Max & Brooks

Working Theory Podcast

Business EN ↓ 7 episodes

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...

Author

Max & Brooks

Episodes

OFFLOADING ≠ DELEGATION 21.06.2026 30:47

Delegation is one of those leadership topics that sounds simple until you actually have to do it. In this episode of The Working Theory Podcast , Max and Brooks talk about why delegation often fails in accounting firms, especially when leaders wait until they are already overloaded. They dig into the difference between simply offloading tasks and actually delegating responsibility, and why real de...

The Fixed Fee Trap -- Sustainable Profit 21.05.2026 34:55

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...

Release Party: April 27, 2025 — Timesheet Periods, Engagements That Create Work, and more! 15.05.2026 22:17

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,...

Release Party: April 2026 Mini Release 28.04.2026 16:35

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 Ka...

Take Down Payments in Karbon 28.04.2026 15:24

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...

Release Party: April 2026 Major Release 28.04.2026 25:05

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 Karbo...

Large Prepayments in Karbon 28.04.2026 16:20

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. Take...