How to gain a single source of truth for your firm's critical information

This event is closed.

Watch the recording

Today, accounting firms use anywhere between 10-1,000 apps and systems to get work done. But the efficiencies gained from using super-powered, ‘best of breed’ tools are lost when you are required to navigate through each one individually, make the same update in multiple systems, and rely on team members to always do the same.

In this webinar, Melissa Stout from inDinero will share the challenges her team faced from app-overload, and how Karbon provided them with the single source of truth for all client information, work & communication, for the whole team to share.

You will learn:

  • Why a single source of truth is critical for every firm

  • How to identify and improve your band-aid solutions

  • Best practices for documenting your most critical information

  • Techniques to improve your transfer of knowledge across your team

  • Steps to ensure buy-in across your team when migrating to a new system

If you cannot attend at this time, register to receive a recording.

Melissa Stout
Founder, Milestone Business Solutions Inc.

Melissa is the Founder of Milestone Business Solutions and a seasoned CFO with nearly 20 years of accounting and financial experience. She helps entrepreneurs succeed by combining technology and process with financial insights.


Stuart McLeod
Co-Founder, Karbon

Stuart started his first business 13 years ago and has had many successful ventures, including Paycycle, founded in 2009, which he sold to Xero in 2011. He then built the global Xero Payroll team that delivers payroll software across the US, AU, UK and NZ markets. In 2015, Stuart co-founded Karbon, and served as CEO until 2023. He remains an advisor, board member, and investor.

Stuart's headshot. He's wearing a white collared shirt, has graying hair, and the background is a blurry green and brown tree.