Choosing and measuring your firm’s KPIs with Karbon

Jon's headshot

Jon Standiford
Account Executive, Karbon

Logan Baillie's headshot

Logan Baillie
Product Manager, Karbon

KarbonTips & TricksBusiness Metrics
 

How well do you really know how your accounting firm is performing?

Can you accurately predict where you will be next month, next year and beyond?

In this video, Jon and Logan share the critical metrics and KPIs you can track in Karbon to truly understand your firm’s performance and future growth. Each of these metrics tracks an individual aspect of your practice, and when combined, they will give you a comprehensive view of how you are performing and where you are trending.

Watch to learn how you can set and measure KPIs that focus on:

  • Team output

  • Customer service

  • Budget versus actuals

  • Email efficiency

  • Productivity

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Jon's headshot

Jon Standiford
Account Executive, Karbon

When Jon's not helping accounting firm leaders increase efficiencies, he's cooking for his wife and kids, playing golf, and rooting for the San Diego Padres.

Logan Baillie's headshot

Logan Baillie
Product Manager, Karbon

Logan understands the challenges of consolidating organizational data and enabling data-driven decision making across the various levels of the business. He is passionate about providing solutions through Karbon Practice Intelligence (KPI) that allow leaders to focus on what matters.