Why chasing clients isn’t always the right answer.
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Gear Up for Growth
With Jean Caragher
“Success doesn’t have to look like going up and to the right,” says Ian Vacin, co-founder and director of partnership relationships at Karbon, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. “You have to understand what you want as a firm owner, align your revenue with your resources, and build the scaffolding to support that complexity. Otherwise, profitability falls, and you may not recover.”
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here
Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently.
Vacin, along with Jason Blumer, founder and CEO of Thriveal and Blumer & Associates CPAs, wrote the new book, Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth. Drawing from research involving hundreds of firms worldwide, Blumer and Vacin reveal that only about 5% of firms successfully navigate their first major growth phase without setbacks. The authors emphasize that organizational design must precede capacity planning. Without thoughtful structure, firms hit predictable scaling plateaus, particularly between 8 and 20 employees.
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