Webinar: Perfecting packages and options with digital tech stacks

Title: Perfecting packages and options with digital tech stacks

Speaker: Jason Blumer, CPA

Description: In this webinar, we'll run down the definitions of Tech Stacks for firms, and how they are to be leveraged for growth. We'll use this Tech Stack understanding to discuss how to roll these technology products into firm packages and offerings, and how tech-forward firms can create strong recurring 12 month service packages with their clients.

Learning Objectives:

  • Learn how to define the 4 different types of technology to define your Tech Stack
  •  Identify how to craft packages with the appropriate amount and types of technology to help the client move to a digital financial process system
  • Learn how to craft packages to be on a rolling 12 month commitment with clients that renew every year

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. 

Digital transformation is the process of integrating digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients.

This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.

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