Skip to main content
Discover Karbon

The Restructurers: Recognizing when dramatic change is needed

❓ How do you dismantle and rebuild your firm’s structure when growth stalls, operations falter, or accountability breaks down?

❓ How do you calculate the true cost of a broken model and restructure your team, departments, or headcount to regain control?

❓ How do you make high-stakes decisions like pausing sales, shifting accountability, or downsizing—without losing momentum or your team’s trust?

In this video, Jason Blumer (Thriveal) and Ian Vacin (Karbon) bring you the answers with their panel of firm leaders who have successfully navigated these tough scaling decisions.

Dan Gertrudes (GrowthLab Financial), David DiNardo (Envolta), and Gary Wood (CRC) share exactly how they have navigated high-stakes choices while keeping their firms moving forward and their people engaged.


This is part one 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.

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.

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.

Dan Gertrudes
Founder & CEO, GrowthLab Financial Services

Dan is a pioneer and expert in the field of Finance-as-a-Service (FaaS), a cloud-based solution that provides full-service accounting, FP&A, CFO support, and workflow automation to founders, startups, and scale-ups. Dan's mission is to empower entrepreneurs and innovators with the financial tools and insights they need to succeed and grow.

David DiNardo

David DiNardo, MBA, built one of Canada’s first fully remote, cloud‑based accounting firms—40 employees serving clients nationwide. After a 2014 layoff, he scaled, exited for seven figures, and now shares practical playbooks on AI, business, and systems. He creates free content to help young builders turn stuck into success.

Gary Wood
Partner, CRC (Compere Robinette CPAs)

At 31, Gary left his job to become a business owner at CRC in his hometown of Ozark, Missouri. He has since helped lead his firm through a transition from its co-founders to a second generation of leadership. Now, Gary uses his expertise and passion for small business, technology, and innovation to support the community in which he operates and help others reach their financial goals.

The Restructurers: Recognizing when dramatic change is needed | Karbon Magazine