Skip to main content
Discover Karbon

Webinar

The confident CAS firm: Creating predictable revenue and delivery

Discover how CAS firms create predictable revenue and delivery using connected systems, automation, and AI.

Register for the webinar

If you cannot attend at this time, register to receive the recording.

Thu, March 26 - 6:00pm UTC

About this webinar

Revenue is increasing, yet margins feel unpredictable. New clients are coming in, yet delivery feels stretched. Advisory opportunities are expanding, yet capacity feels uncertain.

And behind it all, there’s a quiet question leadership teams rarely say out loud: Are we truly in control of this firm?

Inconsistent pricing, manual onboarding, delayed billing, disconnected workflows—these small inefficiencies compound at scale. They erode confidence, create operational drag, and make growth feel risky instead of strategic.

In this session, discover how firms rebuild confidence through connected systems, automation, and AI.

You’ll see how firms are using this framework:

  • Turning pricing into a predictable revenue engine = confident pricing

  • Connecting proposal, onboarding, and delivery into one seamless lifecycle = confident client experience 

  • Triggering delivery workflows the moment work is sold = confident execution

  • Eliminating billing uncertainty with automated payments = confident cash flow

  • Using AI to strengthen control, not create chaos = confident modernization

If you can’t join live, register to receive a copy of the recording.

Meet the Speakers

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.

Ryan Embree
Director of Partnerships (AMER), Ignition

Ryan Embree is Director of Partnerships (AMER) at Ignition, supporting 8,000+ professional services firms. Since 2015, he’s helped firms modernize sales, billing, and payments. A Chicago-based industry speaker, he’s passionate about partnerships, technology, and empowering firm growth.

Justin Kurn
Chief Revenue Officer, Dark Horse CPAs

As Chief Revenue Officer at Dark Horse CPAs, Justin leads Revenue Operations, building a disciplined end-to-end growth engine across marketing, sales, and delivery. His background spans family business, national startups, and global retail strategy, shaping his ability to drive accountability and execution. Outside work, he enjoys family time, golf, hunting, fishing, and his classic Bronco.