Keeper.app

I'm so excited for our members to see the awesome features Avalara Canopy Financial Cents Keeper.app Qount Sage have built into their platforms to make firms more efficient! Our upcoming CPA Demo Day Series is co-hosted with the Colorado Society of CPAs | COCPA Illinois CPA Society (ICPAS) Maryland Association of CPAs (MACPA) Minnesota Society of CPAs Montana Society of CPAs Nebraska Society of CPAs NYCPA - The New York State Society of CPAs Washington Society of CPAs. Who else is going to join us? Ramp? Bizora? Botkeeper? TaxDome?

Firm owners: what would you do with 50 extra hours every week? Because 50 hours is what YetiBooks got back after switching over to Keeper, consolidating 3 separate apps in their tech stack along the way. 😌 If you're thinking about scaling your firm, it's easy to assume you first need to add clients and headcount. But in reality, it all starts with investing in tools that remove the manual work slowing your team down. Keeper helped YetiBooks standardize client communication and eliminate hours of tedious admin every week, which frees their team to focus on higher-value work (and takes away some unnecessary stress). Want to see what's possible when your tech actually works for you? Check out our most recent customer story, linked in the comments. 👇

🚨 TOMORROW! 🚨 Join us tomorrow -- July 1st, 2025 at 9am Pacific -- for the 3rd episode of the Game Changers webinar series with Hughes & Strong Consulting. Start July off strong and discover game-changing strategies that help streamline your accounting workflows, keep your team organized, and reduce the need for multiple apps to run your month-end close. This time, we'll cover sign-offs, client details vs. client notes, custom reporting tasks, and more. The link to register will be in the comments, we hope you can join us!

The Game Changers webinar series featuring Hughes & Strong Consulting is back for episode 3! 🎉 💜 Join us on July 1st, 2025 at 9am Pacific for another deep-dive into some underrated Keeper features that can make a BIG impact on your firm's daily operations. Whether you're a seasoned Keeper user looking to sharpen your skills, or you're still evaluating the tool and want to see more functionalities in action... this webinar series is for you! The link to register will be in the comments 👇

"All my friends said I had to come to the booth and talk to you." Now THAT is the very best thing our team could possibly hear on the conference floor. 🙌 #ScalingNewHeights25 was a blast, as always! 🌴 🤩 We started the week with #KeeperKaraoke hosted by Bookkeepers.com LLC. Then, we drew a pretty impressive crowd for Cow-a-Bingo with Nancy McClelland CPA, MAFM and Jennifer Dymond, CPA! Finally, on Tuesday, listeners came to the booth for UnAccountable Podcast LIVE with hosts Tyler Otto 👀 MBA, MSCTA and Jeremy Van Groll, CDB. Needless to say, there was no shortage of action at booth 186. And of course, we caught up with tons of customers! We also got the chance to speak to new firm owners who found their way over to our booth, most of whom were sent by others already in the Keeper community. 💜 We are so grateful for opportunities to connect with you all in person -- and are continually amazed by the feedback and conversations that make Keeper what it is. See you next year, #SNH!

Had fun at the Keeper.app both this morning! We implemented Keeper at my firm just over a year go and it was one of the best decisions I’ve ever made in propelling my team and company forward. #snh25

Stop by tomorrow and test your skills! 😎 UnAccountable Podcast

Headed to Scaling New Heights next week? So are we! And Bookkeepers.com LLC is making sure the festivities start with a bang. They're bringing the BKX Experience to Orlando and hosting the famous Keeper Karaoke event on Sunday, June 22nd. Spots are limited; and it'll be first come, first served until we reach capacity! At the door, tell them Keeper sent you 🥳 🎤 🎶 P.S. We wanna know: what's your go-to karaoke song?

We’re back from Vegas and still buzzing from #ENGAGE25 🥳 Loved connecting with so many new people at the Keeper booth, catching up with customers, and having some fun with familiar friends... including Jason Staats, CPA pictured sporting the Keeper Casino Champion’s Belt (congrats to Isaac Smith for taking the title home at our first-annual mock poker tournament 🏆) Every conversation reminds us why we do what we do: helping firms simplify their bookkeeping and tax workflows, so they can better serve their clients. Thanks to everyone who made this conference so memorable! See you next year!

Just got back from #ENGAGE25 and feeling energized. There’s nothing like being surrounded by people who care deeply about where the accounting profession is headed and want to build something better together. Got to reconnect with a few legends and meet some new friends along the way: 🔥 Michael Ly – my friend and former coach when I ran my own firm. Always a burst of energy. Thanks for the warm welcome and all the great introductions. Chris DeBlanc – one of our first and fav clients at Cloud Accountant Staffing. Wild moment seeing you face-to-face for the first time. Jason Staats, CPA – our favorite accounting influencer. So fun getting to meet in person and hang with Jake Kessenich as well. ⚡️Roman Villard, CPA – a long-overdue catch-up and, as always, great conversation. Big thanks to the teams at Ignition and Keeper.app for letting us tag along at some of your events. Truly appreciate the hospitality. Also great meeting some folks in person for the first time: Michael Hakim Dean Barnett, CPA/PFS and team Kevin Stephens Tiffany Garner Joshua Musler + Madison Gile @ Keeper Randy Crabtree, CPA (see you at Bridging the Gap) More than anything, I’m grateful to be part of this community. It’s a great time to be involved in accounting and I’m more excited than ever about what we’re building. (I have to do better about taking more photos)