Case Study: BNA delivers tax returns in 3 days and gains firmwide visibility with Karbon

How BNA deliver tax returns in 3 days

BNA, a Rock Hill, SC accounting firm of about 30 staff serving 3,000+ clients, needed a modern practice management solution to complete its move to the cloud. With an outdated database and spreadsheets that couldn’t track ~2,000 tax returns or provide firm-level oversight, BNA chose Karbon as an easy-to-use practice management platform to share email, organize work, and give managers a single view across the firm.

Karbon was implemented to operationalize BNA’s documented processes with templates, client tasks, shared email and customized firm-wide views, giving real-time visibility into capacity, pipeline and billing. The result: BNA now completes more than 2,000 tax returns a year and typically delivers returns in about 3 days (versus the 18–20 day industry norm), improved key processes by 10% in the last 12 months, and has sustained 10–13% annual revenue growth while gaining complete control over the firm.

BNA

Jason Ackerman

CPA