CPAacademy.org | REDEFINING THE VALUE OF YOUR FIRM'S BUSINESS MODEL

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Redefining the Value of Your Firm’s Business Model

Business Management and Organization

REDEFINING THE VALUE OF YOUR FIRM'S BUSINESS MODEL

Available Date(s)

Wednesday, May 01, 2024: 1:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Leadership

Course Description

It feels like the ground is shaking beneath us. All businesses and their owners are asking “what’s next?”, “what’s happening?”, and “what is my value now?” It’s time to step back and take a long hard look at your firm and ask some tough questions about what you’ve been doing, what you’re being forced to decide now, and what you want to become in the future? To do this, we’ll dive into a firm’s business model, figure out what makes us valuable, and then make some decisions to evolve into what we are meant to be.

Learning Objectives:

Outline the value of making choices in your firm that affect your future

Evaluate the business model you are operating under and see if it matches your own personal goals

Give examples of a Market Leader assessment online to determine where you stand as a Market Laggard or Market Leader

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

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Frequently Asked Questions

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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.

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About Our Sponsor

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.