In this webinar, we'll talk through where numbers actually come from (it’s not where you think!), and how we teach entrepreneurs the nuance of reading their own financials in our financial advisory meetings. We’ll share how our digital firm does the work of number storytelling with some principles we’ve learned along the way.
Learning Objectives:
- Determine how to create numbers that actually tell stories
- Summarize how to price and deliver storytelling financial advisory sessions
- Recommend and leverage financial service principles that teach your team how to lead financial advisory meetings
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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