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The Intentional Scalers: Choosing purpose over pure growth

❓ How do you decide the size your firm needs to be—not just what it could be?

❓ How do you grow your firm while staying true to the values, team culture, and quality of service that sets it apart?

❓ How do you design systems that keep your firm running smoothly at scale?

In this video, Jason Blumer (Thriveal) and Ian Vacin (Karbon) are joined by Steph Hinds (Growthwise), Antoniya Beyriyska (Ask The Boss), and Chad Davis (LiveCA LLP) to explore how to take your firm to the next level. They share how leading firms like theirs set intentional limits and build infrastructure that supports sustainable growth.

You’ll learn how to scale your business while staying grounded in what matters most. Whether you’re upsizing, pulling back, or rethinking your model, this conversation offers practical strategies for building a firm that lasts.


This is part three 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.

Antoniya Beyriyska
Practice Manager, Ask The Boss

Antoniya Beyriyska is Practice Manager at London-based boutique accountancy and advisory firm Ask The Boss (est. 2003). Drawing on her design and hospitality background, she's been shaping the firm's brand and operations since 2014—supporting her team to deliver stellar service to UK SMEs and UK subsidiaries of global companies, with purposeful leadership and people-first values.

Chad Davis
Co-Founder & Partner, LiveCA LLP

Chad Davis is the founder of AutomationTown.io, an online AI and automation community specifically for accountants. He's also the co-founder of LiveCA LLP, (one of Canada's first virtual CPA firms), posts daily videos on LinkedIn, and has been travelling full-time with his family in their RV since 2018.

Steph Hinds
Head Ninja, Growthwise

Steph is the founder of Growthwise, a Newcastle-based accounting firm. She is on a mission to help accountants collaborate, challenge and learn from each other to shape the future of the accounting industry.

The Intentional Scalers: Choosing purpose over pure growth | Karbon Magazine