Case Study: Two Roads achieves 60% client growth and cuts onboarding to 30 days with Karbon

Two Roads Grew by 60% in 12 Months

Two Roads, a Knoxville-based bookkeeping, advisory and tax firm of 21–50 employees, needed to scale quickly while keeping 85% of their team remote and most staff under 35 hours per week. Their data and onboarding processes were fragmented—new client onboarding could take up to 180 days—so they adopted Karbon as their practice management solution to gain operational maturity, standardize workflows, and improve visibility and accountability.

Using Karbon to centralize tasks, templates and Kanban-based tracking, Two Roads standardized onboarding and daily operations, enabling faster handovers and clearer performance tracking. As a result, onboarding time fell from 180 to 30 days, recurring revenue (MRR) grew 55% and client numbers rose 60% in 12 months, while the average effective rate per bookkeeper increased by roughly 53%—all achieved without increasing total staff hours thanks to Karbon.

Two Roads

Adam Slack

Founder