Case Study: Bovard CPA Group achieves 600% recurring revenue growth and higher client fees with Karbon

Bovard CPA Group Found Its Perfect Balance

Bovard CPA Group, a 4–10 person Chicago firm led by John Bovard, needed to deliver large‑firm expertise at small‑firm prices while avoiding the technology headaches and client information bottlenecks that hampered larger firms. To support a fixed‑price model, better client communication, and a cloud-first approach, the firm adopted cloud tools including Karbon for workflow (alongside QuickBooks Online and ProConnect Tax Online).

Karbon provided an integrated cloud workflow—connecting with Office 365, centralizing emails and tasks, and automating client information collection—while preserving the personal service Bovard CPA Group values. With Karbon, the firm scaled efficiently: average client fees rose from $500 to $1,300 per month, monthly recurring revenue grew 600% in three years, and the team gained flexibility to travel and spend more time with family without sacrificing service.

Bovard CPA Group

John Bovard

Bovard CPA Group