Customer Case Study
Books On Point are using the right tech to scale their firm
Books On Point are on a mission to save business owners from terrible bookkeeping. With a keen focus on the winery industry, they aim to modernize their clients’ accounting systems to keep things running smoothly.
Finding and implementing the right technology for their team and clients plays a significant role in Books On Point's mission.
“Before Karbon, it was hard to stay up-to-date with my team when we shared work on a particular client. Now we’re able to collaborate by sharing info about work across the team via emails, tasks and notes.”
And because Karbon enables a higher level of collaboration across the team, and the visibility required to capacity plan and identify potential bottle necks, they have been able to grow their firm, without interruption.
“Karbon has helped our team become more agile, and has helped define work for our new hires.”
Karbon in one word: "All-encompassing"
1 hour saved each day
About Books On Point
Services: Bookkeeping, Outsourced Controllership, Fractional CFO Services
Location: East Wenatchee, WA, United States
Firm Size: 4-10 Employees
Karbon User For: 2 Years, 11 Months