In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work. Topics discussed: ✅ What Client Advisory Services (CAS) really means in today’s market ✅ Building strong relationships while leveraging technology and AI ✅ How firms can set boundaries with clients and still deliver high-value service ✅ Why processes and documentation are the real drivers of firm valuation ✅ The future of accounting technology and the rise of AI-driven workflows Whether you’re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future. 📌 Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice.
🔗 https://www.linkedin.com/in/joe-carufe-20603621/
🔗 https://karbonhq.com/