Jason Blumer from Thriveal CPA Network

Knowing your purpose, educating, and building communities

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Knowing your purpose, educating, and building communities with Jason Blumer

Episode 16   •   Nov 11
Jason Blumer

About the Episode

About
Transcript

About the Episode

Transcript

Few encapsulate the title of accounting leader more than Jason Blumer. In this episode, Jason and Stuart discuss the background and success of Thriveal, the network Jason founded to help other entrepreneurial CPA firm owners connect, learn and grow. They also discuss the trend of larger firms acquiring smaller firms, the challenges of growth, why you need to know your strengths and weaknesses, and how you can use that knowledge to define your purpose, lean into it, and help your own firm thrive.

Episode Themes

Mergers and acquisition
Growth
Purpose

Episode Notes

  • The origin of Thriveal (3:40)
  • The importance of resilience and perseverance (5:50)
  • “Whistleblower” podcast, basketball and referees (6:40)
  • The biggest changes in accounting in the last decade (9:00)
  • The evolution of accounting conferences and education (11:00)
  • Why large firms acquire smaller firms (13:30)
  • The advantages for smaller firms when selling to larger firms (16:00)
  • Challenges of scaling your firm (16:50)
  • Building culture when your team is virtual (19:00)
  • Equity, staff compensation and partnerships (22:30)
  • Success stories from Thriveal Deeper Weekend (27:20)
  • Teaching accounting firm growth in different ways (30:30)
  • The firm that went through turmoil and then thrived (31:45)
  • Quality over quantity (36:00)
  • Knowing your strengths and weaknesses is a pretty cool place to be (37:50)
  • Why every accounting firm needs a purpose (40:40)
  • The impact of the global pandemic on the accounting industry (42:10)
  • The value of experience (45:00)
Episode Themes
Mergers and acquisition
Growth
Purpose
Episode Notes
  • The origin of Thriveal (3:40)
  • The importance of resilience and perseverance (5:50)
  • “Whistleblower” podcast, basketball and referees (6:40)
  • The biggest changes in accounting in the last decade (9:00)
  • The evolution of accounting conferences and education (11:00)
  • Why large firms acquire smaller firms (13:30)
  • The advantages for smaller firms when selling to larger firms (16:00)
  • Challenges of scaling your firm (16:50)
  • Building culture when your team is virtual (19:00)
  • Equity, staff compensation and partnerships (22:30)
  • Success stories from Thriveal Deeper Weekend (27:20)
  • Teaching accounting firm growth in different ways (30:30)
  • The firm that went through turmoil and then thrived (31:45)
  • Quality over quantity (36:00)
  • Knowing your strengths and weaknesses is a pretty cool place to be (37:50)
  • Why every accounting firm needs a purpose (40:40)
  • The impact of the global pandemic on the accounting industry (42:10)
  • The value of experience (45:00)
About the Guest

Jason is the founder and CEO of Thriveal, a network to help entrepreneurial CPA firm owners connect, learn, and grow by providing them with a community, coaching, consulting, events and more. He is also the CEO of Blumer & Associates, CPAs, co-hosts two podcasts of his own, speaks and writes frequently for the financial and creative industries, and was named by Accounting Today as one of the Top 100 Most Influential People in Accounting.

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