Thriveal

What Thriveal does

Thriveal is a membership-based community, education, and consulting platform serving entrepreneurial CPA firm owners in the United States. Founded in 2010 by Jason Blumer and headquartered in Greenville, SC, the company runs a two-tier subscription model — Venture at $525 per month for firms with 5+ team members and Ascent at $875 per month (1-year minimum) for firms with $1M+ revenue — that grants access to a private online community, monthly mastermind cohorts of 25 members with a Thriveal coach, Resource Center content, entrepreneurial CPE, and proprietary accountability dashboards (Client Base & Team Alignment Analysis, F.O.R.C.e. Model). The Ascent tier additionally includes bi-monthly private coaching and quarterly financial advisory services.

The product surface extends across a podcast network (Thrivecast, The Businessology Show, and the member-only Fine Line Podcast distributed on Apple Podcasts, Spotify, Amazon Music, and YouTube), an 8-module scaling program called The Incubator priced at $2,250 per owner, an annual in-person conference (Deeper Weekend, ~125 attendees, ~$1,250 per ticket), plus Recurring live/virtual events (RISE, Venture Summit, Future Firm Summit, The Summit), bespoke firm-growth consulting delivered by Blumer and COO/Strategic Advisor Julie Shipp, and a branded Swag Shop. The underlying platform is a web-based community and CMS delivering articles, videos, courses, e-books, and virtual event sessions, with no public API, SDK, or mobile app.

Thriveal's go-to-market is community-led and event-driven: top-of-funnel demand is generated through content (Thrivecast, Resource Center, social, newsletter, and speaking engagements), prospective members apply through the website (signing an NDA and submitting a Financial Information Form), and mid-funnel conversion is driven by member referrals and live event attendance. The company is privately held, founder/employee-owned with no disclosed outside capital, and operates with 11-50 employees primarily in a virtual, distributed model anchored to Greenville, SC for its in-person events.

Name

Thriveal

Legal name

Thriveal, LLC

Website

https://thriveal.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Thriveal is a Greenville, SC-based membership community, education platform, and consulting practice for entrepreneurial CPA firm owners, offering two paid tiers (Venture and Ascent), mastermind groups, podcasts, annual events, and bespoke firm-growth consulting.

Ownership category

akta.pro rank

Product category

Professional Services - Accounting Firm Consulting & Education

NAICS

Educational Support Services (61171), Business Associations (81391)

SIC

Services-Membership Organizations (8600), Services-Management Consulting Services (8742)

akta.pro primary industry

Fan Membership, Subscriptions & Patronage Platforms (MPACABAF)

Keywords

• Accounting firm consulting
• CPA entrepreneur community
• Firm growth coaching
• Accounting professional membership
• Peer mastermind groups

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Others

Revenue model

1. Membership Subscriptions: Monthly membership fees at two tiers: Venture at $525/month for firms with 5+ team members, and Ascent at $875/month for firms with $1M+ revenue. Additional partners can join at discounted rates ($50-100/month depending on tier). Minimum 1 year commitment for Ascent.
2. Event Tickets: Revenue from in-person events including Deeper Weekend ($1,250/ticket), Incubator program ($2,250/owner), and The Summit event. Additional attendees priced at $950/person.
3. Firm Consulting: Bespoke consulting services provided by Jason Blumer and Julie Shipp for firms needing dedicated help with growth, mergers, acquisitions, succession, and restructuring. Includes assessment, retreats, and ongoing coaching.
4. Coaching Services: 1-to-1 coaching sessions and private coaching included in membership tiers, with additional coaching available for purchase.
5. Merchandise: Thriveal branded merchandise sold through the Swag Shop including t-shirts, sweatshirts, mugs, water bottles, laptop sleeves, and other items.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Thriveal is a private membership community and professional services firm for entrepreneurial CPA firm owners. It sells monthly memberships (Venture $525/mo and Ascent $875/mo) that bundle a private online community, monthly accountability mastermind groups, 1-to-1 coaching, on-demand educational content, and benchmarked firm financial analytics. Its top-of-funnel acquisition is the Thrivecast podcast network, supplemented by annual events such as Deeper Weekend, and add-on paid offerings including The Incubator scaling program and bespoke Firm Growth Consulting engagements.

Product overview

Thriveal is a community and education platform for accounting firm entrepreneurs, offering a multi-tiered membership model (Venture at $525/month for firms with 5+ team members, Ascent at $875/month for firms with $1M+ revenue) that provides access to private online communities, entrepreneurial CPE, accountability groups, coaching, and consulting services. The platform's core products include the Thrivecast podcast network (Thrivecast, The Businessology Show, The Fine Line Podcast), the Resource Center with on-demand content, and live events including Deeper Weekend, Thriveal RISE, Future Firm Summit, Venture Summit, and The Summit. Add-on services include 1-to-1 Coaching, Firm Growth Consulting, Community Groups, and The Incubator program. The company also operates a Swag Shop for branded merchandise and provides a free Market Leader Assessment tool.

Differentiator

Problem solved

Functional benefit

Products and services

• Venture Membership Monthly membership program priced at $525/month for firms with 5+ team members. Includes private online community access, ongoing entrepreneurial CPE, Resource Center access, Client Base & Team Alignment Analysis Dashboard, required monthly 90-minute Accountability Group Meetings, F.O.R.C.e. Model Dashboard, benchmarked firm financials presentation, and a copy of Scale with Purpose book. Additional partners $100/month.
• Ascent Membership Premium monthly membership priced at $875/month (minimum 1 year commitment) for firms with $1M+ revenue. Includes everything in Venture plus bi-monthly 90-minute Accountability Group Meetings, bi-monthly 60-minute Private Coaching sessions, and quarterly advisory financial services. Additional partners $50/month.
• Deeper Weekend Annual Conference Two-and-a-half day annual in-person conference in Greenville, SC for ~125 firm entrepreneurs, featuring speakers, roundtables, networking, meals, and evening social events. $1,250 per ticket. Designed as a transformative experience focused on intentional firm growth.
• Thriveal RISE Live event for firm owners and leaders ready for fresh starts in setting up their firms for success. Includes 10 hours per day of intensive work plus a half-day mapping/coaching session, capped at 30 firm spots.
• Future Firm Summit Signature virtual event for members to perform annual strategic planning together, included with Community and Venture member levels.
• Venture Summit Annual live event exclusively for Venture-level members who lead teams, including mentorship, coaching groups, presentations, and peer investment in leadership.
• The Summit Event Annual member-only live event held in Greenville, SC featuring deep teaching on leadership leverage through alignment, small group exploration, and networking with up to 50 members.
• The Incubator An 8-module scaling program teaching foundational concepts and structure for firm growth, including myths of growth, strategy, marketing, team structuring, leadership, risk-taking, pricing, and business models. $2,250 per owner; $950 per additional attendee. Payment plans and member discounts available.
• Firm Growth Consulting Bespoke consulting engagements for firms addressing growth, mergers, acquisitions, succession, and restructuring. Delivered personally by partners Jason Blumer and Julie Shipp, including assessment, retreats, and ongoing coaching. Fees not publicly disclosed.
• 1-to-1 Coaching Individualized coaching sessions exploring new places of learning and leadership for firm entrepreneurs. Available as a paid add-on to Venture membership and as a required component of Ascent membership (bi-monthly 60-minute sessions).
• Thrivecast Podcast Network Flagship podcast network including Thrivecast (hosted by Jason Blumer), The Businessology Show (hosted by Jason Blumer and Greg Kyte), and The Fine Line Podcast (private, member-only content by Jason Blumer and Julie Shipp). Distributed on Apple Podcasts, Spotify, Amazon Music, and YouTube, with sponsors including BILL, Intuit/QuickBooks, and Dext.
• Thriveal Swag Shop Branded merchandise store selling t-shirts, sweatshirts, mugs, stickers, notebooks, water bottles, hats, and apparel. Powered by Stadium platform.

Quantifiable outcome

• 12 hours of CPE per year through Community Groups
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

15 partnerships are on record, tiered core and minor.

• BILLcoreGTM or Marketing Partner · 1 January 2025BILL is a sponsor of Deeper Weekend and the Thrivecast podcast. Described as 'a leader in financial automation software for small and midsize businesses' dedicated to automating the future of finance so businesses can thrive.
• MeliocoreGTM or Marketing Partner · 1 January 2025Melio sponsors Deeper Weekend as a partner helping 'accounting professionals run smarter, more efficient firms.' Provides payment management solutions for accounting firms.
• KarboncoreGTM or Marketing Partner · 1 January 2025Karbon sponsors Deeper Weekend as '#1-ranked practice management software for accounting firms.' Described as 'Practice Management built for growth.'
• AviseminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Financial advisory services.
• Cloud Accountant StaffingminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Staffing solutions for accounting firms.
• OnPayminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Payroll services for businesses and accountants.
• The Profitable FirmminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Firm profitability consulting.
• Viaggio PartnersminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024.
• AnchorminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Financial services.
• Poe Group AdvisorsminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. CPA firm consulting and M&A advisory.
• Practice ProtectminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Practice protection and insurance services.
• RampminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Financial automation and corporate cards.
• FreshBooksminorGTM or Marketing Partner · 1 January 2025Sponsor of Deeper Weekend 2024. Cloud accounting software for small businesses.
• Intuit/QuickBooksminorGTM or Marketing Partner · 1 January 2024Sponsor of Thrivecast podcast and Deeper Weekend. QuickBooks provides accounting software solutions for accountants and their clients.
• Dext (Receipt Bank)minorGTM or Marketing Partner · 1 January 2020Sponsor of Thrivecast podcast. Dext (formerly Receipt Bank) provides receipt and invoice scanning solutions for accounting firms.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Others

• BILL: Financial automation software platform serving SMBs and their accountants, and a Thriveal sponsor. Relevant as a strategic ecosystem partner and potential acquirer, with deep relationships to the same CPA firm buyer base that Thriveal serves.

Direct peers

• Poe Group Advisors: CPA firm M&A and consulting advisory for small and mid-sized accounting firms. Comparable because it monetizes the same entrepreneurial CPA segment through growth consulting, succession, and transition services, and is a Deeper Weekend sponsor.
• Earmark CPE: Subscription-based CPE platform built for accounting professionals. Comparable because it sells recurring educational content to CPAs and competes for the same professional development wallet share as Thriveal's Resource Center and Community Group CPE offerings.
• SuccessCE: Subscription CPE provider for accounting professionals. Comparable as a recurring content and education platform competing for the same professional development spend as Thriveal's Venture and Ascent tiers.
• AccountingFly: Recruiting, events, and community platform for public accounting professionals. Comparable because it operates an industry community, hosts events, and serves CPA firm owners and operators, overlapping with Thriveal's buyer profile.
• The Profitable Firm: Coaching and consulting community for CPA firm owners focused on profitability and growth. Highly comparable to Thriveal because it sells advisory, masterminds, and education to the same entrepreneurial CPA buyer, and is also a Deeper Weekend sponsor.
• CPA Academy: Online continuing education and training library for CPAs. Comparable because it monetizes CPA learning time via subscription, similar to how Thriveal's Resource Center and CPE-bearing Community Groups monetize the same audience.
• Boomer Consulting: Consulting, coaching, and the Boomer Circle community for CPA firm leaders. Comparable because it packages masterminds, retreats, and thought leadership aimed at the same entrepreneurial accounting firm segment that Thriveal targets.

Broad incumbents

• Karbon: Practice management workflow software for accounting firms. Comparable as a sponsor and adjacent incumbent that increasingly bundles content, community, and education for CPA firms, directly competing for engagement time Thriveal monetizes.
• Canopy: Practice management and client accounting services software for accounting firms. Comparable as a broader incumbent platform that is expanding into client engagement, content, and community features for the same CPA firm owner buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/thrivealcpas
• YouTubeyoutube.com/c/ThrivealCPANetwork
• Facebookfacebook.com/THRIVEal
• LinkedInlinkedin.com/company/thriveal
• Instagraminstagram.com/thrivealcpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Thriveal