Case Study: Profitable Accounting achieves more billable time and streamlined billing with CARET ResultsCRM

Profitable Accounting - Customer Case Study

Profitable Accounting, a small‑business accounting and bookkeeping firm offering QuickBooks, tax and business services, was unsatisfied with its previous CRM and needed a better way to monitor staff time, prevent contract quota overruns, and turn non‑billable hours into billable work. To address these challenges they chose CARET’s ResultsCRM (Results) for tighter time tracking and stronger QuickBooks/Outlook integration.

CARET implemented Results’ calendar and timesheet modules with seamless QuickBooks synchronization and Outlook calendar integration, eliminating double data entry and giving owners immediate visibility into billable time. The ResultsCRM rollout saved administrative time, significantly increased billable hours and the firm’s bottom line, and delivered ongoing, responsive support from CARET.

Profitable Accounting

Michelle Stephens

Profitable Accounting