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Now, I’m going to be very transparent with this, I have been a Deeper Weekend (DW) attender since 2012 and have only missed one DW since I started going. It’s the only conference that I attend all year (in person, sure maybe a virtual conference here and there) and anyone who knows me knows that it’s a priority in my life. Last year I missed it at the request of my spouse who wanted to spend our 25th wedding anniversary together, but other than that there’s never been a reason not to go.| Thriveal | A community of like minded firm entrepreneurs
In this episode of The Thrivecast, host Jason Blumer interviews Chad Davis, partner at LiveCA, one of Canada’s original virtual accounting firms. Chad brings over a decade of experience building remote-first operations and shares practical insights about AI adoption and automation strategies. He emphasizes that automation should never be a firm’s top three priorities, positioning AI as a powerful tool that enhances existing operations rather than a revolutionary change. The conversation e...| Thriveal | A community of like minded firm entrepreneurs
In this episode of The Thrivecast, host Jason Blumer interviews change management expert Alice Grey Harrison, who brings 25 years of experience managing transformation in large professional service firms. Alice Grey opens with a fundamental insight: whether you’re working with 25 people or 20,000 people, change challenges remain the same because “we’re people.” She debunks the stereotype that accountants are uniquely change-resistant, explaining that humans naturally resist change reg...| Thriveal | A community of like minded firm entrepreneurs
She lives in Greenville, SC with her husband. Though their family has lived a lot of places over the years, Greenville has become HOME in the post-kid era. Julie loves the journey she is on, the One who created it, and the people and relationships that are in it. You’ll find her traveling, cooking, seeing the fam, and reading many books on many topics to aid her in personal growth, leadership, and the deep care of those around her. She is best described as sensitivity matched with strength ...| Thriveal | A community of like minded firm entrepreneurs
He lives in Greenville, SC, with his wife, and is close to seeing almost all of his 3 kids move out of the house (but not quite). He loves the challenges of living a purposeful, balanced, and sacrificial life, both personally and professionally. Seeking God as the creator and motivator for all of his heart work, he loves the way in which a well placed life can form us into better people with continual practice. Jason is always reading multiple books (at one time), loves to travel, and takes a...| Thriveal | A community of like minded firm entrepreneurs
There are so many firm owners quietly leading teams and clients in our profession and you may not know who they are. They may not be on social media very often but they have hundreds and hundreds of team members and thousands of clients under their care on a daily basis.| Thriveal | A community of like minded firm entrepreneurs
In our last blog in this two part series, we focused on some more short-term strategies to navigate a tumultuous market. Those tactical focuses are important, but we also want to think long-term and create organizations that are sustainable. These are resilient organizations that require permanent and foundational changes put in place, instead of only tactics to help us navigate hard times (though those are still important too). Having guided numerous accounting firms through multiple market ...| Thriveal | A community of like minded firm entrepreneurs
Markets certainly are tumultuous right now, so it feels important to think through this a little more, and how we respond as firm owners. Navigating markets like the political and economic ones we are experiencing in the US create both challenges and opportunities for accounting firm leaders willing to embrace the strategy required to sort through it all. Drawing from years of guiding entrepreneurial accounting practices through market disruption, I’ve identified some specific approaches th...| Thriveal | A community of like minded firm entrepreneurs
Alright, firm owners. Let’s cut to the chase. You want to grow your firm, but something’s holding you back. I’ve been in the trenches with countless accounting firms, and I keep seeing the same myths trip up even the smartest owners.| Thriveal | A community of like minded firm entrepreneurs
I’m noticing a continuing trend of some financial professionals leaning into extreme financial transparency online, and I want to explore why I might be seeing this trend (and some thoughts on the results of this trend).| Thriveal | A community of like minded firm entrepreneurs
