Podcast appearances and mentions of jason blumer

Welcome to Thrivecast! In today's episode, Jason Blumer sits down with Rob Nixon, a global expert in driving profitability for accounting firms. They unpack the nitty-gritty of critical utilization, productivity, and efficiency concepts. They'll explore how the pandemic has reshaped virtual work, the historical changes in accounting efficiency, succession planning, and transforming firms into vehicles for wealth creation. Tune in as they uncover strategies for firm owners to balance profitability, efficiency, and personal fulfillment. Whether you're aiming for practice improvement or transitioning to an investor level, this episode is packed with actionable insights!

In this solo Thrivecast episode, Jason reflects on opportunities that the new year brings. He shares the sad conclusion of the Businessology Show and said goodbye to make way for new ventures and focused growth. He emphasizes the importance of recommitting to new paths in the services industry and highlights Thriveal's exciting future plans. He invites listeners to join him in embracing change, growing their businesses, and finding new ways to provide value to clients. Join us as we embark on this journey into the new year with renewed energy and a commitment to growth and innovation!

Discover why intentionality and clarity are key traits for successful leaders.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesLeadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. Jason Blumer, founder and CEO of Blumer CPAs, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented mindset on Gear Up for Growth, Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here“Effective leadership involves creating future leaders and tackling difficult conversations head-on,” Blumer said. “It's about fostering a culture of accountability and trust while confronting the discomfort that often accompanies leadership responsibilities.” Blumer encourages firm owners to view themselves as leaders despite initial doubts and embrace the sacrifices and challenges of guiding a team. His approach includes coaching team members to take ownership of their roles and cultivating a new generation of leaders within the profession. 

Welcome to a special solo episode of Thrivecast! In this unique installment, Jason examines a concept crucial for every firm entrepreneur: Owner Rest. As we enter conference season, it's the perfect time to explore how stepping away strategically can refuel and recharge you. In this episode, you'll discover the distinction between 'rest rest' and 'owner rest' and why both are essential for sustainable growth and productivity. We'll discuss how Owner Rest isn't just about taking a break but about engaging in purposeful learning and development away from your daily grind. This episode also highlights the upcoming Deeper Weekend conference, where you can experience Owner Rest firsthand. Join us as we unpack the science and practice of productivity, and learn how to leverage strategic rest to become a better leader and owner. Tune in, take notes, and get ready to thrive!

John Randolph resumes his conversation with Jason Blumer of Thriveal and Blumer CPAs on Episode 39 of CPA Life. Continuing their focus on strategies for firm growth, they tackle the complex problem of team management in the modern, often remote-based accounting world, stressing that leadership comes from the relationship leaders have with their charges, and that time spent cultivating that relationship has a far better return on investment in most cases than client work. Niching also plays a key role in maximizing any firm's potential, while often being a rewarding, interesting path to take. Get the full show notes and more resources at CPALifePodcast.com

Jason Blumer, CEO of Blumer CPAs and Thriveal, joins John Randolph for part one of their conversation on Episode 38 of CPA Life. Discussing his journey of building a sustainable CPA firm and the importance of intentional leadership, Jason explains that the entire concept behind Thriveal is that he made a lot of mistakes and had a lot of wrong ideas about entrepreneurship, and he wants to guide entrepreneurs with intentionality so they don't make those same mistakes. Jason stresses, and John agrees, that community-driven culture is a key to firm growth and employee satisfaction, the details of which they discuss at length, with a lead-in to part two, which airs May 22nd, 2024. Get the full show notes and more resources at CPALifePodcast.com

Rob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory and future-focused role.The guests share their predictions for the profession, including the changing talent pool, the commoditization of certain services, and the critical need for firms to integrate technology and business analysis skills. Overall, the episode paints a picture of an industry in flux, but one that holds immense potential for those willing to adapt and lead the charge towards a more dynamic and impactful future for the accounting profession.Key Takeaways:1. The accounting profession is facing a talent pipeline challenge, with a need to better retain and attract the next generation of accountants.2. Embracing a more advisory and insight-driven approach is crucial for accountants to remain relevant and add value to clients.3. Firms must adapt their ownership models and business structures to meet the needs and expectations of the incoming generation of leaders.4. Technology and automation will continue to disrupt the profession, presenting both threats and opportunities for accountants.5. Accounting firms should actively seek to integrate business analysis and technology skills into their teams to stay ahead of the curve.Quotes:"We need to start talking about what it means to be a finance and accounting professional much earlier, high school, junior high even, because there's a lot of opportunity there." - Geoffrey Brown"If we can convince some people to keep coming into the profession, I mean, we're going to kill it. We're going to kill it over the next 30 years, I think." - Jason Blumer◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with...

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation: From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover. Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability. Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities. Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner's strengths and the company's objectives. Leadership and Delegation: Learn how leaders can recognize when it's time to step back from certain tasks and trust their team for the business's sustained success. Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization. Key Advice for Aspiring ‘Accountrepreneurs': Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur. Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you're a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively. If you're ready to take the next step on your Accountrepreneur's Journey, give Universal Accounting Center a call at  801-623-6707 or schedule an appointment online at your convenience.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Jason Blumer   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Jason offer, join the community and save: https://thriveal.com/contact/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses mastering the art of delegation on the accountrepreneur's journey with Jason Blumer  

Our special guest, Dr. Josh McGowan from Troy University, brings his wealth of knowledge as a university professor with a robust background in public accounting, teaching, and serving as a CFO. He offers insights into the professorial life and the importance of incorporating modern technology like AI into the classroom. Also, we'll glimpse into the high flex classes at Troy University, designed to adapt to various student needs. Our host, Jason Blumer, also emphasizes the critical role of mentorship and real-world experience in shaping future accountants. Meanwhile, firms are grappling with increasing salaries to combat a talent shortage and adjusting their operations to reflect the true value of their services. Their discussion will not just revolve around the figures; they'll also tackle recent changes to the CPA exam structure, the implications of these changes for students, and career trajectories. There's a buzz about whether the 150-hour rule is serving its purpose, amidst concerns of a shrinking pool of accounting major graduates. Stay tuned, as Jason and Josh unpack these topics and much more, breaking down everything you need to know to understand the evolving landscape of the accounting profession.

Venture into the accounting realm with none other than Chase Birky, founder of Dark Horse CPAs— a firm that's galloping ahead of the competition by empowering small businesses and accounting professionals alike. With an innovative platform designed to incorporate outsourced teams and private wealth management, Dark Horse is redefining value for CPAs and clients. Explore the personal entrepreneurial journey, highlighting the balance between commitment to business and personal life, as well as the emotional toll that comes with the territory of being a business owner. Chase opens up about his transition from big four accounting to the helm of Dark Horse and the innovations that keep them unique amid private equity's watchful eye. The journey doesn't stop there. Learn how Dark Horse stands out by offering CPAs growth, equity, and incentives— a cocktail of opportunities rivalling what some might expect from a private equity model, yet still personifying a touch of entrepreneurial freedom and support. And of course, we'll touch upon the crucial support networks required in such a demanding field, underscoring the importance of community, family, and technological tools like Bill, our exclusively featured sponsor, that glue businesses together. So, whether you're a CPA looking to leap onto a new saddle or simply keen on the foresight that's driving modern firms forward, grab your headphones, and let's embark on a journey into the evolving world of accounting with Chase Birky and Jason Blumer as your guides.

The first episode of The Unique CPA in 2024, Episode 137, features Jason Blumer of Blumer CPAs, Thriveal, and Deeper Weekend. Jason started Thriveal to support accounting firm owners by building a community and resources for them to seek support. As he tells Randy, this led to Deeper Weekend, his exclusive annual conference for around a hundred accounting firm owners. The event fosters peer learning and relationships through workshops and socializing, with the fundamental idea behind it being that people have had successes and mistakes before you and there are always things to discover by building connections with them. Get the full show notes and more resources at TheUniqueCPA.com

Tune into the latest episode of Thrivecast, where Jason dives deep into the art of strategic calendar planning. Learn how to maximize productivity without crashing into chaos – a must-listen for all leaders and aspiring business owners! In this episode, Jason takes a sprightly walk through the concept of containering and strategic calendar work blocking. Explore how Jason masterfully runs not one, but two successful full-time businesses, using an ordered and comprehensive approach to time management. Steal a glimpse into Jason's calendar. Discover their secrets of managing time between team, leadership meetings, and content creation sessions organized meticulously. Get insights into his use of efficient tools like Todoist and Twist, supporting day-to-day tasks and team communications. This newest episode unravels the art of saying “yes” to strategic goals while knowing when to say “no” to distractions. Counter chaos with Jason's tips to achieve healthier priorities, rhythm, and work-life balance, all crucial for business growth. This insightful episode wouldn't have been possible without the generous support of our sponsors, Divi and Bill. And if you're wondering how to keep your spend management streamlined, you'll want to hear what Divi has to offer. Savor insights about pre-planning your strategic life with practices and tools that can enable you to achieve bigger goals with less overwhelm. As Jason puts it, “Intentionality and structured planning can create a bigger impact.” Don't forget to join us for the second part of this essential series on strategic calendar work blocking.

Jason continues the exploration of strategic calendar work blocking, an essential strategy in efficiently managing your time and resources to drive growth and accomplish targets. In this episode, Jason dives into his personal work schedule, unfolding his key tactics in block planning—from segmenting time for meetings, strategy, and content production, to setting priorities and dealing with the unpredictability of the corporate world. Jason also taps into how the principles of strategic calendar work blocking play out in a partnership scenario, casting light on how he and Julie synergize their efforts and tackle tasks collaboratively. Hear about their experience with the Todoist task management tool, their approach to defining and achieving goals, as well as the crucial aspect of managing commitments. This episode carries enriching insights for any entrepreneur, manager, or anyone striving to master their work-life balance and productivity, so stay tuned and dive in.

Did y'all know that rhythms define and contain your commitments and that a rhythmic calendar will align your team for success? Jason Blumer is solo on the newest episode of Thrivecast to discuss the role of strategic, pre-planned calendars in forming intentional and fulfilling work. A pre-blocked calendar prevents time wastage on trivial tasks and keeps you focused on the important goals—contributing to your overall success. Jason further unpacks the significance of attention as a precious resource. He'll discuss how misuse of attention can spiral into chaos and how you, as an entrepreneur, can preserve it best. Owning a firm often feels like a rollercoaster ride, and it's imperative to build your own structure and order using tools like calendar-blocking. Listen to learn about implementing the methodology of strategic work calendar-blocking, which Jason and his partner, Julie, use in their businesses and coach others on. This powerful tool involves blocking out your calendar an entire year in advance, and how this simple action can drastically augment your strategic planning and execution. Remember, while entrepreneurship empowers you to carve your own future, it's not about succumbing to your emotional whims. Jason dives into the dangers of an "unintentional future" and how pre-planned calendar can help you stay on track. Listen to the full episode for a sneak peak of part 2 where Jason will be focusing on the practical aspects of strategic calendar work blocking. Stay tuned for more insights!

In today's episode, Jason flies solo and explores the concept of "strategic calendar work blocking" as a method to manage attention and time effectively. For those of you running multiple businesses or facing numerous routine tasks, this approach could be a game-changer. He'll debunk the myth that entrepreneurs can do anything they wish, emphasizing the necessity of making intentional choices. Jason discusses the importance of balancing attention between work and personal life and how deliberate planning can help us avoid self-sabotage. He introduces the idea of 'leveraging rhythms' - a systematic approach to using calendars to schedule regular strategy sessions. These practical tips and insights are designed with one goal in mind - to help you as an entrepreneur effectively manage your time, handle urgent tasks, and grow your business intentionally. Stay tuned for a guide on how you can put this revolutionary method into practice.

n this episode, Jason Blumer is joined by Jason Staats, founder of Realize and podcast host of Jason Daily to discuss the rise of AI in the accounting industry. Jason talks about job displacement and the evolving role of entrepreneurs. Jason Staats shares his experience in public accounting and sheds light on the impact of AI on specialized tasks. It's a fascinating topic that'll have you rethinking the future of work. But don't worry, entrepreneurship and a dash of accounting will always have their place! Don't worry, Jason and Jason also share how you can level up your skills. Jason and Jason emphasize the power of video and how it can take your expertise to new heights. From honing your editing skills to becoming a captivating presenter, there's no doubt that incorporating video into your routine can give you the edge you need. Plus, it's a chance to show off your personality and connect with your audience on a deeper level. And there's more! They also touch on the rapid pace of change in the software industry, the rise of AI-first companies, and the exciting future of conversational software. Trust us, this is the stuff you need to know to stay ahead in the game. And speaking of staying ahead, Jason Staats spills the beans on how he dominated the social media scene and amassed over 10 million impressions a month. That's serious visibility! Last but not least, family time matters too! Jason Staats shares his personal journey of finding a balance between work and family, making sure to prioritize quality time with his little ones. It's a powerful reminder that success isn't just about business glory but also about finding fulfillment and joy in all aspects of life.

On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry.  Jason is the founder of Thirveal, CEO of Blumer & Associates, and co-host of 2 podcasts: Thrivecast and The Businessology Show.  He shares how he grew his cloud-based accounting firm over the past 20 years and why he became an advisor in the industry.

In the new episode of Thrivecast, Jason Blumer and Brannon Poe dive deep into the world of buying and selling businesses, exploring the frustrations buyers face when sellers decide not to sell. They also discuss the efforts made to ensure that sellers are truly ready to sell and the support offered to help them prepare their practice. Brannon shares insights on gathering crucial information through inquiry and tax returns, highlighting what exactly gets added back in the process. He'll uncover the challenges faced by traditional firms with overworked owners who are resistant to change and stuck in their ways. But it's not all about the obstacles - Jason and Brannon also uncover the strategies employed by progressive firms that are thriving in today's market. From the risks involved in earnouts to the importance of buyer motivation in maintaining the practice, they leave no stone unturned. But the focus of this episode isn't just limited to the world of accounting firms. They also explore the shifting landscape of retirement and succession planning and the importance of building teams that can operate without the owner. Jason and Brannon uncover the common mistakes made by baby boomers and how the game is changing for future generations. Listen in on the discussion of the crucial role of accountants specializing in areas like margin analysis, cost structure, and pricing services. Jason and Brannon share a specific example of someone who needs assistance in these aspects and how they can find the right accountant. Brannon sheds light on the different levels of growth for accounting firms and the factors that contribute to their value growth. Jason and Brannon will discuss the options firms have - focusing on higher-level advisory work or automation and specialization - and the importance of finding the right niche. Get ready for lots of knowledge and insights in the newest episode of Thrivecast!

Season 4 Episode 65 CLASS: #GuidePosts FACULTY: Jason Blumer, CPA TITLE: Thriving Through Collaboration: The Benefits of Group Play In this podcast episode, Scott interviews Jason Blumer, an entrepreneur and accountant who founded his own firm and co-founded the Thriveal community. Throughout the episode, Jason shares his experiences and insights on entrepreneurship, community building, and overcoming failures. He talks about how he started his own accounting firm and his motivations for growing it, as well as the challenges he faced in building the Thriveal community. Jason tells his story of becoming an accountant and his passion for music Jason recalls the early days in business with his father Jason explains what motivated him to grow his business Jason talks about the founding and early days of Thriveal Scott and Jason discuss failure and bouncing back from it They also talk about getting out of your own way and letting people help you Scott and Jason compare running two companies to growing multiple crops Jason is asked to become Accounting High faculty Shout Outs: Jason Statham, Jason Bateman, Jason Ackerman, Jason Staats, Jason Presley, Jason Lee Sudakis, Julie Ship, Greg Kite, Ron Baker, Verisage, Doug Sleeter, Darren Root, RootWorks, Simon Sinek, Ian Basin, Karbon --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

#VarsityParty | Use Your FOMO for Good | 2022 Review Part 2 of 2 | #AppS.T.R.E.A.M. Season 4 Episode 6 | Recorded January 6, 2023 Put your party pants on because it's time for a #VarsityParty with the Queen and Kings of party FOMO. Your favorite Accounting High trio is back and reviewing the last half of their 2022. Kenji Nikole and Scott are here to ChatGPT all about their lessons learned throughout their busiest year of travel to date. From airports to conferences to the reason you probably shouldn't ever let Scotty order spicy food at a restaurant, this episode is sure to give you a good laugh. Join us for the party to find out what Kenji's favorite moment of the year was and why 2022 was Scott's best year of his life. So turn up the volume, fill up your cup and enjoy this #VarsityParty here at Accounting High. Kenji loves Part 1, go back and listen if you haven't yet Scott's Hard Numbers TriMerit's Unique CPA Live Podcast in Chicago Kenji+ New Orleans, XeroCon2022 FreshPAC in Toronto From FreshPAC to AcuityCon AppyCamp Deeper Weekend GustoNext Scotty Peaked FreshBooks Partner Meetup Atlanta FreshBooks Partner Meetup Portland Xero Roadshows ChatGPT Accountex Toronto What makes a good event? Platinum Sponsorship Subscriptions Vegas Baby Worrying, Delegation, and Trust AppS.T.R.E.A.M. (powered by the GrowthLab) Shoutouts James Ashford, Alan Colton, Randy Crabtree, Blake Oliver, Dawn Brolin, Josh Lance, Matthew May, Ashley Carroll, Expensify, Alex Miles, Twyla Verhelst, Mike McDermott, Misty Megia, Dan Gertrudes, AppStream, GrowthLab, Heather Satterly, Liz Scott, Intuit, Keeper, Ben Stein, Kenny Song, Dan Luthi, Byron Patrick, Jason Blumer, Thrieval, Nicole Davis, Will Lopez, Lorilyn Wilson, Kristen Keats, Sherrell Martin, Sarah Prevost, Tori McKee, Andrew Wall, Viviana Borz, Peter Wen, Tallyfor, Brian Streig, Paul Glantz --- Send in a voice message: https://anchor.fm/accountinghigh/message

As a leader, one of your many responsibilities is balancing your team's capacity with the work that you're selling to clients. Over the past few years, the workforce's relationship with their own capacity has changed pretty drastically. On this educational episode, Jason is going to school you on the concept of "capacity" and how you can best manage your team to optimize their output while keeping them happy. You'll also learn how to handle an employee that is underperforming—an incredible valuable skill that will set your apart.

Want to prepare for your agency's future? This episode is as good as gold. Through his coaching engagements and clients, Jason's gathered a mountain of data to inform some can't-miss pieces of wisdom for you and your agency. Listen to this episode if you want to learn how much cash you should save to survive a downturn, what signs indicate your agency is declining, and how to manage a rapidly evolving workforce. Let's do it!

A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology5:54 - 8:34 - Kristen Keats on creating a tax roadmap for your clients and accurate pricing 8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs

This isn't your typical episode of the Thrivecast. In this solo show, Jason dives deep into the most common wrong assumptions about leading a team. There's a chance your approach to hiring, workflow, role clarity, and personality tests are all wrong! Don't miss this opportunity to level up your firm, so grab a notebook, pen, laptop, iPad, or whatever you use to take notes—Jason's class is in session.

This year was weird. We all get that, right? Some funky things happened across every industry, but advertising, marketing, and creative agencies came across some brand-new challenges that many leaders have never had to address before now. In this solo episode, Jason dives deep into some trends your agency has probably noticed this year and how you can plan to fight back or capitalize on them. Among the biggest challenges is an impending recession. Jason also shares, from an accounting standpoint, how to position your agency to not only survive this economic downturn but to thrive in it. Tune in the find out!

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs,walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall. 

Season 2 Episode 20 | Recorded January 24, 2022 thank you to our supporters this week! Amaka.com On today's episode, Scott and Zach tackle the tough subjects, such as staying sober, dressing up, touching knees, Mormon mentioning, subtle jabs, and more with the very special self-proclaimed cartoonist, MC, CPE presenter, standup comedian, comptroller, podcast host, fry-sauce connoisseur, and master of all thing CPE comedy Greg Kyte. *A little tongue-twisting talk on The Church of Jesus Christ of Latter-day Saints, choirs, and context *On being the son of a wool-monger and grandson of a Boeing financial forecaster, and Greg's angelic childhood demeanor *How Greg made it from middle-school math teacher to CPA by way of a summer job and standup *Resolving Scott's need for attention... without chopsticks *About Greg's work ethic, and integrity and what really drives him – the fear of failure *Living life as an ambivert *The art of cartooning *Greg's history of podcasting *Pricing shaming *Investment strategy turned life plan: 85% security, 15% crapshoots *Barbells, Speedos, and tigers – oh my! *Freedom and Free CPE with Oh My Fraud! (Now with 11 episodes to hear!) *Fry sauce matters – two parts mayo, one part ketchup, catsup, or however you spell it where you live ... Check out Greg's toons: https://www.instagram.com/exposuredrafts/ Listen to Oh My Fraud: https://ohmyfraud.com/ Talk to Greg: https://www.linkedin.com/in/gregkyte/ Get your UT Fry Sauce merch here: https://utfrysauce.com/ A Thrivecast discussion on perfecting niches: https://thriveal.com/resources/podcast-episode/niches-bring-stitches-and-an-interview-with-jason-blumer/ The Black Swan: The Impact of the Highly Improbable https://amzn.to/3NnMcf6 Antifragile: Things That Gain from Disorder https://amzn.to/3MfBGoV Shout out to that church with all the words, that choir that got renamed, that place that makes The Dude's cardigan, Pendleton, The Journal of Accountancy, monkey bars, Oprah, Men at Work, The Police, all the children of the ‘80s, Gusto, teleprompters, Oh My Fraud!, Venn diagrams, Gary Larson, Scott Adams, Dilbert, Caleb Newquist, The Far Side, Going Concern, Rubik Yeriazarian and RuBook Creative, EY, Divvy, the law of attraction, Jason Blumer, Thrivecast, Tom Hood, Accounting Today, Nassim Nicholas Taleb, Sam's No. 3 --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Jason continues with an educational focus on this episode of The Businessology Show! He's working his way through the Prototype Components Model for Growth (covered in the last episode), this time diving into the Scaling L and the Capacity Exchange Bridge—two critical aspects of agency health. Get these right, and you'll set yourself up for long-term success. Grab a copy of Jason's slides here: http://www.businessology.biz/show/129

In this episode of the Duct Tape Marketing Podcast, I interview Jason Blumer. Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He's also the CEO of Blumer CPAs where they serve as an advisory firm for the design, marketing, and creative agency services niches.

This unique episode launches a new initiative. In 2022, the first episode of each quarter (starting with this one) won't feature a guest and will be education-focused. Jason will dissect a key element of your agency's sustainability, beginning with Jason's proprietary Prototype Components Model for Growth. Snag a copy of Jason's slide deck—the secret sauce for your agency's longevity—here: http://www.businessology.biz/show/128

Few encapsulate the title of accounting leader more than this episode's guest, Jason Blumer. Together, 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.Together they discuss 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 of selling to larger firms (16:00) Challenges 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)

Kylene O'Connor Carse from BWCO CPAs joins the Accounting Leaders Podcast this week to share her story with Stuart. In an honest chat, they discuss the challenges of constantly being busy and how to balance that when you also have a family. Kylene also talks about capacity planning, burnout, running a female-only firm, and even Peloton. Any accountant who has ever felt the pressure of deadlines and an always-growing workload will relate to this episode. Together they discuss: The story of BWCO CPAs and Kylene's entry to accounting (1:40) Growing up with your clients (5:20) What it means to be a female-only firm (7:20) Being proud of who you are (9:40) Figuring out where you want to go and how you want to grow (10:00) Marchternity and being over-capacity (12:10) Avoiding burnout (16:20) Getting on the Peleton bike (19:20) Lessons from Jason Blumer and Thriveal (21:00) The pitfalls of Slack and Zoom (21:50) Raising kids when you own an accounting firm (23:20) Storms and changing tax deadlines (28:20)

Blumer CPAs has mentored creative entrepreneurs towards growth for over two decades. They do this through metrics (helping entrepreneurs and nonprofit leaders know their accounting and tax numbers), financial advisory, and their own internally-developed growth models for service-based companies. Thriveal is a network of CPA firms in the United States and Canada whose main purpose is to support firm owners as they learn how to become better business owners and to lead them to understand the important role that innovation plays in the accounting profession.

Jason Blumer is joined by Trenton Moss, formerly of Webcredible, one of the UK's leading experience design agencies, as he explored how he built an agency for 15 years before sales and the whole business tanked overnight. After months of losses, he decided to sale. And this is his journey out of the chaos and into a coaching and training platform, Team Sterka.

Jason Blumer welcomes Mike Davidson, VP at InVision, to delve into some of the latest shifts in the digital design community. Mike discusses the various evolutions within the industry over the years and shares a macro view of where the digital design community is heading.

Jason Blumer welcomes Joe Koufman, Founder and CEO of Setup. Setup is a unique organization that specializes in marketing matchmaking. Joe gives us a sneak peek into what being a marketing matchmaker actually entails and the process behind pairing their clients with an agency best suited for their distinct needs.

Jason Blumer is CEO of Blumer and Associates, a CPA firm dedicated to providing strategic growth strategies to creative design, digital, and marketing agencies ready to go to “the next level.” Key areas of influence include transforming people to facilitate growth, leveraging teams to scale, and recrafting business models. Areas of greatest impact are pricing . . . and how a business is run. Jason notes that an agency's pricing reflects its value to its market or its niched expertise. It will take 2 to 3 years for an agency to transition from hourly pricing to value-based pricing – a process that starts with new clients. Legacy clients who refuse to abandon the old hourly-pricing model become “legacy baggage.” No matter the form, the co-existence of legacy systems (the old way of doing things)—whether pricing, organizational, or operational – and new, conflicting, growth-targeted policies and procedures causes confusion, and what Jason refers to as “chaos.” This kind of growth problem is often the result of an owner not letting go and letting the business become what it is meant to be – or the owner pulling rank and violating the new “rules,” destroying credibility. Much of the focus of Blumer & Associate's work is on moving toward simplicity, eliminating chaos (chaos inhibits growth), and transforming business owners into organizational leaders. These leaders are then charged with: Developing relevant mission statements and defining how to live out those missions Implementing core (foundational) values and effective patterns, processes, and rhythms Caring deeply for their teams and the rhythms around their teams Keeping people and teams accountable and leading them to all walk in the same direction. Encouraging collaboration. Collaboration leads to strength Jason warns companies not to hire people who are unwilling to collaborate and outlines a process to safely release an employee who refuses to collaborate or fails to follow an organization's core values: Recognize and acknowledge nonconforming behavior, with a friendly offer to help or explain Make a less-friendly suggestion that the employee work on the problem The employee's failure to follow core values That the employee must follow core values for the company's health That the issue has been discussed That the employee knows the rules and knew them when hired Meet facetime (in-person/virtual) with a manager pointing out: Meet facetime (in-person/virtual) with a manager telling the employee that s/he has to follow the core values and then stating, “You will do it and this is the last conversation we'll have asking you to do it.” Let the employee go in a way that does not hurt the firm and or the released employee Jason can be contacted by googling “Jason Blumer,” on Facebook, on Instagram, on his website at jasonblumer.com, @JasonMBlumer on Twitter, or on his company's LinkedIn site at https://www.linkedin.com/company/blumer-&-associates-cpas-pc/ , or website at: https://www.blumercpas.com/.

I sat down with Jason Blumer to chat about pricing, being a business coach, how to price your service based products, and much more on the top of being an entrepreneur. You'll pick up a lot of useful tips from Jason on the thought process behind being a good entrepreneur. We get into lots of things in this episode including: Failed business ideas Value based pricing The value of clarity Starting an online community Check out his LinkedIn profile for more information about Jason.

If you've been around the web industry for a while, you may have heard of Dan Mall. He's a creative director, designer, and overall great guy. We dive into some great topics like what motivates him and keeps him going, how he structures his very busy work day, how he prices his work, and the "Hollywood" business model. During the call we reference a few things like his podcast that he used to run with Jason Blumer. When talking about optimizing your day, Dan mentions Benjamin Hardy, who can be found here. Dan Mall's websites: http://danmall.me/ http://superfriend.ly/ https://superbooked.com/

Creative accounting. Have you heard that phrase used before? I certainly didn't until I met today's guest, Jason Blumer. Jason runs a virtual accounting practice specifically designed for creative agencies and development firms. I love this business idea because it focuses on a specific vertical, with a specific customer type, translating to a better level of service — something we can all learn from. He wraps it all together nicely by producing a podcast called, The Businessology Show. A podcast I got hooked on quite some time ago. He speaks to his potential customer and provides value at the same time, it's genius. He offers a wide-range of guests that have boutique agencies (like me), all the way to larger 40+ person shops, each producing their own unique product or service. I have no issues if you add his show right next to mine on your playlist! We cover a TON in this (almost) hour-long podcast. From team building to the client sales process and everything in between. This has become one of my favorite conversations on the show, and I hope you enjoy it too! Jason Blumer on building a digital agency Nobody knows what they are doing. What an important takeaway for me. As we (my company) move upstream in the client services market, it's becoming increasingly obvious a lot of folks don't know what they are doing. The client isn't always sure what they want or what they need, and other agencies producing work for clients don't have a clue either. We're even finding companies that have charged our client 10x what we would have charged for lesser quality work.   I think a lot of your listeners are already doing the things that represent a higher value, they're not just putting a higher price on it.” – Jason Blumer I've been talking about the negative impact envying other's successes has on your mental and emotional health for a while now. Jason and I both agree this is one of the most dangerous traits an entrepreneur can carry during their journey of building a business. We're our own worst enemy when it comes to the success of our business. Often we can drown ourselves in the emotional factor of success and wanting it before we've really put in the hard work. The real hard work, not to be confused with just getting the tasks done. What makes this easier? Finding the right people to work with on both sides of the project — client and team. If you've been following me for a while you know I use a belief document to get a potential client and I on the same page. This introduces our internal belief and culture to the client before we even talk about the project itself. This allows me to gauge whether or not the client and my team will work well together. My strategy is to get on a sales call and ask questions relating to some of the information in the document to see if the customer actually read it. At that point, we'll know if the customer actually values our time and values the way we work together. Other topics we cover in the show Team building Supporting customers Defining your unique value proposition How to discuss pricing Show links JasonBlumer.com The Businessology Show Blumer CPAs Listen to the audio Subscribe on iTunes (p.s. We'd love a five-star review!) ★ Support this podcast ★

Want some tax-saving tips for your agency that will help you save money and avoid an audit being carried out on your digital agency? In this episode, we discuss: How to protect your business, financially and legally. Ways to lower your taxes and other tax-saving tips. The IRS's big secret on audits. This is HUGE!   Super-fun CPA and friend to U.S. agencies, Jason Blumer of Blumer CPA's chatted with me about several tax-saving tips along with a few words of caution, and one big IRS secret on this episode of The Smart Agency Master Class. Blumer founded and runs a virtual CPA firm with a team of 8 around the country who are specifically geared toward accounting for design, web and marketing agencies. (See? He's niching his firm and you should be, too. But that's another topic for another day :)) Keep in mind the advice here is just general. Your specific situation and questions about your agency should be discussed in detail with your own CPA. What type of business classification is best for your agency? Best advice: protect yourself and be something other than simply “self-employed.” A sole proprietor should set up a limited liability corporation (LLC). This designation provides legal protection and operational flexibility, however there are no tax benefits. An LLC pays twice the self-employment tax since regular employees have the benefit of the self-employment tax being matched by their employer. An S Corp can save you a lot in terms of tax dollars, however, the hoops to jump can be pain. You must have a system for payroll and deductions, including paying yourself a salary. That means paying payroll taxes, too. Therefore, what you save in taxes can be swallowed up quickly by paying out professional fees to a payroll service. Keep in mind, that an LLC can transition into an S Corp as they grow. Blumer says he advises his clients netting $80-90k+ to go the S Corp route. Tax Saving Tips: What's the best way to lower my taxes? This is always a hard one. If you make money, you're going to pay taxes. The best tax-saving tip and way to lower taxes is to spend money reinvesting in your business which ultimately lowers your net profit, meaning less taxable income. Retail or manufacturing businesses have it a little easier. They can buy equipment to invest back into their business. Service-based businesses are a little difficult to advise in this area. And agencies? We're the worst. All we sell are our ideas. Blumer says your best bet is investing cash in a retirement plan for yourself. Depending on the type of plan you set up you'll benefit your taxes and your team. Other ways to save include training/educating your team. Small businesses like to lower their tax burden with these 2 tactics: You might think you are saving a ton on taxes if you're doing one or both of these things. That's only true if you're doing them right. Here's the real deal on the best tax-saving options... 1.Being a virtual agency Technically, if you have a team that's spread out around the country you should be paying taxes in every state where you've got people. There are states with no state tax such as Florida, Texas, and Washington. There are also states that make it a major pain in the ass to be self-employed, like California, New York, and Pennsylvania. Tax laws vary by state, so be sure to check things out for the state(s) your in. And, if you're not sure if you've got all your bases covered, talk to your account about it. Blumer CPA's offers an Exposure Tax Analysis. This is a discovery of your tax liability to see if you're compliant and in what areas you might be exposed. If your tax firm doesn't offer something similar, I know a guy… :) 2. Having all (or mostly all) freelancers If you're doing it correctly this is a good way to avoid paying employer taxes. But your freelancers have to actually play the part of a freelancer. The term "freelancer" or "contractor," in regard to taxes, is determined by the IRS. To be legit, your freelancers must be able to answer “yes” to all of these questions: Is there actually a contract in place? Do they invoice you for their time? Are they using their own equipment (computer, phone)? Are they available to work for others? This tax saving tip is simple. If they don't look like a contractor on paper, you need to have payroll systems in place and pay taxes on them.  Want to know the IRS's biggest secret on audits? They don't really want us to know, but the IRS is in real trouble. They don't have the ability to enforce things like they once did.... A possible impeachment of the Commissioner coupled with losing budget dollars means they don't have the leverage to effectively audit. It's somewhat of a vicious cycle -- they're losing tax dollars because they can't run audits, and they can't run audits because they can afford to. So, that's kinda good for us. But, they DO still audit and audit selections are done totally at random. The good news: less than ⅓ of 1% of businesses get audited. In fact, with 20 years in the business, Blumer's only seen 2 or 3 audits ever. Don't get too comfortable with those statistics, though. The IRS is still looking for ways to penalize and fine you. Make sure you're compliant so you can avoid one of their nasty-grams. What to do if you are contacted by the IRS If you get something from the IRS, let your CPA or tax attorney handle it. There are things you should and shouldn't say. There are also things you should and shouldn't give them. Don't be so scared that you hand everything over - that just opens a bigger can of worms. If you receive a notice, always question it. If it comes with a penalty, don't pay it right away. These notices are computer-generated and often wrong. Some are even waivable. Your accountant knows how to handle each situation while saving you time and potentially, some money. Looking for a Great Group of Like-Minded Agency Owners? My Agency Mastermind group has been wildly successful for lots of motivated agency owners looking to grow and scale their businesses. If you'd like to share thoughts, ideas, problems and solutions with people in your shows, check out my upcoming group. We meet every two weeks, so it's not a huge time commitment but the benefits are immeasurable. You can read more details here and if you're interested there is a brief application process. You'll fill out a quick form and then I'll let you know if the group is a good fit for you. Build Your Agency Authority I hope this episode with Jason has provided some fantastic tax-saving tips for you and agency audits are no longer a concern. Creating the best agency possible means being able to recognize other challenges you are facing within your agency. Why not take the time to take a step back and look at other processes that need attention? No matter what challenges your agency is facing, I can help you get through all of it. There are many topics I can give advice on from what to do when you want to speed up sales processes to how you can build authority for your agency. Growing your agency can be a major struggle for any agency owner and I can show you the different phases of growth you will experience, how placing a process for performance-based pricing can be the best pricing strategy for your business and the three questions you need to ask yourself to sell more! Want more? Learn about my career and different experiences as well as tips, tricks, and insights by checking out my blogs that cover a wide variety of topics. Check out more from my Ask Swenk series and more of my videos on my YouTube channel. There you will find advice from me and other agency experts.

52:30 no andrew@thebeancounter.org (Andrew Argue)Andrew ArgueThe Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full