Case Study: BSFS saves 50+ hours per month with Double

How BSFS Saves Over 50 Hours Per Month With Double File Review Tools

Behind the Scenes Financial Services (BSFS), an accounting firm, faced challenges managing over 50 clients with a cumbersome, manual spreadsheet system. This process caused missed deadlines, stress, and overwhelming administrative overhead. The firm turned to the vendor Double and its file review tools to automate its workflows and consolidate its tech stack.

By implementing Double's QuickBooks-integrated platform and client portal, BSFS automated transaction reviews and client communication. The solution replaced spreadsheets with a centralized dashboard for task management. This resulted in BSFS saving over 50 hours per month, allowing the solo practitioner to efficiently manage a growing roster of 75 clients.

BSFS

Debra Kilsheimer

Founder/CEO