As the owner of Quick Bookkeeping & Accounting and a self-proclaimed “QuickBooks nerd,” Hector Garcia knows firsthand the challenges of running a busy accounting practice. Before discovering Keeper, Hector’s team experienced recurring chaos surrounding the month-end close—and staying organized was a challenge. The constant back-and-forth over email threads and Slack and endless questions like, “Did I already send that to the client?” or “What’s the status?” created inefficiencies and unnecessary anxiety.

That was until they found Keeper. By centralizing the information on clients and tasks along with the actual bookkeeping workflows, Keeper provided Hector with unparalleled visibility into his team’s progress each month. With just one click, he could check the status of each client’s close. This comprehensive bird’s eye view gave him the confidence and clarity to manage his team effectively.

“[Keeper] moved me from the previous chaotic state, to the ideal future state—and I’m living in that future state now.”

What stood out most to Hector was Keeper’s ability to combine this high-level view with granular detail. He could easily zoom in on uncategorized transactions, make those corrections, and zoom back out to see the bigger picture. The best part was that he could do all of this without switching tabs or apps. With less time spent juggling software or managing the chaos, Hector realized he could focus on delivering more value to his clients.