capacity, outsourcing or offshoring might be attractive option...
08/29/2024

If your firm is looking to save money while helping build capacity, outsourcing or offshoring might be attractive options. But what are the major differences and risks? Is there another option? Read up here! If your firm is looking to save money while helping build capacity, outsourcing or offshoring might be attractive options. But what are the major differences and risks? Is there another option? Read up here! https://bit.ly/4fV2ryV

What's the difference between outsourcing and offshoring? It might seem like a straightforward question, but the reality...
08/28/2024

What's the difference between outsourcing and offshoring? It might seem like a straightforward question, but the reality is a bit more nuanced. Read about the advantages, disadvantages, and risks of each for your accounting firm in this blog.
https://bit.ly/3MgJGZu

Client Accounting Services (CAS) practices must leverage technology to stay competitive and meet client expectations. Jo...
08/27/2024

Client Accounting Services (CAS) practices must leverage technology to stay competitive and meet client expectations. Join Kane Polakoff, CAS Practice Leader at CohnReznick; Brenda Jordan, CEO and Founder of Sobi Analytics; and Enrico Palmerino, CEO and Founder of Botkeeper for this webinar, as they guide accountants and accounting firms through the process of building and advancing a successful CAS practice by effectively integrating technology. https://bit.ly/4cU7opj

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Ready for the future of accounting? Botkeeper provides automated bookkeeping support to businesses by using a powerful combination of skilled accountants alongside machine learning and artificial intelligence (AI). Our clients receive 24/7 accounting and support as well as incredible insight into their financials with beautiful dashboards and unlimited reporting.


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