Efficient bookkeeping workflows with Karbon and Hubdoc


In this video from Karbon and Hubdoc, gain a unique insight into how common bookkeeping workflows are being managed by some leading global firms.

Ian Vacin (Karbon) and Yoseph West (Hubdoc) are joined by Jennie Moore (Moore Details Bookkeeping) and Allison Hawkins (Hawkins & Co Accounting) to walk you through their workflow and show you a recommended process that brings the best of Karbon and Hubdoc together. This video will help you to create and fine-tune your own bookkeeping processes.

Learning objectives:

  • Find out how progressive, successful firms build, implement and optimize their bookkeeping process

  • Walk through each step (document collection, management, processing, reconciliation) to see how they vary from firm to firm, and why

  • Best practices and common pitfalls—what you should know before building your process

  • Learn Hubdoc and Karbon's master workflow—built using the best elements from forward-thinking firms

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