Jason Blumer, CPA headshot

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.

Jason Blumer, CPA headshot

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

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.

Three accounting professionals engaged in a discussion around a table with documents, emphasizing teamwork and client consultation in a bright office setting.
Three accounting professionals engaged in a discussion around a table with documents, emphasizing teamwork and client consultation in a bright office setting.

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.

59 min video

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.

5 min read

A group of people huddled around a table pull of coloured sticky notes.
A group of people huddled around a table pull of coloured sticky notes.

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.

63 min video

A digital render of a brain with a purple background.
A digital render of a brain with a purple background.

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.

4 min read

A group of millennial-aged colleagues sitting around a table min-discussion.
A group of millennial-aged colleagues sitting around a table min-discussion.

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.

62 min video

The back of two people in deep discussion, pointing to a lpatop screen.
The back of two people in deep discussion, pointing to a lpatop screen.

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.

6 min read

A close up of a piece of paper with a bar chart and line chart. Someone's hand is holding a blue pen and they're pointing to the bar chart.
A close up of a piece of paper with a bar chart and line chart. Someone's hand is holding a blue pen and they're pointing to the bar chart.

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.

3 min read

A dashboard of data, charts and graphs on a laptop.
A dashboard of data, charts and graphs on a laptop.

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.

61 min video

3 people deep in discussion (involving hand gestures) around some couches and a coffee table in a corporate environment.
3 people deep in discussion (involving hand gestures) around some couches and a coffee table in a corporate environment.

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.

5 min read

A group of 7 people sitting around an office table in discussion. There is someone in the background working with headphones on.
A group of 7 people sitting around an office table in discussion. There is someone in the background working with headphones on.

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 fir

3 min read

A person holding an iPhone and looking at a computer screen with two graphs.
A person holding an iPhone and looking at a computer screen with two graphs.

Prototyping your accounting firm towards sustainable growth

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

60 min video

A mind-map type of diagram that is a visual representation of the Prototype Components Model for Growth. It has 10 component squares and gray lines that connect them all.
A mind-map type of diagram that is a visual representation of the Prototype Components Model for Growth. It has 10 component squares and gray lines that connect them all.

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.

4 min read

The ideal structure for the modern accounting firm
The ideal structure for the modern accounting firm

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.

61 min video

The secret to being different
The secret to being different

Expert tipThe secret to being different: how to make a modern practice unique

It's important that your accounting firm forges its own unique path. Jason Blumer explains how to differentiate your practice.

5 min read

Innovation in the modern accounting firm
Innovation in the modern accounting firm

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.

52 min video

Risk is the foundation to innovation
Risk is the foundation to innovation

Taking risk is the foundation of innovation

Some of your greatest losses come from the risks that you fail to take. Jason Blumer shares why risks are so important to your firm.

4 min read