[Keeper] is worth it for that one feature.
Nancy McClelland, also known as The Dancing Accountant, runs a hyper-local bookkeeping and tax firm in Chicago. Before getting started with Keeper, Nancy noticed that her senior accountant, Kendra, was juggling critical accounting responsibilities while simultaneously supervising the junior bookkeepers. Nancy sought out a solution that could ease Kendra’s workload without compromising the quality and efficiency of the firm’s operations, and she landed on Keeper.
In comparison to other practice management apps on the market, what struck Nancy most was Keeper’s ability to automate those month-end reviews that consumed so much of Kendra’s time. Additionally, tasks that previously fell to the supervisors were delegated to the junior staff with ease, thanks to Keeper’s task management features paired with the intuitive dashboard.
That dashboard also allowed for Kendra to have a clear, at-a-glance view of each team member’s progress on their assigned tasks. Keeper even flagged when someone was “stuck” somewhere in the month-end close process. This new system saved Nancy’s whole team tons of time, simply because they no longer had to engage in endless check-ins and back-and-forthing about who was doing what. Everyone was equipped with an increased awareness of the tasks at hand.
Nancy also highlighted one of Keeper’s standout features: automatic 1099 tracking and W-9 collection. “It is worth it for that one feature,” she said, noting that some of her colleagues initially added the entirety of their client base solely for this functionality. But for Nancy’s firm, Keeper’s use cases went far beyond the 1099 season. Features both large and small were being consistently implemented at a pace that made sense for her team—thanks to the expertise of Keeper’s support reps.
Today, Keeper helps Nancy’s firm operate more efficiently, allowing her team to continue delivering exceptional services to clients. Plus, her 1099 seasons are no longer headache-inducing.
You can find Nancy McClelland, CPA’s award-winning blog at thedancingaccountant.com, and be sure to check out Ask a CPA, which is a community for bookkeepers looking to enhance their accounting skills and increase collaboration with their clients’ CPAs and tax preparers.
Curious to see how Keeper can solve the capacity constraints at your firm? Book a personalized demo today.