Masterclasses
Current Masterclass Recordings and Prior Year Archives
February 27th, 2024
Choosing a Niche: Understanding the Economics
When people say “you need to niche” you may want to take that statement cautiously for your firm. The power of niching is well established but there is more to know before you claim a speciality in a particular type of market. We’ll explore what niching is, the types of niches, and the principles around this approach to doing business with your clients.
September 26th, 2023
Developing a Firm Crisis Plan
As firms grow larger, the planning for crises becomes more important. Strong firms are ones who can navigate a crisis and still operate with efficiency and avoiding operational disruptions during the crisis. It’s difficult to do, but firms can improve in this important strategic planning effort as the firm become more substantial in size, providing more service, and in the care of a larger team. This Masterclass will introduce some strategies to navigate a crisis, and we’ll hear from other firm owners on the navigation of their own crises.
September 26th, 2023
Developing a Firm Crisis Plan
As firms grow larger, the planning for crises becomes more important. Strong firms are ones who can navigate a crisis and still operate with efficiency and avoiding operational disruptions during the crisis. It’s difficult to do, but firms can improve in this important strategic planning effort as the firm become more substantial in size, providing more service, and in the care of a larger team. This Masterclass will introduce some strategies to navigate a crisis, and we’ll hear from other firm owners on the navigation of their own crises.
May 30th, 2023
Steps to a Strategic Hire
Learn the factual and detailed process of the recent ‘hiring extravaganza’ in the Blumer firm that went from January 3rd to April 7th, and resulted in 5 new team members. Jason and Julie will share all of the details, dollar costs, number of candidates, the processes, platforms used, and the end results of the multi-month process.
February 28th, 2023
The Value of a Firm’s Job Lane
The topic of discussion for this Masterclass is “The Value of a Firm’s Job Lanes.” Jason and Julie use real firm experiences to discuss how lane creation is key to getting jobs done by each team member in a firm. You’ll study the key components of what they’re trying to accomplish with job lanes, how collaboration affects team staying in their lanes, and how growth affects the whole ‘lane ecosystem.’
December 16th, 2022
Top Strategies as we Anticipate Tax Season
Whether we like it or not, we are looking into another tax season ahead of us. And if you anticipate making changes to your tax client base for tax season, November was the time to start your messaging. We’ll also explore our positioning as tax professionals and seek to understand how we stack up against our competitors (and the software companies we compete with as well!). In this Masterclass, we’ll do some fun community wide polling to see where we all stand on pricing!
Aired April 22, 2022
RAISE YOUR PRICES DURING INFLATION
We explain what the Fed is doing to balance our economy (macroeconomics), and what our response can and should be as firm owners (microeconomics).
Aired February 25, 2022
PRINCIPLES AND PRACTICES OF SHARING FINANCIALS WITH CLIENTS IN MEETINGS
This is a dive into the creativity of accounting, the freedom we have to display numbers to clients, and what our goals are to transform our clients.
Aired December 10th, 2021
Risk Mitigation
We dive into the real definitions of risk taking and give you an understanding of how firm entrepreneurs should manage risk in their decisions.
Aired August 20th, 2021
The First 90 Days of Hiring
We learn the importance of a new team’s journey in the first 90 days. We discuss the labor market, why it seems backwards, and how firms are managing this difficulty.
Aired May 28th, 2021
Development and Communication of Advisory Work
We teach 4 key principles for firms to understand in developing advisory work in the firm, and a real life example of how advisory work revealed itself in the blumercpas firm.
Aired November 19th, 2020
Pricing Practices part 1
We introduce the ‘Ecosystem of Pricing Professional Services.’ We bump this up against the client’s journey, how they are feeling through the model, and define what pricing actually is.
Aired December 18th, 2020
Pricing Principles part 2
This is part 2 of a 2 part series. Watch Part 1 first as they are related. We compare our previous Ecosystem from the Part 1 class to the ‘Ecosystem of Billing for Services’ in this part 2 class.
Aired September 24th, 2020
Prototype Components Model For Growth
This is the deep dive into Thriveal’s proprietary model of growth. This growth model is the basis for our Community Group meetings and is taught more deeply in our Thriveal Programs. Unlike other models in the marketplace, this model is specifically for service based entrepreneurs seeking to scale their companies in sustainable ways.
Aired July 21st, 2020
Strategic Calendar Work Blocking
This is the calendar workblocking methodology specifically designed by Jason and Julie and how they lead blumercpas and thriveal. This is a methodology that many Thriveal firms also follow.