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Blu
Sponsored by
Billcom
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Free cpe webinars
Digital Client Onboarding in a Remote World
Business Management and Organization

DIGITAL CLIENT ONBOARDING IN A REMOTE WORLD

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

In this session, we will discuss the strategy and specific steps that the accounting firm Blumer CPAs takes to manage digital client onboarding. The steps are strategic and set up an advisory relationship that allows a client to be led and transformed. We'll discuss requirements to place on clients and highlight specific client onboarding examples that define what onboarding is meant to do.

Learning Objectives:


  • Recognize the strategy of digital onboarding and how to apply these steps to your own firm

  • Identify specific onboarding steps used by the accounting firm BlumerCPAs

  • Determine the value of onboarding with real client examples of onboarding done well—and not so well!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
info@thriveal.com
(877) 322-9939

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.