In the vibrant city of Tyler, Texas, KEEPERLYTICS is making a remarkable impact in the Client Advisory Services (CAS) sector. Founded in 2013, this dedicated firm has been recognized as one of Woodard’s Top 50 CAS Practices. Known for its innovative approach and commitment to client empowerment, Keeperlytics is setting new benchmarks in the industry.
Keeperlytics thrives on core values of communication, innovation, obligation, and client centricity. These principles guide every client interaction, ensuring businesses receive not only expert financial guidance but also the support needed to thrive. Nicole Scudder, owner and founder of the firm, emphasizes the importance of clear communication and building systems that truly work for clients.
With a team of one full-time and two part-time professionals, Keeperlytics specializes in serving contractors and home service professionals. Their core services include solid bookkeeping, smart reporting, and proactive advisory. By focusing on clarity, confidence, and control, they provide tailored solutions that empower clients to achieve their goals.
A standout success story involves a general contractor overwhelmed by rapid growth and disorganized finances. Keeperlytics cleaned up their books, built accurate job costing, and set up systems for real-time project visibility. Within months, the contractor shifted from uncertainty to confident growth planning, improving job pricing, cash flow forecasting, and hiring strategies. This transformation underscores the firm’s dedication to turning chaos into clarity.
Keeperlytics' achievements have been widely recognized. In addition to being named a Top 50 CAS Practice, they were voted 2025 Best in Town by the Tyler Morning Telegraph. This accolade, awarded by their local community, highlights their commitment to excellence and client satisfaction.
Innovation is at the heart of Keeperlytics’ operations. Their forward-thinking approach ensures they remain at the cutting edge of the industry, constantly adapting to meet the evolving needs of their clients. By leveraging technology and fostering real conversations, they deliver not just reports, but clarity and insight.
Community engagement is equally important. By meeting clients where they are and providing tools and guidance suited to their growth stage, Keeperlytics creates a sense of partnership and collaboration. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success.
Keeperlytics continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their advice to new CAS firms is insightful:
“Start with clarity—know exactly who you serve and what problems you’re solving for them. CAS isn’t just about managing numbers; it’s about building trust and creating real impact through communication and insight. Don’t try to be everything to everyone. When you focus on a specific niche and build systems that serve them well, your value becomes crystal clear. And most importantly—lead with relationships, not reports. The numbers tell a story, but your role is to help clients understand and act on it. That’s where the real transformation happens.”
For more information about Keeperlytics and their services, visit their website at keeperlytics.com.
This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.
This article was written with the assistance of AI and edited by a human.