Go offline with the Player FM app!
Unlocking Capacity: The Workflow Revolution
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 18, 2025 12:10 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 512626679 series 2991380
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/
109 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 18, 2025 12:10 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 512626679 series 2991380
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/
109 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.