Increased profits, predictable revenue, and happy clients come from a solid firm strategy that is an extension of the partners who built it, and bolstered by the modern techniques and tools to derive the most value from the firm itself.

In Practice Strategy 101 (STR-101), we’ll be focusing over six lectures on what is necessary to lead, defining the foundations of the firm, providing the frameworks and exercises to determine your firm’s strategy, and the mechanisms to put in place to ensure proper execution of the tactics for the key strategies.

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 implement a business plan and strategy that's right for your practice.

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


Primary lecturers

Bruce Phillips

Founder and CEO, HPC


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

Carla Caldwell

Founder of Caldwell Consulting & Training


Carla Caldwell works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. She also helps accounting and bookkeeping firms implement the tools that help them be more successful—from value pricing and process development to the apps that support their systems.

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.

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.

Tim has been advising clients for over 26 years at Change, his accounting firm. Change is 100% cloud firm and is proud to not use timesheets. Tim also created ChangeGPS, to help hundreds of accounting firms make things easier and faster for their clients.


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


Strategy 101
An overview of strategy for today’s modern, progressive accounting firm.

Introspective (You & Your Firm)
Understanding what lies beneath is critical to developing the foundational strategy on top. Understand the personality, strengths, and weaknesses of the staff and firm; how it applies; how to leverage; and how to mitigate.

Firm Foundations
Do you love what you do? What is your passion and purpose in life? Discover and derive your firm’s foundations by defining your value proposition, mission, vision, values and purpose.

Business Planning
With horizon planning you will translate your new future vision to 1, 3, and 5 year objectives ensuring you are balanced to tackle the now while enabling your firm to thrive in the future.

Strategy & Execution (OGSM & OKRs)
From your 1 year vision, break down your objectives and goals to measurable and ownable strategies and tactics that you can track quarter to quarter, and delegate to yourself and across your firm.

Strategic Reporting (AaaS)
The classic metrics of realization and utilization won’t cut it in the modern firm. Learn the new metrics and what they mean when driving an Accounting As A Service practice.



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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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