Karbon’s integrations have more than doubled in a year. Ian Vacin shares how Karbon is building a smarter, more connected future for accounting firms.
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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
Karbon’s integrations have more than doubled in a year. Ian Vacin shares how Karbon is building a smarter, more connected future for accounting firms.
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Everything you need to know about Client Accounting Services (CAS), including strategies for growing your CAS delivery.
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Learn how accounting professionals across 6 continents are moving beyond experimentation and using AI more intentionally in their firms.
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Download free accounting templates to manage everything from client onboarding to payroll processing.
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We spoke with managers from high-performing accounting firms to find out the best interview questions to ask when hiring new candidates.
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