OFFLOADING ≠ DELEGATION

OFFLOADING ≠ DELEGATION

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 delegation is less about getting work off your plate and more about developing people who can own outcomes. They also bring the conversation into Karbon, SOPs, firm workflows, busy season, AI, and the fear that holds leaders back from letting others make decisions. The big idea: if everything depends on you, your firm cannot grow beyond you. In this episode: * Why delegation breaks down when it starts from urgency * The difference between task delegation and responsibility delegation * How Karbon workflows can either support ownership or reinforce bottlenecks * Why mistakes are part of leadership development * How to set expectations without over-prescribing every step * Why firm owners need to multiply decision-making across the team * What delegation has in common with using AI effectively * Why training someone to “replace you” may be the best thing for your career Books mentioned: * The One Minute Manager by Ken Blanchard and Spencer Johnson * Turn the Ship Around! by David Marquet * The 21 Irrefutable Laws of Leadership by John C. Maxwell * Death by Meeting by Patrick Lencioni Question for the comments: What’s one thing in your firm that you’ve been offloading, but should probably be delegating as real ownership? 00:00 Delegation is more than getting work off your plate 01:19 Delegation as team development 02:12 Why urgent delegation usually fails 04:10 Delegate before busy season hits 05:06 Task delegation vs. responsibility delegation 07:44 What this looks like inside Karbon 10:43 Setting expectations without over-directing 13:20 The fear of mistakes, cost, and client risk 14:07 SOPs, standards, and ownership 15:06 Letting your team improve the process 17:14 Turn the Ship Around and leader-led bottlenecks 18:58 From giving orders to approving ownership 21:52 Why everyone keeps coming to you with questions 22:52 Accounting leaders need space for AI and strategy 25:39 Training your replacement does not make you irrelevant 27:29 Delegation and AI use the same leadership muscle 29:19 Final thoughts on growth, oversight, and mistakes 30:18 Books, memory, and Brooks being Brooks

The Fixed Fee Trap -- Sustainable Profit

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 calculate a baseline fixed fee, and why time tracking is still essential even when clients are not billed by the hour. Chapters: 00:00 Why fixed fee matters 01:55 Better incentives for firms and clients 03:52 Automation makes hourly billing risky 05:25 Fixed fee vs. value-based billing 06:31 Managing fixed fee work in Karbon 07:07 Know your internal cost 10:55 Use a short first engagement 13:28 Run better fee reviews 15:09 Improve process or raise rates 18:57 Explain the price increase 20:04 Pricing takes math and people skills 22:26 When to lower a fee 24:51 The danger of autopilot price increases 27:15 Clients buy peace of mind 29:05 Efficiency creates capacity 31:15 Keep tracking time 33:04 Time data is firm intelligence 34:02 Closing thoughts

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

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, what's actually useful, and where the gotchas still are. This is the Karbon Release Party — a recurring segment on The Working Theory Podcast where two Karbon implementation consultants break down each Karbon release from a practitioner perspective. Between them, Max and Brooks have helped hundreds of firms get more out of Karbon. CHAPTERS 00:00 Intro 00:53 Aider integration goes live 02:46 Engagements can now create work items 06:42 Gusto integration — payroll work items that handle shifting dates 09:50 Karbon API updates: time entries endpoint + self-service keys 12:20 E-signature expiration extensions (no more restarting) 13:50 Suspicious email warnings 15:29 Exact email send timestamps 16:30 Filing deadlines on repeat work 17:09 Customizable timesheet periods (finally) 19:56 Edit time entries directly in draft invoices 21:41 Wrap-up HIGHLIGHTS * Engagements create work — sign an engagement and Karbon generates the work items, with better control than Ignition or GoProposal. Still in open beta, but shipping fast. * Gusto integration reads upcoming payroll dates and adjusts your next work item's due date — solving holiday-shifted paydays breaking your schedule. * Customizable timesheet periods — change Karbon from Monday–Sunday to Sunday–Saturday, 1st–15th, monthly, or multi-week. Found under Settings → Workflow. * Self-service API keys in Connected Apps. No more waiting on the Karbon team to activate. * In-invoice time entry edits — fix mis-coded entries without leaving the invoice. ABOUT THE SHOW The Working Theory Podcast is for accounting firms that are already on Karbon and want to actually optimize how they use it. Optimization, not onboarding. Hosted by Max (Navica Consulting) and Brooks Wheatley (Framework Solutions) — two Karbon implementation consultants who spent years inside accounting firms before going independent. 🎧 New episodes on YouTube and Spotify CONNECT Max — Navica Consulting Brooks — Framework Solutions #Karbon #AccountingTech #PracticeManagement #AccountingFirms #KarbonHQ #AccountingPodcast #FirmOperations #AccountingWorkflow

Release Party: April 2026 Mini Release

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 Karbon Release * 09:08 Firm-Wide Email Settings and Features

Take Down Payments in Karbon

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 like tax returns and financial statements. * Taking prepayments in Karbon involves creating invoices and adjusting revenue in QuickBooks Online. * The process of taking prepayments adds complexity but provides a clear audit trail and ensures proper revenue recognition. Chapters * 00:00 Introduction to Prepaid Fees in Karbon * 10:19 Adjusting Revenue in QuickBooks Online