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Scaling smarter: Operational excellence for future-proof firms

❓ Where can you use automation to reclaim time and eliminate bottlenecks in your workflows?

❓ How do you design connected, customizable workflows that adapt to the needs of your team?

❓ How can integrated systems unlock growth, improve visibility, and support smarter decision-making at your firm?

In this video, Joe Carufe (Karbon) leads an insightful conversation with special guests, Terri Warren (Innovative Ops) and Chris Williams (System Six), as they explore practical, proven ways to streamline your operations using automation, APIs, and integrated systems.

You'll learn how to reduce manual work, increase efficiency, and ultimately grow your firm by building smarter, scalable systems, tailored to the unique demands of your firm.


This is part one of the six-part series 'Your firm's future: Buy, sell, or build.'

This webinar series, presented by Practice Marketplace by Karbon, stars Joe Carufe and an exciting mix of special guests. Together, they'll share practical strategies for M&A, exits, and building for what’s next, empowering you to grow, transition, or sell your firm with confidence.

Explore the series.

Chris Williams
CEO, System Six

Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to its team members. Chris acquired System Six in July 2021 after a 10 month search for a small business to acquire and grow. Prior to System Six, Chris worked in private equity and earned his MBA, where he discovered the path of "Search Funds", working with small business investors to seek out, acquire, and grow a small business.

Terri Warren
Founder, Innovative Ops

Terri Warren utilizes the many hats she’s worn in her accounting and practice ops background to provide stellar fractional consulting services to integrate teams, unify systems, and optimize operations within organizations.

Scaling smarter: Operational excellence for future-proof firms | Karbon Magazine