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...
Bob Jahelka had built DSJCPA from the ground up—a labor of love for the last 30 years—when his son Stephen decided to leave his job at one of the Big 4 accounting firms to join him. As the firm's new Chief Business Officer, Stephen set his mission to organically grow DSJCPA’s sales and purposefully disrupt the traditional time-consuming accounting method the firm was using by implementing an automated bookkeeping solution.
“We could see the writing on the wall,” Bob said. “We wanted to grow, but we were keenly aware that in order to do so, we needed to start automating our processes."
Bookkeeper hours saved each week
Total bookkeeping hours saved each week
Senior-level accountant hours saved each week
"Technology was going to be the future of accounting, and we wanted to make sure DSJCPA was on the forefront of that regarding both our firm’s efficiency and its ability to win business over competitors."
“We hadn’t seen any good tech-focused options that provided the services we needed,” Bob said. “When we found out about Botkeeper, that all changed. We realized that they were bringing a leading-edge solution to the accounting profession, and DSJCPA needed it. As we learned more, we realized that Botkeeper would be a more efficient, cost-effective way to better service our clients and increase our margins. They could help us create workflows and eliminate our key-punching accounting practices. Their robust solution could help us differentiate and give us the tools we needed to attract more business to help reach our sales goals and let Stephen focus on mergers and acquisitions.”
“With Botkeeper, we've been able to take our ‘jack of all trades’ staff members off the tedious and mundane write-up and bookkeeping work that took so much of their time—92 billable hours each week of their time and our senior accountants’ time, to be exact.”
“It was a bit of a learning curve for both Botkeeper and DSJCPA as we started to bring on our clients. Each client got a dedicated playbook, which helped to make sure all their process nuances were documented by Botkeeper. We started with a small group, and to date, we have brought on 35 clients successfully. The entire Botkeeper team has been highly responsive to our needs, helping to create a smooth onboarding process for DSJCPA,” said Stephen.
“Accuracy is incredibly crucial for any accounting firm,” Stephen said. “We have talented humans working at DSJCPA, but there is always some level of uncertainty and error when bookkeeping tasks are left to humans. At some points, we have had three bookkeepers working on one client's books, each categorizing transactions differently. I knew Botkeeper could help us achieve a better consistency. With our Botkeeper dedicated accountant, I know the bookkeeping is always accurate and consistent. Then, adding in the fact that we can lean into automation with Botkeeper, we instantly were able to eliminate the costly human error here at DSJCPA.”
“Accuracy is incredibly crucial for any accounting firm,” Stephen said. “We have talented humans working at DSJCPA, but there is always some level of uncertainty and error when bookkeeping tasks are left to humans. At some points, we have had three bookkeepers working on one client's books, each categorizing transactions differently. I knew Botkeeper could help us achieve a better consistency."
“We recognized that DSJCPA needed to modernize the firm from both an efficiency and scale perspective. We could not do this on our own. We needed a partner to get us there, and Botkeeper’s tools and service have done it. They have elevated DSJCPA to another level. We are ready for the future, and Botkeeper helped us prepare for that,” Stephen said.
Click below to learn more about how you can take advantage of automation to elevate your firm to new heights.
What are you waiting for? Let's do this!