Leadership Development in Accounting Firms

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In this episode of Thrivecast, Jason sits down with award-winning educator Dr. Scott J. Allen, Ph.D., an expert in leadership development, the future of work, and executive communication, to discuss the crucial distinction between technical expertise and leadership ability in accounting firms.

  • Why the most skilled accountants aren’t always the best candidates for leadership positions
  • How to create appropriate career paths for technical experts who don’t move into leadership
  • Key qualities to look for when identifying potential leaders within your firm
  • Strategies for leadership development and “arming yourself” as a firm leader
  • How effective leadership directly influences the climate and culture of accounting firms
  • Practical approaches to measuring leadership effectiveness in your organization

This must-listen episode provides valuable insights for firm owners and leaders navigating the challenging transition from accountant to leader. Dr. Allen and Jason explain why leadership is a learned skill that can be developed over time, offering hope and guidance for those looking to strengthen their leadership capabilities.

Whether you’re currently in a leadership position or planning your firm’s succession strategy, this conversation offers practical frameworks to help you build a stronger leadership team and create the right growth paths for all your talented professionals.

Mentioned in the Show
Thrivecast Crew
  • Audio Engineering by: Vlad Ungureanu
  • Produced by: Jason Blumer
About our host: Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.

Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.

Jason is the host of two…

Jason Blumer

CEO, Thriveal; CEO, Blumer & Associates, CPAs.

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