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Free cpe webinars
The Strategy to Change Your Firm's Business Model


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Whether we are in a pandemic or not, there is always value embedded in how firms focus on building their business model. In this webinar, we will study what strategy is since we use that word so much. Then we can approach our future business models with more intention and planning. We'll also explore what parts of your model can make you more valuable to your clients.  

Learning Objectives:

  • Attendees will determine what strategy is

  • Identify from a case study what goes wrong in the building of a business model

  • Recognize the struggles of scaling and what problems happen at various team sizes

  • Identify questions to practically explore what parts of your model can become most valuable

As part of our Automating Success webinar series, this webinar will also highlight and help identify key issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.  

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Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.

Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 17 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies.  He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).


About Our Sponsor

2019bill (NYSE: BILL) is a leading cloud-based platform that automates, connects, and streamlines back-office financial processes such as payables and receivables to help small and midsize businesses succeed. Over 100,000 customers and 2.5 million network members trust to manage their end-to-end financial workflows, sync with accounting systems, and connect with suppliers and clients — creating a measurable, positive impact on their businesses. partners with leading U.S. financial institutions, top 100 U.S. accounting firms, and popular accounting software providers. has offices in San Jose, California (HQ) and Houston, Texas. | Twitter: @Billcom | LinkedIn: