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Webinar

Moving Beyond Busy Season: Plan Now for Firm Growth

Date July 18, 2019
Time 1pm EST
Duration 1 hour
CPE Credits
1 hour
Speakers Corey Greene
Jason Blumer

This year's filing season, with the changes brought about by the Tax Cuts and Jobs Act (TCJA), may have felt more chaotic than those in years past. This may have left you focused on survival rather than growth. If you want to grow your firm and/or increase revenue, the time to start your strategic planning is now.

Join this webinar to gain tips to help your firm make the most of the off season to be ready for next year. We’ll focus on:

  • How to ensure that your staff is supported for firm growth.
  • Tools to empower teams to deliver better outcomes for clients.
  • How to realize greater revenue per client.

 

Featured speakers

Corey Greene

Thomson Reuters

Corey Greene has been with the Tax & Accounting Professionals business of Thomson Reuters since June of 2013 and currently serves on the Customer Proposition team, where he’s responsible for contributing to product roadmap decisions, sales and marketing strategy, product packaging decisions, and the building of strategic relationships. Corey’s prior experience within the organization includes serving as the Product Manager of Tax Software. In this role, Corey helped define sales and marketing strategies, pricing options, and product roadmap prioritization. He also spent several years in Technical Support serving as Product Lead for both UltraTax CS and GoSystem Tax RS, which included training both staff and customers. Corey graduated from Eastern Michigan University with a Bachelor of Business Administration in Accounting and is a 2020 MBA graduate candidate at EMU.

Jason Blumer

Blumer & Associates, CPAs

Jason and his partner have been leading their own firm, Blumer & Associates, CPAs, for close to 16 years. The 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 the technical and compliance needs of the client.

 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).

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