Thinking about your firm's future? Practice Marketplace is now open to all firms looking to sell ?? After successfully launching last year, Practice Marketplace is now open to all firm owners interested in selling their practice. Why Practice Marketplace? ?? Gain exposure to top-tier firms and feel confident about a successful exit ?? Access seamless acquisition opportunities (only available to Karbon customers) ?? Connect with leading M&A advisors and business experts through our new Partner Directory 75% of sellers have already received inquiries from potential buyers, with new connections forming every day. If you’ve been thinking about the future of your firm, explore your options through Practice Marketplace by Karbon: https://lnkd.in/g4x4YAKr
Karbon
软件开发
Sausalito,California 46,416 位关注者
Practice Management for scaling accounting firms. Your teams, clients, workflow, documents, planning, reporting + more.
关于我们
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
- 网站
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https://karbonhq.com
Karbon的外部链接
- 所属行业
- 软件开发
- 规模
- 51-200 人
- 总部
- Sausalito,California
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Accountants、Growth、Software as a service、Workflow management、Practice management、Scale、Processes、Accounting firms、Task management、Client management、Relationship management、Teams、Visibility和Efficiency
地点
Karbon员工
动态
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How did some accounting practices turn a crisis into their finest hour? The latest Practice Excellence Report dives into the data—before, during, and after the pandemic—to uncover what set top-performing firms apart. The key? They didn’t just survive; they thrived by: ?? Prioritizing efficiency ?? Adapting quickly ?? Evolving intelligently More than a report, this is a guide on how to navigate disruption and seize opportunities. Download your copy here https://lnkd.in/gmsqkDvr
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Tracking key client details. Reassigning work. Managing docs. It all adds up. This #KarbonUpdate makes it easier. ?? Custom CRM fields (beta): Capture key client details, your way. ? Prioritize contacts: Mark high-value clients and focus where it matters. ?? Google Drive integration (beta): Sync and store docs without the back-and-forth. Also included in this release: ? Bulk reassign automators. ?? eSignatures and Approvals for colleagues for easier internal workflows. ?? Better AR imports. Check out the full update ?? https://lnkd.in/gxe3MGx3
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There’s a difference between a client needing an accountant and a client choosing one. And every interaction with a client is a chance to show them they made the right choice. ? A real conversation about their goals, not just their numbers ? A system that makes working with you effortless ? A thoughtful touch that shows you’re paying attention Keila Hill-Trawick, CPA, MBA shares why it's important to create memorable client experiences through consistency, empathy, and authenticity: https://lnkd.in/g4D34ScT ?? Because when clients feel valued, they don’t just stay. They advocate.
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And that’s a wrap on Accounting & Business Expo Sydney 2025! ?? #ABExpo A massive thank you to everyone who stopped by the Karbon booth—whether it was to chat, share insights, or just say hi. We had some incredible conversations, caught up with familiar faces, and met plenty of new ones. Hearing firsthand how firms are evolving? Always exciting. Troy Van de Venne Maria Vittoria Ercules Riley Giuliano Cassandra Randall Claudia Z. Next stop: London! The Karbon team is heading to Digital Accountancy Show, April 1-2. Stay tuned ??
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We’re gearing up to exhibit at the Digital Accountancy Show 2025—the ultimate event for accountants and bookkeepers—on April 1-2 at Evolution London ?? Imagine 100+ thought leaders, subject matter experts, and professionals coming together to share insights that reshape the future of accountancy. See you there ?? Get your tickets: https://lnkd.in/e3_sCsr5 ??? #DAS25
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The Accounting & Business Expo is officially open ?? The next two days are going to be packed with insightful sessions, meaningful connections, and inspiring energy. Make sure you stop by the Karbon booth at Stand C43 to meet Troy Van de Venne Maria Vittoria Ercules Riley Giuliano Cassandra Randall Claudia Z. and the rest of the Karbon team, and see how Karbon can help your firm get to the next level and beyond ?? Block out your calendar and catch these panel sessions: ?3:00 PM — Sara Goepel will be on the panel for Practice Management Transformation – Optimising Your Firm for the Future ?3:30 PM — Mary Delaney will be on the panel for Influence, Integrity and Impact: Navigating the Reality of Women Leading in Accounting Don’t forget to tag Karbon if you share photos with the team ?? #ABExpo Jessica Marcello Charlotte Bosler Margarita (Megann) Jabola Lachlan Macindoe Ian Vacin
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Building a more inclusive profession starts at the top. In the accounting industry, that means empowering more women in leadership to drive significant change. To celebrate Women’s Month and this year’s International Women’s Day theme, #AccelerateAction, Karbon is launching Women in Accounting Alliance—a dedicated space within Karbon Community for women leaders in the profession to connect, collaborate, and create lasting impact. This is a community where women in leadership can: ?? Build a strong network of fellow industry leaders ?? Exchange ideas and strategies for career and business growth ?? Collaborate on solutions to industry-wide challenges ???? Guide and support the next generation of women in accounting ?? Champion change by elevating diverse voices in the profession Karbon is proud to welcome the founding members of this group who are ready to accelerate action: ?Karla Hourigan M. Megan Roberts Joye Sistrunk , CPA, CGFM Dorothy Zubel, CPA, CMA Lauren Thiel, CA Karen Andrews Melisa Gaetani CPA, CA, PhD, CHRL Baalqis Hassan Alison Grieman, CPA, CMA Jocelyn Wilson Amber Berry Melissa Stout Shannon Badger Jennifer Green Bridget Noonan, CPA, CA Elizabeth Hanley Lisa Marshall Dana Maxwell, CPA Emilie Sheaffer Tina Callahan Sarah Santaniello Marni Garcia Justine Marshall Charlotte Wilson FCA Lauren Harvey Bev Wakefield Katy Dunn Terri Warren, MAcc Natalie Lennon FCA Katie Young, MSA If you’re a Karbon customer and a woman in accounting leadership, we’d love for you to join the conversation. Comment on this post ?? #IWD2025 #AccelerateAction #WomenInLeadership
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Happening tomorrow ?? Tune in to Karbon's Product Roadmap quarterly webinar to be one of the first to get an exclusive preview of exciting features in the works. We're talking: ? The latest developments in Karbon for Clients ? Helpful CRM improvements ? Advancements in Engagements, Billing, and Payments ? Robust integrations and API plans that connect Karbon to even more of your favorite ecosystem apps This is the year for your firm, and Karbon is here to help make it happen ?? Register for the webinar here ?? https://lnkd.in/gxzcKJJD Can't watch live? Register anyway to get access to the recording so you can watch it on-demand.
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