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STREAMLINE ONBOARDING AND CLEANUP

Bookkeeping is already challenging enough. Your onboarding process shouldn't make it harder. With a deployment plan customized to your firm, goals, clients, and tech stack, we’re here to help you—every step of the way.

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ONBOARDING & CLEANUP SERVICES

Botkeeper's custom-tailored onboarding and cleanup services get you and your clients organized, fast.

Botkeeper provides a white glove process deploying both you and your clients onto the Botkeeper Platform, connecting bank and credit card accounts, and launching financial dashboards. 

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ONBOARDING SERVICES TO GET YOU STARTED

First, Botkeeper runs a comprehensive health assessment of the books. From there, your firm is set up and empowered with connected, designated platforms for each of your clients, including tailored workflows and custom controls. We take care of any requested cleanup work and immediately take over the day-to-day bookkeeping operations. 

 

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GETTING STARTED: YOUR SUCCESS TEAM

Once signed on as a Botkeeper Partner, our priority is to bring you optimum value right away. Our Partners are paired with an Implementation professional focused on deployment & adoption for both you, and your clients. Your Success team will:

  • Lead Deployment from Initial Review
  • Perform Platform Training
  • Create Entity Custom Playbooks
  • Assist in Credentialing of Financial Accounts
  • And more!

Questions? We've got you covered with 'round-the-clock support for you and your clients.

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CLEANUP SERVICES TO GET YOUR CLIENTS CAUGHT UP AND ON TRACK

A custom evaluation from our internal team of expert CPAs and accountants will help revamp your clients' books and brings them up to date. Our custom health assessment reviews transaction categorizations, accounts payable and receivable (AP/AR), liabilities, undeposited funds, bank balances, and more. Once your clients join you on the Botkeeper Platform, the bookkeeping can get started with a clean, solid foundation—rock and roll!

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ONGOING: THE Botkeeper Growth Team

Our mission to empower the growth of the Accounting Community doesn't stop with setup. Botkeeper continues to enable your growth by providing you with an in-house CPA driving awareness, economic impact & propelling growth to:

  • Ensure Partner Satisfaction
  • Align on Firm Goals & Strategic Initiatives
  • Educate on New Tech & Products
  • Identify and Implement Firm-Specific Solutions
  • And more!

Questions? We've also got you covered with a 'round-the-clock support inbox for you and your clients.

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Why Partner with Botkeeper?

Bring your accounting or bookkeeping firm into the future with the Botkeeper Partner Platform. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important tasks.

 

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