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Case Studies »TeKoda Accounting

How TeKoda Scaled its Accounting Advisory Practice to 100+ Clients with Keeper

“Our goal was to eliminate all spreadsheets and remove every method of manual tracking.”

  • Tabitha Marrero
  • General Manager

TeKoda’s start

TeKoda Accounting was established in 2019. In just four years, TeKoda transformed a book of business containing 16 clients to an extensive portfolio of more than 100 clients spanning across multiple industries and states. This impressive expansion posed the inevitable challenge of maintaining organization while seeking an automated solution to streamline workflows and elevate their financial reporting. 

In 2020, Tabitha Marrero joined the TeKoda team. Leveraging her extensive experience in business development and accounting, she quickly recognized that the team needed help managing their increasing number of clients. 

“Keeper helps us hit deadlines, track key client details, and customize tasks and checklists specific to each client’s needs.”

The Spreadsheet Slowdown

TeKoda employees pride themselves on “obliterating the status quo,” said Tabitha. In line with this goal, TeKoda needed a system that could elevate its workflows and day-to-day processes. Spreadsheets and manual processes create bottlenecks, and the team “wanted to move faster to keep up with growth.” 

Within weeks of subscribing, TeKoda’s team members were using Keeper daily. Tabitha loved that Keeper could be customized to each client, and saw the immediate benefit of Keeper’s Client Dashboard

Beyond the dashboard, Tabitha noted that “Keeper’s Client Portal has been extremely helpful as it enhances the way we communicate with our clients. Keeper helps us stay organized and automate our workflows and processes.” With the addition of Keeper, TeKoda can spend more time advising their clients and less time on tedious, manual tasks (like creating hundreds of spreadsheets for clients).

Choosing Keeper Over the Competition

During the third quarter of 2022, Tabitha and the TeKoda team started an extensive search to find new software to enhance their workflow management process and streamline their month-end close experience. Tabitha ultimately chose Keeper over other large workflow and project management applications, because it was “built to help the unique needs of bookkeepers and accountants.” Tabitha also highlighted Keeper’s thoughtful billing model, stating, “it scales with our firm’s growth. All my bookkeepers can access Keeper and provide high-end dedicated support to our clients without the need to pay for additional seats.” 

Tabitha and the team are constantly innovating and have used Keeper to help maintain a high level of customer service. “Every month we are making updates to improve our workflows and reporting processes with Keeper. Our ultimate goal is to have every client using Keeper.”

 

“All my bookkeepers can access Keeper and provide high-end dedicated support to our clients without the need to pay for additional seats.”

 

A Trusted Relationship

Keeper’s dedication to customer support was similar to the customer-centric approach that TeKoda’s bookkeepers took with their own clients. Tabitha stated, “If we ask for something, or if something is on the roadmap, I know Keeper will deliver. The team is incredibly open to feedback and feature requests – which is incredibly refreshing to find.”  

Moving ahead, Tabitha and the Tekoda team will continue their work in ensuring the organization is as purposeful and efficient as possible in its actions, processes, and tools. With Keeper acting as a scalable backbone, TeKoda is ready for its exciting future and imminent growth.