- Case Study -
Saville CPAs & Advisors
How Saville Scaled Its CAS Practice 5X with Botkeeper
Many of their clients are entrepreneurs managing multiple businesses, and the firm primarily provides tax services, along with audit, attestation, and private client services. Their Client Advisory Services (CAS) practice supports these complex financial needs with a team of 20 professionals, ranging from staff accountants to CFO-level advisors.
The Challenge: Data Overload Hindering Growth
As Saville’s CAS practice expanded, so did the data entry burden from their high-net-worth clients and small business owners. Managing multiple bank accounts, credit cards, and large volumes of transactions created significant inefficiencies.
Their initial approach—setting up QuickBooks rules for transaction categorization—was unreliable. “If anybody out there is a QuickBooks user, you know those rules don’t always work. You set up a rule for one vendor, and QuickBooks is not intuitive enough to know when something changes,” explained Saville’s CAS leader Kenya Brooks.
With CAS revenue growing from $1 million to $5 million in five years, the firm needed a scalable solution to handle data entry efficiently without overloading their team.
0X
increase in CAS revenue
0%
increase in staff workload
The Solution: Automating the Mundane with Botkeeper
Saville turned to Botkeeper to eliminate time-consuming manual entry and free up their team to focus on higher-value advisory work.
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Seamless Onboarding: “Getting a client on the platform was simple. Without Botkeeper, that time would have been taken up by a staff person learning the process.”
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Operational Efficiency: Botkeeper enabled Saville’s team to handle larger client loads without increasing individual workloads.
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Empowered Staff: “The staff level embraced it the quickest because they saw that instead of just doing reconciliations and data entry, they could focus on analysis.”
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Reliable Support: Unlike other accounting software vendors that leave users without assistance, Saville found Botkeeper’s support team to be highly responsive and helpful.



The Impact: Increased Profitability & Happier Teams
By implementing Botkeeper, Saville enhanced profitability, streamlined workflows, and improved employee satisfaction:
✅ More time for advisory services—no longer bogged down by mundane tasks.
✅ Happier, more engaged staff—team members saw the value immediately.
✅ Stronger client relationships—with more time spent analyzing data and providing insights.
Botkeeper became an integral part of Saville’s client discussions:
"When launching new clients or speaking with prospects, we always ask: ‘Are they a good fit for Botkeeper?’"
Why Saville Sticks with Botkeeper
Saville knows they have choices when it comes to automating certain aspects of their bookkeeping business, but after years of using Botkeeper, they see no reason to switch. The platform has not only met their expectations—it has exceeded them, providing the automation, efficiency, and support they need to scale their CAS practice without adding unnecessary complexity.
Unlike many software solutions in the accounting industry, Botkeeper doesn’t just sell a product and disappear—it provides ongoing, responsive support that makes a real difference in day-to-day operations.
"Within the accounting world, there are certain products everyone uses—but most vendors take advantage of the industry. You don’t get the help you need, and there are never resources available when issues arise."
For Saville, Botkeeper stands out because of its reliability and customer service. When issues arise, they don’t feel like they’re left to figure things out on their own.
"I do not feel that way about Botkeeper. We know Botkeeper works. We know that if we have an issue, we can email or call and get an immediate response. The technology has been amazing."
The proof is in the numbers: Saville’s CAS practice grew from $1 million to $5 million in just five years—and Botkeeper played a key role in making that growth sustainable.
Would they recommend it? Absolutely.
"I’ll tell anybody about Botkeeper."
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