Working Theory Podcast
The Working Theory Podcast is the unofficial podcast for accounting firms that are serious about getting the most out of Karbon. Hosted by Max (Navica Consulting) and Brooks (Framework Solutions), two consultants who spent years using Karbon inside accounting firms before ever moving into implementation — this show is built on real experience, not theory. We're not here to walk you through onboarding. We're here for what comes after — the applied side of the platform. How do you make Karbon work for your specific firm? What are the tradeoffs? What are the workarounds? Where does it shine, and where do you need to look elsewhere? If you're a firm owner or operations manager trying to scale and you need your practice management platform to actually keep up — this one's for you.
Episodes
Fixed fee billing can create better incentives for accounting firms, better client experiences, and more sustainable profitability. But it only works if you know your costs, understand the effort required, run thoughtful fee reviews, and keep tracking time.
In this episode, Max and Brooks talk through why hourly billing can punish efficiency, how automation changes the pricing conversation, how to calculate a baseline fixed fee, and...
Karbon Release Party: April 27, 2025 — Timesheet Periods, Engagements That Create Work, and the Gusto Integration
Karbon's April 27 release is one of the biggest in recent memory — long-requested features like customizable timesheet periods, engagements that finally create work for you, and a Gusto integration that handles shifting payroll dates. Max and Brooks Wheatley walk through every change, what's actually useful, and...
The conversation covers the new release from Karbon, focusing on the introduction of a rich text editor, email formatting improvements, and firm-wide email settings and features. The discussion provides insights into the practical benefits of these updates and their impact on daily workflows.
Takeaways
- Rich text editor
- Email formatting
- Firm-wide email settings
Chapters
- 00:00 Introduction to New Karbon Release
- 09:08 Firm-Wide ...
In this episode, Max and Brooks discuss the process of handling prepaid fees in Karbon, focusing on creating prepayment invoices, adjusting revenue in QuickBooks Online, and the pros and cons of the prepayment process. They emphasize the importance of clear audit trails and proper revenue recognition when taking prepayments.
Takeaways
- Prepaid fees are commonly used in accounting firms for services like tax returns and financial s...
The conversation covers Karbon's latest release, including updates to Karbon AI, document navigation, triage and work enhancements, engagements, Xero sync improvements, and new integrations. The release introduces significant improvements such as the ability to reassign time entries while invoicing and download signed engagements as PDFs.
Takeaways
- Karbon's latest release includes updates to Karbon AI, document navigation, and tr...
The conversation covers the specific approach to handling prepaid payments in Karbon, including the creation of standalone work items, syncing with QuickBooks Online, sending and applying invoices, handling credit memos and invoices in QBO, tracking revenue and reporting, and the pros and cons of the approach. The conclusion introduces alternative approaches to handling prepayments in Karbon.
Takeaways
- Prepaid payments in Karbon ...
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