Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
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Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
Joe Carufe on Building a Modern CAS Firm and Scaling with Karbon
Accounting Insiders
44 minutes 55 seconds
3 months ago
Joe Carufe on Building a Modern CAS Firm and Scaling with Karbon
In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work.
Topics discussed:
✅ What Client Advisory Services (CAS) really means in today’s market
✅ Building strong relationships while leveraging technology and AI
✅ How firms can set boundaries with clients and still deliver high-value service
✅ Why processes and documentation are the real drivers of firm valuation
✅ The future of accounting technology and the rise of AI-driven workflows
Whether you’re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future.
📌 Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice.
Accounting Insiders
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
