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SCALE WITH PURPOSE

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  • The Book
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  • Hire Us
  • Resources
  • Live Scaling Workshop
  • …  
    • Home
    • The Book
    • The Authors
    • Hire Us
    • Resources
    • Live Scaling Workshop

SCALE WITH PURPOSE

  • Home
  • The Book
  • The Authors
  • Hire Us
  • Resources
  • Live Scaling Workshop
  • …  
    • Home
    • The Book
    • The Authors
    • Hire Us
    • Resources
    • Live Scaling Workshop
  • Over a decade of training, traveling, teaching, scaling our companies, and teaching others to do the same, we decided to put it all down in writing...

    Jason M. Blumer & Ian Vacin wrote the book on purposeful scaling for service organizations

    GET OUR BOOK ON SCALING
  • Scale with Purpose:

    The Service Entrepreneur's Guide to Intentional Growth

    Order Now
  • What others are saying...

    Paul Dunn
    Co-Founder, B1G1

    Jason and Ian have spent decades not just studying what makes service businesses grow — they’ve been doing it themselves and walking alongside others doing the growing too. That’s what makes this book the real deal: it’s packed with practical wisdom, clarity, and frameworks that move you from the chaos of growth to the calm of intentional scale.

    If you’ve ever felt stuck at a growth ceiling, this book hands you the ladder — and shows you how to climb. Chapter 12 gives you a brilliant view from the mountaintop. This is a Masterclass in what scaling with purpose truly means.

    Gary Boomer
    Visionary, Boomer Consulting, Inc.

    Too many leaders chase time and money, then wonder why purpose and relationships fall apart. Scale with Purpose flips the script. What if freedom came from clarity, not hustle? Be bold enough to start with “why.”

    Scaling isn't about doing more — it's about becoming more. Invest in yourself, your team, and the tech that frees you. The return? Purpose, time, trust... and growth worth leading.

    If you want freedom, start with purpose — not a packed calendar. Scale with Purpose shows leaders how to communicate better, lead smarter, and grow intentionally. Don't scale by accident. Lead on purpose.

    David Yuan
    Founder, Tidemark

    At a time when accounting firms face a choice—stagnate or reinvent—Scale with Purpose offers the clearest path forward. This book isn't just advice; it’s a deeply-researched, field-tested blueprint!

    When you start a business (or an investing firm for that matter), you’re putting financial livelihood, your ambition, your ego at stake!. Vacin has written the book every ambitious founder had ten years ago. It’s a masterclass in how to scale without losing your soul.

  • ABOUT THE AUTHORS

    IAN VACIN

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    Ian has almost 30 years’ leadership experience in technology and accounting at Karbon, Xero, and Intuit. Ian is passionate about helping accounting professionals be as successful as possible to help the small businesses they serve.

    He was named a Top 20 under 40 in 2016 by the CPA Practice Advisor and a Marketer That Matters in 2013 by The Wall Street Journal. Ian has a Master of Engineering Management and an MBA from Northwestern University and Kellogg School of Management.

    He lives in San Francisco, California.

    JASON M. BLUMER

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    Jason is the founder and CEO of Thriveal, a coaching, training, and educational company serving entrepreneurial CPA firm owners. He’s also CEO of Blumer & Associates CPAs. He hosts the Thrivecast podcast and speaks regularly on reimagining professional services.

    Jason helps traditional accounting practices evolve into strategic advisory firms that deliver exceptional value while building scalable, profitable businesses.

    He lives in Greenville, South Carolina.

  • Podcast, Part I: Jason Interviews Ian on the Thrivecast

    In this part 1 podcast 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, 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. The cullminations of these conversations found their way into their book.

    Podcast, Part II: Jason Interviews Ian on the Thrivecast

    Jason sits down for part 2 of his episode with Ian Vacin where they finish their teaching from the highly successful Deeper Weekend conference. This episode is a follow up from Ian’s sessions at Thriveal's Deeper Weekend conference. and they dive into the Qualitative Research they are doing for their upcoming book on Human Capacity.


    Learn about the 7 qualitative research findings that help firms reach profitability and firm success, that are also covered in their book.

    We've been a this for a long time!

    Close to a decade ago, Ian invited Jason to join him on a traveling roadshow where Jason explained how firms find their niche and stand out from their competitors.

    Ian and Jason have been traveling and teaching together for many years.

  • The Consultants:

    Ian Vacin, Julie Shipp, Jason M. Blumer

    The book Scale With Purpose came about through the deep work of business building. Ian, Julie, and Jason have been collaborators for many years, have run businesses for many years, and have spoken and written together for many years (in fact, Julie Shipp, project managed this entire book). All 3 consult and have been in some of the toughtest engagements and companies that have stretched and taught them the skills that you, as our reader, need to grow your company. Here are the consultants expertise:

    Ian Vacin

    • Almost 30 years of leadership experience in technology and accounting
    • Executive roles at major companies: Karbon, Xero, and Intuit
    • Experience building technology solutions focused on rapidly scaling strategic management systems

    Julie Shipp

    • Close to 15 years of Integration, Operations, and company structural design for two growing service based businesses
    • Counselor and coach to Project managers, Operations team, and Integrators - coaching and helping these leaders deploy this work into their own companies
    • With Jason, developer of the Prototype Components Model for Growth, a business model design for the operations of services organizations

    Jason M. Blumer

    • Founder and CEO of both Thriveal and Blumer & Associates CPAs
    • Specializes in high-level consulting for service-based businesses and entrepreneurs
    • Combines innovative vision with team motivation to scale organizations through growth challenges
  • HIRE US

    WE SPEAK, WRITE, TEACH, AND CONSULT WITH SERVICE ENTREPRENEURS TO CHANGE THEIR ORGANIZATIONS. REACH OUT AND WE'LL SEE IF WE ARE A FIT TO WORK TOGETHER.

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