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Free cpe webinars
Building the Modern Team for Your Firm

BUILDING THE MODERN TEAM FOR YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 10, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As we close out our Scaling Growth webinar series with Bill.com, we have developed an in-depth study of how teams are part of the journey to a Modern Accounting firm. In this final webinar in the series, we will focus on building modern teams to go along with the modern accounting firms we've been studying up to this point. We will study a model of the key structures, disciplines, and rhythms that allow firms to scale successfully.

Learning Objectives:


  • Identify the "structures" on which modern accounting firm teams sit

  • Recognize the "disciplines" of movement that allow firms to operate efficiently

  • Justify the "rhythms" of team care that allow teams to remain strong

  • Recall the principles of strong teams in the modern accounting firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Blu

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.