Case Study: Gettry Marcus accelerates bookkeeping and wins new virtual clients with Botkeeper

Gettry Marcus Attributes 100% of Their New Virtual Clients to Botkeeper

Gettry Marcus, a nationwide Top 200 CPA firm, was looking for a modern bookkeeping solution to help them scale their growing small business practice and better serve clients more efficiently. They needed a strategic partner and a platform that could support long-term growth, improve close times, and enable a stronger advisory offering. Botkeeper’s full-suite bookkeeping platform was selected to meet those needs.

With Botkeeper, Gettry Marcus transitioned clients to a technology-enabled bookkeeping solution backed by service and automation, including a Growth Partner to help drive goals and success measures. The results included a 20%–50% reduction in time spent on each client’s books, a 20- to 30-day faster month-end close, and 100% of new virtual client growth attributed to Botkeeper. The firm also shifted more time toward higher-value advisory work and expects to continue expanding its small business practice with Botkeeper.

Gettry Marcus

Steven Marcus

Managing Partner