Free Up Your People

Workshop: Scale with Purpose: Unlock the Advisory Capacity You Already Have

Sponsored by Karbon

Your most experienced people could be doing advisory work. Instead, they’re buried in tax prep and bookkeeping. This hands-on workshop shows you how to measure your team’s true capacity at every level, so you know whether junior staff can take on that work and free up your senior people. You work through a real firm’s numbers, the same analysis that helped it grow revenue 22% in a year, and walk away with a template to run on your own team.

This session corresponds to pages 57–66 in the workbook.