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View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - small firm
CPA - medium firm
Small Business Owner
Are you ready to move beyond the limitations of a tax-only accounting practice? If you're looking to transition from a traditional accounting firm to one that embraces advisory services, this webinar is designed for you. Led by Jason Blumer, CPA, CEO of Thriveal and Blumer CPAs, attendees will explore four key strategies for committing to advisory services, effectively pricing them, and positively influencing your clients' businesses.
This session will examine financial advisory, accounting advisory, client advisory services (CAS), and coaching/consulting advisory. By the end of the webinar, participants will gain actionable insights that can transform both their practice and client outcomes, and align their offerings with their natural advisory abilities.
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Define the essential characteristics of an advisory firm and how to transform your practice accordingly
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Identify four key strategies for offering and pricing advisory services to clients
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Evaluate the next steps required for successfully pitching advisory services
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Describe the core components of Financial Advisory, Accounting Advisory, CAS Advisory, and Coaching/Consulting Advisory
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).
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
Headquartered in San Jose, California, BILL is a trusted partner of leading US financial institutions, more than 8,000 accounting firms, and accounting software providers.
We empower accountants, bookkeepers, EA's, business owners, CFOs, and controllers to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.
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