Case Study: J A Rodriguez CPA achieves 840 hours saved and 25% client growth with Botkeeper

J A Rodriguez CPA, LLC - Customer Case Study

J A Rodriguez CPA, LLC is a tech-focused CPA firm that serves small business clients in real estate, dentistry, professional services, and delivery contracting. During the pandemic, the firm faced a heavy tax-season workload, PPP loan demands, and staff turnover, which threatened its ability to keep up while maintaining a healthy 40-hour workweek.

By implementing Botkeeper’s automated bookkeeping and Rapid Write-Up Solution, J A Rodriguez CPA, LLC was able to offload manual work and scale without adding staff. With Botkeeper, the firm saved 840 hours of write-up work per year, avoided about $90,000 in bookkeeping salaries, grew its client base by 25%, and increased profit margins by over 20%—while keeping staff workloads to about 40 hours per week.

J A Rodriguez CPA, LLC

Jorge Rodriguez

Founder and Managing Partner