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Blu
Sponsored by
Billcom
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Free cpe webinars
Redefining the Value of Automation
Business Management and Organization

REDEFINING THE VALUE OF AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 8, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

How can automation help you build the firm you want? In this webinar, we'll explore a more accurate view of automation and its ability to create new opportunities for our profession. We’ll discuss how to approach automation, why it's important, and what automation can give us as firm entrepreneurs.

Learning Objectives: 


  • Determine when and how to approach leveraging automation in your firms

  • Identify new opportunities for key automation to pursue

  • Summarize when to explore automation and when it’s best to wait

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
[email protected]
(877) 322-9939

Blu

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 20 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

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.