Case Study: Beyond Your Books achieves scalable, paperless cloud growth with SmartVault

How a Paperless Pioneer leveraged the cloud to create a high-growth virtual bookkeeping and payroll firm

Beyond Your Books, a New Jersey bookkeeping and payroll firm founded in 2003 by CPA Karen Dellaripa, needed a way to scale its services and serve clients beyond its local market without adding costly offices or headcount. The firm’s challenge was migrating a paper-based workflow to a secure, collaborative cloud system that would streamline onboarding, improve client communication, and support remote staff.

Beyond Your Books adopted SmartVault, tightly integrated with QuickBooks, Outlook and their CRM, to create a paperless, automated document workflow for onboarding, secure file exchange and client collaboration. The result was faster, more professional client onboarding, the ability to serve clients nationwide, improved employee retention through remote work, and measurable growth—earning the firm recognition as a SmartVault Paperless Pioneer.

Beyond Your Books

Karen Dellaripa

Principal