Are you achieving double-digit, year-over-year revenue growth? Do you have a clear understanding of what and how you are going to achieve the overarching goal for your firm? Do you know what to measure and how it measures up to your peers? Increased profits and predictable revenue come from a solid firm strategy that is an extension of the partners who built the firm and bolstered by the modern techniques and tools to derive the most value from the firm itself.

In this FREE lecture, get an overview of the entire six lecture Strategy 101 (STR-101) course and understand how today’s modern, progressive accounting firms leverage strategy to get ahead.

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 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 right test to learn more about yourself, your team or your firm.
  • Determine your firm's purpose and build a SWOT analysis.
  • List the five components of an effective strategic plan.
  • Identify which additional measures to add to your firm to better monitor your subscription-based services.
  • Know which additional Strategy 101 lecture is right for you and your firm.

Additional lectures

"Overview of Practice Strategy" is the first lecture of the Strategy (STR-101) course. In this six part lecture series, you will discover yourself, derive your firm’s foundation, put a durable proper business plan and strategy in place, create the underlying tactics to ensure success, and learn how to measure success in today’s modern firm. The full course curriculum includes:

  • Lecture 1: Overview of practice strategy
  • Lecture 2: Introspective
  • Lecture 3: Firm foundations
  • Lecture 4: Business planning
  • Lecture 5: Strategy & execution
  • Lecture 6: Strategic reporting


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.

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Edition 4 the talent challenge
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