Case Study: Kaufman Rossin achieves 33% client growth and 40% realization boost with Botkeeper

Kaufman Rossin - Customer Case Study

Kaufman Rossin, a top 100 accounting firm, wanted to expand its Client Advisory Services (CAS) practice and become more advisory-focused, but its legacy bookkeeping processes and tools were limiting growth. The firm needed greater automation, better scalability, and a more efficient way to handle transaction processing for its clients, so it turned to Botkeeper.

Botkeeper’s automated bookkeeping platform helped Kaufman Rossin streamline bank and credit card processing, reconciliations, and other transactional work across 23 clients. The results were significant: 2,400 hours saved in a year, 33% client growth, a 40% increase in realization, and the equivalent of 1.5 FTE salaries saved — all without adding staff. With Botkeeper, Kaufman Rossin shifted more of its team toward advisory work and improved profitability.

Kaufman Rossin

Scott Soucy

Principal, Outsourced Services