Case Study: Officeheads strengthens remote collaboration and consolidates its tech stack with Karbon

How Officeheads transitioned to remote work, consolidated their tech stack, and strengthened company culture

Officeheads, an Evanston-based accounting, bookkeeping, advisory, CFO, and tax firm, needed a better way to run its business as it shifted from a 2,000 sq ft office to a fully remote team during COVID-19. The challenge was to keep operations efficient, maintain strong company culture, and support fast-moving clients while replacing a scattered tech stack with a more unified system. Karbon’s practice management platform was introduced to help bring communication, tasks, and client work into one place.

With Karbon, Officeheads consolidated multiple tools, improved visibility across client and internal communication, and made it easier for the team to stay connected through @mentions, notes, and Client Tasks. The result was a smoother remote transition for 13 employees, stronger team culture, better employee autonomy and productivity, and less time spent chasing client information. Officeheads also reported faster client response times and greater confidence in self-management, with Karbon serving as a one-stop shop for managing the firm.

Officeheads

Rebecca Berneck

Founder & CEO