Webinar: The Process of Training High Service Teams in a Remote World

Title: The Process of Training High Service Teams in a Remote World

Speaker: Jason Blumer, CPA

Description:  In this session, we will discuss the strategy and specific steps that the accounting firm Blumer CPAs takes to train their high service teams. If firms want to deliver high value services, then firms must become more intentional about onboarding and training their teams. With some simple steps, firms can lead with intention that allows the team to serve more effectively.

Learning Objectives:

  • Recognize the strategy and challenges of training remote team, and how to apply these steps to your own firm

  • Identify specific team onboarding and training steps used by the accounting firm BlumerCPAs

  • Implementing accountability in a team's high value service

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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