Something new is happening at Thriveal this summer — and I couldn’t be more excited to share it with you.
This season marks a genuine new chapter for our community. Not just in what we’re building, but in how we’re telling the story of what it means to grow a firm with intention, surrounded by the right people.
What’s Coming This Summer
Over the next few months, you’re going to hear directly from the people who make Thriveal what it is — our members.
We’ll be publishing a series of member testimonial blogs throughout the summer, where firm owners share what growth has actually looked like for them — the real moments, the hard decisions, and what changed when they stopped trying to do it alone.
And as we close out the Thrivecast, we’re doing it the right way — with a series of member interviews. These are the conversations that have always been at the heart of what Thriveal is about, and we want to honor that by ending this chapter with the voices of the community itself.
What It Means to Be a Thriveal Member
If you’ve been on the edge about joining — or if you want a reminder of what’s available to you — here’s what membership in our Venture and Ascent programs actually looks like:
The Summit Event is our signature gathering where members come together in person for deeper connection, learning, and the kind of conversations you can’t have anywhere else. The Summit Event is open to any member in our monthly Mastermind groups, either Venture or Ascent.
Monthly Venture Group Meetings with CPE bring your monthly cohort together every month for real discussion, accountability, and continuing professional education credit — structured around the challenges you’re actually navigating. There is teaching in each member meeting from Jason Blumer, CPA & Julie Shipp.
Bi-Monthly Ascent Group Meetings with CPE are designed for firms at the $1M+ revenue level, going deeper into the leadership and strategic challenges that come with building at that scale. One-on-One Bi-Monthly Coaching with Jason and Julie gives Ascent members direct, personal guidance — specific to your firm, your goals, and where you want to go. In Ascent, we also perform advisory financial services quarterly on your firm and teach you from an advisory perspective what we see in your firm’s financials.
Our Community Communication Platform means connection doesn’t stop between meetings. Members stay engaged, supported, and in conversation with each other all year long.
This summer is the start of something new. New stories. New learning. New people stepping into the community.
If that’s you — we’d love to have you!
Come Grow With Us.