Figuring Out: The Future of Remote Accounting | Podcast #EP36 1 Credit
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Welcome to another exciting Episode of W.T.F. with Saul! In a rapidly evolving accounting landscape, few voices resonate with foresight and clarity like Jason Blumer, CEO of Blumer CPAs and founder of the pioneering Thriveal CPA Network.
In this CPE Episode, Jason sits down with Saul to unpack the journey from a traditional brick-and-mortar firm to becoming one of the earliest adopters of a fully virtual accounting model—long before it became mainstream. This Episode dives deep into team dynamics, technology transitions, and the intentional culture-building required in a remote environment. Listeners will hear firsthand how leadership in a virtual firm demands a radical rethink—not just of operations, but of mindset. Jason emphasizes that digital transformation is not just about tools, but about re-engineering workflows, recognizing individual work preferences, and prioritizing psychological safety. The conversation also explores how multigenerational teams and AI adoption are reshaping accounting leadership.
Major Topics:
The Episode wraps with a powerful look at Jason’s other venture: Thriveal, a trusted community for firm owners. Jason reveals what makes real community different from social media “groups,” and why shared vulnerability and structure are the building blocks of true connection. This Episode is packed with insights for any accounting professional, leader, or business owner navigating change in a digital-first world.
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| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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Jason serves as Thriveal’s CEO, leading the strategy of which structures help Thriveal grow, and how to approach the profession with transformative education. Jason got his Bachelors in Accounting from Wofford College in Spartanburg, SC. His near 30 year career has been so varied, he’s performed every function in a firm and many other companies he has worked in. He has been a CPA since 1998. Jason shows genuine care as a leader of the Thriveal team, and is deeply thankful for the opportunity to lead alongside other people who do their work from the heart. Jason is a sought after international speaker, educator, coach, consultant, and friend to firm entrepreneurs all over the globe.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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