Understanding the realities of human capacity

Jason Blumer, CPAFounder and CEO, Thriveal CPA Network
Jason Blumer

Understanding your team’s capacity is one of the most important things you can learn as an accounting leader. Yet it’s one of the most complex to grasp. It’s not just about their time—it’s more than that.

In this video, Jason Blumer (Thriveal) and Ian Vacin (Karbon) define capacity and demonstrate how you can assess your team’s capacity in more specific ways.

Watch to learn:

  • The key principles of a team’s capacity

  • The four key aspects you need to consider when assessing capacity

  • How to view team capacity as a chart based on capacity value using Capacity Value Striads and the Team Structure Capacity Chart tool

👉 You can access the slides here.

This is the first of a three-part series on understanding the depth of capacity for accounting firms. You can register for part two here. Stay tuned for part three.

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.

Jason Blumer

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