Case Studies
Hundreds of Accounting Firms and their Clients all over North America are using Botkeeper to reach their goals. Hear from companies like yours about what’s made them successful.
Saville CPAs & Advisors
How Saville Scaled Its CAS Practice 5X with Botkeeper
Club Capital Expansion
has doubled its client base and increased revenue by 150%
Brady Martz/Woltman Group
reduces their bookkeeping hours by 50%, freeing up valuable time to pursue new revenue-generating initiatives
Kaufman Rossin
Grows clients base by 33% and increases realization by 40% in a single year
J.A. Rodriguez CPA
840 hours of write-up work saved, and a 20% increase in profit margins in a single year.
Christopher A. Lee CPA, PLLC
Saves $40k and gets back 240 hours per year with Botkeeper
Vinance Consulting (Previously JHR Accounting & Finance)
on track to double client base with Botkeeper
Verity CPAs
regains over 80 hours per month after using Botkeeper for just 7 clients
Withum
leveraged Botkeeper and saved an estimated $325k in annual hiring
Steirman CPAs
Saves 60 Hours per Month on Their First 40 Clients With Botkeeper
CREATE YOUR OWN SUCCESS STORY
Hundreds of Accounting Firms and their Clients all over North America are using Botkeeper to reach their goals. Ready to build your success story too?
Implementing Botkeeper has been a game-changer for GHJ’s Client Accounting and Advisory Services Practice. By automating transactional processes, we have not only improved efficiency but also gained a competitive edge with our pricing. The real breakthrough, however, has been the transformation of our team. With routine tasks taken care of by automation, our staff has been able to upskill and focus on higher-level, strategic activities that add greater value to our clients. Botkeeper has truly empowered us to deliver more while growing professionally, and I certainly appreciate the partnership with the Botkeeper team.
ARNA ERAZO, CPA
PRINCIPAL, CLIENT ACCOUNTING AND ADVISORY SERVICES PRACTICE LEADER | GHJ
My job would totally suck 1000% if I didn't have Botkeeper. Botkeeper is making accounting awesome and that's a pretty hard thing to do.
ANDREW MAZEY
STAFF IN MANAGED ACCOUNTING SERVICES | GBQ PARTNERS
With our Botkeeper partnership, Club Capital can now spend more time innovating and talking about our strategy to bring on more clients. Botkeeper has allowed us to work more on the strategic management level side, where we wanted to be spending our time. There is no way we could be the tech-focused innovative firm we want to be and reach our growth goals if we didn’t have Botkeeper.
MICAH CANNON
PARTNER & COO | CLUB CAPITAL
Since we brought on Botkeeper we have seen some amazing benefits! We have been able to revamp and simplify our monthly fee structure because we know our exact client costs with the Botkeeper packages. We no longer are strained on capacity and hiring challenges. We can take on new clients because we can put them directly on Botkeeper and our staff isn’t bogged down by time-consuming data processing. With data processing off their plates, our staff has been able to re-allocate their time to higher-value services such as advanced tax preparation and advisory. They are greatly enjoying the ability to grow in their roles and to be able to utilize the modern technology of the Botkeeper platform to push them farther.
JAVIER RODRIGUEZ
MANAGER | J.A. RODRIGUEZ CPA LLC
We really think thoughtfully about how we are going to bring in our youngest and least experienced team members and be able to grow them to be fantastic advisors in just a short time. And Botkeeper has really been integral to being able to do that for us. We were spending so much time doing transaction codings and the baseline bookkeeping for our clients, that it was keeping our advisors from having that “people touch.” They simply had to get through too much of the work. Now we've been able to convert them a bit to be more people-centric, talking to our clients and doing the advisory type of work that we find to be much higher-value and less in the weeds of transaction coding and bank recs.
NINA CHMURA
PARTNER | WITHUM
We are seeing a huge ROI [with Botkeeper]. For the 7 clients that we used to spend about 100 hours doing their bookkeeping each month, I now spend only 20% of that time. Botkeeper has proven itself out.
DUSTIN T. VERITY
MANAGING PARTNER | VERITY CPAS
As far as being able to grow the firm, without Botkeeper, we wouldn't be able to do it. It is that plain and simple. In the past, we’ve had a difficult time breaking through to bookkeeping clients due to a lack of centralized service data. With Botkeeper’s processes, automation and team, we are better able to have our bookkeeping seamlessly running in the background and just come in as needed for oversight. We will never be behind again during tax season, which is such a relief.
CHRISTOPHER A. LEE
MANAGING PARTNER | CHRISTOPHER A. LEE CPA
This new business model presents an opportunity for CPA firms to not only leverage the bookkeeping services Botkeeper offers but also their portal. The Botkeeper portal was clearly built for those that provide accounting services and is a tool that, when presented to clients, shows that the CPA firm has been deliberate and thoughtful on how they intend to provide services to their clients: professionally and efficiently.
EVAN PARIS
PRINCIPAL, VINANCE CONSULTING (PREVIOUSLY JHR ACCOUNTING & FINANCE)
For our tax clients, we started to use Botkeeper’s Rapid Write-Up Solution. It has significantly taken away the manual input time, saving us 40 hours on just one client’s write-up work. With 220 tax clients and only 5 on Botkeeper so far, there’s a ton of potential here.
ALICIA SITAN
TAX & ACCOUNTING SERVICES PARTNER | VERITY CPAS
Start Thriving With Botkeeper Today
With tools to make every part of your process more human and a support team excited to help you, getting started with better bookkeeping has never been easier.
"I love the management reports and up to date books the most. Also, they respond quickly with anything I need, they are capable with even the most complicated unrecognized revenue reporting, fast, responsive, and nice in their communications. My business is a corporation, and Botkeeper has saved us a lot of money."
5-Star Review
Capterra
"Work gets done and solves for our hardest problem of finding talent to do bookkeeping! The solution's interface gives me a place to collaborate with both my team and my customers. They are not looking to replace your G/L package, just to connect to it. It does the pre-accounting work of gathering all the data feeds and categorizing them so you only have to work with the exceptions. This makes our life much easier!"
5-Star Review
G2 Crowd
"LOVE working with Botkeeper. The team is ready for all my questions and extremely cognizant of completing everything in a timely manner. Botkeeper makes my life so much easier. ProsThe ease of use and the fact Botkeeper works well with all my other accounting services i.e. Quickbooks, Gusto etc... Botkeeper, handles my EOY tax filings which allows me to work more efficiently."