Incubator Leaders
Jason Blumer CPA and Julie Shipp
Jason and Julie are the leaders of their firm, Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment, where they serve creatives agencies. Jason and Julie focus on business coaching and consulting, while their team meets the technical and compliance needs of their clients.
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Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs and creatives, their firm’s chosen niche. He has been honored as one of the 40 under 40 in the profession (CPA Practice Advisor) as well as one of the Top 100 Most Influential People in Accounting (Accounting Today).
Julie is the firm's Operations Director, and partner with Jason. Julie focuses on vetting strategies with Jason, and leading the team during the execution phases of all strategy. Julie is highly insightful, and brings that level of insight into client consulting and firm building with other firm entrepreneurs.
Purpose
As mentioned above, the purpose of the Incubator is to foster the creation of entrepreneurial, creative CPA firm owners that the world so desperately needs. We need experimental firm owners ready to build an enterprise that changes the lives of those they serve. Courage will be needed to embark on this journey, as the students will seek to change their firms during the program. We are looking for brave firm owners!
Price
The price for the live virtual Incubator program is $1,000. A $500 deposit is required to join the program. You may email us at [email protected] with additional questions.
All times are in EST
Day One
10:00am to 11:00am
Introduction & Debunking 7 Firm Building Myths
11:00am to 1:00pm
Session 1: Evolving Into a Market Leader & Breakout session and curriculum work
1:00pm to 3:00pm
Session 2: Vision & Values & Breakout session and curriculum work
3:00pm to 5:00pm
Session 3: The Risk Taking High Wire & Breakout session and curriculum work
5:00pm to 6:15pm
Session 4: The Magic of Strategy & Planning
6:15pm to 7:00pm
Q&A with Jason and Julie, Wrap up
Day Two
10:00am to 10:30am
Q&A with Jason and Julie on Strategy and Planning
10:30am to 12:00pm
Breakout session and curriculum work on Session 4: The Magic of Strategy & Planning (carry over from prior day)
12:00pm to 2:30pm
Session 5: Eating the Marketing Elephant & Breakout session and curriculum work
2:30pm to 5:00pm
Session 6: Capturing Your Value with Pricing & Breakout session and curriculum work
5:00pm to 6:00pm
Pricing Case Study work & Pitching/Proposal Solution Presentation work
6:00pm to 7:00pm
Q&A with Jason and Julie, Wrap up
Day Three
10:00am to 12:30pm
Session 7: Building the Healthy House & Breakout session and curriculum work
12:30pm to 3:00pm
Session 8: The Accounting Entrepreneur & Breakout session and curriculum work
3:00pm to 3:30pm
Final Session: Mapping Your Journey Forward
3:30pm to 5:00pm
Breakout work & Filling in Your Journey Map
5:00pm to 6:00pm
Q&A with Jason and Julie, Wrap up
Thriveal's Incubator is held entirely live and virtually online!