When a firm is rapidly growing, staying on top of monthly bookkeeping tasks, reporting and communicating with clients can add up to endless hours of work. This lost time can slow growth and put client relationships at risk. 😟  

For this week’s episode of Gearing Up — an interview series with Relay that asks a real, practicing accountant or bookkeeper how they solved a challenge in their firm — host Blake Oliver, CPA, spoke to a firm owner who is using one powerful tool to make monthly bookkeeping more streamlined and efficient.   

Dave Kersting, CEO of Capovario, does a deep dive on Keeper.App, a bookkeeping app that makes month-end more efficient by syncing directly with QuickBooks Online, increasing communication and collaboration with staff, creating robust, custom reports, tracking key KPIs and more.   

The full episode covers:  

💡  Why Dave named his firm Capovario

 💻  The tech stack he uses to streamline his business 

⏰  How Dave uses Keeper to save hours doing bookkeeping tasks 

 📈  How he delivers custom insights with the reporting feature

Watch the episode on YouTube ➡️ https://www.youtube.com/watch?v=mmecuyyMBm4

Subscribe to Gearing Up 👉  https://hubs.li/Q01b2_1z0

Relay is business banking that completes your accounting tech stack.

Learn more about Relay 👉  https://hubs.li/Q01b2_gP0