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Contributing Author Jason Blumer, CPA

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.

About Thriveal

Thriveal inspires counter-cultural firm owners to embrace their entrepreneurial creativity within the profession. They are a community of entrepreneurial leaders that seek to transform the lives of firm entrepreneurs, providing them with programs, events and resources to help better-lead their teams and run their businesses. Over two decades ago, founder Jason M Blumer, CPA, began the experiment of entrepreneurship in his father’s firm. Through the ups and downs (and the failed attempts to quit), he found his grounding in other people. Other people to ask questions of, to lean on, to cry with, and to search for the answer as to why firm entrepreneurship can be so hard. Born out of a real journey, a passion emerged to educate, encourage, and create a safe community where firm entrepreneurs can struggle, grow, find hope, and be challenged to get back up again (and again). By leading their own advisory firm, partners Jason Blumer and Julie Shipp understand the journey of the entrepreneur. They live it out every day.

The latest insights from Jason Blumer, CPA

Part 4 of 4The Culture Builders: Creating philosophy-driven organizations

Learn how to scale your firm around a core philosophy with Ian Vacin, Jason Blumer, and five accounting leaders.

Scaling firms with purpose- Stories from the frontlines

Part 3 of 4The Intentional Scalers: Choosing purpose over pure growth

Discover how to scale your firm with purpose by defining its ideal size and designing systems that support sustainable growth.

Part 2 of 4The Optimizers: Building systems that scale without breaking

Learn how top firms turn data into action, workflows into ownership, and capacity into a science with Ian Vacin, Jason Blumer, and three firm leaders.

Part 1 of 4The Restructurers: Recognizing when dramatic change is needed

Discover how to navigate tough scaling decisions like restructures without losing momentum, with insights from Ian Vacin, Jason Blumer, and three firm leaders.

How to protect your time using Strategic Calendar Work Blocking©

Understand the mechanics of Strategic Calendar Work Blocking© and how you can leverage it to protect your time.

The courage to say no: Why capacity management is for the brave

Learn about the courage it takes to be intentional with your schedule, plan your capacity, and protect your time.

Why private equity is interested in the accounting profession

Jason Blumer, CPA, Ian Vacin, Gretchen Roberts, Chris Williams and Reyes Florez dig deeper into what private equity investment means for accounting firms.

Part 3 of 3Capacity exchange: Where client revenue and team capacity meet

Jason Blumer and Ian Vacin share how you can lead your team with deeper intention around the use of their capacity.

The power of competitive capacity management in accounting

Jason Blumer, CPA and his partner plan their calendars out a year in advance. Here's why.

The M.E.L.T theory of capacity management in accounting

Jason Blumer, CPA from Thriveal, explains the human components of capacity using the M.E.L.T framework.

Part 2 of 3Capacity management is a key competitive advantage for your firm

Jason Blumer and Ian Vacin share how to manage your firm's capacity in a strategic way that will contribute to your firm's long-term success.

Part 1 of 3Understanding the realities of human capacity

Jason Blumer and Ian Vacin define what capacity really means, and how you can assess your team's in more specific and powerful ways.

How to keep your team accountable to their commitment to your accounting firm

Jason Blumer, CPA from Thriveal outlines his 4-step process for navigating a breach in the employee/employer accountability relationship.

The steps to uncover hidden data at your accounting firm

Jason Blumer, CPA explains how you can collect data about your accounting firm from new and innovative places.

Mine your accounting firm's data to discover powerful insights

Data is key when scaling your firm. But it can be difficult to find the data you need. Jason Blumer, CPA from Thriveal reveals the data you should monitor, and how to do it.

3 tips for stimulating team accountability at your accounting firm

Jason Blumer, CPA from Thriveal shares the ways he keeps his team accountable to themselves, each other, and the wider firm.

Your people are the foundation needed to scale your accounting firm

Jason Blumer from Thriveal explains why your team is the key to building a solid foundation for scaling your accounting firm.

Prototyping your accounting firm towards sustainable growth

Discover how to scale your accounting firm sustainably, using the Prototype Components Model for Growth by Thriveal.

Grow your accounting firm sustainably with the Prototype Components Model for Growth

How can you scale your accounting firm, chaos-free? The answer lies in the Prototype Components Model for Growth. Jason Blumer, CPA from Thriveal explains.

The ideal structure for the modern accounting firm

You have an endless array of options when it comes to structuring your accounting practice. Jason Blumer outlines the right solution that will set your team up to work seamlessly together and achieve great results.

Innovation in the modern accounting firm

An ability to innovate is one of the most important characteristics your firm needs. Jason Blumer takes a deep-dive into innovation and explains where it should fit into your practice.