Building and personalizing standard operating procedures in Karbon

Scott Gerdzunas
Senior Account Executive, Karbon

KarbonTips & Tricks
 

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, Scott will explore 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 Requests, job role placeholders and recurring schedules

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Scott Gerdzunas
Senior Account Executive, Karbon

Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.