Case Study: Woltman Group cuts bookkeeping hours by 50% with Botkeeper

Woltman Group - Customer Case Study

Woltman Group, a South Dakota-based full-service public accounting firm, wanted to expand its Client Advisory Services (CAS) and become more efficient, but manual bookkeeping work was consuming staff time and making it hard to meet close deadlines. The firm needed better automated transaction processing, and turned to Botkeeper for help.

By implementing Botkeeper’s automated bookkeeping platform, Woltman Group reduced monthly bookkeeping hours by 50% across 40 CAS clients, improved the timeliness and accuracy of transaction categorization, and began closing clients’ books on time or ahead of schedule. With Botkeeper, the firm also freed up capacity to grow higher-value services like payroll, tax, and advisory, and planned to scale to 80 clients on the platform.

Woltman Group

Christa Tusha

Senior Accountant