6 min read

G&N Insurance Saves 50+ Hours Each Month With Botkeeper

By Kierstyn Kalman on Mar 24, 2020 10:30:00 AM

Zack Gould, co-founder of G&N Insurance, a home, auto, and commercial insurance provider, was spending 10+ hours per week completing the bookkeeping tasks for his growing company. Zack knew that he wanted to spend more of his time focusing on his relationships with mortgage lenders and referral partners and less of his time focusing on the books. He decided to hire Botkeeper.

Topics: automated bookkeeping case study bookkeeping for insurance listen on the go
4 min read

Protobi Hired Botkeeper to Save Time—And It’s Working

By Kierstyn Kalman on Mar 16, 2020 1:04:00 PM

Protobi, a survey analytics application, was using a traditional bookkeeping firm to manage its books prior to enlisting Botkeeper, but they weren’t getting the full-service experience they sought. The company decided to replace the bookkeeping firm with Botkeeper, an automated bookkeeping solution. As a result, Protobi was able to customize their bookkeeping package, including creating a streamlined automated invoice process for their customers and getting the real-time financial insights that they needed in order to make good business decisions and continue to scale.

Topics: automated bookkeeping case study Accounting for small businesses complete bookkeeping solution time-saving bookkeeping
5 min read

Tm2 Saves 30 Hours A Week with Botkeeper’s Accounting Partner Program

By Kierstyn Kalman on Mar 3, 2020 10:30:00 AM

Tm2 Accounting Solutions in Nashville, Tenn., was developed out of the idea that there’s a better way to serve and meet clients’ financial and tax needs. It started as merely a side gig for business and real-life partners Tiffany and Kristopher Miller, but it quickly grew into a flourishing boutique accounting firm.

Topics: automated bookkeeping case study Accounting firm bookkeeping for accounting firms, listen on the go
6 min read

FINCURA Expects to Save $50k With Botkeeper

By Aaron Sullivan on Feb 26, 2020 3:08:09 PM

Whether you're a business owner, or accounting professional- if you don’t like the way something’s done, you have a few options: suck it up and deal with it, suggest changes and hope for the best, or shake the system up by creating a new solution—preferably a better one.

Topics: machine learning automated bookkeeping case study Botkeeper reviews Fintech
4 min read

'Botkeeper Allows Me to Be a Better Dentist'

By Kierstyn Kalman on Feb 13, 2020 10:30:00 AM

Most people don’t like going to the dentist. Admittedly, we’re among “most people” and would rather sit in traffic than a dentist’s chair. In fact, here are some of the thoughts that float around our human heads (our bots don’t have teeth) before we visit the dentist; we’re sure you can relate.

Topics: automated bookkeeping case study accounting for dental practice Bookkeeping for dentists dental bookkeeping
4 min read

Achen Henderson Expects $600k in New Revenue with Botkeeper

By Aaron Sullivan on Feb 4, 2020 4:23:30 PM

Since 2013, Calgary, Alberta-based Achen Henderson CPAs has been focused on helping business leaders and entrepreneurs take their organizations to the next level. The firm offers customized services to fit the needs of each client, providing a high-performance virtual accounting solution that’s tailored for growth. But Achen Henderson CPAs didn’t start out that way.

Topics: automated bookkeeping case study client success scalabilty
2 min read

Case Study: How the Radical CPA Grew by 7x

By Aaron Sullivan on Jan 22, 2020 2:00:00 PM

Before Jody Padar joined her father’s Chicago-based CPA firm, the bulk of their work and focus was on helping clients with tax prep and filing. There was no innovation, and certainly no time to explore new growth opportunities for a small firm with limited options.

Topics: automated bookkeeping case study Radical CPA The Radical CPA
6 min read

How Outsourced Bookkeeping Saved Ovia Health $50,000

By Jess King on May 17, 2019 9:09:00 AM

When Your Needs Outgrow Your Tools

Ovia Health is doing big things for women and families, and they need support that enables them the ability to grow at any pace, anytime. As a health and tech company, Ovia Health is committed to transforming the way employers support working women and families along their parenthood journey, improving outcomes by providing daily personalized engagement, proactively identifying potential health risks, and supporting a successful return to work.

But in 2018, the small finance team at Ovia Health needed an upgrade. They were dealing with some common accounting shortcomings related to their accounting software, in particular limited automation capabilities. This meant that they were still having to do a lot of manual bookkeeping on a regular basis, leading to human errors and inconsistencies. 

Topics: Bookkeeping Small Businesses accounting costs case study
4 min read

How to Cut Accounting Costs by 50% with Automation—A Case Study

By Jess King on Jun 18, 2018 3:31:57 PM

cut accounting costs

We recently had the pleasure of sitting down with Theodora Higginson Hanna, Co-Executive Director of Tech Goes Home out of Boston. Theodora (Theo) was kind enough to share a bit of her experience with bringing a new level of AI and automation into the organization by using Botkeeper.

Topics: Bookkeeping Small Businesses accounting costs accounting mistakes case study

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