I turned to Bookkeep to enhance my firm’s accounting processes, and it quickly became an essential tool. What sold me on Bookkeep was its seamless automation that eliminated manual data entry and provided real-time, accurate financial data.
Its commitment to accrual accounting—ensuring proper sales tax reporting—was a game changer, especially since many other platforms rely on less precise cash accounting. Bookkeep also saved me tons of time by automatically posting daily sales summaries, breaking down sales, sales tax, and fees, and pushing them to the right GL accounts in QuickBooks. With integrations across major platforms like Amazon, Shopify, and Square, plus compatibility with legacy point-of-sale systems, it made my job much easier.
The best part? It’s a “set it and forget it” solution—my team was up and running the same day, with minimal setup and immediate integration.
Adopting Bookkeep has been a game-changer for my firm, streamlining operations and eliminating the manual data entry and errors that used to bog us down.
With Bookkeep automating the process, my team can now shift our focus from mundane tasks to higher-value strategic consulting, which has greatly enhanced the value we bring to clients. Having accurate, real-time financial data at our fingertips gives us the peace of mind to be more proactive in managing client accounts.
This efficiency not only saved us time but also allowed us to expand our services and grow our client base while still maintaining the high-quality, personalized support our clients expect. With Bookkeep as part of my Starting Lineup tech stack, we’ve delivered faster, more precise sales and revenue reporting, which directly benefits our client’s decision-making.
“If you’re going to advise e-commerce and retail clients and look to the future to help them build their business and not just be a compliance-driven, ‘once a month’ firm, you have to use tools like Bookkeep.”- Dawn Brolin
Stop wasting time on manual reconciliations—Dawn’s “Starting Lineup” tech stack, with Bookkeep, shows how the right automation can streamline your CAS, reduce errors, and speed up month-end close specifically for those pesky e-commerce clients.
Book a demo and see how Bookkeep can transform your firm!
