Webinar: Journey to a Modern Accounting Firm

June 23, 2021

Title: Journey to a Modern Accounting Firm

Date/Time: July 15, 2021 | 11:00 am PST

Speaker: Jason Blumer, CEO, Thriveal CPA Network and Blumer CPAs

Description: The definition of a modern accounting firm isn’t a static one. It changes as the world changes—and firms have faced seismic shifts in every aspect of their business. With that change comes the conversation about growth: not just in the number of clients you manage, but in how you run your firm, how you change your firm and how you measure success. The story of growth is different for every firm, but the journey to get there isn’t. Growth is about change, and there is a methodology to understanding the changes you need to make at each stage, what your natural growth ceilings are and what it takes to scale beyond them. Join this webinar series and learn from the experts about how to grow your firm, identify changes you need to make and adapt and become a modern accounting firm, today and tomorrow. 

Objectives:

  • Determine how to see yourself and your growth in the journey map -- and to make the changes and adjustments appropriate for the size of your team
  • Identify and apply strategy to the intention of how you build your team in the future
  • Recognize how to "peel away" parts of your role and move them into other roles at the right time in order to scale a professional services firm

About Jason Blumer: Jason Blumer founded Thriveal in 2010 as a way for firm owners to connect. In the ten years that Thriveal has been supporting firm owners, Julie Shipp has become an owner with Jason. Together with 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. Questions about any Thriveal programs can be asked by contacting info@thriveal.com.

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