CPAacademy.org | WHY MY PARTNER AND I SPEND 1 FULL DAY ON STRATEGY PER

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Self-Study CPE

WIN-WIN DELEGATION STRATEGIES FOR ACCOUNTING PROFESSIONALS
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DIVERSITY & INCLUSION: DEFINE, IDENTIFY & RECOGNIZE KEY COMPONENTS FOR CPAs
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MANAGING STRESS & CONFLICT: A GUIDE FOR FINANCIAL PROS IN TOUGH SITUATIONS
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3 HABITS TO BOOST PRODUCTIVITY WHILE DECREASING STRESS AND ANXIETY
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HOW TO PROMOTE POSITIVE MENTAL HEALTH & RESILIENCE DURING CHALLENGING TIMES
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FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
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USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
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GETTING BACK TO WHO YOU ARE: AUTHENTICITY
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CONFUSION TO CONNECTION: EFFECTIVE COMMUNICATION STRATEGIES FOR ACCOUNTANTS
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MAKING YOUR RESOLUTIONS WORK
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WHY MY PARTNER AND I SPEND 1 FULL DAY ON STRATEGY PER WEEK

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Personal Development

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Attorney
Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional
Other
Real Estate Professional
Small Business Owner

Course Description

We'll go over the necessity of strategy and planning in growing a firm. These foundational commitments to firm growth are skills that are often overlooked by firm owners. We'll discuss what strategy is, how to implement
strategy and planning into the rhythms of your firm, and how to take effective safe risks in your growth.

Learning Objectives

What strategy and planning looks like for a growing firm.
What strategy and planning are supposed to accomplish for a growing company.
How to begin committing more time to strategy and planning in your firm.

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
info@thriveal.com
(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 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).

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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.

Handout Materials

Presentation Slides

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

Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.