153 episodes

Welcome to the Thrivecast, a show about accounting leadership and growth that’s now two decades in the making! Our host, Jason Blumer, CPA, interviews the best accounting minds on the planet, bringing you engaging accounting entrepreneurial lessons and principles designed to help you grow just by listening. So, jump right into our ocean of info—the water’s warm!

Thrivecast: A Podcast for Accountants Thriveal CPA Network

    • Business
    • 5.0 • 6 Ratings

Welcome to the Thrivecast, a show about accounting leadership and growth that’s now two decades in the making! Our host, Jason Blumer, CPA, interviews the best accounting minds on the planet, bringing you engaging accounting entrepreneurial lessons and principles designed to help you grow just by listening. So, jump right into our ocean of info—the water’s warm!

    Episode #153: From Side Hustle to Success with Seth David

    Episode #153: From Side Hustle to Success with Seth David

    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 spotlights the evolution of Nerd Enterprises from a side hustle to a sought-after firm and how Seth's genuine and helpful content carved out a niche on YouTube. We'll touch upon the future of accounting, the integration of AI and advisory services, and the radical transformations within the industry.

    Seth talks about the art of making banking fun and how his passion led him to challenge the norms within the accounting industry. We'll dissect the concept of impact over numbers as we discuss the growth of Seth's YouTube channel, breaking down why influence is more significant than subscriber count while exploring Seth's discomfort with being labeled as an ""influencer.""

    Join us as we dive into Seth's innovative use of AI in his business practices, where his AI assistant, Sandy, is revolutionizing the way he works. We'll hear why Seth believes in nurturing community, selflessness, and the importance of ""esteemable acts"" in both recovery and business success.

    • 49 min
    Episode #152: Education, Technology, and the CPA Path with Dr Josh McGowan, CPA

    Episode #152: Education, Technology, and the CPA Path with Dr Josh McGowan, CPA

    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.

    • 52 min
    Episode #151: Dark Horse’s Revolutionary Model for CPAs and Clients with Chase Birky

    Episode #151: Dark Horse’s Revolutionary Model for CPAs and Clients with Chase Birky

    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.

    • 58 min
    Episode #150: Achieving Success through Calendar Preplanning with Jason Blumer

    Episode #150: Achieving Success through Calendar Preplanning with Jason Blumer

    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.

    • 32 min
    Episode #149: The Power of Intentional Planning with Jason Blumer

    Episode #149: The Power of Intentional Planning with Jason Blumer

    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!

    • 32 min
    Episode 148: The Role of AI in Accounting and the Change it Brings with Jason Staats

    Episode 148: The Role of AI in Accounting and the Change it Brings with Jason Staats

    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 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.

    • 59 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

GeraldineDcarter ,

Great advice for CPAs who want actionable tips

Sometimes advice sits way up in the clouds, but doesn’t work on the ground in real-reality. Jason interviews great guests and keeps the advice tangible, plus the stories are from real people. No Ivory Tower here!

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