Karbon
62 Case Studies
A Karbon Case Study
Black Sheep Services, a fully remote bookkeeping and business management firm, was growing quickly through word-of-mouth referrals, but by the time it reached 100 clients, the team was struggling with undocumented processes, siloed information, and a bottleneck in owner Marni Garcia. They needed a centralized practice management system to bring client communications, task status, and deadlines into one place.
Karbon provided that centralized hub, including Triage, task visibility, and email commenting to streamline communication and standardize workflows. After rebuilding their processes and optimizing their use of Karbon, Black Sheep Services improved productivity enough to save more than 40 hours per week, reduced headcount from six to five while doing the same amount of work, and maintained 10% year-over-year client growth with less than 1% attrition.
Marni Garcia
Owner