Deeper Weekend 2014

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    Adrian Simmons
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    Bryan Coleman
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    Greg Kyte
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    Jason Blumer
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    Jennifer Blumer
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    Scott Kregel

bryanAs some of you may know, my Twitter handle is @openitemlist. This can elicit a knowing grin from people who have worked for, or with, CPA firms. (I believe there’s actually an episode of the Soul of Enterprise podcast where Ed Kless comments on the appropriateness of the name).

The name is both a specific reference, but also a metaphor.

At CPA firms across the country, the “open item list” is a to-do list of unfinished tasks for a specific client file. Every file will have one at some point; the universe tends not to hand you things tied up with a bow.

Thus at any given time a person working on multiple clients may have several open item lists going.  Sometimes it may feel like just about every client you’d like to get wrapped up has something outstanding. And as soon as you wrap one up, the next client comes along with an issue that requires research or a phone call.  We start to feel like Bill Murray in Groundhog Day –trapped in an unending open item list. Read more

Cliff Jumpers, CPA firm

Scott KregelI have been a fan of Todd Henry since reading The Accidental Creative several years ago. His first book so uniquely expressed for me the idea that even an accountant can be a creative. In Thriveal, we talk regularly about approaching our businesses from the perspective of a creative, but I always wondered if we could really be taken seriously as a creative – just because we called ourselves creatives. We needed to develop practices and environments to fuel creativity in ourselves and in our firms. The Accidental Creative set the stage for building practices into our daily lives to help generate brilliant ideas “on demand.” Practices such as intentional journaling, identifying a Big Three, and curating new stimuli to generate new ideas. These are the ideas that creative professionals and knowledge workers are rewarded for. If you haven’t read The Accidental Creative, I highly recommend this as a must read for anyone who uses their mind to deliver value to others. With Todd’s third book, Louder than Words, we have a manuscript for developing our unique voice.

“Voice” is the expression (idea) you make through a medium (platform) in order to achieve a desired outcome (impact). Your authentic voice is the expression of your compelling “Why.” Read more

Book Review
REFM - Adrian Photo Square - CATOBToday the Thriveal Laboratory launches its second experiment: Value Accounting Model.

The experiment’s hypothesis is that “there is a more intuitive way to present financial results that requires less accounting knowledge by business owners, and more transparently reflects the financial performance of the entity.”

We’re convinced this area is ripe for innovation, and if you’re a CPA who works with owners of small-to-medium sized businesses and you’d like to be a part of this Experimental Team, be sure to fill out the Experiment 2 Interest Form. The team will be formed in the coming months, we’ll begin the experiment in May, and complete the protocol this summer. Members of the Experimental Team will receive perpetual licenses to the intellectual property created during the experiment, become familiar with The Experimental Framework used by the Lab to apply in their own firms, and be featured in the Lab Report released at the end of the experiment, among other items.

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Jason BlumerI was excited to share Thriveal’s vision for 2016 in our annual Family Meeting a couple of weeks ago.
You can watch the recording of our Family Meeting below if you missed it:
Screen Shot 2015-12-28 at 1.26.38 PM


We have a leadership team in Thriveal now. This means we are able to make our visions much larger, because smarter people are attempting to pull them off. Have you ever wondered what we do at Thriveal? Here it is…

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Greg Kyte 2Last month I got anchor priced, and I got anchor priced HARD.


I was in Greenville for Deeper Weekend 2015, and I was looking for a gift for my wife and my realtor (same person). I wanted to get her something cool, so I popped into the Mary Praytor Gallery, a cool little boutique art gallery on main street.


One interesting aspect of the pricing at the Mary Praytor Gallery was that absolutely no one was there. No customers, no employees, nobody. I even went into the back and hollered¹, “Any y’all here?” But none of them all were there, effectively making their prices for everything $0.00. Read more