Skip to main content

Discover Karbon

Loading

Practice Management Built for Growth

Discover Karbon

Copyright © 2026 Karbon Inc.

Karbon on LinkedIn Karbon on facebook @karbonhq on Instagram @karbonhq on YouTube

How to deliver scalable and profitable client engagements

When talking about successful client engagement, what questions come to mind?

In this live Q&A session, Ignition’s Partnership Manager, Jennie Moore, and Karbon’s Co-Founder and Chief Partnerships Officer, Ian Vacin discuss four critical areas of client engagement and share insights on what firm owners should do in each process to ensure success in client engagement.

Watch the video to learn:

How to conduct sales and discovery call
How to write scalable proposals
How to manage scope changes
How to evaluate client and project profitability

Share this

Share on facebook
Share on LinkedIn
Copy link

Practice Management Built for Growth

Discover Karbon

Karbon is our rocket booster that’s allowing us to grow at 40% to 50% year‑over‑year.
Jeremy AllenSystem Six

Sign up to receive Jess's Weekly Pick from Karbon Magazine in your inbox

“A weekly read, watch or listen to help you run a better firm, lead a stronger team, and become a more confident leader.”

Jess Marcello

Managing Editor, Karbon Magazine

Read Next

First NameLast NameEmail

Jess's Weekly Pick

A weekly article to help grow your firm, empower your team, and lead with confidence, curated by Karbon Magazine’s Editor in Chief.

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.

LinkedIn Website

Growth Sales Strategy Customers Pricing Business Metrics

3 steps to a more profitable accounting firm

Matt Solomon from the Center For Enlightened Business shares the mistake that most firm owners make, and his 3 steps to a more profitable firm.

3 min read

3 steps to a more profitable firm

Standardization and value pricing are a match made in heaven. Here’s why.

Discover the direct correlation between standardized processes and boosted profits for your accounting firm.

3 min read

Standardization and value pricing are a match made in heaven. Here’s why.

Hire curious people and adopt a ‘financial therapy mindset’, with Jennie Moore

Jennie Moore, Partnerships Manager at Ignition and Founder of Moore Details, shares how accountants can be more like financial therapists than number crunchers.

5 min read

Accounting Leaders Podcast, Jennie Moore

Want to build better client relationships? It starts with air-tight, scalable proposals.

Karbon’s Ian Vacin and Ignition’s Jennie Moore discuss creating accounting proposals that grow with your clients and protect against scope creep.

8 min read

Want to build better client relationships? It starts with air-tight, scalable proposals.

Jennie Moore
Partnerships Manager, Ignition

Jennie Moore is the Partnerships Marketing Manager at Ignition. She is Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. When she’s not crushing business goals you can find her eating a good cupcake, figure skating or hiking with her family.

LinkedIn Website

How to deliver scalable and profitable client engagements | Karbon Magazine