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From signed to paid: How top firms use Karbon to automate the full client lifecycle

KarbonTips & Tricks

Winning a new client is exciting, but the post-signature process can be anything but.

Often, firms rely on fragmented tools, manual data entry, and information silos. Effectively managing the process becomes untenable. How can you track engagement statuses, chase payments, and hunt for accurate data for profitable renewals when you have no control over any of it?

In this video, discover how high-performing firms use Karbon to manage the full engagement lifecycle—from initial setup to job scheduling and smart renewals—with automation at every step.

You’ll learn how to:

  • Set up engagements faster and at scale

  • Lock scope before work begins to prevent scope creep

  • Automate work creation directly from engagements

  • Track statuses effortlessly without touching a spreadsheet

  • Cut payment chasing and improve cash flow

  • Price renewals based on evidence

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Brandon Farmand, CPA
Partner, Farmand, Farmand, & Farmand CPA

Brandon specializes in financial statement and employee benefit plan audits, tax planning and compliance for individuals, businesses, and estates. He also advises on acquisition due diligence. A University of Florida graduate (BS and MAcc), Brandon serves on First Federal Bank's Advisory Committee and supports northeast Florida nonprofits.

Rachel Peng
Marketing Manager, Karbon

Rachel leads product marketing for Karbon's Engagements, Billing, and Payments products. She spends most of her time understanding the work-life of accountants and accounting firm operators and executing strategies that help accounting firms make the most of Karbon. She is a working mom, a pianist in training, and a die-hard fan of Friends and Bluey.

Cleo Iggy
Associate Product Manager, Karbon

Cleo works alongside Dave on Karbon's Billing and Payments feature. She enjoys creating useful products that help accounting firms leverage Karbon further and adding features that are a joy to use.

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From signed to paid: How top firms use Karbon to automate the full client lifecycle | Karbon Magazine