Deeper Weekend 2014

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

Scott KregelThe past summer involved some re-reads of a couple of important books in my life. My last book review introduced Healing Leadership, a book which hands down has had the most significant influence on my life in the past 5 years. However, I will also say that Implementing Value Pricing is right up there as a book that has helped shape me as a professional and the development of our firm in a significant way.

Implementing Value Pricing, by Ron Baker, is essentially a treatise for operating a professional knowledge firm that is focused on value identification and value creation. It is developed from economic theory and human behavior. Now, you may have read this book already, but let’s break it down and remind ourselves of some of the innovative ideas we can implement. Read more

Jason BlumerI’ve had some successes and failures as a leader lately. I want to write down what I’m learning.
Here is what I’m learning as a leader:


1. I’m leaning into my human work. I ain’t no boss, and I sure ain’t no manager. Bosses like to tell other people what to do, and managers check up on people to make sure they did what they were supposed to do. I hate both of those. Leaders serve. And who are they serving? Humans. And humans are messy. I’m messy. It seems, “Messy + Messy = Miscommunication, Confusion, and Frustration.” But what if “Messy + Messy = Opportunities to Become Better Humans?” I’m learning that it does mean that, at least for me. So I’m leaning into people. I’m leaning into my partner, Julie Shipp. I’m leaning into my team. And I’m leaning into my wife. I’m leaning into my clients. Leaning into human work means you are going to step on toes, and awkwardly do and say things you didn’t mean. But I’m going to do it anyway because I believe leaning into humans will bring great transformation for me, my team, and my clients.

Read more


bryanA couple years ago, I came across an article about the Japanese art of growing apples and it struck a chord with me. Shortly after reading it, I was driving down the highway and it hit me: there was a parallel between this process and what is necessary in running a business.

When you hear the term “pruning,” you might picture a sunny garden and a person gingerly tending to plants, but pruning is also something that every business must do – especially ones with repeat business. Read more

Cliff Jumpers, CPA firm

Greg Kyte 2People often see me driving my 2007 Honda Civic, rocking my Old Navy jeans, and talking on my Blackberry Pearl, and they ask me, “Hey, Greg, how did you get so fricking successful?” Great question.


I’m so freaking successful because I’m so freaking happy.


How happy am I? I’m so happy, I only text message using emoticons, toddlers playing with bubbles are clinically depressed compared to me, and I take Ecstasy when I need to get serious.


Please note that I’m not happy because I’m successful. I’m successful because I’m happy. Read more

Personal Growth

REFM - Adrian Photo Square - CATOBCommerce. Hubbub. The noisy marketplace. The tens, hundreds, and thousands of small exchanges. In the store, online, over the phone, from an airplane. It’s like an ecology, the ecology of the economy. The creation and shifting of resources from one area of the ecology to another. All voluntarily. All based on what we value, on what we think is worth the expending and spending of resources. The values, where do they come from?

As entrepreneurs, we design “the value exchanges:” those interactions that bring together buyers, workers, suppliers, owners, and indirectly, their surrounding environments. If we’ve done our job well, each party leaves the exchange with greater value than they brought to it. In a very real sense, they are affirmed in that value through their interactions with the others. The whole process is a way of cooperating to make the imaginary real, the potential actual, the unseen seen. It also transcends the laws of matter: while the physical matter doesn’t increase, paradoxically the whole enchilada just grew, because it grew in a non-material dimension: in the minds and souls of the participating parties. Read more

Other Thoughts
Jason BlumerI keep a keen eye on how our profession is changing. The change in our profession really affects our Thriveal Network and it’s members so I’m very interested in it’s change. One story I’m hearing a lot is how larger firms are buying smaller regional firms. More seasoned practitioners are ready to retire, and it seems they aren’t finding the younger partners eager to take over the firm (especially when the seasoned partner stays around to micromanage them). If you want to get your cash out, then just sell to a larger firm. Makes sense.


But one thing we are not hearing in the news is the growth, enjoyment, profitability, and freedom that comes from running your own firm. Communities like Thriveal are becoming the place where smaller firm entrepreneurs can find a community fighting the same battles they are, and winning! Thriveal firm owners are growing, caring, maturing, and fighting to be profitable. And they are doing it. Creative, entrepreneurial firm owners have decidedly shed the large firm mentality, and have exchanged it for the creative, entrepreneurial lifestyle of building firms around their lives, instead of building their lives around their firms. But the news doesn’t talk about this, because it’s not very interesting. The lifestyle firm owner is committed to changing lives, one client at a time… and that does not usually make the news.
CPA firm, Personal Growth