Botkeeper
27 Case Studies
A Botkeeper Case Study
RiverRidge CPAs, a Nashville-based firm led by founder AJ Hosenfeld, wanted to stay lean while serving 20 monthly retainer clients and completing 150 tax returns each year. The firm needed a way to keep up with bookkeeping, financial reporting, and tax work without adding a large staff or relying on slow, inconsistent contractors, so it turned to Botkeeper.
By implementing the Botkeeper platform and services, RiverRidge CPAs onboarded clients to automate transaction categorization, financial reporting, and even rapid write-up work. Botkeeper saved the firm more than 26 hours per month on its first six clients, eliminated the need for a $20,000 outsourced contractor, helped maintain a 0% client turnover rate, and gave AJ the bandwidth to focus on advisory work, tax planning, and growth toward 50 retainer clients.
AJ Hosenfeld
Founder