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Free cpe webinars
Journey to a Modern Accounting Firm

JOURNEY TO A MODERN ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The definition of a modern firm isn’t a static one. It changes as the world changes—and firms have faced seismic shifts in every aspect of their businesses. With those changes come 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 to become a modern firm, today and tomorrow.

Learning Objectives:


  • Determine how to see yourself and your growth in the journey map—and how 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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

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.