Title: Digital Client Onboarding in a Remote World
Speaker: Jason Blumer, CPA
Description: In this session, we will discuss the strategy and specific steps that accounting firm Blumer CPAs takes to manage digital client onboarding. The steps are strategic and set up an advisory relationship that allows a client to be led and transformed. We'll discuss requirements to place on clients, and highlight specific client onboarding examples that define what onboarding is meant to do.
Recognize the strategy of digital onboarding, and how to apply these steps to their own firm
Identify specific onboarding steps used by accounting firm Blumer CPAs
Determine the value of onboarding with real client examples of onboarding done well/and not so well
About Jason Blumer: Jason founded Thriveal in 2010 as a way for firm owners to connect.
Together with his partner, Julie Shipp and their team, they support firms in reaching their goals through live events, a monthly podcast, written content, webinars, coaching, consulting, and more.
The heartbeat of Thriveal is the online community where firm owners gather to ask questions and share ideas.
This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.