Case Study: BookSmarts Tax & Accounting achieves faster financials and more advisory time with Digits

BookSmarts Tax & Accounting saves 5–10+ hours per client per month with Digits

BookSmarts Tax & Accounting, a firm serving small business owners, faced a significant challenge with time-consuming manual tasks like chasing documents and keying transactions into QuickBooks. This process delayed client onboarding and prevented founder James Merante from focusing on high-value advisory work. He sought a solution from vendor Digits to automate financial data processing without manual cleanup.

Digits provided a solution by connecting directly to bank, payroll, and loan feeds, turning raw data into accurate financials with minimal hands-on work. This automation saved BookSmarts 5-10+ hours per client monthly and completed a full year of accounting in hours instead of weeks. The efficiency gains allowed the firm to deepen client relationships, expand into new monthly accounting engagements, and focus on delivering strategic insight.

BookSmarts Tax & Accounting