Choosing and measuring your firm’s KPIs with Karbon


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