Deeper Weekend 2014

Posts Categorized:

Computer and Technology

Choose your favorite writer

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

Jason BlumerThe Thriveal CPAs had such a good time in Las Vegas this week. We learned stuff, and hung out together.  But what was really cool was how a dude named Lance Walley hit me up on twitter on the way to Las Vegas with a message: “Hey dude, I need to meet you!”  I didn’t know who he was, but I always say “sure” when strange people want to meet me when I’m out of town. : )

He said he owned a company that did online recurring billing for clients of CPA firms.  I told him to take a bunch of us Thrivealists to dinner if he wanted to meet innovative CPAs, and HE DID!  Sweet!

This is a story about how the internet works. Read more

Community, Computer and Technology

Jason BlumerLet me walk you through a brief history of accounting technology.  As we review the past, we can hopefully extrapolate where the future of accounting technology is leading the professional accountant.

Humble Beginnings

Our journey begins with Intuit, the maker of QuickBooks.  Intuit’s founder, Scott Cook, realized that personal computers would replace manual bookkeeping and began Intuit back in 1983 with Tom Proulx. Since their IPO in 1993, Intuit’s QuickBooks product has enjoyed a huge market share of the small business accounting market.  From the desktop version eventually came the QuickBooks Online Version, until they claimed a 94.2% market share in 2008 (according to an Intuit press release). Read more

Computer and Technology, Software

XCM Solutions, Inc. (a robust workflow product we use in our firm) conducted a research project last year to identify the differentiating factors between high and low performing firms.  Some of the findings are amazing and support the things THRIVEal firms have been doing all along.  We’ll check them out over the next 7 posts.  Click the image to the left to download a copy of the full report.


Habit #1: High Performers Embrace Change

One difference between high performing and low performing firms is that they embrace change.  They are not only early adopters, but they find change to be a positive part of their lives.  These firms actually encourage innovation and put their team members in a place where they can truly innovate and embrace change without the fear of failure.

Failures will happen.  They are part of life.  Will they make you stronger as a firm or paralyze you with fear?



Business, Computer and Technology, CPA firm