Building and personalizing standard operating procedures in Karbon

Tim DonohoueCOO & Head of Sales, Karbon
 

Standardized processes and efficient workflows keep everyone aligned to the same goals across teams, departments and locations. To make this easy, Karbon comes with an extensive knowledge base of templates for common accounting, tax, audit and advisory procedures.

In this video, Tim explores best practices for building, personalizing and implementing these templates in your accounting firm.

Watch to learn:

  • How to access Karbon's in-depth library of purpose-built templates

  • Steps to personalize these to suit your unique workflows, team and clients

  • When to use Automators to maintain powerfully efficient workflows

  • How to implement advanced functionality including Client Tasks, Job Role placeholders and recurring schedules.

This video is suitable for current customers, or those who want to learn how Karbon can improve their firm's efficiency and service delivery.

Tim Donohoue
COO & Head of Sales, Karbon

In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.