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Webinar

Capacity management is a key competitive advantage for your firm

Jason Blumer and Ian Vacin share how to manage your firm's capacity in a strategic way that will contribute to your firm's long-term success.

Watch the Recording

About this webinar

A firm's ability to manage its capacity is a key to its success and long-term growth. It produces a highly-valuable firm that is difficult to compete with.

In this session, Jason Blumer (Thriveal) and Ian Vacin (Karbon) will share how you can strategically manage your team’s capacity, while also helping your clients understand the value of your firm’s time.

Register to learn how to:

  • Manage calendar blocks strategically and competitively

  • Help your team assess and understand their own capacity

  • Help your clients assess and understand their own capacity, as well as the value of your team’s capacity

  • Maximize the relationship between efficiency and time management

If you can’t join Jason and Ian live, register anyway to receive the recording.

This is the second of a three-part series on understanding the depth of capacity for accounting firms. You can watch part one here. Stay tuned for part three.

Meet the Speakers

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.

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.