Case Study: Pure Bookkeeping (bookkeeping franchise) achieves scalable growth and streamlined operations with Plooto (payments automation platform)

A Plooto Case Study

Preview of the Pure Bookkeeping Case Study

How to Disrupt your Own Business Q&A with Michael Palmer of Pure Bookkeeping

Pure Bookkeeping, founded by Debbie Roberts and later expanded with Michael Palmer, faced the common scaling challenge of turning hands-on bookkeeping work into a repeatable, trainable business model. To grow beyond a single practitioner while maintaining high standards, the company documented every task and embraced new technology—turning to tools like Plooto (a payments and accounting automation platform) to modernize processes and reduce manual friction.

By combining rigorous process documentation with technologies such as Plooto, Pure Bookkeeping was able to streamline workflows, improve efficiency, and scale internationally—launching in Canada in 2013 and expanding across Australia and North America while building a team of bookkeepers. Plooto’s automation helped the firm move faster and focus on growth, contributing to a profitable, repeatable model and clearer, more consistent client service.


Open case study document...

Pure Bookkeeping

Michael Palmer

Bookkeeper and Founder


Plooto

27 Case Studies