Ease of use - Keeper

How PlumbBooks saves 30 minutes per client per month with Keeper

Matt Boyce — Mon, 19 Aug 2024 02:52:09 +0000

Using Keeper to dominate an underserved niche

In 2019, Cheryl Lanahan put her entrepreneurial spirit to the test when she started PlumbBooks. Specializing in accounting and bookkeeping services for residential home service companies, Cheryl’s vision stemmed from her time working at a plumbing company. She realized the need for a specialized bookkeeping practice catering to the trades industry.

“We’ve managed over 15,000 client questions through Keeper’s Client Portal”

Before adopting Keeper, PlumbBooks relied on a Google Document labeled ‘our conversation page’ to manage uncategorized transactions, questions, and client responses. Keeper immediately transformed the organizational process at PlumbBooks, providing a streamlined and intuitive method for linking individual questions directly to the corresponding transactions.

Cheryl’s typical clients operate with six or fewer trucks, and many of them are hands-on owners in the field. “The owners that I work with are typically out in the field,” Cheryl stated. “Keeper lets our clients focus less on the books and do what they love, which is getting out on a job site and adding value where it counts.”

“Keeper has been an absolute game-changer. We encourage our clients to only contact us through Keeper’s Client Portal.” The PlumbBooks team has used Keeper to manage and facilitate over 15,000 client questions and has no plans of changing anything up.

Keeper eliminates administrative headaches and empowers Cheryl and her team to act as trusted advisors to their clients.

“Keeper and the Client Portal offer our team a single, centralized hub where we house everything our clients require. Like the power tools our clients use, Keeper significantly boosts our speed and efficiency during the month-end close.”

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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.

Keeper helps a first-time bookkeeper get organized

Tony Mwaruka — Mon, 05 Aug 2024 19:36:26 +0000

New beginnings

Hannah always had a knack for business but never imagined herself owning her own firm just five years after graduating from university. In 2022, Hannah launched her own practice, Heinrich Bookkeeping Solutions.

Growing tired of the restless nights checking emails and the frantic searches trying to locate the correct document for the 10 clients she managed, Hannah decided to turn to industry peers for a solution.

Searching for peace of mind

In line with several recommendations from bookkeepers, Keeper turned out to be a game-changer. Hannah found that Keeper was “incredibly affordable and easy to set up.”

For Hannah, it only took a few days to notice the “strong response rate from my clients to the new Client Portal and how easy it was to stay organized.”

“The Client Portal took away the stress of sorting through emails and hunting down documents.”

Leveraging Keeper, Hannah could quickly locate the appropriate files, ensuring that her client interactions were smooth and professional. With Keeper in her corner, Hannah found a tool that streamlined her work, allowing her to focus on what mattered most – her clients. When asked about her business’ growth, Hannah shared that she “now feels empowered to take on more clients and continue to expand her practice.”

“Keeper helped me save time and money by consolidating multiple tools into one powerful productivity platform.”

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