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Overview

Do you wish you had more time to work with your clients? The quickest and cheapest path to additional capacity lies in improving your practice’s efficiency. Not sure on where to start? Start with what bothers you first, build a mindset of continuous process improvement and incorporate the best practices of other high-performing progressive firms to realize efficiency gains of upwards of 50%.

In this FREE lecture, get an overview of the entire six lecture Efficiency 101 (EFF-101) course and learn about all things processes, management (projects, tasks and email), and technology.

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 part of the Lecture+ plan and includes the following activities and materials:

  • Pre-work exercise
  • On-demand lecture
  • Lecture slides (PDF)
  • Firmwork exercise

If interested, you can also choose from the Lecture Only or Group Live plans.

Curriculum

After completing this course, you will be able to:

  • Identify bottlenecks and define a critical path
  • Narrow down to your best process optimize
  • Understand best practices for checklists & tasks
  • Identify the process for choosing technology
  • Know which additional Efficiency 101 lecture is right for you and your firm.

Additional courses

"Overview of Practice Efficiency" is the first lecture of the Efficiency (EFF-101) course. In this six part lecture series, you will get a guided journey on how to identify bottlenecks, standardize common processes and implement efficient workflows to grow your firm’s bottom-line. The full course curriculum includes:

  • Lecture 1: Overview of practice efficiency
  • Lecture 2: Standardized processes
  • Lecture 3: Process mapping
  • Lecture 4: Checklists & tasks
  • Lecture 5: Email management
  • Lecture 6: Technology (picking & choosing)

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
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