It feels like the ground is shaking beneath us. All businesses and their owners are asking “what’s next?”, “what’s happening?”, and “what is my value now?” It’s time to step back and take a long hard look at your firm and ask some tough questions about what you’ve been doing, what you’re being forced to decide now, and what you want to become in the future? To do this, we’ll dive into a firm’s business model, figure out what makes us valuable, and then make some decisions to evolve into what we are meant to be.
Learning Objectives:
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).