Deeper Weekend 2014

Be wowed by our blog

Consider this

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Toni Cameron

Everyone has had a moment when you look down at your to-do list and just sit and stare. You (probably) know what I am talking about but, if you don’t, send me a message because I want to know your secrets.

When you’re in a room alone, it can be easy to brush off motivating yourself to get that one task done. “I can do it tomorrow…” “It’s not needed right this moment…” Read more

Guest Post, Other Thoughts, Personal Growth


Did you know that Thriveal is a community? You probably knew that. Thriveal has been building community for over a decade. That’s a long time. And it was wild to see 2020, that was the year of community building. Now that’s something Julie and I watch. We watch communities that are being built. We’re interested in what people think about community. So our antenna are up about watching for community. And I don’t know if you knew it, but the year of 2020 was a lot of people joining a lot of communities. And we saw people joining free communities, centering just in small groups around various topics. All kinds of communities were being built in 2020.

Well, Thriveal’s been on that journey for over a decade. It doesn’t mean we’re the best community in the world, but we have an interest and some thoughts and opinions about community building. And one thing about our community is that it is not a free community. We are not free. And what that means is there is a barrier to get in, and we recognize the value of that barrier. In fact, when we put a price on a community, we’re saying, “Our community is of such value, you do need to pay to get in.” And that means we’re not right for everybody. Some people are like, “I don’t know that. I don’t believe you.” Or, “I don’t need to pay for a free community,” and that’s fine. But by putting a price on a community, we are really making a statement about what we believe our value is. And we believe the Thriveal community is very strong. Julie and I love to lead this community. Jon Lokhorst, our coach, loves to lead this community. Our team, Mariela, Amy, Lauren, all these people involved in seeing the mission and efforts of Thriveal move forward, we all care about this community, and we’re devoted to the value of these people and the education that they get.

And then of course, Julie and I are always in tune to building, writing, creating new educational programs for accounting firm entrepreneurs. So it’s a big deal. That’s why we put a price on it. Because we believe there’s so much internal. We’re even having some … We do classes on a quarterly basis for our members to teach them and engage them. So we really think there’s a lot of value, and a price is our statement to the world. Hey, if you want to come in here, we’re valuable. It doesn’t mean you’ll agree, it just means it’s what we believe is true. So that’s one thing about our community, it is valuable. That’s why it has a price. Which it doesn’t mean free communities don’t have value. That’s not what we’re saying. We’re just saying ours is so deeply defined with value, we have to price the community for people to join. So that’s a really differentiator for communities, and we’ve been doing that for years.

Another thing is that our community is centered around education. Thriveal is centered around really a language. If you come into Thriveal, you have to seep and soak in a lot of the community conversations, because you’ll learn a lot of people are speaking a certain language. And it’s not necessarily that we plan that, it’s that we teach certain things in Thriveal. We teach methodologies, we teach ways to operate and work and grow your firm. And so a lot of people come through our programs, the Incubator, the Future Firm Groups, Deeper Weekend, and then they come into this community having known really some of the beliefs we have about how do you run firms in effective and efficient and profitable ways. And so you’ll find this language.

So our community, when you’re invited into our community, it’s centered around a common sense of learning. There’s some kind of sense of we all understand the same things we’re talking about. And man, that drives such a tribal language and knowledge through the community. People really start to get embedded into how they can challenge each other better. It becomes more of an intimate community where they’re speaking to each other in a language that we all truly understand. And it’s all because we center the community around some education and learning. And so that’s a really important part of what our community is all about.

Now, if it’s centered around some community learning and education, it makes Julie and I are deeply embedded in teaching this community. We think about it, we read, we write, we research. Learning and teaching, we put graphs together. We build tests and assessments and curriculum, all these things. That’s what Julie and I do for a living is build these things to teach and help firm entrepreneurs grow. And so all of the community is centered around this learning.

So that’s just a couple of things around a community as we’re looking back at 2020, and we see all that this year brought, community was a huge part of this year. And so we wanted to give a little refresher as to why we’re different and why it’s valuable. So we put a price on it. In how this language is adopted in this community, centered around a lot of learning and methodologies and teaching. So we welcome you to think about coming into our community. A lot of people are coming in to be led and to grow and to understand that being with Thriveal members, just having them wash their thoughts and ideas over you, is what makes you a better firm owner. So we welcome you to our community in 2021 if we’re right for you, and if you believe some of these core principles of our community. We want to help you grow too, and we want to care for you, and we want to be with you in 2021, because we have a lot of care and learning and hope to give, and we hope you’ll come join us if you need those things.

So, thanks so much. Hope you had a good 2020. Here’s to a better 2021. Take care. We’ll see you.


Jason Blumer here, and I wanted to quickly talk about the benefits of writing. As we head into 2021, I just want to point out all the benefits I gained from writing. So I have a whole day set aside for writing and content creation. We do a lot of writing and webinar creation with our partners, our sponsor partners. We do a lot of writing and video creation for our firm.

And having to be forced into a place to produce content, what it really does for me, personally, is it really helps me think through a lot of the things I’m learning and growing in. And I’ve been doing it for years. And it’s something I never realized, but when I want to write something or create something like, if you’ve come to any of my webinars, I take time to research those thoughts in my head. And I have a notebook where I journal my ideas about new webinars and content I want to create.

There’s a process I go through. Things start coming up in my head. Then I get my notebook out and I journal these ideas down. And then I form them into a webinar. Well, what this does for me is it really solidifies my thinking and understanding about the things I’m writing about or creating webinars about. So if you read anything I’ve written, or if you see any webinars I’ve done, there was a process behind that, a pretty intensive process for me to understand those things. I had to learn them myself first.

And so when you produce content for yourself, you are going to grow and learn so much more than when you’re not outputting a lot of your thoughts and ideas. So as people, we’re not meant to be only consumers. So if we consume information, that’s good. We’re meant to output that information too. And it makes us better people. And it makes us smarter people because we learn more about the things we’re thinking about when we output them in an organized way. It forces us to organize them. And by doing that, we understand it better.

So the value of writing is just huge. And I wanted to say that out loud, how we do that and the value it’s been to me personally. I hope you can commit to some writing and creating videos in 2021. It’s going to make you a better professional. It’s going to make you smarter too, because already you have those smarts in your head. Just organizing those will allow you to speak about those in more concrete terms and really deliver education in a different way than most professionals can. Hope that helps. Happy 2021.


Pricing is simple. I’m going to explain what I mean. A lot of firm owners focus on pricing as something they’re always trying to learn, but pricing is a simple concept, yet it’s a hard competency, and there’s a difference between concept and competency. So a concept, conceptualizing something, is very simple. Pricing is simply giving somebody a price for the thing you agree to do for them before you start that work. That’s really all it is. It is a simple concept. And a concept is something you seek to understand. So it’s a simple concept to understand, yet it’s a hard competency. So what is a competency? It is something you learn over time. You get better at, that you’re not good at the first time you do it, and it continues to grow on you and you continue to learn how to play it out into your firm and things like that. So just keep that in mind.

I’m doing a lot of work and teaching on pricing right now. I just wanted to point that out, that people struggle with pricing so much. And I think one of the things that they need to stop struggling with is the concept of pricing. Walk into it and really start giving people a price for your services. Give them a price. Let it be wrong. You don’t have to do it well at first. The competency will come and the competency is more difficult. It is harder. That is the practice and the outworking of pricing over and over. So just keep in mind the conceptualizing idea of understanding something, pricing, can be simple, while the competency, the working out, the doing, the practicing, the getting better at, that can be more difficult. And that is true with pricing. It is a competency you do need to practice to get better out.

If you need help with any of that, we have programs, Incubator. We teach. We coach different things and different firms around pricing. Just reach out, [email protected], and we’ll be glad to help you. Thanks so much for watching. We’ll see you.


Your perception of reality is different than actual reality. And that’s what we do as humans. And you can think about something you went through in the past, a great experience or hard experience. And as you describe it now, and it happened in the past, some of the facts are going to change a little bit. When we get into a world like that, where we can’t see through and understand our reality and the perceptions, that’s when we have counselors and therapists and coaches. They help us cut through and look at reality because reality is when you’re going to make changes in your life when you actually know the truth. But as humans, our perception is always different. And we can often see this in how we do time sheets. That’s one example, it’s one really minute specific example.

If you do a time sheet for a week, you can look back on your week and you don’t remember. So you put down some reality into a time sheet software, and it’s probably not an accurate reflection of the reality. So your perception of it in that moment is not really real. So think about the future. So when you get to look into the future, knowing that the perception of reality is not always the reality, you get to be creative and first of all, try to scope out what you want that future to be. And you get to create the reality in advance, so to speak so that you don’t have to worry about your perceptions being wrong. You can roll into a reality you’ve already created. That’s really what owning your future is all about. But if you look backwards, you’re always seeing that they’re never matching up.

And that’s true. So when you pass through time, the past is always going to be different than you thought it was. But it’s really important to get to the reality of what your life is about. So the future, owning that future and designing and creating that future first, that reality that you can walk into is really going to give you a better perception of reality. And these are things that are just really important for entrepreneurs to understand that the perceptions of what you think happened in the past or how you think your week went, or how you think you worked this week. Did you work efficiently? Well, you probably didn’t work as efficiently as you thought you did, just because your perception of what happened in the past is really not a reflection of reality and it needs to be.

So one thing we do with our team and with people we consult with other firms is to help them kind of bring those realities and perceptions closer together, because the reality is where the transformation is going to take place. And if you need help or you’re wondering, or you’re confused, you’re living in chaos, you don’t understand what’s going on or how to make your way forward. It’s because you’re bumping in probably to some perceptions of reality not being accurate. So just want to say, if you need help with that, let us know. We’re here to coach you through that at [email protected] Thanks for watching. We’ll see you


Okay, we’ve done all the heavy lifting in the first three videos in Strategic Planning Season. And as we’ve been mentioning, November, December is strategic planning season, this is the season. The holiday season? No. This is the season where entrepreneurs plan their future. And go back to video one, to find out what planning and what strategic means. Why did we put those words, strategic planning together, they’re real important.

So, what have we been doing up to this point? We’ve really been just dumping all the things out, prioritizing, listing core initiatives. Really just getting more and more granular as to what we’re going to accomplish next year. Now boots on the ground happens in phase four. This is when now we take our core initiatives, go see what that means in video three, we get our core initiatives and we put them into what we call eight to 10 calendar containers. And calendar containers, a lot of our the people who follow us and we teach entrepreneurs, there’s a process we go through called strategic calendar work blocking.

This methodology about owning your future and how to operate and create some sense of strategy, moving forward in your business has to do with owning the future of your calendar. And so now we define all the initiatives and the things we want to do in eight to 10 calendar containers. Now these calendar containers are going to be, these are the eight to 10 hats that my partner and I are going to decide to wear in our business, right? I mean, that is so strategic, right? To limit everything to eight to 10 types of work. Now, those calendar containers are pretty big. They’re big rhythms. So what you’re going to find, you’re going to find those on a calendar that recur week after week.

So you probably know if you watch a lot of my videos that I have a huge content blog. That’s one of my calendar containers. Well, my partner and I have a strategy and planning calendar container. That’s a required part of our strategic calendar work blocking. And then we make other calendar containers that relate to other things we’re going to do. Like there’s a big team care calendar container, because we spend a lot of time with our team, leading our leadership team. And so there’s a big block for that.

And what we do is we roll our eight to 10 calendar containers throughout our whole calendar. So we’ll go to January, the first week of January, we’ll lay out all of those calendar containers and they fill up the whole week, right? Eight to six, Monday through Friday, we filled the whole week up and then we just hit the recurring button. We recur it every week and it zips all the way through our calendar, all the way through 12/31. Now we have these big buckets that we go stick stuff in, right? We have this team care bucket that might have four hours on a Wednesday. And we’ll go put different meetings in there, meeting with a team member, a weekly team meeting, weekly leadership team meeting. So the container holds all the things we’re going to do. And of course I have a huge content calendar container. And so I’ll go fill it up. The content I’m working on, these videos are in a calendar container that I’m making.

So the calendar container now becomes our future. It is a depiction of our future as seen on a calendar. So now when us and our team roll into our future, we’re rolling into these containers and we’re operating in the way that we’ve already planned by going through a very methodical, strategic planning type phased system. So our calendar now depicts, this is what we should be doing to actually fulfill our strategy.

And so that’s video four of four videos on strategic planning. So I hope you will try to fall into strategic planning this year. Just give it a shot. I think last year it took my partner and I four days to complete all of our strategic planning. This year, it’s going to take us five to six days. So it’s expanding because we have a lot of things we want to do. And it’s taking a lot of time to call through them and say no to a lot of them. So it’s just taking a lot more time. And also as we grow, strategic planning will take more and more time.

So I hope these videos are helpful, so you guys know what we’re doing during this really important strategic planning season. So let us know if you like these videos and, you know what? Reach out to us. You can hit us. You can go to or you can go to and you can find out more about how we help entrepreneurs do things like strategic planning and how we help them be successful. Thanks for watching. We’ll see you.