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Mine your accounting firm's data to discover powerful insights

Jason Blumer, CPA
Founder and CEO, Thriveal CPA Network

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

GrowthBusiness MetricsStrategy
 

Create data that leads to powerful insights

Scaling a firm requires you to have well-packaged data. This helps you know your way forward. But it’s difficult to obtain the right data that means enough to allow you to actually make changes in your firm.

Service organizations can’t scale without clarity, and data can bring clarity. But finding the right data, often embedded in the minds of humans, is hard to come by.

In this video, Jason Blumer, CPA from Thriveal and Ian Vacin from Karbon, explore some common points of data that are important to monitor. They also share an innovative way to create data in your firm that doesn’t readily exist. 

And they deep-dive into:

  • The importance (and pitfalls) of data creation and management

  • The key areas where firm leaders should be making data assessments in their firm

  • Practical examples of how to create data when it doesn’t exist

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Jason Blumer, CPA
Founder and CEO, Thriveal CPA Network

Jason is the founder and CEO of Thriveal, a network to help entrepreneurial CPA firm owners connect, learn, and grow by providing them with a community, coaching, consulting, events and more. He is also the CEO of Blumer & Associates, CPAs, co-hosts two podcasts of his own, speaks and writes frequently for the financial and creative industries, and was named by Accounting Today as one of the Top 100 Most Influential People in Accounting.

Ian Vacin

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.