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Free cpe webinars
Redefining the Value of Your Firm’s Business Model


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 1, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Leadership
Course Description

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: 

  • Outline the value of making choices in your firm that affect your future

  • Evaluate the business model you are operating under and see if it matches your own personal goals

  • Give examples of a Market Leader assessment online to determine where you stand as a Market Laggard or Market Leader

Not logged

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

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.