Karbon
62 Case Studies
A Karbon Case Study
Cloud5 Accounting, a Highland, UT–based virtual bookkeeping and controller services firm (11–20 employees), struggled to coordinate work across multiple clients, projects, and service types. Staff relied on sticky notes and ad hoc reminders, which risked burnout and missed tasks, so they turned to Karbon for a centralized work and task management solution.
Karbon was implemented to track upcoming tasks and plan short- and long-term work, giving the team confidence that nothing would be forgotten. As a result, Cloud5 saved 1 hour and 45 minutes each day managing and completing work and realized a 25% productivity increase, with staff reporting greater efficiency and fewer things falling through the cracks.
Heidi Merritt
Accounting