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Customer Case Study

How Cloud5 Accounting are working more freely than ever before

Cloud5 Accounting are a technology-driven and client success-focused company providing virtual bookkeeping and controller services to small and medium-sized businesses throughout the United States.

Offering services from bookkeeping and payroll, to QuickBooks setup and training, the team at Cloud5 Accounting are consistently working across multiple clients, projects, and services types.

Executing and maintaining this level of function requires a tool to keep staff on track and organized. Otherwise, burnout will begin to set in, and clients will suffer.

Before Karbon, I had loads of sticky note reminders. But now, I am able to be more efficient and things no longer fall through the cracks.

Heidi Merritt, Cloud5 Accounting

Cloud5 Accounting use Karbon to keep track of upcoming tasks, helping them to plan for their short-term and long-term future with the confidence that nothing will be missed or forgotten.

Key Results

1 hour and 45 minutes saved managing and completing work each day

25% productivity increase