Shifting from Advising to Consulting with Greg Crabtree


We’re excited to have Greg Crabtree on the podcast! Greg is a speaker, author, entrepreneur, and financial expert who founded his own firm Crabtree, Rowe, and Berger, which later merged with Carr, Riggs & Ingram CPA’s and Advisors. Greg spends his days helping entrepreneurs build their economic engine. He’s dedicated to helping the entrepreneur community in any capacity, and frequently speaks at events like EO, Scaling Up (Gazelles), Vistage, ACETECH, and many Mastermind groups. In this episode, Jason and Greg explore the differences between advising and consulting, and why you should move to consulting services. Listen to the episode for a unique take on how firms have changed their ways from one of our industry’s leading thinkers.

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Mentioned in the Show
Thrivecast Crew
  • Audio Engineering by: 9/8 Central
  • 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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