Content Provider
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Sponsored by
2019bill
Self-Study CPE
AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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THE DNA OF A CAS FIRM
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
The Strategy to Change Your Firm's Business Model

THE STRATEGY TO CHANGE YOUR FIRM'S BUSINESS MODEL

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Whether we are in a pandemic or not, there is always value embedded in how firms focus on building their business model. In this webinar, we will study what strategy is since we use that word so much. Then we can approach our future business models with more intention and planning. We'll also explore what parts of your model can make you more valuable to your clients.  

Learning Objectives:


  • Attendees will determine what strategy is

  • Identify from a case study what goes wrong in the building of a business model

  • Recognize the struggles of scaling and what problems happen at various team sizes

  • Identify questions to practically explore what parts of your model can become most valuable


As part of our Bill.com Automating Success webinar series, this webinar will also highlight and help identify key issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.  

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Jason and his partner have also been leading their own firm, Blumer & Associates, CPAs, for over 17 years. The 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 the technical and compliance needs of the client.
 
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).

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

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

2019bill
Bill.com is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments, which totaled over $70 billion for fiscal 2019. The Bill.com AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. The company partners with several of the largest U.S. financial institutions, more than 70 of the top 100 U.S. accounting firms, and popular accounting software providers. Bill.com has offices in Palo Alto, California and Houston, Texas. For more information, visit www.bill.com or follow @billcom.