Automated bookkeeping will save you time and money in overhead and integration costs.
You don't want to miss out.
The beauty of Botkeeper is its ability to scale and adapt to our growing business. After using Botkeeper for only 6 months, we’ve been able to save 30 hours per week on transaction categorizing, 5 hours per week of reconciling deposits, and 10 hours per month on reconciling revenue for just one of our clients! With bookkeeping running seamlessly with Botkeeper, I’m able to focus my time on reviewing output and making recommendations to my clients rather than just spending all my time on categorizing transactions, preparing statements and documents.
I can safely say that Botkeeper is the reason we can confidently transition 100% of our new small business to our Virtual Accounting Group. We can offer them a full suite bookkeeping solution—technology, service and features. Now, we have an outstanding platform that uses artificial intelligence, meaningful features that help us display and analyze our clients’ data, and even more—exceptional customer service from both the Gettry and Botkeeper teams to offer our clients. The trifecta!
We hadn’t seen any good tech-focused options that provided the services we needed. 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.
"Botkeeper has allowed my more experienced staff to utilize the experience that they came throughout their career and truly focus on what they enjoy doing."
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.
Botkeeper has helped us to form our plan for execution, and we are excited to ramp up. We know that Botkeeper will become the building base for all DSJCPA clients. It will become the backbone of our company’s new structure.
As a Top 100 accounting firm, Bennett Thrasher is always evaluating how to leverage people and technology to create value for our clients. We are excited to Partner with Botkeeper and deploy this leading-edge technology to our clients.
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.
"Botkeeper is working as an extension of us."
I knew it would be important for us to leverage technology to automate more of the bookkeeping process to create capacity so that we could deliver additional higher-value advisory services as part of our plans for growing our CAS segment. In learning more about Botkeeper, we viewed it as a strategic use of tech-enabled staff to service our accounts more efficiently, accurately, economically—the key step to pulling us out of the day-to-day transactional compliance work. The human element of it gave us more comfort that our accounts would be serviced with the same level of quality and care that we'd expect. We've been seeing an average reduction in monthly staff prep time ranging between 50% to 70% for those clients that we've onboarded to Botkeeper. This tells us that we're moving in the right direction of really being able to free up staff time to focus on those additional services. I think our firm really viewed the partnership with Botkeeper as a game-changer for us and really a critical investment in our firm's growth and the growth of our CAS practice. I have had a great experience so far and am certainly looking ahead and excited as far as what the future holds for us and continuing to work with Botkeeper.
Choosing a best-in-class tech stack is key to refining expertise and streamlining our services. Although we are regularly evaluating new tools and new features within existing tools, our strategy involves a hand-picked set of tools that make up our current tech stack. Leaders building a tech stack will need to remain agile and accept failure as an opportunity to learn and grow.
Onboarding with Botkeeper was easy. We love how Botkeeper leverages the Tasks feature to project manage what they need from us. When we receive a task, we know exactly what they are talking about, why they need it, and when they need it for. This was the best part for me. It ensured nothing got left behind; all bases were covered.
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 was 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.
I’ve used Botkeeper for 4 clients so far. It has just been a great experience overall. I would love to put all my clients onto Botkeeper. The onboarding process was really easy, only taking 10 minutes! During onboarding, the Botkeeper team walks you through the process. You describe to them what your firm does for the client and any information they need. It felt like training an associate that would be doing the work for you, so they know what to expect and how to encounter certain situations. I feel like the more information you give them at that time, the more successful they will be, so you don’t have to worry about the data entry work. In the last 6 months, we've spent less than half the amount of time on the 4 clients we have on Botkeeper as we used to spend on them, which is amazing. I can’t say enough good things about Botkeeeper—I always say I am drinking the Kool-Aid!
Botkeeper has allowed us the time to think about what is next! With our immense capacity savings because of Botkeeper, we are no longer focused on the here and now. We are focused on bringing on more clients and forecasting what the future of our firm is going to look like. Our team can start working with businesses who haven’t had accounting before, new industries, and larger, more complex clients that we haven’t ever had the bandwidth or the manpower to take on.
If we did not have the time savings brought on by Botkeeper, Goldin Group CPAs would not be able to accept new clients. That’s a direct indicator of the power of Botkeeper. The first thing we think of now when we onboard new clients is not, ‘Do we need to hire someone?’ but rather, ‘Can we bring this client onto Botkeeper?’ It is a complete mindset change for the firm. Because we have Botkeeper taking care of the bookkeeping, we are saving about 4 hours per client per month!
We aren’t shy about the fact that we use [Botkeeper] and I would love if we could get to the point where the bot team is an extension of our team. [Autopush] is a way to make that happen. If there is a question or an uncategorized transaction, let’s not let it continue to bottleneck, let us work together and get comfortable with that style of communication. Questions and solutions should be a collaboration between [us] and Botkeeper.
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.
"We found Botkeeper, and that's what we need!"
We are very excited that Botkeeper has made the decision to solely support the accounting industry. We are planning to partner with Botkeeper for a long time and we plan to scale up our business with the expertise and assistance of the Botkeeper team.
Botkeeper was the clear winner from both a cost perspective and a technology perspective. Botkeeper would save us 30% in salary from hiring a full-time bookkeeper and ensure higher levels of accuracy over outsourcing.
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.
Talk with us today. We're psyched to learn more about your business!