Current Masterclass Recordings and Prior Year Archives

Join us live on September 26 at 11:30 ET

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


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


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.

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