Latest / The Accounting Podcast
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.