Case Study: Sanford & Associates builds clarity, accountability, and billing transparency with Karbon

Sanford & Associates improves billing transparency with Karbon in 3 years, 8 months

Sanford & Associates, a boutique tax and accounting firm, faced a significant operational challenge when a partner's sudden departure revealed a complete lack of documented processes, leaving the team unable to track tasks or workflows. To overcome this lack of accountability and transparency, they turned to the vendor Karbon and its practice management platform.

By implementing Karbon, the firm established shared systems, visible timelines, and centralized communication. This provided clear accountability for all work and increased client transparency through itemized time tracking linked to work items. The solution from Karbon also enabled the use of Karbon Practice Intelligence to assess service profitability and guide pricing, leading to more informed decision-making across the firm.

Sanford & Associates