Case Study: Essina Business Financial Services achieves 2 hours per day time savings and streamlined client workflows with Karbon

How Essina Business Financial Services have boosted efficiency firm-wide

Essina Business Financial Services, a small Edmonton-based bookkeeping and financial advisory firm (1–3 employees), was spending significant time on client follow-ups and manual processes while trying to build a virtual team. To streamline operations and reduce the “client chase,” they implemented Karbon, leveraging Karbon’s automated client reminders and automatic client tasks to kick-start projects without manual intervention.

Using Karbon’s automation, Sabrina and her team eliminated routine reminders and created a structure for a remote workforce, freeing time to focus on higher-value work and team growth. The result: firm-wide efficiency gains with 2 hours saved each day, including 30 minutes saved daily on chasing clients and 30 minutes saved managing and completing work.

Essina Business Financial Services

Sabrina Johnson