Thrivecast: A Podcast for Accountants

Welcome back to the Thrivecast, where we dive into the heart of what makes firms thrive. In today's episode, we're honored to host Seth David, the founder and chief nerd at Nerd Enterprises, who's here to share his unique and inspirational journey with us. Seth takes us from his former life on Wall Street to 25 years of sobriety and entrepreneurship in sunny California. This episode also spotlight...

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...

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 entrepreneuria...

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,...

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—contribut...

In 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 rethink...

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 throug...

Get ready to uncover valuable insights and practical tips on how to effectively reach your firm's target audience, create a strong online presence, and build a successful brand with Thrivecast guest, Karen Reyburn. Join Karen and Jason as they explore the importance of understanding your audience's needs and tailoring your marketing efforts accordingly. They'll dive into how to address the issues...

On this episode of The Thrivecast, we dive into the growth paths. Acquire. Sell. Merge. Scale. We have assembled a dynamic panel of over 20 nationally known experts with diverse experience in expanding their firms. They will share their stories, including their mistakes, lessons learned, and things they wish they had considered during the process. This year’s Deeper Weekend conference in Greenvill...

Nellie Akalp is the CEO of CorpNet, a business filing service that streamlines compliance across multiple states. CorpNet isn't Nellie's first business venture, though. Fresh out of law school, Nellie and her husband began working on an online business at the beginning of the internet boom that was similar to CorpNet but under the B2C umbrella. Their first business saw so much success that they we...

Scott Scarano might not fit the typical accountant mold, and that's just how he likes it. Scott's career got off to a rocky start—he started his own firm after finding his footing, but he quickly realized that he missed flexing his creativity. He wanted to exercise both the analytical and creative sides of his brain to live out his authentic self. Listen to Scott's story and hear how industry lead...

Randy Crabtree is the co-founder of Tri-Merit, a niche tax service that serves tax preparers. But, Randy's professional career has been a wild ride, and he's learned a lot from his experiences. He shares his predictions on the future of the accounting profession and provides some tips on how you can apply them to your firm. Elevate your firm with Jason and Randy on the newest episode of Thrivecast...

The accounting industry is changing. Are you keeping up? Best-selling author and talk-show host Ron Baker is on the newest episode of Thrivecast. Buckle up—he's bringing the heat with insights from his new book with Paul Dunn, Time's Up!: The Subscription Business Model for Professional Firms. Ron and Jason break down ever-changing client needs and how you can keep your business thriving. Take the...

Creativity is a foundational aspect of accounting. Why do we overlook that fact so often? Enter James Graham, the founder and CEO of Richtr Financial Studio. Managing finances and running a firm might be his day job, but traveling and climbing all around the world has defined James and his worldview. James knew that he wasn't going to be content working a corporate job that he wasn't passionate ab...

Economists have got it wrong, and they always will. Economic theories continue to develop and affect all aspects of life, so it's time to figure out how to position yourself in the market to withstand its inevitable dips. Jason is joined by renowned economist, award-winning author, and captivating storyteller Adam Davidson to dissect economic theory and its influence on your business. Don't worry...

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...

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 sessi...

On this new episode of Thrivecast, Jason welcomes legendary speaker, highly sought-after consulting guru, and author, Alan Weiss. Alan formed Summit Consulting Group in 1985 and has published over 64 books along with an impressive public speaking career that has taken him to 60+ countries. Jason and Alan dig into the roots of consulting, debunking popular myths and stereotypes to prove why the con...

We have a special guest on Thrivecast for this episode—and it's a voice you'll recognize if you joined us at Deeper Weekend last year. J.Dew is a well-known emcee around Greenville, and we're stoked to have him back for #DW22. He joins us on the Thrivecast to discuss what the life of an emcee is like behind-the-scenes and draw some parallels with entrepreneurial firm owners. Jason and J. Dew walk...

We're excited to have Greg Crabtree on the podcast! Greg is a speaker, author, entrepreneur, and financial expert who founded his own firm Crabtree, Rowe, and Berger, which later merged with Carr, Riggs & Ingram CPA's and Advisors. Greg spends his days helping entrepreneurs build their economic engine. An author of three books, Greg is dedicated to helping the entrepreneur community in any capacit...

We're sad to see our series with Sonia Dumas come to an end, but we're so excited about the information we got to cover today! In this episode, Sonia talks Jason through ways accountants and firms can apply crypto to their payroll, payments, and perks—a game-changer for future-leaning firms. She provides some forecasts and predictions once again and gives our listeners some key insights as a parti...

Sonia Dumas continues her conversation with Jason about the pros and cons of the crypto wave. Today, they talk about some upcoming trends, which coins to steer clear from, financial censorship, and much more. Firm leaders will want to soak this one up to understand if integrating crypto into your clients' services is a good move for you. As a bonus for listening, access actionable onchain-intellig...

Sonia Dumas joins us again on the Thrivecast to continue our series on cryptocurrency. We've already covered the theory of crypto in part 1 of this series, so Sonia talks Jason through some practical applications of this new-age currency. She outlines the key points of her analytical approach to buying and selling, along with some advice on trading altogether. She levels with Jason on what today's...

Sonia Dumas is a crypto investor and educator, seeking to help accountants better understand how they can use crypto in their profession. She's an expert in this field, and her wealth of knowledge makes it necessary to break this topic up into 4 separate episodes. In Part 1, she walks Jason through Web3, the future of internet that includes blockchain and token-based economics. Uhh, what? That's w...

Jason sits down with one of his mentors, Peter Block, an author and consultant whose work is deeply rooted in the power of human connection. In this episode, Peter shares insights on why firm owners need to realize that their profession isn't just about accounting. Listen on to find out why this shift in thinking is critical to your organization's success. Follow Thriveal on social media: Twitter:...