Case Study: System Six Bookkeeping achieves streamlined, productive leadership meetings with Karbon

System Six Bookkeeping Manage Leadership Team Meetings With Karbon

System Six Bookkeeping, a fully remote bookkeeping firm, was bogged down by meeting overload—frequent, unfocused leadership calls and last‑minute check‑ins that interrupted work and reduced productivity. To bring clarity and alignment around priorities, System Six turned to Karbon to connect their leadership meeting agenda with workflow, tasks, and owner accountability.

Using Karbon, System Six implemented an EOS/Traction‑based weekly leadership cadence—personal check‑ins, KPI scorecard, Rock Review, client/team headlines, and a 45‑minute IDS session—and adds resulting action items directly into Karbon with owners and due dates. After 18 months of this approach, Karbon has helped reduce weekly distractions and the need for daily calls, improve visibility and accountability on quarterly “rocks” and to‑dos, and ensure issues and tasks don’t get lost.

System Six Bookkeeping

Joe Carufe

Director