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, they must become more intentional about onboarding and training their teams. With some simple steps, firms can lead with the intention that allows the team to serve more effectively.
Learning Objectives:
- Recognize the strategy and challenges of remote training of teams and how to apply these steps to your own firm
- Identify specific team onboarding and training steps used by the accounting firm Blumer CPAs
- Determine how to implement accountability in a team's high-value service
Jason Blumer CPA
Thriveal CPA Network
CEO/Founder
[email protected]
(877) 322-9939
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).
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