Episode #20 

Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO) 

recorded 7/19/2021 

Ian Vacin, CCO | [email protected] 

Chief Bottle Washer, Chief Janitorial Service, and Chief Customer Officer 

Karbonhq.com 

3 The three Karbon KPIs are Sales, NPS, and Net Dollar Retention (NDR) plus two others, Platform and Innovation 

***shout out to Tim Donohoue*** 

7 THE BIRTH OF… Triage 

12 THE BIRTH OF… Ian Vacin 

***shout out to Stuart McLeod*** 

***shout out to John Freeman*** 

16 THE BIRTH OF… Karbon 

18 The bridge between Billing and Time for larger firms 

20 Accountant’s Stool is made up of 3 Pillars: Work, Relationships, and Finance 

26 Why Ian is worried about the future of the profession… 

30 COVID could have been the shock to the system that we needed, for better or worse… 

34 Stuart the Optimist, Ian the Realist, and John the Pessimist 

***shout out to Rod Drury*** 

***shout out to Ali Grigg*** 

***shout out to Ross Jenkins*** 

***shout out to Jeff Phillips*** 

***shout out to Amanda Aguillard*** 

***shout out to Roger Harris*** 

41 Karbon as good stewards for the Accounting Community 

***shout out to Chris Farrell*** 

45 Ian’s realization on how Karbon is such a game-changer in his own life…