Topic

Selling Accounting Services in Virtual Environments

Description

As many firms have been forced to interact with their clients virtually, it's important to build the care around those interactions.

In this webinar we'll be discussing how firm owners can influence, manage, onboard and service client virtually.

During this session firm owners will learn:

  • What an onboarding process is, and how an example firm uses it to influence potential clients in a virtual sales process
  • About the human process of discovery and ways to learn how to assess what the client lead needs in service
  • How to create and manage effective pricing processes online for their clients

Speaker:

Jason Blumer
Full Name
Jason Blumer
Job Title
CEO
Company
Thriveal CPA Network
Bio
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the visionary and CEO of Thriveal. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, and live events. Deeper Weekend is the annual live event by Thriveal.

Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and agency creative services niches. He and his partner focus on business coaching and consulting with firms and agencies, while their team meets the technical and compliance needs of the customer.

Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today). Jason loves to watch documentaries on just about anything. Stay connected with Jason by signing up at JasonBlumer.com.
Name
Wednesday, November 23, 2022
Session 1: 12.00pm SGT / 8.00am UAE
Session 2: 6.00pm SGT / 2.00pm UAE
Time Zone: (UTC+08:00) Singapore [Change Time Zone]

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