Case Study: Books On Point achieves scalable growth and saves 1 hour per day with Karbon

Books On Point are using the right tech to scale their firm

Books On Point, a 4–10 person firm in East Wenatchee, WA focused on bookkeeping and financial services for wineries, needed the right technology to scale their team and modernize clients’ accounting systems. Before adopting Karbon, the team struggled to stay up-to-date when sharing work across clients and lacked the collaboration and visibility needed for efficient operations.

Karbon was implemented to centralize collaboration (emails, tasks, notes), improve visibility for capacity planning and bottleneck identification, and to define work for new hires. As a result, Books On Point report becoming more agile, growing the firm without interruption, and saving roughly one hour each day—summed up by the team’s view of Karbon as “All‑encompassing.”

Books On Point

Rachel Smith

Books On Point