The Optimizers: Building systems that scale without breaking

❓ How do you turn raw data into high-impact decisions for your firm?

❓ How do you transform daily workflows into opportunities to take ownership across your team?

❓ How do you move from guesswork to science so that you can optimize your systems with precision?

In this video, Jason Blumer (Thriveal) and Ian Vacin (Karbon) unpack how leading firms are reshaping the way they operate, turning insights into action, and structure into scalability.

They are joined by special guests Mark Shipton (Ignite CPA), Victoria Peters (Karbon), and Moez Bawania (AMLB CPAs and Consulting) to show how to connect the dots between the data you already have, and the performance you want to see.

You'll learn how to set your firm up for long-term success by building better systems for sustainable growth.

This is part two of the four-part series 'Scaling firms with purpose: Stories from the frontlines'

This webinar series brings you face-to-face with exceptional firm leaders who navigated scaling challenges successfully. These leaders are the stars of Ian Vacin and Jason Blumer’s upcoming book, 'Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth.'

Explore the series.