In this episode of the Thrivecast, Jason Blumer sits down with longtime friend and CPA leader Barrett Young to talk about the messy, honest journey of building a firm—and the transitions that shape us along the way.
Barrett shares his story from becoming a CPA, to launching his own virtual firm, to eventually closing it and joining an 80-year-old accounting firm where he is now a partner. Along the way, he wrestled with burnout, the pursuit of “freedom,” and the deeper realization that purpose, culture, and meaningful work matter more than simply escaping the traditional model of public accounting.
Together, Jason and Barrett explore what it really means to be an entrepreneur in the accounting profession, why lifestyle firms and scaling firms often create tension in the industry, and how leaders must filter advice to build the firm that actually fits their life and calling. They also dig into Barrett’s work helping business owners with succession planning and exit strategy, highlighting the uncomfortable but necessary conversations family businesses often avoid—and why ignoring those conversations can destroy both companies and families. This episode is an honest look at leadership, vision, failure, and growth. If you’re building a firm, questioning your direction, or navigating major transitions in your career, this conversation will challenge and encourage you.
Mentioned in the Show
Thrivecast Crew
- Audio Engineering by: Vlad Ungureanu
- Produced by: Jason Blumer
About our host: Jason Blumer
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.
Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.
Jason is the host of two…
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