Part 6 of 6Real firms, real deals: How to grow by acquisition
How to approach your first acquisition with clarity—what to look for and what to avoid, using lessons learned from firms that have done it successfully.
Videos
ICYMI: The best Karbon features released in 2025
Recap on the biggest and most impactful practice management features released to Karbon in 2025.
Get organized for tax season with StanfordTax & Karbon
Unlock a smoother tax season for your firm with AI-powered organizers and binders.
Part 5 of 6Karbon Experts Roundtable: DIY, guided, or done-for-you firm optimization
Discover practical strategies for building a scalable, tech-forward firm with an effective Karbon rollout.
The future of AI-powered accounting and bookkeeping, with Aider and Karbon
Discover how Karbon and Aider are coming together to shape the future of AI-powered practice management.
Part 4 of 4The Culture Builders: Creating philosophy-driven organizations
Learn how to scale your firm around a core philosophy with Ian Vacin, Jason Blumer, and five accounting leaders.
Orchestrate the client journey with Karbon: From first contact to first payment, and beyond
Discover practical ways to orchestrate your entire client experience in one unified platform, with Karbon at the centre.
Part 4 of 6What buyers want: Preparing your firm for the best exit
Unlock strategies for maximizing your firm’s value and attracting the right buyers with Joe Carufe and two experienced M&A experts.
Part 3 of 4The Intentional Scalers: Choosing purpose over pure growth
Discover how to scale your firm with purpose by defining its ideal size and designing systems that support sustainable growth.
Product Roadmap, October 2025
Discover the latest and upcoming practice management enhancements in Karbon with Sara Goepel, Karbon’s Chief Product Officer, and her team of Product Managers.
Part 3 of 6Building a sell-ready firm: Value, growth, and readiness
Learn how to assess your firm's readiness for sale, close valuation gaps, and take action now for a faster, smoother exit.
Part 2 of 6The future of firms: AI, M&A, and alternatives to selling
Discover how firm leaders are leveraging AI, M&A trends, and alternative strategies to grow, exit, or build their firm differently.