Title: The Process of Training High Service Teams in a Remote World
Speaker: Jason Blumer, CPA
Date/Time: September 8, 2022 | 10:00 am PT
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.
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.
This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.