Joe Carufe on Building a Modern CAS Firm and Scaling with Karbon

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.

Accounting Insiders · Joe Carufe, Gary DeHart