Botkeeper became a solution which helped Gettry Marcus win many new small business clients
Gettry Marcus CPA, P.C. is a Top 200 firm nationally with offices in Woodbury, Long Island, and New York City. The firm provides accounting, tax, and consulting services to commercial businesses and high net-worth individuals and industries, including real estate and healthcare. They have one of the premier and most credentialed business valuation and litigation groups in the New York area. Their expertise in diverse industries and a highly talented and experienced professional staff gives them the ability to draw valuable insights from their clients’ businesses, facilitating better understanding of goals and problems and empowering clients to attain their vision. Gettry Marcus is "always looking deeper" to build value for their clients.
“In 2018, after recognizing a significant market practice group that we could offer service at the next level to — the small business market — we decided to expand our services,” Steven said. “A few months in, it became clear that this market would have different needs than our existing clients. After evaluating what our firm's long-term strategy was for this sector — to grow and scale — we knew we had to explore what an outside platform could do for us. We had made progress, but we weren’t exactly where we wanted to be just yet.”
Steven wanted to find a platform solution that could not only equip his firm for long-term success using modern technology but also get them to the next level of scale and efficiency. He started exploring different options including companies that provide outsourced bookkeeping services, but they weren’t exactly the right fit for Gettry. He then received a personal recommendation and introduction to the Botkeeper founders through a Gettry relationship. Steven had a light-bulb moment with the Botkeeper team when he realized he could get so much more than a bookkeeping platform with Botkeeper; he could get a strategic partner for his firm.
“They explained the platform, the power of automation to help us scale and grow, and then all the platform's features and functionality,” Steven said. "They showed us how Botkeeper’s offerings could help us attract new clients by giving Gettry a more robust solution for small businesses. We would be paired with a Growth Partner whose role would be to help us achieve our goals and success measures.”
Steven realized that this could be transformative for Gettry — allowing them to diversify with a high-tech platform. He also was thrilled to hear that Botkeeper had investors backing it.
“I liked the fact that Botkeeper was using a high-technology platform and is always iterating on their technology. I was thrilled to see their use of “Bots” to automate accounting tasks. I also liked the fact that there are investors invested in the Botkeeper organization. I felt very comfortable with the platform.”
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Gettry Marcus’ Future with Botkeeper
“We’re still a work in progress, and we’re going to keep onboarding our small business clients onto the Botkeeper platform over the next year because we see the huge potential this partnership holds,” Steven said. “We can now step up and utilize our people for a higher level of service for our clients with Botkeeper. I expect that Botkeeper will save us at least 50% of the time we currently spend on clients’ books in the future.”
In the long-term, Gettry’s plan is to considerably grow their small business sector and become a leading internal accounting provider and consultant for this market. They also plan to replace some of the existing software they currently use and pay for (like HubDoc) now that they have Botkeeper.
“We recognized that the small business sector was being underserved in the areas of internal accounting and consulting services. Our firm wanted to step in and help. We couldn’t do it on our own but now with our Botkeeper partnership, we have the right tools to take action. We have the cutting edge needed to achieve our goals and grow our business,” Steven said.