With Jason Blumer

The first episode of The Unique CPA in 2024, Episode 137, features Jason Blumer of Blumer CPAs, Thriveal, and Deeper Weekend. Jason started Thriveal to support accounting firm owners by building a community and resources for them to seek support. As he tells Randy, this led to Deeper Weekend, his exclusive annual conference for around a hundred accounting firm owners. The event fosters peer learning and relationships through workshops and socializing, with the fundamental idea behind it being that people have had successes and mistakes before you and there are always things to discover by building connections with them.

Important Links

Jason Blumer on LinkedIn

Blumer CPAs

Thriveal

Deeper Weekend

The ThriveCast

The Businessology Show

About the Guest

Jason Blumer, CPA, is the CEO of Blumer & Associates, a CPA firm working virtually, and focused on various verticals, such as design, web, marketing, and agency niches. Blumer & Associates facilitates business transformation in people’s firms, agencies, and companies through onsite consulting and business coaching. 

Jason also runs Thriveal.com, a consultancy and membership organization created to educate and care for accounting firm entrepreneurs. Thriveal consults with accounting firms that are looking to grow, change, and build teams. 

Jason founded and hosts two podcasts, which have both been on the air since 2011, the ThriveCast and the Businessology Show.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.