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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth, written with Jason Blumer. Together, they've drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally. Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses. Whether you're leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company. Website:scalewithpurpose.info karbonhq.com/practice-excellence/ https://karbonhq.typeform.com/leader-survey Corporate Partner:Miles Talent Hub - http://www.mileseducation.com Profit First App Version 2.0 is here! More Education. More Functionality. More Profit!
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement. The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations/ In this episode, we talk about . . . Key Topics: Choosing a clear, focused topic tied to your strengths. Event prep checklist (theme, audience, timing, learning outcomes). Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement. Presentation design tips with Canva & accessibility considerations. Audience engagement strategies (polls, paired discussions, live reflections). Practising delivery, managing timing, and adjusting to conference themes. Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido. 00:00 – Welcome & Episode Introduction Heather introduces the Accounting Apps Podcast and today's focus on presentation skills. 03:05 – The Accountant as Storyteller Why storytelling matters in accounting presentations. 05:12 – Picking Your Presentation Topic Identifying core strengths and aligning with audience needs. 08:20 – Event Prep Checklist Heather's go-to template for conference and session details. 12:18 – Knowing Your Audience & Agenda Positioning Adapting delivery based on audience energy levels and schedule timing. 16:05 – Drafting Content & Reusing Resources Repurposing past slides, articles, and podcasts to save time. 19:40 – Designing for Clarity with Canva Practical slide design tips and exploring Gamma.ai for inspiration. 24:10 – Essential Presentation Structure Key slide elements from title page to call-to-action. 27:55 – Engaging Your Audience Using polls, paired discussions, and live reflections to boost interaction. 32:05 – Slide Strategies & Accessibility Heather's approach to slide density, colour choices, and design resources. 35:40 – Leveraging AI for Content Review Using ChatGPT to refine flow, style, and relevance. 39:05 – Practice, Backup Plans & Conference Day Routine Preparation techniques, tech checks, and handling unexpected issues. 41:25 – Lifelong Learning for Accountants Encouragement to keep developing skills for impactful communication. Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
In this week's Digi-Tools in Accrual World podcast, we dive into the biggest stories in accounting tech news and talk cybersecurity with Dr Ian Gregory from Advancetrack. From AI-driven hacks to practical steps for protecting your data, this episode is packed with insights every accountant and finance professional needs to hear. 00:00 Coming Up 00:56 Welcome to the Digi-Tools in Accrual World podcast App News 09:53 Socket x Adfin integration enters beta testing 13:44 Fathom launches Sage 50 Accounts integration and dashboard saved views 15:33 Joiin integrates with Pennylane for faster multi-entity consolidation 18:39 Ignition and Karbon release unified billing and workflow integration 22:27 Landlord Studio partners with Habito to support UK landlords and MTD compliance 24:17 Clio to acquire vLex in a US $1 billion deal 25:57 Campfire raises £28 m illion to expand advisory AI platform 27:39 QuickBooks rolls out new Square Connector for sales and payout sync 30:31 Cybersecurity: Where is your firm's weakest link? || With Dr Ian Gregory - Advancetrack 39:14 Thanks for joining us - please rate the pod! Join us for the Digital Disruptor Awards in Manchester in September: Nomination your heroes for an award: https://forms.gle/vEpPrSitc8k32FzM8 Join the waitlist for tickets https://forms.gle/Vjoff74RN1Njaubw6
#doğakonuşmaları
Dalam episode terbaru INIKOPER, kita akan menyelami dunia perdagangan karbon di sektor Perhutanan Sosial Indonesia. Mekanisme ini bukan hanya kunci bagi Indonesia untuk mencapai target ambisius pengurangan emisi gas rumah kaca dan visi FOLU Net Sink 2030, tetapi juga menawarkan potensi ekonomi yang signifikan bagi masyarakat lokal. Bayangkan, hutan yang lestari tidak hanya menjaga bumi, tetapi juga meningkatkan kesejahteraan komunitas di sekitarnya! Namun, di balik janji cerah ini, tersembunyi berbagai kontradiksi dan tantangan. Mulai dari risiko "greenwashing" dan "karbon hantu" yang mengancam integritas pasar, hingga kekhawatiran "kolonialisme karbon" dan eksploitasi oleh broker yang bisa merugikan masyarakat adat. Fluktuasi harga dan isu kepemilikan karbon juga menjadi dilema etika yang perlu kita bedah tuntas. Bagaimana kita bisa memastikan bahwa perdagangan karbon benar-benar menjadi solusi yang adil dan berkelanjutan bagi hutan dan masyarakat Indonesia? Episode ini akan mengupas pentingnya tata kelola yang kuat, pembagian manfaat yang transparan, serta pemberdayaan kapasitas masyarakat lokal. Jangan lewatkan diskusi mendalam tentang bagaimana Indonesia menavigasi kompleksitas ini demi masa depan yang lebih hijau dan berkeadilan!
THE accounting tech news round-up! Still at full strength again this week's episode - Sponsored by FreeAgent - the Digital Disruptors crew (Ryan, Indi & John) cover a packed episode of Digi-Tools in Accrual World – and there's no shortage of opinion. Headlines this week: - The Big Four slash graduate intake – has AI killed the accounting career ladder? - RSM US pledges $1 billion to agentic AI – bold move or headline fodder? - Karbon's latest roadmap: task automation, upgraded portals, and smarter inboxes - FYI and BGL link up for automated cosec workflows - Joiin launches an Excel add-in and AI insights for finance teams - Socket drops a slick new leads module – CRMs beware - Visma eyes up a London IPO (yes, London – not New York) - Digits rolls out AI agents that are 8,500x faster than your average bookkeeper (literally) Expect rants. Expect heat. Expect the kind of fintech and accounting tech commentary you don't get anywhere else. Whether you're watching the big AI plays, checking in on SaaS product updates, or just here for the banter – it's all in this week's pod. 00:00 Coming up on this episode:? 00:47 Welcome to the Digi-Tools in Accrual World podcast Accounting Tech App news 06:23 Big four slash graduate jobs for AI 12:15 Karbon product roadmap 14:22 Visma picks London to IPO 17:01 Socket Leads module released in beta 19:03 FYI BGL integration 21:03 New Joiin features 23:09 RSM US to invest $1b in agentic AI 27:09 Digits adds AI agents 30:37 Liked the pod? Let us know!
AI for Accountants Is Getting Real – Are You Ready? This week on Digi-Tools in Accrual World, we're looking at what might be the most significant tech shift the accounting profession has ever faced. AI agents are no longer just theory. Sage, QuickBooks, Karbon and others are now rolling out tools that automate accounting and bookkeeping workflows - with everything from categorisation and reconciliation to forecasting and client emails. If you're trying to stay up to date with digital transformation in accounting, or want to learn about using AI in finance - this episode is for you! We cover: • The beginning of the end for month-end • AI agents that clean your books, chase debtors and forecast cashflow • Sage Copilot and X3 updates • Thomson Reuters launching AI tax review tools • Karbon's integrated tax workflows and pricing intelligence • UK influencers facing FCA action over financial misinfo • The Accounting Excellence Awards 2025 shortlist • Scoro on why PSA tools matter more than ever for growing firms 0:00 Coming Up 01:17 Welcome to the Digi-Tools in Accrual World Podcast 04:46 App News: 05:01 AI is bringing about the end of month-end 09:38 Sage unveils AI-powered task automation with agents 12:24 Intuit reveals AI agents coming to QuickBooks 18:08 Sage previews Copilot capabilities for X3 platform 19:34 Thomson Reuters launches Agentic AI for tax and accounting 21:16 Karbon launches end-to-end tax workflows, AI tools, and practice intelligence 27:22 UK influencers arrested in multi-million pound tax fraud case 29:10 Accounting Excellence Awards 2025 finalists announced 32:22 Scoro: The Role of PSA in Modernising Operations and Finance 43:56 Thanks for listening - remember to rate and subscribe to the podcast!
Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
Learn more about Rightworks' new community here! https://www.rightworkscommunity.com/
Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951
U velikoj akciji Karbon uhićeno je šest osoba, sumnjiči ih se za krijumčarenje droge iz Kolumbije, ali i planiranje napada. Planula su skladišta u nedovršenoj bolnici u zagrebačkom Blatu, istraga počinje čim svane. U Kumrovcu veliko slavlje Titovog rođendana, okupilo se više od 10.000 obožavatelja Josipa Broza.
Canada's Got Talent (CGT) is back for a new season! Country music legend Shania Twain and comedian Katherine Ryan join series veteran judges Howie Mandel, Kardinal Offishall, and host Lindsay Ell to find Canada's next superstar! Jake's Take with Jacob Elyachar thanks our friends at Citytv for bringing some of my favorite acts to the platform for the fourth year in a row! The CGT finale is tonight, and I am thrilled that members of Funkyverse took time out of their preparation to speak with me. This Toronto-based dance crew blew the audience and judges away with their spectacular routines. Funkyverse is one of two acts (besides their fellow finalist and Jake's Take with Jacob Elyachar friend Jacob Lewis) to earn TWO GOLDEN BUZZERS and $50,000 from CIBC this season! On this fourth special CGT episode of The Jake's Take with Jacob Elyachar Podcast, Funkyverse's Karbon and Cheech shared their group's origin story, why they auditioned for the Canadian talent competition, spoke about their two Golden Buzzer moments, and previewed their finale performance.Canada's Got Talent airs Tuesdays on Citytv.Become a supporter of this podcast: https://www.spreaker.com/podcast/jake-s-take-with-jacob-elyachar--4112003/support.
Is it Possible to Bring a Karbon Pesach today? When did the Ashes of the Para Aduma stop?
Tom schwärmt von Autos, die aussehen wie aus den Achtzigern. Andi weiß, warum ein Geländewagen mehr Karbon trägt als ein Formel-1-Wagen. Und am Ende wird ernsthaft darüber diskutiert, ob man mit Roter Rübe Vampirismus light betreibt. Klingt wild? Ist es auch. Denn wir reiten die Retro-Welle nicht – wir rammen sie mit Anlauf. Wer also Lust auf schräges Fachsimpeln, halb ernst gemeinte Zukunftsthesen und zwei Hosts hat, die sich regelmäßig ins Wort fallen – hier bist du richtig!
Bill distro hops. Larry considers a distro hop. Bill fixes his problem with Snap packages. Larry fixes his app probles. Is using AI cheating? We discuss what you get with these office suites: LibreOffice, WPS Offce, ONLYOffice, Calligra, and Microsoft 365 Online. Episode Time Stamps 00:00 Going Linux #466 · Using Linux to get things done in Work and School (Office Suites) 01:24 Life gets in the way. 02:34 Bill's MX Linux hop update 03:21 The return to Zorin 04:45 Larry considers a switch to Open SUSE 07:01 Using Linux to get things done 07:39 Bill updates snapd and solves his problem with Snap packages 08:39 Larry reinstalls an app to solve problems 09:31 AI disclaimer for this episode - a GPT4All and Deep Seek collaboration 12:24 Is using AI cheating? Let us know 14:03 Check your distribution's repositories for packages before downloading from the webpages for each office suite we mention 16:31 LibreOffice - Writer, Calc, Impress, Draw, Base, Math, Charts 21:26 WPS Office - WPS Writer, WPS Spreadsheet, WPS Presentation, WPS PDF Reader 25:11 ONLYOffice - Document Editor, Spreadsheet Editor, Presentation Editor, PDF Editor 34:40 Calligra - Words, Stage, Sheets, Karbon, KEXI, Plan 43:31 Microsoft 365 'Free' er uh 'Trial' er uh 'Subscription' Online - Documents, Presentations, Workbooks 56:18 App pick: GPT4All 59:36 End
A quick idea in the importance of mindfulness in our speech. Relevant to when we use Hashem's name, even to designate a Karbon. And relevant to an important Halacha in how to speak when buying meat and chicken for Pesach.Have a wonderful Shabbos HaGadol
My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney. In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano's online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/ Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting
Dave Yuan is the founder of Tidemark, an active growth equity investor focusing on vertical SaaS companies with outsized advantages that can become “control points” in their markets and grow very big. Dave and Tidemark have invested in successful companies like Toast, ServiceTitan, Karbon and Dutchie. In this episode, Dave shares some of the most useful strategic growth frameworks for vertical SaaS companies to grow through winning market share, expanding with additional products, and even extending through an industry ecosystem serving new markets. We also talk about the impact of AI on established vertical SaaS players and how it's both an opportunity and a thre Tidemark supports the global community of practical vertical SaaS founders by publishing their strategic growth frameworks, their annual Vertical SaaS Benchmarketing Report, and they host the annual Vertical SaaS Collective Live conference for founders. Quote from Dave Yuan, founder at Tidemark “Vertical SaaS founders should not be asleep with AI. You can wave it off, view it as a toy, and say that no one's going to trust that outcome or use it. That may have been the case, but things are changing really quickly. “Lots of smart people are making it better every month, and you have a massive opportunity to improve it with your data and workflow. “Jump into it to control your destiny. Don't get caught sleeping without AI in your product in a useful way.” Links Dave Yuan on LinkedIn Tidemark on LinkedIn Tidemark website Tidemark Vertical SaaS Knowledge Project VSaaS Collective Live 2025 conference Vertical SaaS Benchmark Report 2024 The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.
Join My Accountant Community! https://www.rlz.io/
Check out Karbon's Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/Read my Newsletter! https://www.jasononfirms.com/newsletter
Yuri's LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri's podcast here! https://thecapitalcontribution.buzzsprout.com/1986541
Connect with Craighttps://x.com/CPATaxTeam
Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa
Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/
Check these out:Keeper https://keeper.appRightTool https://righttool.appThe Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&t=XT6m6_jtIaGZNqvqfk5eRw
Check these out!Soraban https://www.soraban.comStanford Tax https://stanfordtax.com/SafeSend https://safesend.com/
Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott provides insights into the importance of a strong team, unique hiring methods, and embracing technology and innovation in the firm. He also touches on his passion for rapping, his struggle with growth versus letting off the reins, and his future aspirations for his firm.
With the holiday season fast, approaching many people will be preparing to pack up and head out on holidays. - Menjelang musim liburan, banyak orang yang mempersiapkan diri untuk liburan
Today, Wesley and Kim welcome Elizabeth Blass, an executive with 15+ years of experience in Customer Success organizations in a variety of fields. They discuss Leadership in general and specifically, how it can be hard to receive feedback as a leader when you do something that unintentionally causes offense. How do you discover that it happened in the first place and then, what can you do to address the situation? Kim and Elizabeth point out that it is important to accept criticism in public gracefully, though that can be incredibly hard in the moment. About Elizabeth Blass. Elizabeth is a two time Chief Customer Officer with 15+ years of global leadership experience in the technology sector. She has built and led Customer Success teams for companies such as Verizon, CME Group and TrustArc. She is currently the Chief Customer Officer for Karbon. https://www.linkedin.com/in/elizabethblass/Kim also mention DARVO during the episode. Here is a link to explain more. https://www.jjfreyd.com/darvo
Episode 236 FACULTY: Joe Carufe and Ben Curtis, CPA CLASS: #Shoperations In this episode, Scotty hosts Joe Carufe and Ben Curtis of Good Measure. They discuss their unique approach to building a new type of firm, embracing partnership without ego, and intentionally planning for sustainable growth. The conversation dives into the evolution from their past experiences to creating Good Measure with a focus on strong client relationships and community impact. Joe and Ben share their vision for a balanced professional and personal life, their process in finding ideal clients, and the importance of giving back. Engaging and insightful, this episode provides a blueprint for building a purpose-driven, successful firm.
Learn more about Mike & Rebecca's community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/
Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.
Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/
Welcome back to Thrivecast! In today's episode, Jason chats with Ian Vacin, co-founder and chief customer officer of Karbon. Known for his extensive background in industrial engineering, high tech manufacturing, and an MBA, Ian brings a wealth of industry knowledge to the table. Together, they dive deep into the intricacies of capacity planning and resource management for accounting firms, drawing from their own collaboration history and experiences on road shows. They'll give us a sneak peek into their latest endeavor: co-writing a book on "human capacity," blending extensive research with anecdotal wisdom to tackle the complexities of scaling service-based businesses. From labor cost challenges to the nuanced art of outsourcing staff, Ian and Jason share invaluable insights that can help any entrepreneur navigate the choppy waters of growth and organizational design!
Dark Horse CPA https://darkhorse.cpa/Breakaway Bookkeeping & Advising https://breakawayba.com/
Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/