Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)

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The Accounting Podcast

Blake Oliver & David Leary

574 episodes

1 day ago

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.

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Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)

The Accounting Podcast

31 minutes

3 weeks ago

Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)

Earmark Media Presents a bonus episode of Earmark Podcast:

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.

Meet Our Guests

Mary Delaney

LinkedIn: https://www.linkedin.com/in/marywdelaney/

Learn more about Karbon

Official website: http://karbonhq.com

Kenji Kuramoto

LinkedIn: https://www.linkedin.com/in/kenjikuramoto/

Learn more about Acuity

Official website: https://acuity.co

Need CPE?
Get CPE for this episode: https://earmark.app/c/2877

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Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com

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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page