Thriveal CPA Network

Thriveal CPA Network We are a community of entrepreneurial firm leaders that seek to transform.

Some conversations never really end.After 15 years, hundreds of episodes, and countless conversations with firm owners a...
08/18/2026

Some conversations never really end.

After 15 years, hundreds of episodes, and countless conversations with firm owners around the world, The Thrivecast has officially come to a close.

For the final episode, Jason M. Blumer sits down with the one person who has shaped more of his leadership journey than anyone else—his business partner, Julie Shipp.

Their conversation isn’t about endings. It’s about what it takes to build something that lasts:
• Trust over titles.
• Partnership over ego.
• Growth over arrival.
• And the discipline to keep learning as a leader.

As Jason shared, many of the lessons he’s taught over the years were first learned through Julie’s counsel and partnership. Together, they reflect on 15 years of building Blumer CPAs, Thriveal, and a community that continues to impact firm owners around the world.

To everyone who has listened, shared episodes, attended events, or been part of the Thriveal community—thank you for making this journey worthwhile.

🎙️ Listen to the final episode here: https://www.youtube.com/watch?v=bKtPRsFgUo4source_ve_path=OTY3MTQembeds_referring_euri=https%3A%2F%2Fthriveal.com%2F

You’ve run your firm for 20, 30 years.Now you’re staring at a fork: retire, sell, wind it down, or pivot.And underneath ...
08/03/2026

You’ve run your firm for 20, 30 years.

Now you’re staring at a fork: retire, sell, wind it down, or pivot.
And underneath all of it sits a question nobody posts about on LinkedIn:
“Who am I if I’m not this?”

That question is the whole trap. For most founders, the firm stopped being what you do and quietly became who you are.
Jason Blumer calls it “operating in limbo” — the uncomfortable, creative middle stage between the old thing ending and the new thing starting. It’s not weakness. It’s the most important part of the transition.

We wrote about it — and about the three mental traps that keep firm owners stuck there.

📖 Read it here: https://thriveal.com/resources/article/operating-in-limbo/

If you’re in that stretch right now, Thriveal coaching exists for exactly this moment. We help firm owners think clearly when the fog is thickest.

Learn more / Book a call → email [email protected]

🚨 What separates the firms that successfully scale from the ones that stall?Jason Blumer and Ian Vacin joined Liz Farr o...
08/01/2026

🚨 What separates the firms that successfully scale from the ones that stall?

Jason Blumer and Ian Vacin joined Liz Farr on The Disruptors podcast to discuss one of the biggest misconceptions in firm growth: more revenue doesn’t automatically create a better business.

In this conversation, they cover:
✔️ Why only a small percentage of firms scale well
✔️ The growth plateaus most firms hit
✔️ Why capacity—not just revenue—should drive your decisions
✔️ How intentional design creates sustainable growth

🎧 Listen to the full conversation and rethink what scaling really means.

🔗 https://cpatrendlines.com/2026/07/14/blumer-vacin-what-only-5-of-firms-get-right-disruptors/

07/25/2026

Consulting will confront you.
It will point out your blind spots, challenge how you lead, and ask you to change things that feel deeply uncomfortable.

For Niman, that meant being told to stop talking over people — redirected in real time, directly and honestly.

The rules of engagement were hard to hear. But they opened everyone’s eyes, including his.

Growth rarely feels good in the moment. But on the other side of the discomfort is a healthier firm and a stronger leader.

🎙️ Full episode link in comments. https://www.youtube.com/watch?v=VKqsEo2B7fE

Sign up for Thriveal Programs — https://thriveal.com/become-a-member-form/

07/19/2026

Running a 45-person firm like it’s still 8 people?

That’s exactly where Niman found himself —
sleepless nights, hands in everything, head about to explode.

The shift didn’t come easy. Being left out of manager meetings felt wrong at first.

But stepping back created space for other leaders to step up. And they did.

Grant learned that delegation isn’t giving something away — it’s building something bigger than yourself. When you leave a void, the right people will fill it.

🎙️ Full episode: https://www.youtube.com/watch?v=VKqsEo2B7fE
Ready to grow your firm? Sign up for Thriveal Programs — https://thriveal.com/become-a-member-form/

If your team feels overwhelmed… even after hiring more people…It’s not a people problem.It’s a structure problem.Signs y...
07/15/2026

If your team feels overwhelmed… even after hiring more people…

It’s not a people problem.

It’s a structure problem.

Signs you’ve hit this stage:
• You’re not sure what everyone is working on
• Your best people seem stretched thin
• You’re adding clients, but not gaining margin

This is the point where most service businesses realize:

👉 What worked at 5 people doesn’t work at 15

And trying to “push through” usually makes it worse.

There’s a different way to grow from here.

👉 Does your team feel maxed out even after hiring, learn why at our Live Scaling Workshop.

Sign up here: https://www.scalewithpurpose.info/live-scaling-workshop

What Got You Here Won’t Get You ThereAt $250k in revenue:Hustle works.At $1M:Systems win.The businesses that continue gr...
07/13/2026

What Got You Here Won’t Get You There

At $250k in revenue:

Hustle works.

At $1M:

Systems win.

The businesses that continue growing don’t simply work harder.

They create repeatable processes that allow the business to scale beyond the owner.

Growth requires structure.

07/10/2026

What does it actually feel like to hand over power you’ve held for decades?

For Niman — 43 years in accounting, 18 years leading his own firm — it was deeply uncomfortable.

Manager meetings he wasn’t invited to.
Decisions made without him.
But here’s what he discovered:

strong leaders don’t hold all the power. They create room for others to lead. And when they do, something remarkable happens — the firm doesn’t fall apart. It thrives.

🎙️ Full episode link: https://www.youtube.com/watch?v=VKqsEo2B7fE
Ready to grow your firm? Sign up for Thriveal Programs — https://thriveal.com/become-a-member-form/

Revenue Solves Some Problems Creates Others.You finally hit $1M.But now you’re dealing with:• More people• More decisio...
07/07/2026

Revenue Solves Some Problems Creates Others.

You finally hit $1M.

But now you’re dealing with:

• More people
• More decisions
• More complexity
• More responsibility

Revenue growth doesn’t remove pressure.

It changes the type of pressure.

The question becomes:

Are you building a bigger business…
or a better business?

06/29/2026

Fewer clients. Deeper relationships. A team you love leading. Profit that reflects the work you’re putting in.

That’s not a fantasy — it’s a strategy.
And it’s exactly what Thriveal community and coaching are designed to help you build.

⚠️ The Thrivecast is wrapping up — and we’re ending with a surprise. Don’t miss the final episodes.

🎙️ Watch the latest!
🚀 Join Thriveal this summer!
🔗 apply here: https://thriveal.com/become-a-member-form/
🎙️ listen here: https://thriveal.com/resources/podcast-episode/structure-courage-and-clarity-a-conversation-with-hkb-cpas/

P.S. Thriveal is evolving — we’re becoming an AI-forward organization, equipping firm leaders with the tools and thinking to lead confidently into the future.

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