Case Study: Kramerica achieves peace of mind and better billing with Karbon

How Kramerica reached peace-of-mind with the right tech

Kramerica, an accounting firm specializing in helping small businesses navigate major changes, faced challenges with internal communication and workflow efficiency. Their team, spread across Louisiana and Texas, struggled with missed emails and difficulty tracking client work, which impacted their productivity. This led them to seek a solution from vendor Karbon and its practice management platform.

By implementing Karbon, the Kramerica team gained a shared workspace that streamlined communication and provided clear visibility into all client work and correspondence. The vendor's Work Items feature helped them identify and eliminate out-of-scope work, improving billing practices and their bottom line. The solution saved the team significant time, reducing stress and providing peace of mind, which in turn allowed for greater flexibility and a better work-life balance.

Kramerica

Candy Bellau

Founder and Director