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Jason BlumerThe Thriveal CPAs had such a good time in Las Vegas this week. We learned stuff, and hung out together.  But what was really cool was how a dude named Lance Walley hit me up on twitter on the way to Las Vegas with a message: “Hey dude, I need to meet you!”  I didn’t know who he was, but I always say “sure” when strange people want to meet me when I’m out of town. : )

He said he owned a company that did online recurring billing for clients of CPA firms.  I told him to take a bunch of us Thrivealists to dinner if he wanted to meet innovative CPAs, and HE DID!  Sweet!

This is a story about how the internet works. Read more

Community, Computer and Technology
Greg Kyte 2I’m not a big fan of the fraud triangle. It’s like ITT Tech. Both make people think they’re smart, but they’re not.


You know this stuff. Pressure, opportunity, and rationalization must be present at the same time in order for an ordinary person to commit fraud. Like how bacon, lettuce, and tomato must be present at the same time in order to have a BLT. And just to make it perfectly clear to any ITT grads out there, opportunity is the bacon of the fraud triangle. There’s absolutely no way you could have fraud if there’s no opportunity to commit fraud, just like there’s absolutely no way a BLT could qualify as a real sandwich if you say, “Hold the bacon.” Sorry vegans. Read more

Jason BlumerEntrepreneurs are so busy, so excited about serving their customers, that they often overlook value deeply embedded in their services. Value is embedded in the processes by which they service customers, price customers, collect money from customers, communicate with customers and practically every other interaction. As a coach, it’s fun to “unearth” that value. But when on your own, you often can’t see it, or don’t even know it’s there.

I call this Veiled Value. And it’s dangerous, because veiled value is no value at all if you can’t request a price for it. One of the greatest strategies firm owners or business owners can do is unearth the value they are delivering, display it before their customers, and effectively communicate that value with an adequate price. Read more


Jennifer Blumer“Friendship is born at that moment when one person says to another: “What! You too? I thought I was the only one.” C.S. Lewis

Many Thriveal members over the last few years have commented that it has been a relief to find other like-minded CPAs. Thriveal CPAs don’t fit the stereotype. They are great at what they do, but they are also creative. They question the way things have always been done. They aren’t satisfied measuring their value by the minute or the hour. They focus on their customers. They desire to learn, and not only to get their required 40 hours of CPE per year. They are disruptive. Thriveal CPAs don’t just want a good job; they want to love their craft.

But what is it about community? Why do we call ourselves a community and not just a group? Here are the characteristics I find in Thriveal – and the reasons I love these peopleRead more