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Strategy avalara thriveal

WHY MY PARTNER AND I SPEND 1 FULL DAY ON STRATEGY PER WEEK

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 15, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
Who Should AttendAttorney
Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional
Other
Real Estate Professional
Small Business Owner
Course Description

We'll go over the necessity of strategy and planning in growing a firm. These foundational commitments to firm growth are skills that are often overlooked by firm owners. We'll discuss what strategy is, how to implement
strategy and planning into the rhythms of your firm, and how to take effective safe risks in your growth.

Learning Objectives

  • What strategy and planning looks like for a growing firm.

  • What strategy and planning are supposed to accomplish for a growing company.

  • How to begin committing more time to strategy and planning in your firm.

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Testimonials
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Jeffrey, PA

"I liked the webinar, but I found the premise about how much time can realistically be devoted to planning to be a little unrealistic. Planning and strategy is part of running a business but is not the entire business (unless you are in business to teach others to plan and strategize)>"
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Tirzah, GA

"Thanks for the tips. Scheduling time to strategize and prioritize are great reminders and have been proven to be effective."
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Timothy, NC

"Great dissection of how to strategize, from a great motivational speaker!"
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Michael, MO

"Excellent strategy - I adopted it immediately. Thank you."
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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 20 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

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.