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Unlocking Capacity: The Workflow Revolution

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Manage episode 512626679 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Chapters

  • (01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto
  • (01:31) - Big News: Carbon's Acquisition of ER
  • (02:41) - Defining Workflow Revolution in Small Firms
  • (04:35) - Kenji's Journey: From Big Four to Acuity
  • (07:03) - Challenges in Building Advisory Workflows
  • (08:59) - Empowering Teams Through Workflow
  • (17:46) - The Importance of Time Studies
  • (19:14) - Kenji's Hands-On Approach to Workflow
  • (25:16) - The Role of Workflow in Mergers and Acquisitions
  • (28:08) - AI and the Future of Workflow in Accounting
  • (30:39) - Conclusion and Final Thoughts
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with 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

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

106 episodes

Artwork
iconShare
 
Manage episode 512626679 series 2991380
Content provided by Earmark LLC, Blake Oliver, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Blake Oliver, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Chapters

  • (01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto
  • (01:31) - Big News: Carbon's Acquisition of ER
  • (02:41) - Defining Workflow Revolution in Small Firms
  • (04:35) - Kenji's Journey: From Big Four to Acuity
  • (07:03) - Challenges in Building Advisory Workflows
  • (08:59) - Empowering Teams Through Workflow
  • (17:46) - The Importance of Time Studies
  • (19:14) - Kenji's Hands-On Approach to Workflow
  • (25:16) - The Role of Workflow in Mergers and Acquisitions
  • (28:08) - AI and the Future of Workflow in Accounting
  • (30:39) - Conclusion and Final Thoughts
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with 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

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

106 episodes

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