Mastering your firm’s process management

Ian VacinCo-Founder & Chief Partnerships Officer, Karbon
Ian Vacin

Every recurring task or job carried out in your firm has a method and order to it. A process that needs to be documented and evaluated regularly to keep your firm running efficiently, and keep everyone aligned to the same goals.

These standard operating procedures are the backbone of your service delivery and impact profit and your ability to scale. Getting them right is critical.

In this best practices video, Ian Vacin outlines everything you need to know about building, personalizing and implementing processes for your firm’s most common services.


  • How to identify the top processes to fix via time studies and process variation

  • The 10 steps to process improvement

  • The art of cataloging and documenting processes

  • Real-life examples of process reimagining

  • How to access Karbon's in-depth library of purpose-built templates

  • Steps to personalize templates to suit your unique workflows, team and clients

Download the presentation slides.

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Ian Vacin