Seasons of Change: Courageous Decisions for Firm Owners

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This Thrivecast episode, the final one of 2025, features a solo conversation led by Jason, who reflects on seasons of change and intentional leadership as he looks ahead to 2026. Drawing on nearly 25 years of firm ownership and 15 years of leading Thriveal, Jason explores how change—whether chosen or forced—can become a catalyst for growth when approached strategically. He shares personal insights on how markets evolve, teams shift, and leaders must continually reassess where they are most needed and what they are truly committed to building.

Jason outlines a significant pivot within his accounting firm, which is broadening its long-standing niche focus to serve entrepreneurs more generally after recognizing major shifts and challenges within its previous target market. Rather than waiting for disruption to dictate the next move, he explains why proactively adapting alongside the market is essential. That same philosophy is being applied to Thriveal, which is entering a new season after 15 years of operating as a broad, open community for firm owners around the world.

Looking ahead, Jason explains how Thriveal is choosing depth over scale by narrowing its focus and restructuring into two core programs designed specifically for growing and scaling firms. The Venture program serves firm owners with five or more team members, while the Ascent program supports firms generating one million dollars or more in revenue. By limiting enrollment and moving away from multiple community membership levels, Thriveal is creating a more intimate, high-commitment environment where firm owners receive consistent accountability, coaching, and peer connection throughout the year. The episode also details several intentional changes that support this deeper focus, including sunsetting the Deeper Weekend conference, reshaping master classes, expanding self-paced courses, and developing future workshops connected to the newly released book Scale with Purpose. Throughout the episode, Jason encourages listeners to view change as a core leadership responsibility—one that requires courage, clarity, and a willingness to let go of what is familiar in order to build something more meaningful. The conversation closes with an invitation to firm owners who feel ready for this next season to explore whether Thriveal’s Venture or Ascent programs are the right fit for their growth in 2026.

 

 

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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