How HD Growth Partners saved 5,800 hours

The team at HD Growth Partners believe that happy people become problem solvers. CEO, Tim Petrey, CGMA, CPA has always prioritized the company culture, believing that happy employees lead to better client service.

However, as the firm grew, Tim and his team faced increasing challenges in managing their tech stack and gaining visibility into the team’s workloads.

With various platforms and software in use, their operations became fractured, and they struggled to keep track of what everyone was working on at any given time. This led to inefficiencies and difficulty in planning for future projects.

HD Growth Partners needed a solution that would scale with them and provide visibility across the team. After evaluating their options, they decided to go all-in with Karbon.

“Karbon is really nice because we can all see what everyone’s working on,” Operations Director, Megan Roberts, explains. This visibility has allowed the firm to be more intentional about project management, ensuring the right people are on the right tasks and that they can plan for the months ahead.

Karbon also helped the firm streamline processes beyond task management. “It’s opened the door to improvements in billing, time tracking, and client groupings,” Tim shares. These operational improvements set the foundation for future growth.

« Karbon is going to be the vehicle that allows us to deliver the things that we need to deliver. This is a long-term investment that we will see exponential returns on year-over-year. »

Since implementing Karbon, HD Growth Partners has seen a dramatic improvement in efficiency. They tracked a reduction of 5,800 logged hours, all while completing more work than in the previous year.

This efficiency has enabled them to provide better service to their clients, pay employees more, and invest in long-term growth. “Karbon is the vehicle that allows us to deliver what we need,” says Tim, viewing the platform as a long-term investment with exponential returns.

For Megan, the time saved has been felt across the entire team: “The time efficiency that our entire team has felt across the board, hands down, makes Karbon worth it.”

The team now works smarter, not harder, creating a positive feedback loop where employees are happier, clients are happier, and the business continues to grow. As Tim concludes, “This is a technology that will revolutionize your business. Take it seriously.”