Case Study: Compere Robinette CPAs achieves clearer client communication and more time for meaningful relationships with Karbon

How CRC is providing meaningful client interactions

Compere Robinette CPAs (CRC), an 11–20 person accounting and business advisory firm in Ozark, MO, faced the challenge of transforming a sole owner–operated practice into a scalable, standardized firm while reducing administrative burdens and better tracking client communications. Gary Wood sought a solution to bring visibility and consistency across the team; CRC chose Karbon to tackle those gaps.

Karbon delivered consolidated visibility into client communication and workflow, breaking down information silos so staff see what’s happening across the firm. As a result, CRC standardized processes, reclaimed time previously spent chasing details, and shifted focus to more meaningful client relationships—Karbon gave Gary “time back” and the firm clearer, better-organized engagement management.

Compere Robinette CPAs

Gary Wood

Compere Robinette CPAs