Quality control - Keeper

Keeper Helped Hector Garcia’s Firm Eliminate Chaos & Increase Confidence

Madison Gile — Thu, 16 Jan 2025 23:03:48 +0000

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.

How Keeper Helps Ignite Spot Run Quality Control for 200+ Clients

Matt Boyce — Mon, 19 Aug 2024 02:56:04 +0000

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.

How Perlson grew its CAS practice from $15k to $1M with Keeper

Matt Boyce — Mon, 19 Aug 2024 02:46:54 +0000

Summary

Perlson LLP, established in 1985, was primarily focused on accounting, tax, and financial planning, until 2020, when the company added bookkeeping to its service portfolio. Sabrina Burke, head of the Virtual Controller Division, recognized the opportunity to help businesses that needed reliable and trustworthy bookkeeping services amidst the pandemic.

In a little over 2.5 years, Perlson’s Virtual Controller Division division grew from $15k to $1M in net revenue, added eight new full-time bookkeepers, and 54 new clients to their portfolio.

“No company knows the nuances of what bookkeepers do better than Keeper.”

Choosing the right tool for their bookkeeping business

With the growing demand for bookkeeping services, Perlson’s Virtual Controller Division realized they needed new software. Sabrina, being an expert in accounting software, evaluated multiple tools against Keeper but found Keeper to be the best. She said “no company knows the nuances of what bookkeepers do better than Keeper. The tool acts as a compass that keeps you from veering off the trail.”

Some of the changes they knew they had to make:

A single workspace for bookkeepers to manage and track their work
Ability to standardize tasks and workflows to improve internal collaboration and communication
A tool to help build out standard operating procedures and quality control when onboarding new team-members

Smooth transition to a new system

Sabrina and her team found that Keeper’s platform was intuitive and straightforward, and wasted little time rolling out specific features. “The Intercompany Transfer tool has been a significant time saver for my team. The ease of being able to attach files, change how something is allocated directly in Keeper, and sync those updates back to QuickBooks Online has significantly reduced the amount of time needed to close the books for our clients.”

“The tool acts as a compass that keeps you from veering off the trail”

More focus on advising, less on data entry

With Keeper in place, Perlson’s Virtual Controller Division could confidently grow and keep track of its client portfolio with a more accurate picture of each business and its unique needs. “Our bookkeepers working alongside Keeper’s automation allow us to be proactive rather than reactive when advising our clients. We’re now able to focus on our client’s overall business, forecasts, and strategies, instead of spending time on daily task management and organization.”

The adoption of Keeper helped improve their alignment, efficiency, and visibility around client progress each month.

“Overall, Keeper empowers my bookkeepers to act as advisors and understand the true pulse and heartbeat of each individual client.”

What’s next for Perlson’s Virtual Controller Division

Our next goal is to “dive into the financial reporting tools and KPIs for our clients.” With the increased efficiency and time savings that Keeper provides each month, Sabrina can now allocate more bookkeepers to new client accounts and focus their attention on growing her division’s revenue.

When asked about recommending Keeper, Sabrina stated, “Keeper is what’s new and what’s needed in the industry. We have significantly streamlined our accounting processes and increased our efficiency, and we would not have been able to grow at the rate and pace we did over the last 2.5 years.”

“Keeper is what’s new and what’s needed in the industry!”

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