Content Provider
Blu
Sponsored by
Billcom
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Free cpe webinars
Perfecting Packages and Options With Digital Tech Stacks
Business Management and Organization

PERFECTING PACKAGES AND OPTIONS WITH DIGITAL TECH STACKS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2022
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
Series: Bookkeeper, CFOs and Controllers
Course Description

In this webinar, we'll run down the definitions of tech stacks for firms and how they can be leveraged for growth. We'll use this tech stack understanding to discuss how to roll these technology products into firm packages and offerings. Come learn how tech-forward firms can create strong recurring 12-month service packages with their clients.

Learning Objectives:


  • Identify the four different types of technologies to define in a tech stack

  • Outline how to craft packages with the appropriate amount and types of technology to help a client move to a digital financial process system

  • Determine how to craft packages that are on a rolling 12-month commitment with clients that renew every year

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Blumer CPA

Thriveal CPA Network
CEO/Founder
[email protected]
(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

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.