Keeper is a task management system made by bookkeepers for bookkeepers! It allows you to manage all aspects of your bookkeeping business by consolidating client communications, file reviews, and reporting and task management into one application. Keeper allows you to manage your books in the most efficient manner. There are several benefits to using Keeper including:
- More User-Friendly Client Portal: Keeper allows your clients to access and organize important information such as financial information, account statements, and past transactions. It can even send automated emails to clients, so that you never miss an email again! The client portal makes communicating and relaying information to your clients easier than ever. It also helps break out the information in a way that is extremely intuitive and easy to digest.
- File Reviews: Keeper will review your files and highlight any mistakes that may have been missed between transactions. You can even easily correct these mistakes directly from Keeper! This system ensures that no mistakes are being made in your bookkeeping process and prevents further damage from fatal mistakes.
- Management Reporting: Keeper will track all key performance indicators for you, making reporting that much easier! You can efficiently customize financial packages for all of your clients through this feature. This allows you to easily highlight the important information to your clients, and keep track of the myriad of data coming in.
- Identify Money Making Opportunities: Keeper helps to identify areas that may be lacking and provides insight into opportunities to grow your company.
- Avoid Cash-Flow Problems: With Keeper, you do not have to worry about any cash-flow problems. Keeper will manage all components in an organized manner and will highlight any incongruities.
- Find Ways to Increase Income or Decrease Spending: Keeper displays financial areas of the business clearly and concisely. This feature allows you to point out the areas of the business that could provide an increased profit or even an area where you can decrease spending. Keeper provides extremely beneficial financial information to help your clients and their businesses grow.
Overall, Keeper will change the way that you think about bookkeeping! You no longer have to stress over managing all of the different facets of bookkeeping. With Keeper, everything that you need is all in one spot! With its extremely user-friendly customer portal, file review system, and management reporting feature, you can efficiently provide the best bookkeeping for your clients. Keeper will ensure that you can communicate and relay all necessary information to your clients and help you to highlight important information about their business to understand key areas for growth, financial management, and a plethora of other things. The future of bookkeeping is in the hands of Keeper!
If you have questions on how to use Keeper or how Profit Meadow uses it, get in touch with us today. We also encourage you to schedule a FREE Review of Your Books with our team here at Profit Meadow!