Case Study: Leppert Group achieves time savings and increased productivity with Karbon

How Leppert Group saved time, increased productivity, and streamlined procedures

Leppert Group, a family-owned accounting firm focused on long-term client relationships, faced growing challenges around team collaboration and visibility as work went remote. After a six-month search they chose Karbon, adopting its cloud-native practice management platform as a single hub for emails, discussions, tasks and workflows to replace siloed communication and manual handoffs.

Karbon was implemented firm-wide with timelines, templates, mentions and checklists to standardize onboarding/offboarding, streamline handovers, and centralize policies and procedures. The result: faster, more organized work and measurable productivity gains — staff book eight-hour days with seven to seven‑and‑a‑half hours billable on average — plus reduced non-billable time, easier remote management, and saved time through more efficient collaboration and visible audit trails.

Leppert Group

Joe Leppert

Director of Operations