Karbon

Right now, accounting firms are at a critical crossroads—one that Kodak is familiar with. Technological advancements like AI and automation are shaking up the industry and pushing firms to rethink the way they work with clients. The traditional compliance-focused accounting model is no longer enough, and value now lies in being that strategic advisor who can help them achieve their business goals. While Kodak may not have been successful in keeping up with its changing market, your firm certainly still can. 👌🏻Lynda Steffens, Founder of The Small Business Project, breaks down this crucial shift and how you can future-proof your practice: https://lnkd.in/g2JcVatx

💡 Upcoming #KarbonWebinar next week: Mastering M&A to scale your firm. Discover how to accelerate your firm's growth with M&A! Join Jamie Johns in this upcoming webinar to master the art of M&A with the Wize M&A Mastery system. 🗓️ AEST: Aug 27, 12PM | PDT: Aug 26, 7PM Register to join live or to get a copy of the recording: https://lnkd.in/gbPBfT4N.

Capacity is deeply human. It’s intimate. Every person’s capacity constitutes unique components, and that’s why it should be managed individually. The MELT theory breaks down these human components: 🧠 Mind: The ability to focus and manage distractions. 😌 Emotions: Someone’s emotional state, both positive and negative. 📍 Location: The impact of where someone physically works on their ability to perform. 🕰️ Time: The amount of physical time someone can devote to output. Understanding these components and how you can help your team manage them is key to unlocking their potential. Learn more about the MELT theory and its role in capacity management in our new guide: Managing Capacity. Driving Productivity. Produced in collaboration with Jason M. Blumer, CPA from Thriveal CPA Network and Blumer & Associates, CPAs, PC, it’s filled with real strategies formulated by years of industry expertise. Download it here 👉 https://lnkd.in/gDv2Pj4n #capacitymanagement #capacityplanning #guide #practicemanagement

In case you missed it, the recent #KarbonUpdate introduced a new feature designed to help you work faster: Smart Suggestions (beta). Smart Suggestions help you triage emails and work faster by automatically displaying the most relevant work items and contacts when you add emails to Work and Contact timelines. ✅ Spend less time searching for relevant work items and contacts ✅ Quickly add emails to the appropriate timelines ✅ Improve productivity and focus on what truly matters This feature is currently in beta and you can register to test it here: https://lnkd.in/gV4-pmgk

That's a wrap for #Xerocon Nashville 2024 🎸 Thanks to everyone who stopped by our booth and said hello to the team. It was great to connect with so many of you, exchange ideas, and have a great time. The party doesn't end here. Looking forward to meeting with all of you again soon! 🙌 #XeroconNashville #Xerocon2024

Day 1 at #Xerocon Nashville 2024 was a hit! 🤠 We're on to the final day and the team is all saddled up. If you haven't had the chance yet, drop by stand E+10 to meet the Karbon team, share insights, and ask questions. See you there!

When implemented correctly, mergers and acquisitions (M&A) strategies have shown great success in enabling growth. A well-planned M&A can: ✅ Extend a firm's reach ✅ Diversify their service portfolio ✅ Provide access to new markets, technologies, and resources But how do you know if this is the right path for you? Jamie Johns, Co-Founder of Wize Mentoring and Founder/CEO of Sky Accountants shares the secrets behind successful M&A strategies in an exclusive webinar, Mastering M&A to Scale Your Firm. Register to join live or to receive a copy of the recording here: https://lnkd.in/gbPBfT4N.

Good morning, Nashville! The Karbon team is looking forward to meeting you at #Xerocon. These two days are going to be exciting, and there will be much to learn. Don't forget to add the Karbon demo sessions to your agenda: 🗓️ Session 1: Wed, Aug 14 at 2:30pm - Stage 3 with Andrew Lyman Discover the impact of bringing your team, clients, documents, planning, and reporting together in Karbon's leading practice management solution. 🗓️ Session 2: Thu, Aug 15 at 12:55pm - Stage 3 with Sam Utesch Find out how Karbon has set the bar for how practice management systems should be implementing AI, according to the industry's leading voice on AI, Jason Staats, CPA. Don't forget to also drop by the Karbon booth at stand E+10 for some one-on-one chats with the team.

We each wake up in the morning with limited mental capital. The sum of each of your team members’ (and your) capital equals your firm’s overall capacity. Knowing what your team is capable of each day is integral to your firm’s growth. That’s why understanding capacity and the human elements that affect it is so important. To help you with this, our newest guide (produced in partnership with Jason M. Blumer, CPA from Thriveal), dives into capacity management for sustainable growth. It covers: 🔸 New people management theories 🔸 Definitions, nuances, and methods of capacity management 🔸 Factors that influence capacity 🔸 How to be strategic with your time 🔸 How to use capacity to your advantage Download your copy of Managing Capacity. Driving Productivity. here: https://lnkd.in/gDv2Pj4n 📕

The latest #KarbonUpdate is packed with enhancements to streamline your workflow. 🔹 Karbon AI’s Smart Suggestions (beta): Automatically see the most relevant work items and contacts when adding emails to timelines. 🔹 CRM improvements: Customers in the UK, France, and Jersey now have more options when entering client details. 🔹 New Karbon API endpoints: Filter Contacts and Organization endpoints by ContactType and verify Webhook payloads. Learn more in the release notes here https://lnkd.in/edgiVNCG For API releases, click here https://lnkd.in/ehTGj6w4