Masterclasses
Current Masterclass Recordings and Prior Year Archives
March 25th, 2025
Purpose and Practice of Benchmarks, Metrics, and Data for Firms
We’ll discuss the purpose of metrics and data, and how you can lead clients in the use of these from an advisory perspective. We’ll also explore common P&L metrics firms can use to bump their financials against (and how they are changing over time).
December 11th, 2024
The Art & Science of Tax Return Review
To discuss principles, processes and tools helpful for developing a strong practice for tax return reviews.
October 3rd, 2024
Corporate Transparency Act: Beneficial Ownership Information (BOI)
Join us for an in-depth discussion on the Corporate Transparency Act (CTA). As some firms have already begun reporting and others are still strategizing, this session will provide a comprehensive overview of the CTA. We’ll explore the key elements of the regulation, examine the various ways firms across the country are approaching client reporting, and share best practices for developing effective internal procedures to assist clients with Beneficial Ownership Information (BOI) reporting.
September 24th 2024
The Basics of Conducting Small Firm Acquisitions
Jason and Julie are in the process of looking for small acquisitions to add into Blumer CPAs, and they’ve been going through the process with Steven Byler. As a growth consultant, Steven has been guiding them through initial conversations, offer creation, negotiations, and ultimately the pitch. In this Masterclass, Jason and Julie will share why they want to acquire, and why they hired outside help to guide them through the process. Steven Byler will join us to show you his methodology in performing the firm analysis and how he pitches offers to perspective sellers.
June 4th, 2024
The Practical Side of International Disclosures & Tax Issues
The United States has a complex set of rules and obligations that multinational individuals and businesses must follow in order to comply with disclosing their international assets and income. The penalties for non-compliance can be steep. Determining when a taxpayer has a requirement to disclose can be challenging. This course will help advisors determine when a taxpayer has an international information disclosure requirement and identify common mistakes with disclosures. Additionally, the course will discuss tax incentives and opportunities that international taxpayers may be eligible for. For part of the course, we will go over real life case studies as we want this to be as hands-on and as practical as possible.
May 30th, 2024
How to Coach Your Team
This course will lead firm owners to strategically think through how they manage and lead team. We will discuss the human mind and how to ask deliberate questions to help team members grow professionally and personally. We will also talk through what a strong team means and the results of having a strong team as well as practices and rhythms to have in place to support your firm culture.
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.
December 13th, 2023
Defining and Leveraging Project Management for Firms
In this webinar, we will learn the definitions of project management, and the categories that it is related to in professional work. We’ll seek to understand why it is not a typical role used in professional accounting firms, and how we can leverage the understanding of the role for maximizing our efficiency, client service, and profitability.
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.