Jason Blumer

Jason serves as Thriveal’s CEO, leading the strategy of which structures help Thriveal grow, and how to approach the profession with transformative education. His 30 year career has been so varied, he’s performed every function in a firm and many other companies he has worked in. He has been a CPA since 1998. Jason shows genuine care as a leader of the Thriveal team, and is deeply thankful for the opportunity to lead alongside other people who do their work from the heart. Jason leads his firm, Blumer CPAs, with his partner Julie Shipp. Jason is a sought after international speaker, educator, coach, consultant, and friend to firm entrepreneurs all across the globe.

Julie Shipp

Julie Shipp is the Partner and Integrator/COO of Thriveal. She leads all strategic initiatives, and teaches and develops the educational content of Thriveal with Jason. After attending Auburn University and receiving a Bachelors in Accounting, she worked in large corporations’ accounting departments early in her career. Then she transitioned into being deeply immersed in caring for her family, educating kids, and learning more through that process than she could imagine, and certainly learning more than she was ever teaching anyone else. This has been true also for the past 10 years as she has learned more than she ever thought possible while building and growing the Blumer firm and the Thriveal CPA Network.

Ian Vacin

With more than 25 years leadership experience in technology and the accounting profession at Karbon, Intuit, Xero and other companies, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses they serve. In 2016, he was named a “Top 20 under 40” by the CPA Practice Advisor and a “Marketer That Matters” in 2013 by The Wall Street Journal. Ian has a master’s of engineering management degree and a master’s in business administration degree from Northwestern University’s Kellogg School of Management.

Geni Whitehouse

A basset hound worshipper and keynote presenter, Geni believes there is magic in the numbers and is on a mission to unlock the magic so business owners can apply it in creating the life of their dreams.

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and leading the Information Technology Alliance (ITA) as its President. She is also a keynote presenter and author at EvenANerd.com. She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is a Level 5 Advisor and Coach at TheImpactfulAdvisor.com.