Instructors Directory > Botkeeper
Botkeeperlogo

Botkeeper
(774) 268-9182
www.botkeeper.com

Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.

Archived Webinars

5 STEPS TO END BURNOUT (THAT DO NOT INCLUDE SLOWING DOWN OR TAKING A VACATION)
Recorded Date October 21, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
SOLVING THE TIME MANAGEMENT PROBLEM: STRATEGIES FOR EFFECTIVE AND EFFICIENT WORK
Recorded Date August 7, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
IMPROVE YOUR ADVISORY BY BETTER UNDERSTANDING YOUR CLIENTS
Recorded Date December 21, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
A ROADMAP TO A SUBSCRIPTION BUSINESS MODEL
Recorded Date December 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
SELECTING NEW SERVICES FOR THE GROWING CAS TECH STACK IN ACCOUNTING FIRMS
Recorded Date November 17, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
GOING DARWIN: HOW SELF-EVOLUTION IS THE KEY TO FUTURE SUCCESS
Recorded Date October 31, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
2023 BOTKEEPER FOR ACCOUNTING PROFESSIONALS
Recorded Date October 10, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
2022 BOTKEEPER FOR ACCOUNTING PROFESSIONALS
Recorded Date December 20, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
BEST PRACTICES FOR HIRING AND MANAGING YOUR HYBRID ACCOUNTING WORKFORCE
Recorded Date September 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
GROWTH STRATEGIES FOR A TECH-DRIVEN WORLD
Recorded Date September 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
BEST-IN-CLASS TECH STACK FOR YOUR CLIENT ADVISORY SERVICES (CAS) PRACTICE
Recorded Date September 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO WIN AND GROW MORE CAS RELATIONSHIPS THROUGH UPPING YOUR MARKETING SKILLS
Recorded Date September 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
WHAT'S ACTUALLY BROKEN IN PUBLIC ACCOUNTING & HOW WE FIX IT
Recorded Date September 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
BUILDING A PERSONAL WELL-BEING STRATEGY
Recorded Date September 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO VET TECHNOLOGY APPS FOR YOUR FIRM
Recorded Date September 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
OFFERING SPECIALIZED SERVICES AROUND CLIENT CENTRIC NEEDS
Recorded Date June 2, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Management Services  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
START CULTIVATING RESILIENCE AND SCALE WITH GLOBAL TALENT
Recorded Date April 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
SCALING YOUR ACCOUNTING FIRM THROUGH AUTOMATION
Recorded Date February 23, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
WHAT'S HAPPENING TO FIRM CAPACITY AND HOW TO ADDRESS IT BEFORE TAX SEASON
Recorded Date February 22, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
YOU BUILT YOUR CAS PRACTICE, HOW DO YOU AUTOMATE MORE TO ADVISE MORE?
Recorded Date November 23, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
A NEW KIND OF TAX SEASON: BOTKEEPER'S RAPID WRITE-UP SOLUTION
Recorded Date April 28, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
AUTOMATING THE TAX WRITE UP CLIENT: NEW SOLUTIONS FOR A NEW WORLD
Recorded Date October 2, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
PIVOTING CLIENT ACCOUNTING SERVICES TO OFFSET THE COVID-19 IMPACT
Recorded Date September 22, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW LEADING FIRMS HAVE PIVOTED TO MEET THE CHANGING CIRCUMSTANCE OF COVID-19
Recorded Date July 17, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
COMING OUT OF COVID WITH A PLAN FOR SUCCESS: AN ACCOUNTING PROFESSIONAL'S GUIDE
Recorded Date July 10, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FROM REACTIVE TO PROACTIVE: OPTIMIZING YOUR ACCOUNTING FIRM POST-PANDEMIC
Recorded Date July 1, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
ADVISING CLIENTS ON STRATEGY AND INNOVATION: HOW 2020 HAS CHANGED THE RULES
Recorded Date May 28, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
2020 CHANGED THE RULES: CLIENT SERVICES IN THE CHANGING WORK ENVIRONMENT
Recorded Date May 21, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO HAVE AN AMAZING TAX SEASON: BREAKING THE CYCLE
Recorded Date February 7, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE FUNDAMENTALS OF AI FOR ACCOUNTANTS: AI, ML, RPA, WTH?!!
Recorded Date October 7, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
Linkedin
Deneen Dias

Botkeeper
VP of Strategic Partnerships
deneen@botkeeper.com
(212) 596-6252

Professional Bio.

Linkedin
David Farhi

Botkeeper
Chief Revenue Officer
(774) 268-9182

Professional Bio.