Case Study: Paula Field, CPA, PLLC achieves 2x growth and automated workflows with Karbon

Paula Field Keeps a Finger on the Pulse of What Matters Most

Paula Field, CPA, PLLC is an 11–20 person accounting firm in Allen, TX that needed real-time visibility into client work and a way to eliminate chaotic, duplicated communication as it scaled. To maintain high-touch service while growing, the firm adopted Karbon as a core workflow and communication platform to centralize work items, emails, and team collaboration.

Using Karbon, Paula Field, CPA, PLLC automated workflows, consolidated client communication, and gave the whole team access to shared work items, cutting manual steps and speeding responses. The result: doubled firm size in two years, automated processes and firm-wide client visibility, and faster delivery (tax returns now turned around in under two weeks)—outcomes the firm credits directly to Karbon.

Paula Field, CPA, PLLC

Paula Field

CPA