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  • Episode #162: Modern Leadership in Accounting with Brett Kelly

    Episode #162: Modern Leadership in Accounting with Brett Kelly
    2024/12/23
    Welcome back to Thrivecast! In this episode, Jason sits down with Brett Kelly, founder, and CEO of Kelly Partners Group, a global accounting firm that went public in Australia in 2017 and is now leading in the US as well. They sit down to discuss the evolving world of leadership and business strategy. Brett highlights the importance of fostering bottom-up leadership, aligning business practices with core values, and creating environments that unlock potential in teams and firms alike. Together, they explore shifting career trends, the power of long-term vision, and how mission-driven strategies are reshaping the business landscape!
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    52 分
  • Building Trusted Relationships with Joan Herlong

    Building Trusted Relationships with Joan Herlong
    2024/12/16
    Welcome back to The Businessology Show! In today’s episode, Jason chats with Joan Herlong, CEO of Herlong Sotheby’s International Realty, about what it takes to run a successful real estate business. Joan dives into the importance of integrity, personalized service, and continuous learning in the ever-changing real estate market. She also shares insights from her book, As Is: An Insider's Guide to Real Estate, offering tips to elevate business practices! Don’t miss out!
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    1 時間 6 分
  • Episode #161 Entrepreneurial Growth and Smart Restructuring with Ian Vacin

    Episode #161 Entrepreneurial Growth and Smart Restructuring with Ian Vacin
    2024/11/25
    Welcome back to The Thrivecast! Today, Jason sits down for part 2 of his episode with Ian Vacin where they finish their teaching from the highly successful Deeper Weekend conference. This episode is a follow up from Ian’s sessions at Deeper Weekend and they dive into the Qualitative Research they are doing for their upcoming book on Human Capacity. Come learn about the 7 qualitative research findings that help firms reach profitability and firm success.
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    48 分
  • Episode #160: Boosting Firm Efficiency with Ian Vacin

    Episode #160: Boosting Firm Efficiency with Ian Vacin
    2024/10/22
    Welcome back to Thrivecast! In today’s episode, Jason chats with Ian Vacin, co-founder and chief customer officer of Karbon. Known for his extensive background in industrial engineering, high tech manufacturing, and an MBA, Ian brings a wealth of industry knowledge to the table. Together, they dive deep into the intricacies of capacity planning and resource management for accounting firms, drawing from their own collaboration history and experiences on road shows. They’ll give us a sneak peek into their latest endeavor: co-writing a book on "human capacity," blending extensive research with anecdotal wisdom to tackle the complexities of scaling service-based businesses. From labor cost challenges to the nuanced art of outsourcing staff, Ian and Jason share invaluable insights that can help any entrepreneur navigate the choppy waters of growth and organizational design!
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    44 分
  • Episode #159: Strategic Tax Planning and Leadership with Jackie Meyer

    Episode #159: Strategic Tax Planning and Leadership with Jackie Meyer
    2024/09/25
    Welcome back to Thrivecast! In today's episode, Jason and Jackie Meyer, dive into the dynamic world of tax planning and strategic leadership. Holding a doctorate in strategic leadership, Jackie discusses the significance of setting personal boundaries, the value of in-person meetings, and her journey in hiring a CEO to focus on her book and career advancements. We'll explore the high ROI potential of tax planning, the importance of strategic pricing, and how Jackie's SaaS product, Tax Plan IQ, is transforming the accounting industry. Join them as they navigate through the distinctions of tax advisory services, manage a busy schedule, and discover the limitless potential within the profession!
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    44 分
  • Episode #158: Influence and Leadership in Accounting with Rob Brown

    Episode #158: Influence and Leadership in Accounting with Rob Brown
    2024/08/26
    Welcome back to Thrivecast, where we get into the ins and outs of the ever-evolving landscape of the accounting profession. In this episode, we have a thought-provoking conversation with Rob Brown, CEO of Accounting Influencers, hailing from the historic city of Nottingham, UK. Rob shares his journey from a high school math teacher to becoming a leading figure in training and developing accounting professionals. Jason and Rob explore the challenges and opportunities in the accounting profession, from storytelling and influence skills to leadership development and the impact of technology. Join them as they uncover the changing dynamics in the world of accounting and the essential attributes for modern-day CPAs to remain competitive!
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    39 分
  • Episode #157: The Power of Strategic Owner Rest Explained with Jason Blumer

    Episode #157: The Power of Strategic Owner Rest Explained with Jason Blumer
    2024/07/25
    Welcome to a special solo episode of Thrivecast! In this unique installment, Jason examines a concept crucial for every firm entrepreneur: Owner Rest. As we enter conference season, it's the perfect time to explore how stepping away strategically can refuel and recharge you. In this episode, you'll discover the distinction between 'rest rest' and 'owner rest' and why both are essential for sustainable growth and productivity. We'll discuss how Owner Rest isn't just about taking a break but about engaging in purposeful learning and development away from your daily grind. This episode also highlights the upcoming Deeper Weekend conference, where you can experience Owner Rest firsthand. Join us as we unpack the science and practice of productivity, and learn how to leverage strategic rest to become a better leader and owner. Tune in, take notes, and get ready to thrive!
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    29 分
  • Episode #156: Changing Perception in Accounting with Calvin Harris

    Episode #156: Changing Perception in Accounting with Calvin Harris
    2024/06/25
    Welcome to another Thrivecast episode, where Jason and Calvin Harris dive deep into the evolving landscape of the accounting profession. They tackle the intricate rules and regulations that impact the mobility of CPAs across states, emphasizing the crucial role of state CPA societies in advocating for the profession and protecting public trust. Calvin Harris, the CEO of the New York State Society of CPAs, recounts pivotal moments in his career, including his unexpected ascent to leadership roles and his passion-driven journey. Jason and Calvin will also explore pressing issues like the 150-hour rule, private equity's role in modernizing firms, and the need to reshape the perception of the accounting profession starting as early as middle school. We’ll discuss the importance of mentoring, the non-linear career paths enabled by technology, and the future of accounting amid a changing professional landscape. Join us as we unravel these themes and more in a dynamic conversation that promises to provide valuable insights for professionals at every stage of their careers.
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    49 分