Jason Blumer & Ian Vacin: What 95% of Firms Never Do | Gear Up for Growth

And why that’s not always a bad thing. Full show notes here (https://cpatrendlines.com/2026/05/15/...) 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.” 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 (https://amzn.to/4dBWjeJ) . 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 say that organizational design must precede capacity planning. Without thoughtful structure, firms hit predictable scaling plateaus, particularly between 8 and 20 employees. READ MORE > > >  (https://cpatrendlines.com/2026/05/15/...)

The Google Playbook for Young Accountants | Accounting Conversations
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The Google Playbook for Young Accountants | Accounting Conversations

How Proctor’s texts in Karen Read lawsuit could free dangerous criminals
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How Proctor’s texts in Karen Read lawsuit could free dangerous criminals

Remembering Bob Chapman: The Mentor Who Changed My Life
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Remembering Bob Chapman: The Mentor Who Changed My Life

Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors
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Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors

How to pay yourself as a startup founder | Startup Finance Basics w/ Kruze's Scott Orn | E1860
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How to pay yourself as a startup founder | Startup Finance Basics w/ Kruze's Scott Orn | E1860

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service
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What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service

The Big Short (2015): The Jenga Scene – Explaining the Financial Collapse
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The Big Short (2015): The Jenga Scene – Explaining the Financial Collapse

Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors
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Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors

Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters
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Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters

Guest: Andrei Quinn-Barabanov of Moody’s on inflation risks; Growth drives new demands for cobots...
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Guest: Andrei Quinn-Barabanov of Moody’s on inflation risks; Growth drives new demands for cobots...

The Perfect Elevator Pitch: One Sentence That Will Grow Your Business
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The Perfect Elevator Pitch: One Sentence That Will Grow Your Business

Elon Musk is the world's first trillionaire. How scared should you be?
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Elon Musk is the world's first trillionaire. How scared should you be?

What is Business Strategy?
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What is Business Strategy?

Kirsty Nathoo - Managing Startup Finances
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Kirsty Nathoo - Managing Startup Finances

Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE L...
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Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE L...

How to Build a Remarkable Brand in the Age of AI | Seth Godin
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How to Build a Remarkable Brand in the Age of AI | Seth Godin

Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth
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Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth

Michael O’Leary - Group CEO at Ryanair | Investment Conference 2026
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Michael O’Leary - Group CEO at Ryanair | Investment Conference 2026

Episode 119 - Finding a New Sense of Success after Losing Your Dream Career —Jon Kaiman
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Episode 119 - Finding a New Sense of Success after Losing Your Dream Career —Jon Kaiman

Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This
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Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This