Thriveal CPA Network

🚨New Thrivecast Episode with Ian Vancin is here 🚨 Jason and Ian are dishing out the inside scoop from their new book: Managing Capacity, Driving Productivity. 📚

If you’re feeling stuck with obstacles and boundaries while trying to grow your firm, you’re not alone. They’ve got the insights to help you push through!

Catch more of their wisdom in the full episode—check it out here:

Episode #160: Boosting Firm Efficiency with Ian Vacin Welcome back to Thrivecast! In today’s episode, Jason chats with Ian Vacin, co-founder and chief customer officer of Karbon. Known for his extensive backgrou...

With 2025 fast approaching, your firm’s strategy should be locked and loaded. That’s why the Future Firm Summit is the perfect chance for the Thriveal community to come together, share ideas, and set plans in motion.

Own the new year—join the Thriveal community at our member-exclusive annual gathering and get ready to crush 2025: https://bit.ly/3zLwpVX

Deeper Weekend may be over, but we’ve got some amazing sponsors to thank for making it such a HUGE success! 🙌🏼 While we're sad to see it end, we're already gearing up to make next year even better.

A huge thank you to everyone who joined us and made this event truly unforgettable!

In this Thrivecast episode, Jason and Ian Vacin (co-founder of Karbon) break it all down! From managing labor costs to the tricky world of outsourcing, these two have seen it all and are sharing their best tips for scaling service-based businesses. 🛠️

Plus, get a sneak peek into their upcoming book on “human capacity.” This one’s packed with practical wisdom to keep your firm growing strong in 2024 and beyond! 💪

Finding that sweet spot between sustainable growth and short-term tactics isn’t easy—but it’s doable! If you’re wrestling with this issue, Jason’s latest article is here to help. It’s loaded with advice on digital marketing, outreach strategies, and more. Take a look to see how your firm can grow effectively:

Balancing Your Marketing Outreach – Thriveal | A community of like minded firm entrepreneurs As a firm owner, it’s important to master how we approach our market for new business. For many firm owners in today’s US market, obtaining new clients is slower and harder than in more robust markets. We have to remember this as we seek to bring in new clients. Our internal strategies have to m...

In August 2024, Jason took a trip to São Paulo, Brazil, to dive deep into what it takes to stand out as a firm in the US. Sharing insights from Blumer CPAs’ 25+ years of growth, he highlighted how the firm has stayed highly niched and focused solely on advisory services.

Speaking to Brazilian accounting media, Jason unpacked the latest trends in the profession, what meaningful change looks like, and how Brazil can take the lead in transforming its own accounting industry!

We’re proud to announce another Deeper Weekend sponsor: FreshBooks 🥳 Seats for this event are almost full... we don’t want you to miss your opportunity to sign up: https://bit.ly/3AR30K1

Join us on Thrivecast as Jason and Jackie Meyer tackle the ins and outs of tax planning and strategic leadership. With a doctorate in the field, Jackie opens up about the importance of personal boundaries and the strategic moves that have propelled her career, including the development of TaxPlanIQ

Did Deeper Weekend ever give you that “aha!” moment for your firm? We want to know your story! Share your favorite Deeper Weekend memory in the comments. There are only 10 seats left… head on over to our site to learn more about this year’s event: https://bit.ly/3y29YuJ

We’ve got exciting news! Practice Protect is now a proud sponsor of Deeper Weekend. If you haven’t signed up yet, now’s the time. We are 80% full, head over to our website and secure your spot today: https://bit.ly/3AR30K1

Are you ready to revolutionize how you manage your firm’s capacity? Our guide in collaboration with (tag karbon), "Managing Capacity. Driving Productivity" offers practical strategies to help you manage capacity in your firm and in your team. Check it out for more growth insights:

Managing Capacity. Driving Productivity. This guide will help you to understand and leverage your accounting firm’s capacity to get more done and accelerate your growth.

Cash flow got you stressed? We’ve got a fix! Jason partnered with Relay to craft a detailed guide on the tools and strategies you need to get back on track. Dive in and give it a read here: https://relayfi.com/blog/ebook-becoming-a-cash-flow-advisor

Rob Brown, CEO of Accounting Influencers, is here to shed light on the power of storytelling and influence in accounting. In this episode of Thrivecast, he and Jason break down how these skills, along with leadership development, are essential for today’s CPAs. You won’t want to miss this discussion!

Feeling out of the loop with all the new trends in accounting? Don’t worry, Financial Cents has got you covered! Their latest article features the movers and shakers in the accounting scene, and guess what? Jason is among the top names to watch! Check out the full scoop here:

Top 30 Accounting & Bookkeeping Firm Owners to Follow In this article, we introduce you to 30 influential accounting and bookkeeping firm owners who are significantly impacting the industry. By following them, you'll get fresh ideas and innovative strategies that can help you stay ahead.

We want to give a huge shoutout to our incredible sponsors for this year's Deeper Weekend!

Without them, none of this would be possible. We are so grateful for their support, which allows us to gather as a collective and dive deep into growth and learning together. So, let's show some love and appreciation for these amazing sponsors!

Hey Deeper Weekend veterans! We chose this year’s theme with a purpose: to meet firm owners where they are and help them overcome their biggest challenges. Learn more about this event here: https://bit.ly/460UhAsHey