Advanced workflows: Functional departments
This first session in the advanced workflow management series explores the essentials of a functional department in a modern accounting firm. Based on techniques implemented by best-in-class firms, learn:
Modern firm roles and responsibilities
Advanced concepts and workflows for specialist roles
Which areas of Karbon matter for each role
Advanced Workflows is a five-part series outlining the theory and best practices behind advanced workflow management, and how your firm can implement these using Karbon.
With the techniques and use-cases outlined in this series, you'll be equipped to take your Karbon usage to the next level—work better as a team, give your clients better service, and make some serious efficiency gains.
Other sessions:
Advanced workflows 2: Team management
Advanced workflows 3: Team collaboration
Advanced workflows 4: Client management
Advanced workflows 5: Planning & tracking