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.

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Understanding blockchain: 3 ways to expand your firm
60 min video

3 ways Karbon has changed the way we work
48 min video

Practice ExcellenceWhat we learned from assessing the business abilities of 250 accounting firms
44 min video

ExplainerHow to automate the Economic Injury Disaster Loan template

To help you implement your COVID-19 Rapid Response Toolkit, learn how to automate the Economic Injury Disaster Loan template.

ExplainerHow to automate the Initial Consult & Discovery template

To help you implement your COVID-19 Rapid Response Toolkit, learn how to automate the Initial Consult & Discovery template

ExplainerHow to automate the Payroll Protection Program template

To help you implement your COVID-19 Rapid Response Toolkit, learn how to automate the Payroll Protection Program template.

ExplainerHow to automate the Cash Flow Advisory template

To help you implement your COVID-19 Rapid Response Toolkit, learn how to automate the Cash Flow Advisory template

ExplainerHow to configure work statuses and work types

To help you implement your COVID-19 Rapid Response Toolkit, learn how to link your Work Statuses to your Work Types.

Obtaining visibility across your distributed team with Karbon

Learn 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.

Building and personalizing standard operating procedures in Karbon

Learn best practices for building, personalizing and implementing Karbon's best practice templates in your accounting firm.

How accounting & bookkeeping firms can survive and thrive during a crisis

Discover tips for navigating your accounting firm through the coming months, with steps you can take to maintain regular operations and come out stronger than ever.

Mastering the first 30 days of client advisory

Experts from LivePlan, Practice Ignition, Intuit and Karbon join forces to outline what steps will ensure the first 30 days in your advisory process are streamlined, efficient and painless.

The legacy pathway: Driving real, measurable purpose through your firm

Paul Dunn explores why having a purpose is critical for your accounting firm, and provides highly impactful ways to make it happen.

How to gain a single source of truth for your firm's critical information

How Karbon provided inDinero with a single source of truth for all client information, work & communication, for the whole team to share.

Automating your workflow in Karbon

In one session, get an insight into some of the most powerful ways you can automate more low-value admin tasks, using real-life examples and processes you carry out in your firm daily.