Case Study: MBS Accountancy achieves better capacity planning and reporting visibility with Karbon Practice Intelligence

How MBS Accountancy uses Karbon Practice Intelligence to manage capacity

MBS Accountancy, a Fresno-based accounting firm, needed a better way to manage capacity, resourcing, and firm-wide reporting as they grew. Before adopting Karbon Practice Intelligence, the team was pulling data from Karbon into Excel, which was time-consuming and cumbersome. Their challenge was gaining accurate visibility into workload, bottlenecks, and team availability while supporting clients in nonprofits and growth-focused businesses.

Using Karbon’s Practice Intelligence, MBS implemented the Resource Planning Dashboard and assigned time and budget to all tasks, including administration, to create full visibility into capacity. With Karbon, the firm improved resource planning, identified burnout risks and bottlenecks faster, and strengthened accountability by sharing financial and performance data with managers. The result was simplified reporting in one place, better productivity, and clearer oversight of utilization and effective hourly rates.

MBS Accountancy

Cassidy Jakovickas

President and CEO