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Overview

To grow your practice you need to put the right processes in place to serve your clients faster. Doing this effectively means you can grow your client base (and revenue) without the need to increase costs like hiring extra staff.

In Practice Efficiency 101 (EFF-101), the focus is on process automation, process & project management, and efficiency reporting. Learn how to automate your firm, leverage the best practices of the most progressive firms, complete onboarding in less than 30 days, manage projects and tasks more efficiently, and know what efficiency gains you are obtaining and where you should double down to get more.

Delivered by leading practitioners from around the world, you will walk away with proven strategies implemented by actual accounting firms, while you'll learn how to make your firm as efficient as possible.

Lectures are available on-demand to learn when you want. Enroll today.

 

Primary lecturers

Joe Carufe

President, Two Roads

http://tworoadsco.com/

Let me make one thing clear: I’m not a CPA. And I’ve only been President of Two Roads since November 2016. So why should you pay any attention to a 29-year-old millennial? Because several lessons learned in the accounting industry will enable you to thrive in the tech-saturated, cloud-based, millennial-dominated, on-demand world we now live in.

Full profile

Ian Vacin

VP Education & Partnerships, Karbon

http://karbonhq.com

Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses they serve. With 25+ years of experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is an recognized expert, innovator and teacher in the field of practice efficiency and growth.

Full profile

Guest lecturers

Adrian is a Practicing Fellow of VeraSage Institute, an avid imaginer of how to make business more human, and helping accountants transform to enable stronger, more focused businesses.

Managing technology products for accountants around the world for the last 10 years, Sara has a unique understanding of their needs and pain points when it comes to running an efficient practice.

A successful entrepreneur, Stuart is on a mission to positively change the accounting industry, helping accountants run efficient, high growth firms and deliver outstanding service to their clients.

Details

This course is a 6 part, self-paced training series. The course includes:

  • 6 pre-work exercises
  • 6 on-demand, one hour lectures
  • Lecture slides (PDF)
  • 6 structured firmwork exercises
  • Access to a private community group

Curriculum

Efficiency 101
An overview of continuous process improvement and bottom-line business strategies used by the most efficient firms.

Standardized Processes
How to identify bottlenecks in your workflow, how to improve and standardize processes and fine-tuning successful processes you already have in place so they perform even better.

Process Mapping
Mapping processes themselves is a key skill in understanding where there is room for improvement and helps with communicating processes with your team.

Checklists & Tasks
Learn how to build detailed, flexible checklists to ensure you and your team’s daily activities are prioritized and completed on time. 

Email Management
Email inbox management is a huge consumer of time and energy in an accounting firm. Learn the how to rise above your inbox, change your email habits, reduce email volume, and transform your workflow so you can focus on getting work done. 

Technology
Learn how to shortlist and evaluate technology solutions for your firm, and how to choose the technology that will best solve the problem you have.

Enroll

Classes are self-paced and available on-demand.
Enroll today to start your learning journey.

100% Satisfaction Guarantee
If you are not satisfied with Karbon Academy for any reason, simply contact us at  academy@karbonhq.com or +1 (510) 517-6267 within 30 days of purchase to receive a full refund, no questions asked.

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Courses

Focused on empowering your professional growth, Karbon Academy courses cover core challenges facing accounting professionals in today’s industry and looking to the future.

Need help choosing? Take a free, 5 minute practice excellence assessment to pinpoint the exact course and lecture that will make the most impact for you and your firm

Karbon Magazine

The industry magazine for accountants. In-depth reports, editorials, videos, and resources to keep you at the front of today’s modern accounting industry.

The talent challenge

Overcome the challenges your accounting firm is facing acquiring, training and retaining staff. Put together the team that will lead your practice to success.

Explore the magazine
Edition 4 the talent challenge
Discover more articles, videos, events and resources