Case Study
Case Study
Case Study
Multi-Firm Karbon Rollout
Unifying three separate accounting firms under a single Karbon operating system.
Year:
2025
Year:
2025
Year:
2025
Industry:
Professional Services
Industry:
Professional Services
Industry:
Professional Services
Team:
10 people
Team:
10 people
Team:
10 people
The Problem
The Problem
The Problem
Managing three separate firms with disconnected inboxes was creating operational silos and "email chaos."
Managing three separate firms with disconnected inboxes was creating operational silos and "email chaos."
The group struggled with visibility. Partners couldn't see the status of jobs across different entities, and critical client communications were trapped in individual staff inboxes. Workflows for Tax and BAS varied by location.
Less Internal Email
+15%
Less Internal Email
+15%
Less Internal Email
+15%
Firms Unified
3
Firms Unified
3
Firms Unified
3
Job Visibility
100%
Job Visibility
100%
Job Visibility
100%
Solution
Solution
Solution
We deployed Karbon as the "Central Nervous System," standardising workflows across the entire group.
We deployed Karbon as the "Central Nervous System," standardising workflows across the entire group.
We mapped and standardised the "Perfect Tax Return" process for all three firms. By migrating the team to Karbon Triage, we turned emails into actionable tasks visible to everyone. We also automated client chasing, saving hundreds of admin hours per month.
Testimonial
Testimonial
Testimonial
For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.
For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.
For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.
For the first time, I can see the status of every job across all three offices in one dashboard. The visibility is a game-changer.
Faruk Bilgin
Business Transformation Consultant
Faruk Bilgin
Business Transformation Consultant
Faruk Bilgin
Business Transformation Consultant
More projects
More projects
More projects
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
YOUR FIRST STEP
Book a free 30-minute consultation.
My job is to make sure you leave the first call with a clear, actionable plan.
Faruk Bilgin
CO-FOUNDER
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.
13
Ready to start?
Get in touch
Whether you have questions or just want to explore options, we’re here.