Videos

Designing a scalable organizational structure where each partner can manage $5million in fees

Ed Chan shares the secrets behind the success of Chan & Naylor and how to implement an organizational structure that allows each partner to manage $5million in fees.

51 min video

Advanced techniques to automate your workflow

Develop 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

Lean Strategic Advising: A blueprint to help more clients in less time

Learn how to deliver the most important information to your clients in the least amount of time, combined with a cycle of continuous improvement.

62 min video

How to stop chasing clients

Discover client collaboration best practices that will improve your service delivery and boost efficiency.

60 min video

Mastering your firm’s process management

Discover everything you need to know about building, personalizing and implementing processes for your firm’s most common services.

63 min video

Transitioning your clients to connected, collaborative banking

Learn how to leverage collaborative banking with your clients to streamline workflows and improve their financial visibility.

49 min video

Bottom Up vs. Top Down management to improve your profit & lifestyle

Ed Chan shares management tips that will drive your long-term success, profitability and lifestyle, no matter what size your firm is today.

40 min video

Obtaining visibility across your firm with Karbon

How you can use Karbon to gain clarity over what your team is working on, where every client relationship stands, and what priorities need adjusting.

46 min video

Effectively managing your firm’s internal operations

Learn techniques for managing your firm, sharing what everyone is working on, and setting a process for constant improvement across your team.

54 min video

How to develop leaders in your accounting firm

If you want your firm to be successful you have to not only manage your staff effectively, but help them develop into leaders themselves.

52 min video

Business advisory in the age of COVID-19 and beyond

Learn how to implement a proven system for bringing in premium clients during a global pandemic and beyond.

59 min video

COVID-19: How the industry adapted & equipping your firm for the next stage

Learn how other accounting firms adapted to the challenge of COVID-19, how to prepare for what's next, and what the firms that transitioned to remote work seamlessly did.

46 min video