When Linda Spinale launched Honeycomb Bookkeeping in 2021, she set out to provide two things: exceptional service to a handful of clients, and a better work-life balance for herself.

What she didn’t anticipate was how quickly her firm would grow. Within just four months, she hired her first employee, and soon, she was leading a fast-growing team. To maintain the high level of service her clients had come to expect, Linda knew she needed systems that could scale with them. That’s when she heard about Keeper.

Implementing Systems for Growth

Initially hesitant about adopting an entirely new platform right before the busy season, Linda was won over by Keeper’s Prepare 1099s Report. She found that it eliminated a notoriously painful part of the bookkeeping workflow by automatically excluding credit card spend from 1099 payments. But what started as a solution for 1099 season quickly evolved into a complete practice management overhaul.
With Keeper, the Honeycomb Bookkeeping team could now:

• Track team progress in real-time, ensuring tasks were completed consistently without micromanagement.
• Automate reporting and analytics, providing clients with tailored insights beyond standard financial statements.
• Standardize onboarding, allowing for immediate client integration that makes way for efficient scaling.

A 30% Time Savings Per Client

With Keeper in place, Linda’s team saved approximately 30% of their time per client. This efficiency gain translated into significant firm-wide growth—Honeycomb Bookkeeping added three new bookkeepers and over 50 clients in just 18 months.

[Keeper] has transformed our firm into what I feel is a truly legitimate business... My bookkeepers can handle more, and I feel very strongly that Keeper has allowed us to become the firm that we are.

Curious to see what Keeper can do for your practice? Book a personalized demo today.

The post How Honeycomb Bookkeeping's Team Reclaims 30% of Their Time Each Month with Keeper appeared first on Keeper.

When Tyler Otto set out to grow his accounting firm, he quickly realized that managing day-to-day operations was a bottleneck in and of itself. Without a clear system for organizing tasks and workflows, his team relied heavily on him to stay on track—a challenge that only grew as his client list expanded. He knew his firm needed structure and efficiency to scale.

As an early customer of Keeper, Tyler could see that this tool had the potential to revolutionize his operations, starting with tracking his clients’ month-end close progress. Keeper’s task management tools provided the structure his team needed to take ownership of their work, freeing him to focus on bigger-picture goals. By viewing tasks across all clients in one place, his team could easily identify snags and ensure no deadlines slipped through the cracks.

One standout item for Tyler’s firm was Keeper’s 1099 management capabilities. Keeper simplified W-9 collection by allowing the team to send vendor requests with a single click, turning what used to be a tedious process into an automated routine. This efficiency not only saved time but also demonstrated added value to clients, showing that Tyler’s firm was proactively taking work off their plates each time they paid a new vendor.

Another key differentiator for Tyler is Keeper’s commitment to its users. Whether through responsive support, active user communities, or transparent product roadmaps, Keeper’s focus on customer collaboration made a significant impact. Tyler also appreciated Keeper’s client-based pricing model, which allowed his firm to scale without the burden of increasing software costs.

We can actually see what [features are] coming up, weigh in, vote on it… it makes it so much easier for us to feel like we have a sense of ownership of the product.

Today, Tyler’s firm has grown into a 17-person team with systems in place that foster efficiency, collaboration, and growth. Keeper played a pivotal role in helping Tyler achieve the structure and scalability he needed to turn the vision for his practice into reality.

Curious to see what Keeper can do for your practice? Book a personalized demo today.

The post Tyler Otto Streamlines Operations and Scales His Firm with Keeper appeared first on Keeper.

[Keeper] is worth it for that one feature.

Nancy McClelland, also known as The Dancing Accountant, runs a hyper-local bookkeeping and tax firm in Chicago. Before getting started with Keeper, Nancy noticed that her senior accountant, Kendra, was juggling critical accounting responsibilities while simultaneously supervising the junior bookkeepers. Nancy sought out a solution that could ease Kendra’s workload without compromising the quality and efficiency of the firm’s operations, and she landed on Keeper.

In comparison to other practice management apps on the market, what struck Nancy most was Keeper’s ability to automate those month-end reviews that consumed so much of Kendra’s time. Additionally, tasks that previously fell to the supervisors were delegated to the junior staff with ease, thanks to Keeper’s task management features paired with the intuitive dashboard.

That dashboard also allowed for Kendra to have a clear, at-a-glance view of each team member’s progress on their assigned tasks. Keeper even flagged when someone was “stuck” somewhere in the month-end close process. This new system saved Nancy’s whole team tons of time, simply because they no longer had to engage in endless check-ins and back-and-forthing about who was doing what. Everyone was equipped with an increased awareness of the tasks at hand.

Nancy also highlighted one of Keeper’s standout features: automatic 1099 tracking and W-9 collection. “It is worth it for that one feature,” she said, noting that some of her colleagues initially added the entirety of their client base solely for this functionality. But for Nancy’s firm, Keeper’s use cases went far beyond the 1099 season. Features both large and small were being consistently implemented at a pace that made sense for her team—thanks to the expertise of Keeper’s support reps.

Today, Keeper helps Nancy’s firm operate more efficiently, allowing her team to continue delivering exceptional services to clients. Plus, her 1099 seasons are no longer headache-inducing.

You can find Nancy McClelland, CPA’s award-winning blog at thedancingaccountant.com, and be sure to check out Ask a CPA, which is a community for bookkeepers looking to enhance their accounting skills and increase collaboration with their clients’ CPAs and tax preparers.

Curious to see how Keeper can solve the capacity constraints at your firm? Book a personalized demo today.

The post How Keeper Helps Nancy McClelland, CPA Solve Capacity Constraints appeared first on Keeper.

As the owner of Quick Bookkeeping & Accounting and a self-proclaimed “QuickBooks nerd,” Hector Garcia knows firsthand the challenges of running a busy accounting practice. Before discovering Keeper, Hector’s team experienced recurring chaos surrounding the month-end close—and staying organized was a challenge. The constant back-and-forth over email threads and Slack and endless questions like, “Did I already send that to the client?” or “What’s the status?” created inefficiencies and unnecessary anxiety.

That was until they found Keeper. By centralizing the information on clients and tasks along with the actual bookkeeping workflows, Keeper provided Hector with unparalleled visibility into his team’s progress each month. With just one click, he could check the status of each client’s close. This comprehensive bird’s eye view gave him the confidence and clarity to manage his team effectively.

“[Keeper] moved me from the previous chaotic state, to the ideal future state—and I’m living in that future state now.”

What stood out most to Hector was Keeper’s ability to combine this high-level view with granular detail. He could easily zoom in on uncategorized transactions, make those corrections, and zoom back out to see the bigger picture. The best part was that he could do all of this without switching tabs or apps. With less time spent juggling software or managing the chaos, Hector realized he could focus on delivering more value to his clients.

The post Keeper Helped Hector Garcia’s Firm Eliminate Chaos & Increase Confidence appeared first on Keeper.

“I’ve been in bookkeeping for over a decade, and I have yet to see a product like this.”

Highlights

• Keeper’s dashboard helped Dental Accounting Group (DAG) managers know exactly what the team was working on, eliminating the need for constant check-ins.
• Keeper’s Client Portal and automated email reminders saves DAG 10+ hours per month of chasing clients for answers by email

Growing a firm in the dental accounting niche

In 2022, two successful CPA and advisory firms, Dental Accounting Group and The Dental Group, joined forces to provide a full-service solution for the dental industry spanning bookkeeping, tax, and advisory services. Today, Dental Accounting Group (DAG) manages the monthly books for over 140 clients and has seen substantial benefits by using Keeper, including the addition of 30 new clients and 10 hours of saved time per month.

In order to keep up with this post-merger growth, two talented accounting specialists, Heather Lansink and Caitlin Moy, were charged with overseeing the combined bookkeeping segment of the practice. Heather manages a team of eight bookkeepers, and Caitlin works as an onboarding specialist for new clients.

Disconnected systems and limited visibility

With new growth comes natural growing pains. The systems between the merged entities were disconnected, which led to process inconsistencies between departments, as well. Specifically, Heather and Caitlin noticed their bookkeeping team’s workflows were siloed, which made it difficult for other teammates to collaborate or quickly step in to help. For example, if a bookkeeper needed to take time off, it was up to Heather to backtrack through all of the clients’ files, identify what had been completed or was still left to do, and relay that information to whoever was taking over.

The firm had an existing tool for task management, but it still wasn’t cutting it for DAG’s bookkeeping segment. “The program was not set up for bookkeepers specifically,” said Heather. “I still found myself checking in on the status of each client on a weekly basis.”

Solving the workflow problem

When Heather and Caitlin were asked by one of the firm’s partners to evaluate Keeper, they were instantly impressed (even with the demo meeting occurring during the heart of a chaotic 1099 season.) Keeper’s high-level client dashboard provided the critical insight DAG’s bookkeeping managers were in search of, and eliminated the need to check in with each bookkeeper individually on the status of their work.

“I save at least a full day each month by not having to ask my team where they’re at in the close process,” said Heather. “We also love the internal chat within Keeper, because my team can ask me questions on certain transactions and I can see them directly. They don’t have to write it down, come and find me, and pull up QuickBooks to give context.”

The improvements to DAG’s task management and workflows allowed for increased capacity across the board. Since subscribing to Keeper, each bookkeeper on the team was able to add three to four clients to their workload, totaling to roughly 30 new clients across the entire bookkeeping segment. Beyond the increase of sheer client volume, DAG’s management has been able to step back while still maintaining confidence in the accuracy of client books, and plan to empower the team further with Keeper’s Preparer, Reviewer and Manager designations.

“We plan to assign these roles so that each bookkeeper will be a peer reviewer of another teammate’s work,” said Heather. “I now have more time to manage and perfect our processes rather than worrying about the tasks at hand.”

Reducing manual follow-ups with Keeper’s Client Portal

“Using Keeper for client communication has saved me 10 hours a month and multiple emails.”

In addition to solving the workflow problem, DAG was eager to upgrade their approach to client communication. Before Keeper, the bookkeeping team would email spreadsheets filled with transaction questions to their clients. Follow-ups were almost always necessary, and keeping track of those messages was tedious and took time away from the work at hand. By using Keeper’s Client Portal and setting up automated reminders, the heavy lifting was done for them, and clients were responding with very little friction.

“I’ve seen efficiency turn a corner with our bookkeepers, and they no longer struggle with getting clients to answer questions or upload documents. Since implementing the automated reminders, there has been an increase in our clients already knowing when they need to send us specific items each month,” said Heather. 

DAG’s bookkeeping team now uses the Uncategorized Transaction Report to ask clients specific questions. Clients no longer have to worry about formatting issues when editing spreadsheet files, and they enjoy having the full picture of their bank records in their portal to help answer pending questions. Prior to transitioning to Keeper, roughly 30% of DAG’s bookkeeping clients had issues with responding to questions in a timely manner or utilizing communication methods that were unfamiliar to them. Today, that 30% is engaged and prompt in their responses, which they largely credit to the user-friendly nature of the Keeper Client Portal.

Why Keeper was the clear choice

DAG utilized Keeper’s features to eliminate  the specific issues that were hindering their team’s productivity and growth. But as they continued learning the tool alongside their Customer Success Manager (CSM), Heather and Caitlin realized that they could improve several other processes for the bookkeeping segment. The team plans to leverage Keeper to further reduce stress during the 1099 season, build out unique client properties, and complete their tax-related work months before the deadline.

When asked why Keeper is the clear choice for bookkeeping teams, Heather had this to say:

“I’ve been in bookkeeping for over a decade, and I have yet to see a product like this. Our feedback on the platform is being heard and I cannot tell you how thankful we are for that. It speaks volumes.”

The post Dental Accounting Group unifies their systems and streamlines monthly work with Keeper appeared first on Keeper.

• Keeper’s File Review tool helps On the Books’ team catch hundreds of common bank feed errors, like inconsistent transaction coding and transactions missing payees or classes.
• Keeper centralizes account reconciliation and client communication, improving client relationships and decreasing response times.
• On the Books replaced three different tools with Keeper, giving managers more visibility over the team’s work.

“We don’t need to do manual reviews, or use QuickBooks to run 10 different reports – instead we use Keeper.”

The post How On The Books reviews 700 transactions per month using Keeper's File Review appeared first on Keeper.

Automating Workflows with Keeper

Dan Luthi and the Ignite Spot team are all about making accounting accessible and intuitive for businesses across the United States. Combining top talent and tech is crucial for creating automated workflows that help reduce the administrative burdens – allowing Ignite Spot to focus on the “big picture” for their clients.

Dan and the Ignite Spot team go beyond just numbers. With their advanced tools, they help clients make informed and proactive decisions. One of the modern software platforms used to help achieve this outcome is Keeper.

The post How Keeper Helps Ignite Spot Run Quality Control for 200+ Clients appeared first on Keeper.

The post How Perlson grew its CAS practice from $15k to $1M with Keeper appeared first on Keeper.