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The Post-Pandemic Firm: Redefining Value in a World That Completely Changed

THE POST-PANDEMIC FIRM: REDEFINING VALUE IN A WORLD THAT COMPLETELY CHANGED

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The COVID-19 pandemic changed everything. It changed your clients, it changed your staff, it changed your firm, and it changed you. It changed what is expected of us and how we deliver on those expectations.

In this panel discussion, we will hear from Jason Blumer, Nicole Davis, and Greg Kyte, three accountants who are pushing the boundaries of value in the profession. They will explore how the current environment is pushing us to redefine our tools, our clients, our pricing, and even what it means to be an accountant.

Learning Objectives: 


  • Evaluate and compare their current tools and tech stack to the needs of post-pandemic clients    

  • Determine and/or refine their ideal client profile

  • List the benefits and challenges of subscription pricing for their services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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).

 

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Greg has established himself as a unique voice in the world of stand-up comedy. He's shared the stage with many noted comedians. When he's not busy making people laugh, Greg works as a controller and general manager in Utah.
 

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Nicole Davis is the CEO of Butler-Davis Tax and Accounting, Groundworx, and BD Payroll.  She brings more than a decade of experience in accounting, tax, financial management, and advisory services to clients of all sizes in various industries. Nicole specializes in tax strategy and small business accounting with specialties in construction, pharmacies, and service-based businesses. 

Before founding Butler-Davis, Nicole spent most of her career in the industry with Fortune 500 companies. She began her career with ConocoPhillips in Bartlesville, Oklahoma. 

Nicole is a member of the American Institute of CPAs and the Georgia Society of CPAs. She earned a Master of Business Administration from the University of Tulsa and graduated summa cum laude from Grambling State University, earning a Bachelor of Science in accounting. Nicole is also a member of the Rockdale Chamber of Commerce and board chairman for More Than Conquerors, Inc.  

Nicole and her husband JW live in Conyers, Georgia, and have five kids. She enjoys writing poetry, cooking, and making handcrafted soaps in her free time.

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.