Your client base is the foundation of your firm’s success—but it can also be your biggest obstacle.
Note: this webinar has already aired. You can now watch the on-demand recording!
In this webinar, you’ll learn how to take control of your client relationships to build a sustainable, profitable client base. Discover practical strategies for assessing, onboarding, and managing your clients, and gain insights into how the right client base can drive your firm’s growth and create long-term stability.
Industry expert Jason Blumer will share how accountants and bookkeepers can structure, assess, and cultivate a client base that drives sustainable growth. If you’ve ever felt overwhelmed by misaligned clients or struggled to scale your firm, this webinar is for you.
Webinar details:
Thursday, December 5 at 11:00 a.m. ET
How to assess your current client base for alignment and profitability
Strategies for culling misaligned clients without disrupting your firm
The role of onboarding in attracting the right clients and keeping the wrong ones out
Practical steps to build a sustainable client base that supports long-term growth
This session is a unique opportunity to learn how to build a client base that maximizes growth potential, enhances client satisfaction, and sets your firm apart from the competition.
About Jason Blumer
Jason Blumer is the founder and CEO of Thriveal, a community that helps entrepreneurial CPA firm owners connect, learn and grow. Since 2010, Thriveal has helped many small firms grow by providing coaching services, webinars, firm consulting, monthly growth groups, and live events. He is also the CEO of Blumer and Associates, CPAs, co-hosts two podcasts (The Thrivecast, and The Businessology Show), and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.
