Thrivecast: A Podcast for Accountants cover image

Thrivecast: A Podcast for Accountants

Latest episodes

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Jun 27, 2022 • 57min

Episode 132: Crypto for Accountants with Sonia Dumas, Part 3

Sonia Dumas continues her conversation with Jason about the pros and cons of the crypto wave. Today, they talk about some upcoming trends, which coins to steer clear from, financial censorship, and much more. Firm leaders will want to soak this one up to understand if integrating crypto into your clients' services is a good move for you. As a bonus for listening, access actionable onchain-intelligence that tracks the trends of cryptocurrencies for just $1: altmonie.com/cpasrock Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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May 25, 2022 • 57min

Episode 131: Crypto for Accountants with Sonia Dumas, Part 2

Sonia Dumas joins us again on the Thrivecast to continue our series on cryptocurrency. We've already covered the theory of crypto in part 1 of this series, so Sonia talks Jason through some practical applications of this new-age currency. She outlines the key points of her analytical approach to buying and selling, along with some advice on trading altogether. She levels with Jason on what today's buyers and sellers should expect in this ever-changing landscape. Prepare to have your minds blown in this one! As a bonus for listening, access actionable onchain-intelligence that tracks the trends of cryptocurrencies for just $1: altmonie.com/cpasrock Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Apr 25, 2022 • 48min

Episode 130: Crypto for Accountants with Sonia Dumas, Part 1

Sonia Dumas is a crypto investor and educator, seeking to help accountants better understand how they can use crypto in their profession. She's an expert in this field, and her wealth of knowledge makes it necessary to break this topic up into 4 separate episodes. In Part 1, she walks Jason through Web3, the future of internet that includes blockchain and token-based economics. Uhh, what? That's what we said too. So plug in get ready to expand your understanding of the crypto world with Sonia! As a bonus for listening, access actionable onchain-intelligence that tracks the trends of cryptocurrencies for just $1: altmonie.com/cpasrock Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Mar 25, 2022 • 45min

Episode 129: Why Human Connection Matters in Accounting with Peter Block

Jason sits down with one of his mentors, Peter Block, an author and consultant whose work is deeply rooted in the power of human connection. In this episode, Peter shares insights on why firm owners need to realize that their profession isn't just about accounting. Listen on to find out why this shift in thinking is critical to your organization's success. Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Feb 25, 2022 • 56min

Episode 128: Introduction to the Scaling L and Explanation of the Capacity Exchange Bridge, Part 2

Last episode, Jason gave everyone an overview of the Prototype Components Model for Growth, our proprietary program. We're digging a little deeper today to take a look at 2 specific pieces of the puzzle: the Scaling L and the Capacity Exchange Bridge. These are critical elements to understand if you're looking to grow your firm sustainably! Grab that notepad and buckle up—let's get to learning! Want to follow along with the slides? Grab them here: https://thriveal.com/thrivecast/ Interested in joining a Thriveal program? Learn more about them: https://thriveal.com/programs/ Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Jan 25, 2022 • 51min

Episode 127: An Intro to the Prototype Component Model for Growth, Part I

To kick off 2022, Jason is flying solo to drop some education about our proprietary program, the Prototype Components Model for Growth. If you've been wondering what it's like to participate in a Thriveal program, this is a great way to get your feet wet. Grab a beverage and tuck yourself in to learn all about the foundational principles we teach in our programs. Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/ Want to follow along with the slides? Grab them here: https://thriveal.com/thrivecast/ Interested in joining a Thriveal program? Learn more about them: https://thriveal.com/programs/
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Dec 27, 2021 • 46min

Episode 126: Future Accounting Trends with Bill Sheridan

Bill Sheridan is a major player in the accounting sphere. He's what we'd call an "honorary CPA," and is currently the Chief Communications Officer for the Maryland Association of CPAs. Although he's a journalist first, he's been extremely influential for CPAs around the country. He shares with Jason the changes he's sees coming soon for the accounting field. Listen to this episode to stay ahead of the game! Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Nov 29, 2021 • 35min

Episode 125: The Science of Positioning with Tim Williams

Tim Williams' insights on positioning for agencies and firms have been published EVERYWHERE, including The Economist and The Wall Street Journal. His book, "Positioning for Professionals," is a must-read for leaders in any industry, but it has especially valuable information for the accounting world. In this episode, Tim and Jason dive even deeper into the science of positioning, including how accounting firms can capitalize on their markets' psychology. Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply/
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Oct 25, 2021 • 42min

Episode 124: Positioning for Accounting Firms with Dan Mall

Dan Mall is the CEO, Founder, and Creative Director at SuperFriendly Design Systems, a one-of-a-kind creative agency. On this episode, Jason picks Dan's brain about positioning for accountants. Specifically, why it's important for firms to take steps to position themselves in the accounting marketplace. This really informative discussion is a little bit different, but SUPER valuable to firm owners. Get your pens and notepads ready! Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply
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Sep 25, 2021 • 45min

Episode 123: Leadership Fundamentals with Joe Erwin

Joe Erwin is the founder of Erwin Penland (now EP+co), a massive advertising agency located in Greenville, SC. He's also the owner of the Greenville Triumph, a professional soccer team, and now leads Erwin Creates, a creative agency located in the Endeavor coworking space. Though his expertise is in a different field, Joe and Jason discuss the intricacies of managing teams in a service-based industry, including the importance of hiring and some basics for successful leadership. Follow Thriveal on social media: Twitter: twitter.com/THRIVEalCPAs Instagram: instagram.com/thrivealcpas/ LinkedIn: linkedin.com/company/thriveal/ Facebook: facebook.com/THRIVEal Join the Thriveal community: thriveal.com/apply

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