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.
Thriveal CPA Network
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).