How White Glove CPAs increased revenue by 300% with Karbon’s Billing & Payments

When Joaquin Salcedo and Hope I. Lochen launched White Glove CPAs, they didn’t inherit a book of business or a team of veterans. They were starting from scratch. No cash reserves, a small team, and an unrelenting drive to build something different.

White Glove CPAs offers a full suite of high-value services—business valuations, M&A advisory, outsourced CFO, tax planning, and ongoing accounting—all under one roof. And the name isn’t a marketing gimmick. It sets a standard. To deliver at that level, every part of the business needs to run without friction, including billing.

But in the early days, billing was anything but seamless.

The challenge: A manual process that didn’t scale

Like many growing firms, White Glove CPAs started out using CPACharge for payments. And for a while, it mostly worked. But as the firm expanded its services and its recurring client base began to grow, the cracks became harder to ignore.

The core issue was fragmentation: work lived in one platform, invoices went out from another, and documents and signatures happened somewhere else entirely. Every billing action required a context switch, and every context switch was another opportunity for something to slip through the cracks.

On top of the platform juggling, there was a more fundamental pain: recurring invoices simply didn’t exist in CPACharge. Every month, Joaquin and Hope had to manually create and send invoices for recurring clients. Predictably, this heavily-manual task was easy to forget.

For a firm billing everything from fixed-fee tax prep to hourly advisory to monthly projects, that level of manual overhead was simply a liability.

The solution: One platform to centralize it all

Centralizing work and billing in Karbon

When White Glove CPAs moved to Karbon, the billing workflow transformed. Instead of toggling between platforms, Joaquin, Hope, and their team now manage the entire client lifecycle—onboarding, work, communication, invoicing, and collections—from a single place.

New clients get set up with an initial invoice the moment they’re onboarded. From there, recurring monthly clients are placed on automated billing tied to repeating work schedules. On the first of the month, invoices are automatically generated across the board, with no manual intervention required.

« We chose Karbon because we wanted to have everything centralized—that has been a big plus. »

Auto-pay and recurring invoices

Of all Karbon’s billing features, two stood out immediately as transformative for White Glove CPAs: auto-pay and recurring invoices.

For monthly accounting clients on retainer, Joaquin and Hope now set up recurring billing once and let Karbon handle the rest. Auto-pay means the firm collects on the first of the month without chasing anyone down.

« Auto-pay in Karbon is huge. And the ability to send recurring invoices is really easy. Now we get paid on the first day of the month and we don’t have to chase clients down. »

A collections workflow built to protect cash flow

As a young firm with limited reserves, cash flow is more than a business metric for White Glove CPAs—it’s a matter of survival. So Joaquin and Hope built a tight collections process inside Karbon to make sure revenue never slips through.

The workflow is precise: if a client hasn’t paid within ten days of an invoice, the team flags it. On day fifteen, their work status is updated to ‘On Hold’. This removes the work from active queues immediately so the production team doesn’t continue building deliverables for clients who haven’t paid. This eliminates any surprise write-offs.

And because billing and work management live in the same platform, that visibility is always there. Karbon’s billing notifications surface payment failures in real time so the team can act fast rather than discover problems at month’s end.

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The impact: From $50K to $200K processed

The numbers tell a clear story. When White Glove CPAs was using CPACharge in its early days, the firm processed around $50,000. Since switching to Karbon Billing & Payments, that figure has grown to approximately $200,000—a roughly four-fold increase, driven by a combination of firm growth and more consistent, automated billing and payment collection.

But beyond raw volume, the qualitative shift matters just as much. The firm now operates with a billing infrastructure that matches its ambitions: premium services, a seamless client experience, and financial workflows that don’t require the founder to babysit every invoice.

For Joaquin and Hope, the case for consolidation is simple:

« I like to keep the tech pretty minimalistic. It’s just better to keep it all in one place—billing, work management, timesheets, all of that. I think Karbon is great for those things. I think it’s the best thing out there. »

What’s next?

White Glove CPAs is still early in its growth journey. Right now, the priority is building the right foundation: strong recurring revenue, a lean team that punches above its weight, and systems that scale without adding complexity.

Next up, the team wants to explore: Karbon’s deep QuickBooks integration to automate AR reconciliation, and unlocking Karbon Analytics dashboards to break revenue down by service line so Joaquin and Hope can track exactly how monthly accounting is trending vs. tax prep vs. advisory, month-over-month.

That level of insight will matter more as the firm matures. But with Karbon already handling the billing infrastructure, the team is free to focus on what earns the white glove name.

Key results

• 4x revenue growth since moving to Karbon Billing & Payments

• Replaced manual monthly invoice creation with automated recurring billing and autopay

• Cash flow is protected with workflow automation

• Consolidated the tech stack with a single platform covering work management, billing, and payments