Case Study: Verity CPAs saves 80+ hours per month with Botkeeper

Verity CPAs - Customer Case Study

Verity CPAs, a Hawaii-based full-service CPA firm, needed a better way to handle outdated manual bookkeeping processes after an acquisition added new accounting and tax work to the business. Their staff was struggling to keep up with bookkeeping backlogs while also covering tax season demands, and they needed a way to free up time for higher-value advisory services.

Verity CPAs implemented Botkeeper, including Botkeeper’s Rapid Write-Up solution for tax work, to automate pre-accounting, reconciliation, and write-up tasks. With Botkeeper, the firm saved 80% of staff time across its first 7 bookkeeping clients, regained over 80 hours per month, and cut 40 hours of write-up work for a single tax client, giving the team more capacity for advisory work and future growth.

Verity CPAs

Dustin Verity

Managing Partner