John Randolph resumes his conversation with Jason Blumer of Thriveal and Blumer CPAs on Episode 39 of CPA Life. Continuing their focus on strategies for firm growth, they tackle the complex problem of team management in the modern, often remote-based accounting world, stressing that leadership comes from the relationship leaders have with their charges, and that time spent cultivating that relationship has a far better return on investment in most cases than client work. Niching also plays a key role in maximizing any firm’s potential, while often being a rewarding, interesting path to take.

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Jason Blumer, CEO of Blumer CPAs and Thriveal, joins John Randolph for part one of their conversation on Episode 38 of CPA Life. Discussing his journey of building a sustainable CPA firm and the importance of intentional leadership, Jason explains that the entire concept behind Thriveal is that he made a lot of mistakes and had a lot of wrong ideas about entrepreneurship, and he wants to guide entrepreneurs with intentionality so they don’t make those same mistakes. Jason stresses, and John agrees, that community-driven culture is a key to firm growth and employee satisfaction, the details of which they discuss at length, with a lead-in to part two, which airs May 22nd, 2024.

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Jennifer Wilson of ConvergenceCoaching returns for part 2 of her conversation with John Randolph on Episode 37 of CPA Life. She delves into the intricacies of employee motivation, hiring practices, and compensation in CPA firms, and they discuss the vital role culture plays in everything a firm does, from hiring, to acquisitions, to turnover. Jen highlights the importance of learning from cultural mistakes, with John pointing out the rose-colored glasses that certain clients and partnerships can impart. Jen, a member of the National Pipeline Advisory Group, encourages those in the accounting profession to have their say by completing the group’s survey, which closes May 3rd, 2024.

Get the full show notes and more resources at CPALifePodcast.com