Do you stay up at night wondering what might have falling between the cracks? Do you lack visibility across work? Do you feel like your firm might not be set up for success? When you crossed 3, 6, 12 or 20 staff, did you feel like there was a step change in the headaches in managing your firm? Piece of mind comes from building, leading, and managing a well-oiled machine — a machine that fosters a culture of trust, collaboration, ownership, and respect.

In this FREE lecture, get an overview of the entire six lecture Management 101 (MGT-101) course and get a guided journey across leadership, organizational design, team dynamics, and firm-wide accountability.

Primary lecturers

Steph Hinds

Founder, Growthwise and Industry Speaker


Steph decided to become an accountant because she wanted to change the future of small businesses in Australia ("I was young, it’s now the world!"). She believes accountants hold the cards, the knowledge and the ability to make an enormous difference in their clients lives. Steph has spent the past 2 years working with accountants and bookkeepers in setting business strategies, implementing technology and becoming the best leaders and managers they can be.

Full profile

Sara Goepel

VP Product, Karbon


Sara is a product management and development executive with 15 years of experience managing large, global projects/products. She’s taken many new products from research through to successful market launches. This included owning the strategy, roadmap, and leading strong multi-functional teams. Having managed a team of 45 people across 4 locations, she is passionate about communication and ensuring staff have the right tools and support to succeed in their roles. Sara has been working with accountants around the globe for the last 10 years, understanding their pain points and needs in order to build products to run their practices in an efficient and successful way.

Full profile

Guest lecturers

Business builder, consultant, and Business Development Director at Slipstream Coaching, Sharon's passion is helping accounting firms develop multidisciplinary businesses and find their niche.

Carla Caldwell, founder of Caldwell Consulting & Training, strategically guides accounting teams to become a modern 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.

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.


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.



After completing this course, you will be able to:

  • Identify the seven keys to successful firm management.
  • Understand the foundation of organizational design.
  • List the differing traits between leaders and managers.
  • Identify the 3 key frameworks for ownership & accountability.
  • Know which additional Management 101 lecture is right for you and your firm.

Additional lectures

"Overview of Practice Management" is the first lecture of the Management (MGT-101) course. In this six part lecture series, you will learn key leadership techniques to promote a culture of collaboration, accountability and respect, and how to determine the best organization structure for your firm. The full course curriculum includes:

  • Lecture 1: Overview of practice management
  • Lecture 2: Organizational design
  • Lecture 3: Leadership & emotional intelligence
  • Lecture 4: Ownership & accountability
  • Lecture 5: Team collaboration
  • Lecture 6: Change management


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.

Related content


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