Advanced techniques to automate your workflowDevelop a plan for your accounting firm that will automate time-consuming tasks, improve the efficiency and outcomes of your most critical processes, and deliver a higher quality service to your clients.64 min video
Adding a new client to GustoThe best practices for adding a new client to your Gusto partner dashboard.Download
Oct 08Webinar10:00PM, UTCDesigning a fully integrated accounting firm tech stackLearn how to design a modern accounting tech stack that is completely connected, streamlines data and built for automation.Register
Mastering your firm’s process managementDiscover everything you need to know about building, personalizing and implementing processes for your firm’s most common services.63 min video
Oct 22Webinar6:00PM, UTCDesigning an efficient, painless and streamlined bookkeeping processJoin a masterclass on perfecting your bookkeeping process. Learn the critical steps, best practices, and common solutions being utilized by others.Register
5 workflows every accounting firm must master Improve your accounting firm’s productivity and client satisfaction by excelling in these five critical workflows.7 min read
Building the perfect tech stack for your accounting firmDiscover the tech stack used by Envolta, which has enabled them to become one of Canada's fastest-growing companies, while retaining 99% of their clients.60 min video
3 things to keep in mind when updating legacy tech applicationsUpdating legacy applications is easier said than done — many company leaders often don’t understand how much work is involved, or what the particular challenges will be.4 min read
Tech clutter is killing your company cultureWe’re all burdened by massive tech clutter, and it’s having a negative impact on companies, the way we work together, and our mental health, argues Stuart McLeod.5 min read
How secure are your internal communication channels?If your communication channels aren’t protected, then the information that’s being shared cannot be considered private.5 min read
Are your communications leak-proof?Why your company needs secure internal communicationsIf you run an accounting firm or other professional service business, you have all kinds of sensitive information on hand. You can’t afford to leave it accessible to the world.4 min read
Karbon Magazine
