Perlson LLP, established in 1985, was primarily focused on accounting, tax, and financial planning, until 2020, when the company added bookkeeping to its service portfolio. Sabrina Burke, head of the Virtual Controller Division, recognized the opportunity to help businesses that needed reliable and trustworthy bookkeeping services amidst the pandemic.
In a little over 2.5 years, Perlson’s Virtual Controller Division division grew from $15k to $1M in net revenue, added eight new full-time bookkeepers, and 54 new clients to their portfolio.
“No company knows the nuances of what bookkeepers do better than Double.”
With the growing demand for bookkeeping services, Perlson’s Virtual Controller Division realized they needed new software. Sabrina, being an expert in accounting software, evaluated multiple tools but found Double to be the best. She said “no company knows the nuances of what bookkeepers do better than Double. The tool acts as a compass that keeps you from veering off the trail.”
Some of the changes they knew they had to make:
Sabrina and her team found that Double's platform was intuitive and straightforward, and wasted little time rolling out specific features. “The Intercompany Transfer tool has been a significant time saver for my team. The ease of being able to attach files, change how something is allocated directly in Double, and sync those updates back to QuickBooks Online has significantly reduced the amount of time needed to close the books for our clients.”
“The tool acts as a compass that keeps you from veering off the trail”
With Double in place, Perlson’s Virtual Controller Division could confidently grow and keep track of its client portfolio with a more accurate picture of each business and its unique needs. “Our bookkeepers working alongside Double's automation allow us to be proactive rather than reactive when advising our clients. We’re now able to focus on our client’s overall business, forecasts, and strategies, instead of spending time on daily task management and organization.”
The adoption of Double helped improve their alignment, efficiency, and visibility around client progress each month.
“Overall, Double empowers my bookkeepers to act as advisors and understand the true pulse and heartbeat of each individual client.”
Our next goal is to “dive into the financial reporting tools and KPIs for our clients.” With the increased efficiency and time savings that Double provides each month, Sabrina can now allocate more bookkeepers to new client accounts and focus their attention on growing her division’s revenue.
When asked about recommending Double, Sabrina stated, “Double is what’s new and what’s needed in the industry. We have significantly streamlined our accounting processes and increased our efficiency, and we would not have been able to grow at the rate and pace we did over the last 2.5 years.”
“Double is what’s new and what’s needed in the industry!”
