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Overview

A well tuned accounting firm should know exactly what everyone is working on, how projects are progressing and what’s next, without even thinking—leaving you free to focus on the exceptions, bring on new clients, and sell higher value services.

In this 12-week, 6 lecture series you will learn best-in-class processes developed by leading accounting firms to improve your client onboarding, capacity planning and process automation, and which performance metrics to monitor so you can identify what is working well and what needs further tuning.

Lectures commence the week of April 30th and run weekly for 12 weeks (time for you). Spaces are limited.

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

Bruce Phillips

Founder and CEO, HPC

http://www.hpccpa.com/

Bruce A. Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having not only run his CPA firm for 25 years, but also serving as a CFO and COO of tech start-ups, he was an early adopter of cloud technology for accounting and other businesses. A well-known name in the SaaS industry, Bruce has been a key beta tester for several cloud technologies and was profiled as early as 2010 by several key players in the industry.

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.

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.

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.

With 25 years experience in tech & processes, 15 years of leadership experience in the accounting industry & a prior UC Berkeley lecturer, Ian is an expert in practice efficiency and growth.

Details

Karbon Academy Practice Efficiency (EFF-102) is part of the Practice Efficiency track.

The course is a 12-week lecture & discussion training series starting late fall (northern hemisphere). The course includes:

  • Six, 1-hour live lectures, including Q&A with the lecturers
  • Six, 1-hour live discussion and execution sessions
  • On-demand access to all lectures & discussion sessions
  • Course workbook plus structured firm work
  • Up to 12 CPE credits (US only) and 12 CPD credits (Canada and Australia)

Every lecture will be followed by the related discussion session the following week.

If you miss a lecture or discussion group, they will be recorded and provided to you on-demand after the class has concluded.

Curriculum

Client Onboarding
How you onboard your clients sets the tone for the rest of your client relationship, so doing it well is pivotal to your joint success. We’ll review the process some of the best firms employ to onboard their clients in less time.

Process Automation
Learn how progressive firms have automated their processes, what solutions and apps they use, and what this impact can have on your own workflow, efficiency, and revenue.

Best-in-class Processes
When adopting new processes or offering new services you don’t necessarily have to reinvent the wheel every time. We’ll step through key workflows of successful firms and evaluate what parts of their processes can be easily replicated and which need to be personalized to suit your firm.

Capacity & Production Planning
Maintain visibility across your accounting practice with these capacity planning techniques so you know exactly where work is at, who is overloaded and who in your team has capacity to pick up the slack. 

Project Management
Learn how to leverage project management techniques that any accountant can use to ensure work gets completed on-time and at a high quality.

Project Reporting
Ongoing project reporting is critical to ensure nothing falls between the cracks, and that your practice is operating like a well-oiled machine. Learn which project metrics are your key progress indicators and how to use these reports to keep your firm running at maximum efficiency.

Enroll

Classes begin the week of April 30th. Spaces are limited so enroll today to secure your place.

100% Satisfaction Guarantee
If you are not satisfied with Karbon Academy for any reason, simply email us at academy@karbonhq.com or call (510) 517-6267 within 30 days of the first lecture for a full refund of the class.

 

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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
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