Looking Ahead with Geni Whitehouse


In Episode 75, Jason Blumer and Greg Kyte review a blog post from early 2017 about trends for accountants to watch out for. As always, they share their thoughts about how these ideas apply to the more entrepreneurial leaning CPAs. Geni Whitehouse joins them to discuss what clients REALLY need and why it’s so difficult for accountants to deliver.

Thank you to our sponsors for supporting the Thrivecast! Learn more about them by visiting Intuit, Bill.com, and Canopy Tax.

Mentioned in the show:

Become a Thriveal Member!
Canopy Tax
Growth Guide by Jason Blumer
Monthly Thriveal Intro Call
6 Accounting Trends to Watch out for in 2017 (Receipt Bank blog)
Geni Whitehouse TEDx
8 Questions Your Financial Statements Won’t Answer by Geni Whitehouse

Audio Engineering by: Aaron Dowd

Produced by: Jennifer Blumer

About our guest: Geni Whitehouse

Geni Whitehouse, CPA divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.

Geni Whitehouse


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