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

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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/