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

Communication and meeting rhythms to drive the perfect client relationship

Jamie Johns shares the meeting and communication tactics you should be using to build and maintain a perfect client relationship.

44 min video

Planning for a successful and stress-free tax season

Discover the time-management and capacity planning techniques successful accounting firms use to navigate their busiest periods.

57 min video

Email management habits to guarantee less time in your inbox

Discover tips and proven techniques to manage your email more efficiently and spend less time in your inbox.

57 min video

Practice Ignition + Karbon Masterclass

Learn how you can combine Practice Ignition with Karbon to create a seamless client onboarding experience and automate your workflow.

38 min video

10 essential Zapier automations to build in your accounting firm

In this hands-on video, Zapier expert Heather Satterley outlines how to create the 10 automations every accounting firm should be using.

68 min video

Designing an efficient, painless and streamlined bookkeeping process

Karbon and Receipt Bank host this masterclass on one of your most critical processes: bookkeeping. Learn the critical steps, best practices, and common solutions being utilized by industry-leading firms.

63 min video

Designing a fully integrated accounting firm tech stack

Learn how to select the right tools for your firm and design your tech stack so that it is completely connected, streamlines data and built for automation.

64 min video

Capacity planning techniques to boost productivity, output and profit

Learn the capacity planning techniques that grew Chan & Naylor into one of Australia's leading accounting firms, where each Partner is managing $5million in client fees.

58 min video

Bring more value to your clients through HR advisory services

Learn why HR Advisory Services is a logical opportunity for your firm to expand into, and steps and resources to get started.

60 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