Case Study: STEIRMAN CPAS saves 60 hours per month with Botkeeper

STEIRMAN CPAS - Customer Case Study

Steirman CPAs is a small, fast-growing accounting firm that was hitting capacity limits as client volume increased. With a staff of 11 serving 400+ clients, the firm needed a way to handle time-consuming bookkeeping and bank reconciliations without hiring more accountants, so they could keep focus on higher-value tax, advisory, and financial insight work. Botkeeper’s bookkeeping automation and bank reconciliation service came recommended as the long-term solution.

By implementing Botkeeper, Steirman CPAs got its first 40 clients onboarded and reduced bookkeeping work by 60 hours per month, while also improving transaction categorization accuracy by 20%. The firm said Botkeeper helped them close books in days instead of months, avoid hiring 3 additional accountants, and save an estimated $312K annually. With Botkeeper, Steirman CPAs also expanded its plan to bring hundreds more clients onto the platform.

STEIRMAN CPAS

Shawn Herget

Accountant