We're excited to have Greg Crabtree on the podcast! Greg is a speaker, author, entrepreneur, and financial expert who founded his own firm Crabtree, Rowe, and Berger, which later merged with Carr, Riggs & Ingram CPA's and Advisors. Greg spends his days helping entrepreneurs build their economic engine. An author of three books, Greg is dedicated to helping the entrepreneur community in any capacity, and frequently speaks at events like EO, Scaling Up (Gazelles), Vistage, ACETECH, and many Mastermind groups. In this episode, Jason and Greg explore the differences between advising and consulting, and cover how Greg's journey to consultancy unfolded. Jason and Greg also share helpful tips that are easy to implement into your work routine to keep a more organized system—not specific to consultants. Listen to the episode for a unique take on how firms have changed their ways from one of our industry's leading thinkers.

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We're sad to see our series with Sonia Dumas come to an end, but we're so excited about the information we got to cover today! In this episode, Sonia talks Jason through ways accountants and firms can apply crypto to their payroll, payments, and perks—a game-changer for future-leaning firms. She provides some forecasts and predictions once again and gives our listeners some key insights as a parting gift. Check it out!

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As a bonus for listening, access actionable onchain-intelligence that tracks the trends of cryptocurrencies.

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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.

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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

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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

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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.

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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!

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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.

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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/

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!

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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.

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