Karbon Experts Roundtable: DIY, guided, or done-for-you firm optimization

❓ How can the right rollout with the right tools help you create a firm built for growth?

❓ How do you develop an effective implementation strategy around your team’s bandwidth, priorities, and readiness?

❓ What’s the smartest way to introduce Karbon so you can realize its value from day one?

In this video, Joe Carufe (Good Measure) teams up with Carla Caldwell (Caldwell Consulting & Training) and Brian Clare (Blueprint Accounting) to unpack practical strategies for building a firm that can scale with confidence.

You’ll hear how to match your rollout of Karbon to your team’s bandwidth, simplify your internal systems, and choose the level of guidance that helps you move faster—with clarity, alignment, and a stronger foundation for growth.

This is part five 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.