Deeper Weekend 2014

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Greg Kyte 2Two years ago, I had Liberty Tax do my taxes. Bad Experience. Bad Pricing. They lost my children. Great dance opportunity.
This year I did it again, but this time I went to H&R Block to see how The Block would do. Over the span of my next three blog posts, I’ll to go in detail about H&R Block’s pricing, their customer experience, and their accuracy.¹


Greg HR Block


This post is the one about pricing. But first, I need to tell you how I got here. Read more

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If you feel like your firm is controlling you, or you know you can do better with your clients, then join us for an online free orientation of the Thriveal Incubator 5 month coaching course to find out how you can love your firm and clients again! Orientation is on Tuesday, September 13th, from 3 to 4 pm, EST. Register now for orientation.

I’ll be there (Jason Blumer, CPA) and you can ask me anything you want! What are you waiting for?!?! Register now.

Jason BlumerNo one is really talking about how hard it is to change your compensation structure in a Nontraditional firm. At least, I haven’t seen the articles anywhere. By way of definition, Nontraditional here means that you do not bill your time to the client, or you price all work up front, or you may offer services as a product, allowing your client to pay for their services on a monthly recurring draft or invoice.

Read more

bryanI hear the term “lifestyle business” a lot these days.  It’s not uncommon for this to be, or become, the goal of many fellow Thrivealists. The name itself has a specific allure for those who could never achieve that mythical state of corporate nirvana: the fabled work-life balance.

Since the term has become so common, I wanted to explore what this looks like and how it compares to a previous lifestyle goal.

First, let’s define the term: “A lifestyle business is a business set up and run by its founders primarily with the aim of sustaining a particular level of income and no more; or to provide a foundation from which to enjoy a particular lifestyle.” (Wikipedia) Read more

Cliff Jumpers, CPA firm, Personal Growth

Trustfile Thriveal Tech Review Header (2)For any small business selling products, sales tax is a time suck. Business owners are required to become experts on state specific requirements, nexus, and even county taxes. With a growing number of businesses selling online, states are cracking down on “out of state sales” and more and more businesses are finding themselves owing taxes in states in which they do business. Avalara was founded in 2004 to solve this problem and for the past 12 years, they have been a trusted leader in the industry. TrustFile is one of their many products built to give peace of mind to users and to allow them to run their businesses and stay compliant.


Core Features – 33/35 Read more

Tech Review

Greg Kyte 2I have some regrets in life. One regret is that I never bought a Herman Cain for president t-shirt.
Not that I ever supported Herman Cain. I just thought it would be funny to wear a shirt supporting a goofy dude who said some weird stuff, who was leading the polls and whose campaign suddenly and comically self destructed.

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So this campaign season I was determined to not make the same mistake. Because like they say: Fool me once, shame on you. Fool me twice, shame on Trump. Read more